MBA, LL.B., CFA, Contracted Portfolio Manager
Margaret Samuel is President, Chief Executive Officer and Portfolio Manager of Enriched Investing Incorporated. Ms. Samuel is contracted to assist Larry Berman with portfolio management duties, as needed, and sits on the ETF Capital Management Investment Committee.
Over a period of more than eighteen years, Ms. Samuel has developed a disciplined approach to portfolio management at major Canadian investment institutions. Ms. Samuel has analyzed, traded and managed money market, fixed income, common equity and derivative hedging instruments and portfolios, gaining in-depth experience in fundamental, technical and quantitative disciplines.
Ms. Samuel has generated 5-star, 1st quartile portfolio returns. The types of portfolios she has managed have included Canadian Equities, Hedge Funds, and Swaps/Options.
From 2005 to 2008, Ms. Samuel was the Chief Investment Officer and Portfolio Manager at an investment management firm where she established and managed the wealth management program and accounts for high net worth clients, was Chief Compliance Officer for two years, oversaw investments by the firm, supervised associate portfolio managers, and managed a long-only fund and a long-short fund.
Other positions she has held include Portfolio Manager of long-short and long-only funds, Vice-President, Investment Advisor, and Analyst with organizations including the Royal Bank Group of Companies and Ontario Teachers Pension Plan Board. Ms. Samuel graduated from the University of Alberta with a Masters of Business Administration, a Bachelor of Laws degree, and a Bachelor of Arts degree with distinction. Ms Samuel holds the Chartered Financial Analyst designation, is a Member of the Toronto CFA Society, is a Member of the Law Society of Upper Canada, and is a Board member of the Empire Club of Canada.