Bill Healy
Founder, former President and CIO, Patrimonica Asset Management Inc. provides its services as an Outsourced Chief Investment Officer, in the form of fully discretionary portfolio management or on an implemented/consulting model.
-Founded firm in 2012 as an Investment Counsellor/Portfolio Manager duly registered in Quebec and Ontario.
-Developed a unique “open architecture” investment platform, integrating both traditional and non-traditional asset classes for wealthy families, foundations and endowments.
-Developed a manager/product search and selection framework, covering active and passive traditional mandates, structured products as well as alternatives such as real-estate, infrastructure and private equity.
-Conceived and developed a proprietary portfolio optimization and stress testing application, based on an enhanced mean/variance construct capable of optimizing with respect to multiple variables and practical constraints.
Specialties: Asset allocation policy design, Portfolio management, Manager selection, Risk management, Macroeconomics, Relationship management, NPO governance