Please join us for a discussion with Dynamic Funds’ Vice President, Senior Portfolio Manager, David Fingold and Canaccord Genuity’s Senior Vice President, Investment Advisor, Kathy Sager.
David will speak about his investment experience and process, his outlook on the markets, and the areas where he is currently finding opportunities.
David Fingold, Vice President & Senior Portfolio Manager has been a key member of Dynamic’s Investment team since his arrival in 2002. He is lead portfolio manager for a number of US and Global strategies, including five mutual funds and is co-manager of three active ETFs. He is responsible for more than $12 billion in assets under management.
David has over 30 years of business, operational and investment experience including senior positions in corporate finance, sales, purchasing and marketing in the manufacturing, transportation and distribution industries. David’s work has been widely acknowledged with a number of industry awards. Graduating in the top decile of his class, David earned a Bachelor of Science with High Distinction in management from Babson College in Wellesley, Massachusetts, in 1988.
Kathy Sager is a President's Club, Award-Winning Senior Vice President and Investment Advisor at Canada’s largest independent brokerage firm, Canaccord Genuity Wealth Management. Kathy provides holistic planning to High-Net-Worth individuals and families, helping them advance their wealth management goals.
What truly separates Kathy from other Advisors, is her high-touch communication with her clients and extraordinary ability to connect with them on a deeper, more personal level. Kathy has many long-lasting relationships; some of which have spanned over her entire career since 1980. Her philosophy has always been to build connections with Portfolio Managers with the most brilliant minds in the industry, proper asset allocation and strong diversification.
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