The Lipper Fund Awards Ceremony

Dr. Tarun Sanghi, CFA, is the Head of Quant Equity and Funds Research at LSEG. His work involves the application of his computational and statistical expertise to develop data-driven quantitative models for stock selection, risk estimation, and portfolio optimization. Dr. Sanghi has been leveraging his multidisciplinary background to solve quantitative equity investment and portfolio allocation problems for over a decade.

Before joining LSEG, Dr. Sanghi was a research analyst (2019–2020) at an Asian and emerging market–focused hedge fund, and a quantitative strategist (2015–2019) at a US-equity-focused hedge fund. There he performed factor research and developed computational tools to build interpretable nonlinear stock selection and risk estimation factor models. He also developed an investment propensity model to capture the behavioral biases of retail investors.

He received his bachelor's degree in physics from BITS Pilani, India, in 2005, and a master’s degree and doctorate in mechanical science and engineering from the University of Illinois at Urbana-Champaign, United States, in 2009 and 2015. He was awarded the Chartered Financial Analyst (CFA®) designation in 2022 and is currently a member of the CFA Society of San Francisco, USA.

Robert F. Lauzon joined Middlefield in 2002 and has contributed his expertise and disciplined investment approach to the development of numerous successful MIDDLEFIELD® products. He serves as Chief Investment Officer and lead portfolio manager for several of the firm’s investment funds.

Rob has been managing equity income portfolios since 2003 across Middlefield’s platform. He is the portfolio manager for a number of Middlefield’s investment mandates, many of which have received industry recognition, including Lipper Awards and Fundata A+ ratings.

He holds an Honours Bachelor of Business Administration from Wilfrid Laurier University and a Master of Business Administration from the Rotman School of Management at the University of Toronto. Rob is also a Chartered Financial Analyst charterholder.

Rob is a frequent commentator in financial media and is regularly interviewed by Canada’s national newspapers for his perspectives on the markets.

Derrick Knie is Portfolio Manager, Fixed Income Investments for Guardian Capital LP (GCLP). He joined GCLP in 2010 as a senior credit analyst with responsibilities for credit analysis of high-yield bonds, with a secondary emphasis on the corporate credits in the Core Fixed Income strategy. Derrick was later promoted to his current role and is lead manager for the Short Duration Bond strategy along with his credit analyst responsibilities.

His career in the financial services industry began in 1994 when he joined RBC Dominion Securities. Prior to joining Guardian, Derrick worked for Standard & Poor’s, Laketon Investment Management, Legg Mason, and, most recently, Dundee Securities.

Derrick graduated from University of Toronto with a Bachelor of Applied Science, (Engineering Science), an M.Fin from University of Toronto Rotman School of Management and is a CFA® charterholder.

Rose Devli joined Dynamic in 2019 and is a Vice-President & Portfolio Manager with the Core Fixed Income team. Prior to Dynamic, Rose co-led the active fixed income team at BMO, where she and her team oversaw $28 billion in global fixed income assets.

Rose’s years of experience with increasingly senior roles include managing various mandates focused on global fixed income assets such as core, core plus, active ETFs, absolute return and liability driven investing strategies. She also spent several years in fixed income trading and fixed income syndication. A recognized voice in the industry, Rose has been featured on BNN, Wealth Professional magazine as well as other media channels.

Rose is a CFA charterholder, has a Master of Finance (Honours) from Queen’s University and an Honours BCom from McMaster