Investing Thoughts from Canada's Largest Privately Owned Asset Manager

Jan 14, 2025

Guest: Martin Gerber, President and Chief Investment Officer, Connor, Clark & Lunn Investment Management Ltd.

Host: Andres Rincon, Managing Director and Head of ETF Sales and Strategy, TD Securities

Martin Gerber shares the distinctive structure of Connor, Clark & Lunn, and its evolution from a long-only asset manager to offering diverse strategies. In our discussion, Martin examines the current macroeconomic landscape including the implications of higher inflation and interest rates for market-neutral and long/short equity portfolios.

This episode was recorded on December 4, 2024.

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This clip should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this clip was obtained from publicly available sources, has not been independently verified by TD Securities, may not be current, and TD Securities has no obligation to provide any updates or changes. All price references and market forecasts are as of the date of clip. The views and opinions expressed in this clip are not necessarily those of TD Securities and may differ from the views and opinions of other departments or divisions of TD Securities and its affiliates. TD Securities is not providing any financial, economic, legal, accounting, or tax advice or recommendations in this clip. The information contained in this clip does not constitute investment advice or an offer to buy or sell securities or any other product and should not be relied upon to evaluate any potential transaction. Neither TD Securities nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this clip and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.

Martin Gerber
Martin Gerber
President and Chief Investment Officer, Connor, Clark & Lunn Investment Management Ltd.

Biography

Martin is the President and Chief Investment Officer of Connor, Clark & Lunn Investment Management Ltd. (CC&L), one of Canada’s largest privately owned asset management firms. Based in Vancouver, CC&L has three distinct investment teams and manages a broad range of conventional and alternative strategies for institutional investors globally.

Martin is responsible for setting the strategic direction for the firm as well as the ongoing oversight of our business and investment programs. In addition, he is head of the asset allocation committee, chairs the investment risk management committee, and is a Director of Connor, Clark & Lunn Investment Management Ltd. He is also on the board of directors of Connor, Clark & Lunn Financial Group Ltd. Martin joined the firm in 1990 and has had responsibilities in a variety of areas, including equity trading, quantitative and fundamental research, and portfolio management. He was also the previous leader of the Quantitative Equity Team.

Andres Rincon
Andres Rincon
Managing Director and Head of ETF Sales and Strategy, TD Securities

Biography

Andres Rincon heads ETF sales and strategy at TD Securities. His ETF team advises both institutional and wealth investors on the ETF landscape and strategies, publishes a broad array of ETF publications, and works with TD's ETF market making team in facilitating ETF orders. Andres joined TD Securities in 2008, first managing credit risk for the dealer, and later as a member of the Equity Derivatives division. He later took on the task of expanding TD Securities' ETF sales and strategy platform. He is also a Chartered Market Technician (CMT).