EmpirE LifE invEstmEnt tEam - EMPIRE Fund Reporting ...
EmpirE LifE invEstmEnt tEam - EMPIRE Fund Reporting ...
EmpirE LifE invEstmEnt tEam - EMPIRE Fund Reporting ...
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<strong>EMPIRE</strong> LIFE INVESTMENTS TEAM<br />
The Empire Life Investments Team 1 is made up of experienced professionals with specific expertise, skills and<br />
knowledge. We follow a team-based approach to draw on the strengths and expertise of every member of the<br />
team, which in our opinion leads to better investment decisions. The team provides investment management for the<br />
Empire Life Mutual <strong>Fund</strong>s 2 and both the segregated funds 3 and general assets of The Empire Life Insurance Company.<br />
Gaelen Morphet, CFA<br />
Senior Vice President<br />
& Chief Investment<br />
Officer<br />
• 30 years investment<br />
industry experience,<br />
joined Empire Life<br />
in 2009<br />
Lieh Wang, CFA<br />
Senior Portfolio Manager<br />
Canadian Equities<br />
• 19 years investment<br />
industry experience,<br />
joined Empire Life<br />
in 2009<br />
• Canadian equities<br />
Nessim Mansoor, CA, CFA<br />
Portfolio Manager<br />
Canadian Equities<br />
• 13 years investment<br />
industry experience,<br />
joined Empire Life<br />
in 2009<br />
• Canadian equities<br />
Virginia Wai-Ping, CFA<br />
Portfolio Manager<br />
Equities<br />
• 26 years investment<br />
industry experience,<br />
joined Empire Life<br />
in 2011<br />
• Equities<br />
Nicholas Smart, CFA<br />
Investment Analyst<br />
• Five years investment<br />
industry experience,<br />
joined Empire Life in<br />
2008<br />
• Investment research<br />
analyst<br />
Jane Halliday, CFA<br />
Senior Portfolio Manager<br />
Global Equities<br />
• 35 years investment<br />
industry experience,<br />
joined Empire Life<br />
in 2002<br />
• U.S and global equities<br />
Amber Sinha, MBA, CFA<br />
Portfolio Manager<br />
Global Equities<br />
• 12 years investment<br />
industry experience,<br />
joined Empire Life<br />
in 2005<br />
• Global equities<br />
Paul Pathak<br />
Director<br />
Fixed Income<br />
• 36 years investment<br />
industry experience,<br />
joined Empire Life<br />
in 1988<br />
• Fixed income securities<br />
Geoff Johnston, CFA<br />
Senior Portfolio Manager<br />
Fixed Income<br />
• 23 years investment<br />
industry experience,<br />
joined Empire Life<br />
in 2004<br />
• Fixed income securities<br />
Mark Vallee, CFA<br />
Senior Portfolio Manager<br />
Fixed Income<br />
• 16 years investment<br />
industry experience,<br />
joined Empire Life<br />
Investments in 2012<br />
• Fixed income securities<br />
Pat McGrath, CGA, CFA<br />
Director<br />
Private Placements<br />
• 20 years investment<br />
industry experience,<br />
joined Empire Life<br />
in 2010<br />
• Private debt securities<br />
Michael Shook, CFA<br />
Portfolio Manager<br />
Fixed Income<br />
• 34 years investment<br />
industry experience,<br />
joined Empire Life<br />
in 1992<br />
• Short term fixed<br />
income securities<br />
Diane Burke<br />
Manager<br />
Equity Trading<br />
• Joined Empire Life<br />
in 1999<br />
• Executes all equity/<br />
option trades for<br />
the Empire Life<br />
Investments Team
Empire Life Segregated <strong>Fund</strong>s Empire Life Mutual <strong>Fund</strong>s Portfolio Manager(s)<br />
Income Empire Life Money Market <strong>Fund</strong> Empire Life Money Market<br />
Mutual <strong>Fund</strong><br />
Empire Life Bond <strong>Fund</strong><br />
Michael Shook, CFA<br />
Empire Life Investments Team<br />
Geoff Johnston, CFA (Co-manager)<br />
Mark Vallee, CFA (Co-manager)<br />
Empire Life Investments Team<br />
Balanced Empire Life Income <strong>Fund</strong> Empire Life Investments Team<br />
Canadian Equity<br />
U.S. and<br />
International<br />
Equity<br />
Global Equity<br />
Portfolio <strong>Fund</strong>s<br />
Empire Life Balanced <strong>Fund</strong><br />
Empire Life Asset Allocation <strong>Fund</strong><br />
Empire Life Dividend Balanced <strong>Fund</strong><br />
Empire Life Elite Balanced <strong>Fund</strong><br />
