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 Fixed-income team

 

​​Fixed-income team


The fixed-income team manages more than $6 billion in debt investments primarily for institutions and insurance companies and is part of AEGON’s network of fixed-income professionals. Corporate bond investing and associated credit analysis are hallmarks of the team and its debt mandates are among the highest performing and highest rated in Canada. 

Marc Goldfried, CFA

Chief Investment Officer and Head of Fixed-Income

Barbara Berry

Assistant Vice President, Portfolio Manager, Money Market

Imran Chaudhry, MBA

Assistant Portfolio Manager and Credit Analyst

Kon-Yu Lau, CFA, FRM

Assistant Portfolio Manager and Credit Analyst 

 
 

 Marc Goldfried

 

​Marc Goldfried, CFA


Chief Investment Officer and Head of Fixed-Income

Marc Goldfried is Chief Investment Officer and Head of Fixed-Income with over 20 years investment experience. As head of fixed income, he oversees domestic and fixed-income investments totalling more than $6 billion on behalf of retail, institutional and insurance clients. He also serves as Chief Investment Officer overseeing new and existing investment strategies for ACM. Marc joined the AEGON Capital Management investment team in 1999. He began his career in 1991 at Elliott & Page Ltd., where he progressed from Analyst to Portfolio Manager, Fixed-Income, responsible for the co-management of $2 billion in total return fixed-income accounts. Marc graduated from York University (BA) in Economics in 1990 and earned his Chartered Financial Analyst designation in 1998.

 

 

 

 

 

 

 

 Barbara Berry

 

Barbara Berry


Assistant Vice President, Portfolio Manager, Money Market

Barbara Berry is Portfolio Manager, Money Market, responsible for managing $100 million in Segregated Index, total return and insurance money market portfolios.  In addition she is responsible for managing over $600 million in ongoing cash flows for the company’s actively managed and life insurance accounts.  Barbara joined AEGON Capital Management in 1996 as an Executive Assistant then became an Investment Analyst in 1997 and then a Portfolio Manager Assistant in 1998 and was promoted to AVP, Portfolio Manager Money Market in 2000. She began her career in 1991 as Assistant Manager, Investor Financing, at The Intellivest Group, then moved on to Northam Realty Ltd. in 1995. Barbara graduated from the University of Western Ontario with a BA in Administrative & Commercial Studies and Finance & Economics in 1991. She is a member of the Toronto CFA Society and the CFA Institute.

 

 

 

 

  

 

 Imran Chaudhry

 

Imran Chaudhry, MBA


Assistant Portfolio Manager and Credit Analyst

Imran Chaudhry is a Fixed Income Analyst and Assistant Portfolio Manager responsible for co-managing over $6 billion in fixed-income assets. Additionally, he is responsible for fundamental credit research for the utilities, pipelines, infrastructure and securitization sectors. Imran joined AEGON Capital Management in 2006 as a Fixed Income Analyst and with growing responsibilities has since been promoted to Assistant Portfolio Manager. Prior to joining AEGON Capital Management, Imran worked as an Investment Accountant for the parent company AEGON Canada. He began his career in Finance in 2000 at TAL Private Management Ltd. as a Senior Portfolio Administrator. Imran earned an MBA from Allama Iqbal University, Pakistan in 1996 and a LLB from University of Punjab, Pakistan in 1995. Imran also holds a B.Sc. in Mathematics from University of Punjab, Pakistan. Imran is currently a CFA level III candidate.

 
 
 
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 Kon-Yu Lau

 

​Kon-Yu Lau, CFA, FRM


Assistant Portfolio Manager and Fixed Income Analyst

Kon-Yu Lau is a Fixed Income Analyst and Assistant Portfolio Manager responsible for co-managing over $6 billion in fixed-income assets. Additionally, he is responsible for fundamental credit research for the Financial, Retail, and Securitization sectors. Kon-Yu joined AEGON Capital Management as a Credit Analyst in 2002 and with increasing responsibilities was later promoted to Assistant Portfolio Manager. Prior to joining AEGON Capital Management he was an Investment Accountant Valuations Specialist at our parent company AEGON Canada.  Kon-Yu graduated from McGill University with a Bachelor of Commerce in Finance and International Business in 1997. He achieved the Chartered Financial Analyst (CFA) designation in 2006 and has also earned the Financial Risk Management (FRM) designation in 2003.