Marret Asset Management Inc.
Barry Allan

Barry Allan


Barry Allan is the founding partner of Marret Asset Management Inc.  He has over 30 years of investment experience and has successfully operated in virtually all areas of the fixed income arena.

Prior to founding Marret, Barry spent 6 years with Altamira Management where he managed a wide variety of fixed income mandates and held secondary responsibilities on several equity and balanced mandates.  He was also responsible for internal risk management and oversaw the hedging activities for the company's Balance Sheet.

During this period he was the lead manager of the Altamira High Yield Bond Fund, co-manager of the Balanced and Growth and Income Funds, and Lead Manager of the Global Bond and Global Short-Term Income Funds.

Barry also managed several institutional mandates with alternative investment strategies (swing funds shifting between Canadian and Global bonds, Hedge Fund being long and short Global Bonds and Currencies, Commodity Derivatives in equity portfolios, bonds with embedded options to gain convexity).

Barry has an undergraduate degree from the University of British Columbia and an MBA from the University of Arizona.


Paul Sandhu

Paul Sandhu


Paul Sandhu has 29 years of domestic and international fixed income experience.  Prior to joining Marret, Paul was responsible for the global distribution of Canadian fixed income and money market products at BMO Capital Markets.  Through offices in Toronto, Montreal, Vancouver, New York, London and Hong Kong, Paul was directly responsible for advising the world's largest fixed income asset managers on portfolio strategy, asset mix, security selection and alpha/beta generation.

Paul's career also includes positions with Goldman Sachs and Citibank in Europe, the United States and Canada.

Paul holds a B.A. (Economics and Political Science) from the University of British Columbia and a Masters in Public Administration from the University of Victoria.


Adrian Prenc

Adrian Prenc


Prior to joining Marret in July 2002, Adrian Prenc spent 3 years with Altamira Investment Services, initially as an investment specialist, and more recently as a Research Analyst specializing in corporate debt and high yield.

Adrian has a Bachelor of Commerce degree from the University of Toronto, is a CFA charterholder, and has received numerous awards for academic distinction.  He has also received his Financial Risk Manager certification.


 
Gordon McKay

Gordon McKay


Prior to joining Marret as a research analyst in June 2009, Gordon McKay spent over 3 years as a research analyst at the Edmonton office of Peritus I Asset Management, a Santa Barbara based investment manager specializing in high yield corporate debt securities.

Prior to joining Peritus, Gordon worked as a valuation consultant for McNally Valuations, a boutique valuation services firm.  At McNally Valuations, Gordon completed research and analysis, and assisted in the preparation of fairness opinions, goodwill impairment tests and valuation reports.  He began working at McNally Valuations in 2002.

Gordon has a Bachelor of Commerce degree from the University of Alberta, is a Chartered Business Valuator, and is a CFA Charterholder.


Margot Naudie

Margot Naudie


Margot Naudie, CFA is a portfolio manager with over 20 years of investment experience. Prior to joining Marret in 2013, Margot was a Vice President, Senior Portfolio Manager with CPP Investment Board from February 2010 to May 2013 where she was the head of the materials sector. Prior to that she was a Managing Director with TD Asset Management where she was Managing Director and managed long only and long/short equity strategies.

Margot has been voted a Brendan Woods TopGun for each of the years 2009 to 2013.


Mark Culver

Mark Culver


Mark Culver, CFA is the head of Marret Private Wealth and Managing Director of Marret’s Montreal office. Prior to joining Marret in 2011, Mark was Vice President , Business Development at Formula Growth Ltd., an investment manager focused on growth investing and alternative equity strategies. From 1990 to 2004, Mark was a partner at CAI Capital, a private equity firm, and from 1986-1990 , he was with American Express Bank, in New York and London.

Mark has a Bachelor of Arts from McGill University and a MBA from Concordia University.

 


Charles LeBlanc

Charles LeBlanc


Prior to joining Marret as a research analyst in October 2014, Charles LeBlanc spent over 3 years as a research analyst at National Bank Financial, specializing in Metals and Mining. Prior to joining NBF, Charles worked as an economic and financial analyst at Rio Tinto Alcan.

Charles holds a Master of Science in Administration [M.Sc.], Applied Financial Economics from HEC Montreal and is a CFA Charterholder.

 


Adam Tuer

Adam Tuer


Adam Tuer, PhD, is a quantitative and research analyst. Adam joined Marret in January 2013 initially doing research on a consulting basis for us on Central Bank liquidity and the impact of monetary policy. He joined Marret on a full-time basis in April 2013 as a research analyst.

Adam has a PhD in Physics from the University of Toronto and an HBSc (high distinction) in Physics with a minor in Mathematics and Chemistry. Prior to joining Marret, Adam developed optimal hedging strategies on derivatives for CIBC.

 


Roberto Katigbak

Roberto Katigbak


Roberto Katigbak, CFA is the Institutional Strategist & Head of Sales and Marketing for Marret Asset Management. Prior to joining Marret, Mr. Katigbak served from 2011-2016 as Vice President of Sales and Marketing for CI Investments. He is responsible for the business development and servicing of both institutional and large retail clients across Canada. Mr. Katigbak graduated from the John Molson School of Business at Concordia University with a degree in Finance and is also a Chartered Financial Analyst Charter holder with investment experience since 2001.

 

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