Closing on Nov. 17: Investor Calendar + Company Spotlight

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Mackenzie Master Ltd.

Mackenzie Master Ltd.

Sector: Unit Investment Trusts, Face-Amount Certificate Offices, and Closed-End Management Investment Offices Region: Canada

: | Toronto Stock Exchange: MKZ.UT

Mackenzie introduced the first back-end loaded fund in Canada, the Industrial Horizon Fund. This was made possible by Limited Partnerships. Over time, the eight Limited Partnerships were converted into the Mackenzie Master Limited Partnership (MMLP).


Barry McInerney, President and Chief Executive Officer, Mackenzie Investments
Barry McInerney, CFA, was appointed President and Chief Executive Officer of Mackenzie Investments on May 6, 2016. Mr. McInerney was raised and educated in Canada and has more than 25 years of experience in the investment management business. He has held senior executive positions at several leading financial institutions in North America. Mr. McInerney is a graduate of the Master of Business Administration and the Bachelor of Commerce programs at the University of Toronto. He also holds the Chartered Financial Analyst (CFA), Fellow of the Society of Actuaries (FSA) and Fellow of the Canadian Institute of Actuaries (FCIA) designations.
Tony Elavia, Executive Vice President and Chief Investment Officer for Mackenzie Financial Corporation
Tony Elavia, PhD, is Executive Vice President and Chief Investment Officer of Mackenzie Financial Corporation, responsible for overseeing all of the company's investment management teams.

Tony has 25 years of industry experience. He possesses a broad, deep investment management background for both retail and institutional clients in the U.S. and also in Canada. His key areas of expertise include growth equity management, asset allocation and quantitative modeling. Previous to Mackenzie, Tony held progressively senior positions, including CIO and CEO at a U.S.-based insurance company subsidiary, and leadership roles at three asset management firms in the U.S.

Tony earned his PhD in Economics from the University of Houston and an MA in Economics from the University of Baroda in India
Brian Gooding, Executive Vice President, Head of Distribution
Brian Gooding provides leadership and strategic direction to Mackenzie Investments’ retail, strategic alliance and institutional distribution businesses.

He has more than 25 years of successful leadership experience in financial services. Previously he was Senior Vice President and General Manager of Affinity Markets, Senior Vice President of Distribution and Vice President of Wealth Management at a leading life insurance company. He was also Senior Vice President, Alliance Distribution at a large investment management firm and an investment advisor at a major full-service investment company.

Mr. Gooding earned a BA in Geography and Economics and a Diploma in Business Administration, both from Wilfrid Laurier University.
Luke Gould, Senior Vice President, Finance and Chief Financial Officer for Mackenzie Investments
Luke Gould is the Senior Vice President, Finance and Chief Financial Officer for Mackenzie Investments, and is responsible for all aspects of Mackenzie’s finances. He also serves as Senior Vice President, Finance and Chief Financial Officer for Investors Group. Luke oversees the financial reporting, risk management and corporate taxation functions for the IGM Financial group of companies.

Luke joined Investors Group in 1997 as a Financial Analyst and held a number of roles having responsibilities for business and strategic analysis, investor relations and corporate finance activities prior to becoming Vice President and Treasurer in 2005. Luke was appointed to Senior Vice President and Chief Financial Officer for Investors Group in 2012 and Chief Financial Officer for Mackenzie Investments in 2013.

Luke holds a Bachelor of Commerce (Honours) degree from the University of Manitoba and is a Chartered Financial Analyst.

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