Gavin Graham | Biography

Gavin's investment experience spans thirty years and three continents, beginning in London and including eight years in Hong Kong, three years in San Francisco and the last decade in Toronto.

Biography

Gavin's investment experience spans thirty years and three continents, beginning in London in 1979 with Baring Brothers & Co. Ltd and including eight years in Hong Kong, three years in San Francisco managing Asian funds and the last decade in Toronto. Over the last twenty years, Gavin has been Chief Investment Officer for several mutual fund companies and two of the world's largest banks, most recently as Director of Investments for Bank of Montreal Asset Management (BMOAM), where he was responsible for supervising over $50 billion in Assets Under Management (AUM). His experience enabled him to manage funds which out-performed their benchmarks and competitors over the course of an investment cycle while being less volatile, while his international exposure has helped him in introducing many different asset classes in Asia and North America.


CANADIAN EXPERIENCE
Chief Investment Officer, Guardian Group of Funds 1999-2007 (purchased by BMO in 2001)
Director of Investments, BMO Asset Management 2008-2009


During his time at Guardian Group of Funds, AUM tripled from $2 billion to $6 billion, while he was responsible for introducing world class investment managers to Canada such as Asian specialist Matthews International and international manager Vontobel USA. For BMOAM, Gavin helped negotiate the takeover of respected international manager Pyrford International, whose clients include BC Investment Corporation and CalPERS, the largest pension fund in North America, while supervising the investment processes of over $30 billion in mutual fund assets for both Guardian and BMO Mutual Funds.


ASIAN EXPERIENCE
Principal and Limited Partner, CVO Greater China LP, San Francisco 1996-1999
Gavin was a founding shareholder of a US based specialist Asian mutual fund manager, a joint venture between a leading US trust bank and one of the first venture capital investors in China, which managed one of the best performing Asia ex-Japan funds during the period of the Asian Crisis.

Senior Investment Officer, Citibank Global Asset Management (Asia) Ltd, Hong Kong 1993-1995
Gavin managed Citibank's institutional investment management business for Asia excluding Japan during the period when international interest in investing in emerging Asian stock markets began to expand rapidly, overseeing over U$1 billion in AUM in Hong Kong, Singaporean, Filipino and Indonesian pension and mutual funds, while supervising a team of nine managers and analysts.

Investment Director and shareholder, Connaught Strategic Holdings Ltd, Hong Kong 1991-1993
Gavin was recruited to bring the investment management of nine Hong Kong based mutual funds at independent investment manager Connaught in-house. With a team of three analysts, he covered global, international and regional equity and bond markets, while out-performing the benchmarks with less volatility over the period.

Senior Fund Manager and Director, Thornton Management (HK) Ltd, Hong Kong 1987-1991
After moving to Hong Kong, Gavin managed the Thornton Tiger Fund, the original "Tiger" fund investing in Hong Kong, Singapore, South Korea and Taiwan, as well as the largest closed end Asian fund listed in London and the first (1989) listed Indonesia country fund, the Jakarta Fund (Cayman) Ltd during his time at Thornton, which included Tiananmen Square and the first Gulf War.


EUROPEAN EXPERIENCE
Manager, International Division, Phillips and Drew Investment Services Ltd., London 1983-1987
Gavin was responsible for managing international accounts for retail clients and charities and trusts, covering US, European and Asian markets for one of the UK's leading brokers, which was purchased by Union Bank of Switzerland after the opening up of the City of London to foreign investment.

Manager, Investments, Al-Mal International Ltd. London 1981-1983
Working for a leading Kuwaiti investment bank, Gavin managed international equities, primarily in the UK and US.

Executive, Corporate Finance, Baring Brothers & Co. Ltd., London 1979-1981
Gavin began his career with Barings, the oldest investment bank in London, as a junior executive in the corporate finance department, working on mergers and IPOs.