Todd Kapala

Analyst-Equity at

Addenda Capital, Inc.

Finance

Consumer Services

Profile

Mr. Todd M.
Kapala, CFA MBA, is a Vice President & Co Head of Canadian Equities at Addenda Capital, Inc. He participates in the management of Canadian Equity portfolios.
He is responsible for conducting research in the Materials sector.
Mr. Kapala was previously employed as a Senior US Equity Analyst (2005) & US Equity Analyst (2002-2004) at Co-Operators Investment Counselling Ltd. and an Associate Portfolio Manager (1997-2002) at Charles Schwab Canada.
He received his Bachelor’s degree in Economics from the University of Western Ontario and an MBA from York University.

Todd Kapala active positions

Companies	Position	Start
Addenda Capital, Inc. Addenda Capital, Inc. Investment ManagersFinance Addenda Capital is committed to sustainable investing and favors a disciplined approach to long-term investing.	Analyst-Equity	31/12/2004

All active positions of Todd Kapala

Former positions of Todd Kapala

Companies	Position	End
Co-Operators Investment Counselling Ltd. Co-Operators Investment Counselling Ltd. Investment ManagersFinance CIC offers a variety of investment products, including Canadian and U.S. equities and fixed-income for balanced and specialist mandates. Specialist mandates include expertise in socially responsible investing, Canadian equities, U.S. equities, and fixed-income, such as interest rate anticipation, interest rate plus, high yield, short-term, long-term and duration constrained bonds. The firm's equity portfolios are actively managed. Top-down sector emphasis is applied to construct Canadian equity portfolios. The equity team formulates a portfolio strategy based on the themes and sectors that benefit from the forecast environment. Within these sectors, value and growth companies, with a bias to value, are selected. Excellent company management, product momentum, a strong balance sheet and a stock price that has not yet discounted the company's potential are all characteristics of their Canadian equity portfolios. CIC's active fixed-income style applies multiple investment strategies to the management of bonds. Based on economic and market forecasts derived from our top-down approach, the fixed-income team employs a range of investment strategies, such as interest rate anticipation, yield curve management, trading among sectors, individual security selection and credit analysis to moderate risk and enhance portfolio returns. The firm uses a team approach to investment management. Portfolio managers, specialized by asset class, operate from the same investment outlook and participate in the asset mix decision.	Portfolio Manager-Equities	30/03/2008
Charles Schwab Canada Co. Charles Schwab Canada Co. Investment Banks/BrokersFinance Provides financial services to investors, investment managers, retirement plans, and institutions	Corporate Officer/Principal	30/12/2001
TD Asset Management, Inc. TD Asset Management, Inc. Investment ManagersFinance TDAM aims to provide strong risk-adjusted investment returns over the long term. A collaborative team-based approach helps them to develop a comprehensive perspective on managing risk and taking advantage of opportunities.	Corporate Officer/Principal	-

See the detail of Todd Kapala's experience

Training of Todd Kapala

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Todd Kapala's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	6
TD Asset Management, Inc. TD Asset Management, Inc. Investment ManagersFinance TDAM aims to provide strong risk-adjusted investment returns over the long term. A collaborative team-based approach helps them to develop a comprehensive perspective on managing risk and taking advantage of opportunities.	Finance
Co-Operators Investment Counselling Ltd. Co-Operators Investment Counselling Ltd. Investment ManagersFinance CIC offers a variety of investment products, including Canadian and U.S. equities and fixed-income for balanced and specialist mandates. Specialist mandates include expertise in socially responsible investing, Canadian equities, U.S. equities, and fixed-income, such as interest rate anticipation, interest rate plus, high yield, short-term, long-term and duration constrained bonds. The firm's equity portfolios are actively managed. Top-down sector emphasis is applied to construct Canadian equity portfolios. The equity team formulates a portfolio strategy based on the themes and sectors that benefit from the forecast environment. Within these sectors, value and growth companies, with a bias to value, are selected. Excellent company management, product momentum, a strong balance sheet and a stock price that has not yet discounted the company's potential are all characteristics of their Canadian equity portfolios. CIC's active fixed-income style applies multiple investment strategies to the management of bonds. Based on economic and market forecasts derived from our top-down approach, the fixed-income team employs a range of investment strategies, such as interest rate anticipation, yield curve management, trading among sectors, individual security selection and credit analysis to moderate risk and enhance portfolio returns. The firm uses a team approach to investment management. Portfolio managers, specialized by asset class, operate from the same investment outlook and participate in the asset mix decision.	Finance
Charles Schwab Canada Co. Charles Schwab Canada Co. Investment Banks/BrokersFinance Provides financial services to investors, investment managers, retirement plans, and institutions	Finance
York University York University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Addenda Capital, Inc. Addenda Capital, Inc. Investment ManagersFinance Addenda Capital is committed to sustainable investing and favors a disciplined approach to long-term investing.	Finance
University of Western Ontario University of Western Ontario Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services