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Founder’s Message
I grew up in the investment industry. My dad was also an advisor. I watched, learned and was inspired by him, and today, after 30 years in the business myself, I take my inspiration from creating opportunities for the next generation of high-caliber investment managers.
I believe in sustainability and social governance, and I will always advocate for emerging advisory talent, especially those who are often the most underrepresented in the financial sector. That is why I founded Emerge Capital Management Inc. and Emerge Canada Inc..
I am passionate about bringing forth new investment strategies for professional advisors and institutions by focusing on investment opportunities that uphold a high standard of sustainability and social governance. And at my core, Iâm a builder. I love identifying and launching new investment strategies to help support and service advisors in the industry and I am a champion for DE&I initiatives across the industry.
President, CEO, Founder
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Our Mission
Our mission is to open new doors for high-caliber emerging and/or diverse investment managers who are often underserved in the industry. We aim to do so by having a talented team of back-office support, a knowledgeable sales team, and a creative marketing team. Emerge aims to make sure that all team members have the opportunity to grow their career in a diverse work environment. We strive to have forward-thinking and premier investment products available to investors.
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Our Vision
To be recognized for empowering high-caliber diverse and emerging investment managers by collaborating and giving each manager a platform. [/vc_column_text][/vc_column][vc_column width=”1/3″ el_class=”color-block color-block-light” css=”.vc_custom_1650573422862{padding-top: 15% !important;padding-right: 15% !important;padding-bottom: 15% !important;padding-left: 15% !important;background-color: #f4f4f4 !important;}”][vc_icon icon_fontawesome=”far fa-compass” color=”mulled_wine”][vc_column_text]
Our Guiding Principles
We stand for managerial excellence, fostering success, celebrating diversity, disciplined investment processes, and stringent standards for both employees and investment managers we work with. [/vc_column_text][/vc_column][/vc_row][vc_section css=”.vc_custom_1650999719265{padding-top: 80px !important;padding-bottom: 30px !important;}”][vc_row][vc_column][vc_column_text]
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Our Team
The Emerge team is composed of a select group of highly trained, deeply motivated, and experienced professionals. We are committed to providing excellence in service and performance to our valued clients at every level from Emerging Managers to High Net Worth Investors.
We combine ongoing education with disciplined investment processes, and an unstoppable drive to bring you the Emerge advantage.
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Our Sub-Advisors
Emerge is happy to work with a talented and forward-thinking group of sub-advisors to bring you the best investment solution available for you and your clients.
How does our sub-advisory relationship work?
We work with talented managers to bring you the strongest and most diverse investment strategies. Emerge receives daily instructions, investment advice, and research support daily from our subadvisors so our strategies can align as closely as possible with theirs, subject to any regulatory differences. We are holding the same securities and adhere to their investment philosophy.
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Catherine Faddis
Founder/CIO, Grace Capital
Sub Advisor to: Emerge EMPWR Mid Cap Growth ETF[/vc_column_text][vc_column_text]
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Catherine Avery
CEO/CIO Catherine Avery Investment Management
Sub Advisor to: Emerge EMPWR Large Cap Dividend ETF[/vc_column_text][vc_column_text]Learn More[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/5″][vc_single_image image=”357″ img_size=”full” alignment=”center”][vc_column_text el_class=”sub-advisor-content”]
Jane Li
Portfolio Manager, and Senior Equity Analyst, Zevin Asset Management
Sub Advisor to: Global Equity ETF[/vc_column_text][vc_column_text]Learn More[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/5″][vc_single_image image=”355″ img_size=”full” alignment=”center”][vc_column_text el_class=”sub-advisor-content”]
Sonia Kowal
President, Zevin Asset Management
Sub Advisor to: Global Equity ETF[/vc_column_text][vc_column_text]Learn More[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/5″][vc_single_image image=”813″ img_size=”full” alignment=”center” style=”vc_box_circle_2″][vc_column_text el_class=”sub-advisor-content”]
Josephine Jimenez
CIO, Channing Global Advisors
Sub Advisor to: Emerge EMPWR Emerging Markets ETF[/vc_column_text][vc_column_text]Learn More[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][/vc_section][vc_section full_width=”stretch_row_content” css=”.vc_custom_1662466640458{background-image: url(https://emergecm.com/wp-content/uploads/2022/09/subadvisor-bg.jpg?id=18455) !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}” el_class=”module light subadvisors-banner”][vc_row css=”.vc_custom_1654082718312{margin-top: 50px !important;}”][vc_column][vc_column_text]
Interested in Becoming a Sub Advisor?
Visit our EMPWR Program page to learn more about what we look for in a sub-advisor.
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Emerge Capital Management
It’s all about relationships
[/vc_column_text][vc_column_text css=”.vc_custom_1650906643138{padding-left: 50px !important;}”]Emerge Capital Management was founded on the belief that relationships at every level are the driving force of our rapidly changing industry. That is why our dedicated team of experts is committed to helping very promising, yet extremely underserved, segments of the investment industry find their place to grow and thrive in the jungle of its hulking rivals.
Additionally, we remain in constant contact with a vast portfolio of colleagues in many critical areas including family offices, non-profits, and retail channel SMA space.
We believe that an investment in relationships yields only positive returns and we look forward to the opportunity to invest in a relationship with you.
Schedule a Call [/vc_column_text][/vc_column][/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_1650907337846{padding-top: 100px !important;padding-bottom: 80px !important;}” el_class=”about-two-col”][vc_column width=”1/2″][vc_column_text css=”.vc_custom_1650907581714{margin-top: 110px !important;}”]
Emerge Capital Management
Women Portfolio Managers
[/vc_column_text][vc_column_text css=”.vc_custom_1650907427936{padding-right: 50px !important;}”]âFor those women who decide to strike out on their own to avoid existing roadblocks in multi-manager investment programs, itâs not an easy path.” Only 1% of assets are managed by women or minority-owned firmsâ (Knight Foundation)
Women investment portfolio managers are extraordinarily underutilized and underrepresented in the industry. Rules intended to support minorities make it difficult for women portfolio managers to own equity in smaller businesses and naturally develop the firm. The Emerge EMPWR Platform breaks down these barriers by supporting exceptional women portfolio managers and investment firm owners.[/vc_column_text][/vc_column][vc_column width=”1/2″][vc_single_image image=”18458″ img_size=”full”][/vc_column][/vc_row]