Total Portfolio Management
The Total Portfolio Management team develops recommendations to optimize the OMERS balance sheet, generates portfolio insights using analytics and provides a centralized trading service to the public market facing business units.
Focus areas include:
Developing the portfolio investment strategy and developing capital allocation recommendations to optimize the balance sheet in a way that will achieve a balance between growth, meeting our liabilities, managing volatility and having resilience to market downturns.
Developing sophisticated portfolio analytic capabilities, tools and insights to help investment teams better understand their portfolios
Providing a centralized trading service to program managers, including providing market insights, determining the best approach to execute on investment decisions and helping manage external relationships with counterparties.
Meet the Team
Kenton Bradbury
Executive Vice President, Head of Total Portfolio Management
Kenton Bradbury is Executive Vice-President and Head of Total Portfolio Management at OMERS. His responsibilities include trading, portfolio analytics and determining the appropriate capital allocation and portfolio construction for the OMERS investment portfolio. He joined OMERS in June 2015 in London as part of the OMERS Infrastructure team and moved to Toronto in 2019. He joined Capital Markets in 2021.
Kenton previously served as a Director at Infracapital (the infrastructure investment arm of M&G Investments), where he sat on the boards of various portfolio companies. Prior to Infracapital, he was SVP, Infrastructure and Regulation at e.on, based in Germany. He began his career as a consultant working in the utilities and space sectors and has held various senior operational and strategic roles.
Kenton has a First Class Honours degree in engineering from Cambridge University, has attended the program for management development at Harvard, and is a member of the Institute of Engineering and Technology.
Joshua Friedberg
Managing Director, Head of Trading
Joshua is Global Head of Trading at OMERS. He joined the organization in August 2023.
Prior to joining OMERS, Joshua was Global Head of FICC Trading at Ontario Teachers’ Pension Plan (OTPP). Before working at OTPP, he was Head of Trading for the Americas at Deutsche Asset and Wealth Management. Joshua began his career at BlackRock, where he held several different positions, including Global Head of Cross-Trading and Portfolio Manager for Total Return Multi-Sector Fixed Income Portfolios.
Joshua has a Bachelor of Science in Economics, concentrating in finance, from the Wharton School of Business and a Bachelor of Arts in Philosophy, Politics and Economics (PPE) from the College of Liberal Arts, both within the University of Pennsylvania. He is also a CFA charterholder.
David Mitchell
Managing Director, Liquidity Management
David Mitchell is the Managing Director of Liquidity Management on the Total Portfolio Management team and in this role, he is responsible for helping manage the Plan’s overall liquidity to ensure optimal and efficient balance sheet management, with resilience to downside events and flexibility for capital deployment.
Prior to joining OMERS David spent 15 years at CPP Investments, most recently in Total Fund Management and prior to that as part of the Global Capital Markets team where he participated in the growth and change from a passive to an active, cross-asset investment mandate. Prior to CPP Investments, he began his career at Ontario Teachers’ Pension Plan.
David holds a BComm, Joint Honours Economics and Finance from McGill University and is a CFA charter holder. He is an active volunteer including with the Community Volunteer Income Tax Program, an initiative that provides free tax clinics for local communities.
Andrea Dang
Director, Capital Markets Portfolio Strategy
Andrea is a Director at OMERS Capital Markets in Toronto, and leads the development of Capital Markets’ strategy, including key focus areas such as capital and asset allocation, portfolio design, performance management and strategic operations. She joined OMERS in 2016 as part of the OMERS Strategy & Asset Liability Management team and joined Capital Markets in 2021.
Prior to joining OMERS, Andrea specialized in investment benchmarking and cost comparison for global pension funds at CEM Benchmarking. She also has previous experience in investment consulting at Mercer, where she advised institutional clients on investment policy & strategy, asset-liability management, and manager selection.
Andrea holds a Bachelor of Mathematics degree from the University of Waterloo and is a CFA charterholder.
Abhay Abhyankar
Director, FX Management
Abhay joined OMERS in October 2021 as a Director within the Total Portfolio Management group and in his current role leads the FX Management initiative at OMERS. Abhay brings with him deep FX expertise and macro insights in addition to his broad experience assessing a diversified, global, Asset-Mix with a Total Portfolio Approach.
Prior to joining OMERS, Abhay worked as a Portfolio Manager within the Office of the Chief Investment Officer at OPSEU Pension Trust, where he was primarily responsible for assisting the CIO with the oversight and management of Total Portfolio investment strategies, currency- & risk-management frameworks.
Abhay has an MBA-Finance degree from Brock University and an undergraduate degree in Civil Engineering from Jawaharlal Nehru University, India.
Abhay is an avid reader and a Chess enthusiast; his long-term aspiration is to replicate the Toronto Public Library model around the world and build freely accessible libraries to foster free education and equal opportunity for all.
Amol Sodhi
Director, Portfolio Construction
Amol Sodhi is a Director at OMERS Total Portfolio Management in Toronto and is responsible for leading a sub-group focused on portfolio construction accountable for developing capital allocation and asset mix recommendations covering all of the OMERS business units strategic design.
Prior to joining OMERS, Amol worked over 15 years in Asset Management across various institutions focused on managing portfolio’s covering multiple asset classes. More recently he was Vice President and Director at TD Asset Management responsible for leading the team as a Senior Portfolio Manager on strategic and tactical asset allocation across multiple active and passive strategies. Prior to that, Amol also worked RBC and RBC PH&N across a range of roles covering LDI Investing, Fixed Income trading, Equity Research and Strategy.
Amol holds a Bachelor of Applied Science in Computer Engineering and an MBA from University of Toronto.
Director, Head of Portfolio Analytics
Sam is a Director at OMERS Total Portfolio Management in Toronto and heads the Portfolio Analytics team. She and the team are responsible for leveraging enhancements in computer science and engineering to create insights into the market and internal investments, aimed at helping our investment teams make more calculated investment decisions. She mainly covers Capital Markets, TPM, and Treasury. She joined the team in July 2022.
Prior to joining OMERS, Sam worked for 7 years at CPP Investments in wide range of roles and capacities – quantitative equities, portfolio engineering, and quantitative research in both Capital Markets and TPM.
Sam holds a Ph.D. in Computer Engineering from University of Waterloo.