Steven is a founding Partner and Chief Investment Officer. He began his career in the investment industry in 1995. Prior to founding AlphaNorth in 2007, from July 1998 to August 2007 he was employed at one of the world's largest financial institutions as Vice President - Canadian Equities where he managed the Canadian equity assets of approximately $350 million. Steven managed a pooled fund which focussed on Canadian small capitalization companies from its inception to August 2007 achieving returns that were ranked #1 in performance by a major fund ranking service in their small cap pooled fund category (35.8% over 9 years as compared to 10.0% for S&P/TSX Composite Index and 13.0% for the BMO Weighted Small Cap Total Return Index) over the same period. He also managed a large cap fund which ranked in the first quartile of performance among other Canadian equity pooled funds for the following time periods: 1 year, 2 year, 3 year, 4 year, 5 year and 10 year.
Prior to this, from September 1997 to July 1998 Steven was employed as a Portfolio Manager at a high net worth investment boutique. Mr. Palmer started his career in January 1995 as a Research Associate and progressed to Research Analyst. Steven earned a BA in Economics from the University of Western Ontario and is a Chartered Financial Analyst.
Joey is a founding Partner and Head Trader. He began his career in the investment industry in 1995 performing a variety of roles in systems and operations. In 1997 he became the Head Trader responsible for all equities and money market trading as well as back-up for the fixed income portfolio manager at one of the world's largest financial institutions. Joey was later awarded the additional responsibilities of Assistant Portfolio Manager. Joey's background allows him to effectively manage the operations and accounting functions at AlphaNorth. Joey is very connected among the trader community being a member of the Institutional Equity Traders Association. Joey earned a BA in Economics from the York University.
Jennifer MacKenzie is a graduate of the University of Manitoba Law School and, following her call to the Bar of Ontario, she worked in the field of human resources. Jennifer has more than 10 years experience practising employment law with a focus on assisting both employers and employees on a range of employment related issues including terminations, employment contracts, harassment and human rights issues.