Prior to founding Evolve ETFs, Mr. Lala served as Head of WisdomTree Canada – a division of WisdomTree Investments Inc., one of the world’s largest ETF issuers. Prior to this, Mr. Lala was Executive Vice President and Head of Retail Markets for Fiera Capital Corporation, a prominent Canadian investment management firm with over $100 billion in assets under management. Mr. Lala co-founded and served as President and CEO of Propel Capital Corporation (which was acquired by Fiera Capital Corporation in September 2014). Propel raised approximately $1 Billion in structured products in its five years of operation. Prior to Propel, Mr. Lala worked with Jovian Capital. Mr. Lala held several roles at Jovian including President of JovFunds Inc., an asset management division of Jovian Capital. Mr. Lala holds a Bachelor’s degree in Economics from the University of Toronto (1994).
Mr. Simonetta has a broad background in management, investment and capital markets. Mr. Simonetta was one of the founding partners of First Asset Management Inc. (“FAMI”) and served as President and CEO of FAMI from 1997 to 2006. At the time FAMI was sold in 2005, FAMI managed in excess of $30 billion in assets and was one of Canada’s top ten largest companies in the pension and high net worth asset management business. FAMI’s affiliates have included: Beutel, Goodman & Company Ltd.; Foyston Gordon & Payne, Inc.; Deans Knight Capital Management Ltd., Montrusco Bolton Investments Inc.; Covington Capital Corporation; First Asset Funds Inc. (formerly Triax Capital Corporation); and Northwest Mutual Funds Inc. FAMI was sold in 2005 to Affiliated Managers Group, Inc. (NYSE: AMG), a publicly listed investment management company based in Boston. Mr. Simonetta is a member of the Institute of Chartered Accountants of Ontario, obtaining his C.A. designation in 1984 while achieving Top 20 Honour Roll standing, and holds a Bachelor of Arts from the University of Waterloo (1983 – Gold Medal).
Mr. Cooper is Chief Investment Officer, Chief Compliance Officer and Corporate Secretary with Evolve ETFs. Prior to joining EFG, Mr. Cooper was Senior Portfolio Manager at Fiera Quantum as one of two lead portfolio managers for the Fiera Capital Defensive US Equity and Defensive Global Equity Funds. Prior to Fiera, Mr. Cooper was a Director and Vice President of Deutsche Bank AG in Toronto, in the Canadian equity proprietary trading operation where he co-managed $1.2 billion in assets. Prior to joining Deutsche Bank, Mr. Cooper was a Vice President and Co-Head of Citibank Canada’s Canadian equity derivatives business. Mr. Cooper was Co-Founder & General Partner of Cooper Panko & Partners Investment Management, an equity-based investment fund. Mr. Cooper has over 25 years of investment management experience. Mr. Cooper holds a Bachelor of Mathematics from the University of Waterloo and a Masters from the Institute of Transpersonal Psychology. He is a member of the Toronto CFA society and has been a CFA charter holder since 1996.
Prior to joining Evolve ETFs, Mr. Johnson was Senior Vice President, Retail Markets at Fiera Capital Corporation, a prominent Canadian investment management firm. Prior to this role, Mr. Johnson served as Chief Operating Officer of Fiera Quantum Limited Partnership, an alternative investment manager. From 2010 to 2012, Mr. Johnson led technology management for a number of business lines at National Bank of Canada. Prior to 2012, he spent 13 years at GMP Capital Corp. in a variety of management roles across institutional brokerage, wealth management and asset management businesses. Mr. Johnson holds the Canadian Investment Manager (CIM) designation, the Derivatives Markets Specialist (DMS) designation and is a Fellow of the Canadian Securities Institute (FCSI). Mr. Johnson serves as a trustee on the boards of the Upper Canada College Foundation, and Trinity College at the University of Toronto where he is Chair of the Committee on Investments.
Mr. Crone brings over 20 years experience in the financial services industry. Prior to joining Evolve ETFs, Mr. Crone served as Vice President, Retail Markets at Fiera Capital Corporation, a prominent Canadian investment management firm with over $100 Billion in assets under management. Mr. Crone served as Vice President and Partner of Propel Capital Corporation (which was acquired by Fiera Capital Corporation in September 2014). Propel raised approximately $1 Billion in structured products in its five years of operation. Prior to Propel, Mr. Crone served as Senior Vice President, Sales within JovFunds Inc., the specialty investment arm of Jovian Capital Corporation. Prior to 2005, Mr. Crone served in various sales and marketing capacities at Dynamic Funds, which is now a wholly-owned subsidiary of Scotiabank.
Mr. Allen is the Executive Vice President and the Head of Distribution of Evolve Funds Group. Mr. Allen brings over 21 years of experience in the financial services industry. Prior to joining Evolve ETFs, Mr. Allen was a Managing Director with Onex Credit Partners responsible for Retail and Institutional distribution as a well as Onex Credit’s general business activities in Canada. Prior to Onex, Mr. Allen worked as the Head of Canadian Distribution for both Macquarie Global Investments and RBC Capital Markets Structured Product Group. Mr. Allen graduated from Carleton University with a combined degree in Psychology and English Literature.