Empire Life Global Balanced <strong>Fund</strong><br />
Empire Life Dividend Growth<br />
<strong>Fund</strong><br />
Empire Life Canadian Equity <strong>Fund</strong><br />
Empire Life Elite Equity <strong>Fund</strong><br />
Empire Life Small Cap Equity <strong>Fund</strong><br />
Empire Life American Value <strong>Fund</strong><br />
Empire Life U.S. Equity Index <strong>Fund</strong><br />
Empire Life International<br />
Equity <strong>Fund</strong><br />
Empire Life Global Dividend<br />
Growth <strong>Fund</strong><br />
Empire Life Global Equity <strong>Fund</strong><br />
Empire Life Global Smaller<br />
Companies <strong>Fund</strong><br />
Empire Life Conservative<br />
Portfolio <strong>Fund</strong><br />
Empire Life Balanced<br />
Portfolio <strong>Fund</strong><br />
Empire Life Moderate Growth<br />
Portfolio <strong>Fund</strong><br />
Empire Life Growth Portfolio <strong>Fund</strong><br />
Empire Life Aggressive Growth<br />
Portfolio <strong>Fund</strong><br />
Empire Life Monthly Income<br />
Mutual <strong>Fund</strong><br />
Empire Life Dividend Growth<br />
Mutual <strong>Fund</strong><br />
Empire Life Canadian Equity<br />
Mutual <strong>Fund</strong><br />
Empire Life Small Cap Equity<br />
Mutual <strong>Fund</strong><br />
Empire Life Emblem<br />
Diversified Income Portfolio<br />
Empire Life Emblem<br />
Conservative Portfolio<br />
Empire Life Emblem<br />
Balanced Portfolio<br />
Empire Life Emblem<br />
Moderate Growth Portfolio<br />
Empire Life Emblem<br />
Growth Portfolio<br />
Empire Life Emblem<br />
Aggressive Growth Portfolio<br />
1 <br />
Effective January 2012 the investment team operates under Empire Life Investments Inc., a wholly-owned subsidiary<br />
of The Empire Life Insurance Company.<br />
2<br />
Empire Life Investments Inc. is the Manager of the Empire Life Mutual <strong>Fund</strong>s.<br />
3 <br />
Empire Life Investments Inc. is the portfolio manager of the Empire Life segregated funds.<br />
Empire Life Investments Team<br />
Geoff Johnston, CFA (Co-manager)<br />
Virginia Wai-Ping, CFA (Co-manager)<br />
Empire Life Investments Team<br />
Nessim Mansoor, CA, CFA (Co-manager)<br />
Gaelen Morphet, CFA (Co-manager)<br />
Empire Life Investments Team<br />
Empire Life Investments Team<br />
Empire Life Investments Team<br />
Empire Life Investments Team<br />
Lieh Wang, CFA<br />
Empire Life Investments Team<br />
Nessim Mansoor, CA, CFA<br />
Empire Life Investments Team<br />
Nessim Mansoor, CA, CFA (Co-manager)<br />
Gaelen Morphet, CFA (Co-manager)<br />
Empire Life Investments Team<br />
Virginia Wai-Ping, CFA<br />
Empire Life Investments Team<br />
Jane Halliday, CFA<br />
Empire Life Investments Team<br />
Michael Shook, CFA<br />
Empire Life Investments Team<br />
Amber Sinha, MBA, CFA<br />
Empire Life Investments Team<br />
Amber Sinha, MBA, CFA<br />
Empire Life Investments Team<br />
Jane Halliday, CFA<br />
Empire Life Investments Team<br />
Amber Sinha, MBA, CFA<br />
Empire Life Investments Team<br />
Empire Life Investments Team<br />
Empire Life Investments Team<br />
Empire Life Investments Team<br />
Empire Life Investments Team<br />
Empire Life Investments Team<br />
Empire Life Investments Team
Empire Life Investments Inc.<br />
165 University Ave.,<br />
9th Floor, Toronto, ON<br />
M5H 3B8<br />
1 855 823-6883<br />
www.empirelifeinvestments.ca<br />
Segregated fund insurance contracts are issued by The Empire Life Insurance Company.<br />
A description of the key features of the individual variable insurance contract is contained in the Information Folder for the product<br />
being considered. Any amount that is allocated to a Segregated <strong>Fund</strong> is invested at the risk of the contract owner and may increase<br />
or decrease in value.<br />
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please<br />
read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may<br />
not be repeated.<br />
®<br />
Registered trademark of The Empire Life Insurance Company. Empire Life Investments Inc. is a licensed user of this trademark.<br />
ENG-04/14
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