Steve Locke
Head-Fixed Income Invts chez Mackenzie Financial Corp.
Profil
Mr. Steven G.
Locke, CFA MBA, is a Chief Investment Officer of Fixed Income & Multi-Asset Strategies at Mackenzie Financial Corp.
He oversees approximately 40 investment professionals involved in the day-to-day management of all institutional and retail fixed income and multi-asset mandates at Mackenzie Investments.
Mr. Locke is responsible for more than $60 billion in fixed income expertise and $23 billion in multi-asset capabilities.
He is also Chair of Mackenzie’s Global Investment Committee, which oversees global investment strategy recommendations across the organization.
Mr. Locke came to Mackenzie through the acquisition of HTIC in 2008, and he was appointed Head of the Fixed Income Team in 2010.
In 2021, he was appointed to his current role.
Mr. Locke began his investment career in 1994 as a bond trader and credit analyst, with these roles encompassing rates and credit trading, and fundamental corporate credit analysis for public and private debt.
In 1998, he took a role as an associate portfolio manager, with management responsibilities covering pension, retail, and balance sheet mandates.
In 2003, Mr. Locke joined Howson Tattersall Investment Counsel (HTIC) as a portfolio manager, managing both retail and institutional fixed income portfolios, and in 2005 he became head of the fixed income team at HTIC.
He is a holder of the Chartered Financial Analyst designation, and he has a Bachelor of Arts degree in economics, and an MBA degree from the Schulich School of Business, both from York University.
Postes actifs de Steve Locke
Sociétés | Poste | Début |
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Mackenzie Financial Corp.
Mackenzie Financial Corp. Investment ManagersFinance Mackenzie Financial Corp. (dba Mackenzie Investments) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1967 and is a direct subsidiary of Mackenzie, Inc., ultimately held by Power Corp. of Canada (TSE: POW). Mackenzie Investments provides discretionary investment advisory services to Canadian mutual funds, such as exchange-traded funds, Separately Managed Accounts, and one closed-end fund listed on the Toronto Stock Exchange. | Head-Fixed Income Invts | 01/01/2021 |
Anciens postes connus de Steve Locke
Sociétés | Poste | Fin |
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Howson Tattersall Investment Counsel Ltd.
Howson Tattersall Investment Counsel Ltd. Investment ManagersFinance Founded in 1962, Howson Tattersall Investment Counsel Ltd. is an investment advisor located in Toronto, Ontario. The firm is also known as Howson Tattersall Private Asset Management. They manage portfolios for leading institutions and wealthy individuals. Howson Tattersall Investment Counsel is a subsidiary of Mackenzie Financial Corp., a Toronto-based registered investment advisor and mutual fund manager. Mackenzie Financial Corp. is part of IGM Financial Inc., (TSX: IGM), one of Canada's largest financial services companies. The firm's ultimate parent is Power Financial Corp. (TSX: PWF) | Portfolio Manager-Fixed Income | 31/08/2010 |
Formation de Steve Locke
York University | Undergraduate Degree |
The Schulich School of Business | Masters Business Admin |
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Entreprise privées | 2 |
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Howson Tattersall Investment Counsel Ltd.
Howson Tattersall Investment Counsel Ltd. Investment ManagersFinance Founded in 1962, Howson Tattersall Investment Counsel Ltd. is an investment advisor located in Toronto, Ontario. The firm is also known as Howson Tattersall Private Asset Management. They manage portfolios for leading institutions and wealthy individuals. Howson Tattersall Investment Counsel is a subsidiary of Mackenzie Financial Corp., a Toronto-based registered investment advisor and mutual fund manager. Mackenzie Financial Corp. is part of IGM Financial Inc., (TSX: IGM), one of Canada's largest financial services companies. The firm's ultimate parent is Power Financial Corp. (TSX: PWF) | Finance |
Mackenzie Financial Corp.
Mackenzie Financial Corp. Investment ManagersFinance Mackenzie Financial Corp. (dba Mackenzie Investments) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1967 and is a direct subsidiary of Mackenzie, Inc., ultimately held by Power Corp. of Canada (TSE: POW). Mackenzie Investments provides discretionary investment advisory services to Canadian mutual funds, such as exchange-traded funds, Separately Managed Accounts, and one closed-end fund listed on the Toronto Stock Exchange. | Finance |