Personnel

Matt Shandro

Portfolio Manager
President

Matt founded Fulcra Asset Management in 2009. Matt has 19 years of investment management experience, with an extensive background in fixed income and corporate investing. His previous experiences include managing corporate bond funds at Great Pacific Capital Corp, CI Investments and Marret Asset Management. In 2004, the $2 billion Signature High Income Fund that he co-managed at CI Investments was awarded the “Canadian Income Trust Fund of the Year” by Morningstar. He has a Bachelor of Arts degree in International Relations from the University of British Columbia.

Justin Roach

Director, Business Development

Justin spent 26 years as an Institutional Fixed Income executive and Relationship Manager in both Toronto and Vancouver. Starting with RBC Dominion Securities in 1988 and culminating with 24 years at Merrill Lynch in Vancouver. His responsibilities included coverage of the major pools of capital in Western Canada and USA as well as the day to day management of a local Merrill Lynch office. During his tenure as Director, Global Fixed Income Sales, Justin was involved with the full spectrum of debt products ranging from Governments to High Yield credit to Structured products. Justin joined Fulcra in early 2016 to lead the expansion of Fund sales and Client services.

Michelle Idertogtokh

Investment Analyst

Michelle joined Fulcra Asset Management  in November of 2015. She holds a Bachelor of Business Administration degree from the British Columbia Institute of Technology. Currently, she is a candidate in the CFA program.

Jason Li

Investment Analyst

Jason joined Fulcra in September 2017. Before joining Fulcra, Jason was an equity research associate at Canalyst, a VC-backed fintech startup that offers fundamental financial models to institutional finance professionals. Prior to Canalyst, he completed internships with a macro-driven equity hedge fund, and J.P. Morgan Asset Management in Toronto.