Mr. d’Auvergne is Senior Vice President, Western Canada for Evolve ETFs. Mr. d’Auvergne brings over 10 years of experience in the financial services industry. Prior to joining Evolve ETFs, Mr. d’Auvergne was Regional Vice President for Invesco, responsible for business development within the full service brokerage community in Alberta. Prior to that role, Mr. d’Auvergne held a similar role at TD Asset Management. Mr. d’Auvergne holds the Canadian Investment Manager (CIM) designation. Mr.d’Auvergne holds a Bachelor’s degree in Commerce from Concordia University, majoring in Finance.
Mr. Mahfouz is Senior Vice President, Eastern Canada for Evolve ETFs. Mr. Mahfouz brings 15 years of experience in the financial services industry. Prior to joining Evolve ETFs, Mr. Mahfouz was District Vice President for Sentry Investments, responsible for business development within the advisor community in the Greater Montreal area. Prior to that role, Mr. Mahfouz held a similar role at AGF Investments covering the Eastern Ontario region. Between 2009 and 2013, Mr. Mahfouz held various sales leadership roles in retail banking in New York at JPMorgan Chase. Prior to JPMorgan Chase, Mr. Mahfouz worked as an Investment Advisor at CIBC Wood Gundy in Montreal. Mr. Mahfouz holds a Bachelor’s degree in Commerce from Concordia University, majoring in International Business.
Prior to joining Evolve ETFs, Ms. Igo played a key role in the establishment of a Derivatives and Alternative Investments Administration group at Fiera Capital Corporation, a major Canadian investment management firm with over $100 billion in asset under management. In addition, Ms. Igo was an integral part of driving a full-scale operational process for Fiera Quantum Limited Partnership, an alternative investment manager. Previously, Ms. Igo was a Senior Analyst on the Operations Risk and Valuation Group at Curaçao International Trust Company Fund Services (Canada), working closely with many prominent US and European hedge funds. Ms. Igo received a BA Dipl. with Honours from Humber Business School, a BAS Specialized Honours from York University and a MFin from Queens University. Ms, Igo has completed Level II of the CFA Program. Through Humber Business Schools Ms. Igo was awarded the David Dodge Economics Award, personally presented by David Dodge, the Former Governor of the Bank of Canada for excellence in studies in economics. Ms. Igo was also presented the Rosemary Brown Human Rights Award for outstanding academic achievement. Ms. Igo volunteers as an Advisor for Queen’s University Smith School of Business – Alumni Advisory Program.
Ms. Huang is the Marketing Associate for Evolve ETFs. Prior to joining Evolve ETFs, Ms. Huang was in similar marketing roles working with various upcoming companies to develop their marketing strategies to the next level. During that time, Ms. Huang also launched two of her own start-up companies in Toronto. Ms. Huang holds a Bachelor of Commerce degree with distinction from the University of Toronto.
Jordan Blain is Vice President of Sales, Ontario for Evolve ETFs. Mr. Blain brings 10 years of experience in the financial services industry. Prior to joining Evolve ETFs, Mr. Blain was an ETF Specialist at Invesco Canada focused on growing the Canadian PowerShares ETF suite of products. Prior to Invesco Canada, Jordan worked as an associate at CIBC Capital Markets in Toronto and in a number of middle and front office roles at Deutsche Bank in London England. Mr. Blain holds a Masters of Science degree from the University of Manchester and a Bachelor of Commerce degree from McGill University.
Shell Liang is Vice President and Portfolio Manager for Evolve ETFs. Prior to joining Evolve ETFs, Mr. Liang was Senior Portfolio Analyst at Bristol Gate Capital Partners, a world-class investment manager in dividend growth strategy, where his role evolved from trade execution to investment research. Prior to Bristol Gate, Mr. Liang was part of the team running the full spectrum of investment operations, for the alternative strategies at Fiera Capital Corporation, a prominent Canadian investment management firm with over $100 billion under management. Prior to joining Fiera, Mr. Liang held multiple positions at State Street Corporation, one of the largest asset management companies in the world with over $2 trillion under management. Mr. Liang holds an Honours BA in Financial Mathematics from Wilfrid Laurier University and is currently pursuing the CFA designation.
Steve Pate is Vice President, Head or Trading for Evolve ETFs. Prior to joining Evolve ETFs, Mr. Pate was a Senior Trader at Fiera Capital Corporation, a prominent Canadian investment management firm with over $100 billion under management. Mr. Pate specialized in trading international derivatives, forex and equities. Prior to this role, Mr. Pate had been Vice President, Quantitative Trading and Technology Development for Fiera Quantum Limited Partnership (Formerly GMP Investment Management) since 2008. Mr. Pate brings over a decade of experience developing and implementing algorithmic trading systems in equities, options and futures markets. He successfully completed the Derivative Fundaments Course and Futures Licensing Course and is currently pursuing the CIM designation.