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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

Headshot of Kenton Bradbury

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.

Headshot of Joshua Friedberg

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.

Headshot of Andrea Dang

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.

Headshot of Amol Sodhi

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.

Headshot of Sam Navabpour

Sam Navabpour

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.