Our Team

David Dattels CFA – President & Portfolio Manager

Prior to founding NewGen, David was co-manager of the RAB Special Situation Fund at RAB Capital PLC (fund rated Best Energy & Natural Resources Fund by Hedge Funds Review in 2007 and ranked No1 in Barron’s Hedge Fund 50 Global rankings in 2007). Previously, Mr. Dattels was an analyst for Canaccord Adams, focusing on small and mid-cap companies. He graduated from the University of Western Ontario with a BA (Hons) in Economics and is a CFA Charterholder.

Chris Rowan CFA – Portfolio Manager & Head Trader

Chris joined NewGen in July 2011, having formerly worked at the CPP Investment Board, one of Canada’s largest asset managers with over $140 billion in assets. He was most recently a Portfolio Manager in the Global Capital Markets group co-managing the fund’s passive global indexes, and managing a proprietary book focused on several strategies including risk arb, index events, pairs trades and catalyst event driven opportunities. He graduated from the University of Western Ontario with an Honours in Business Administration (HBA). He is also a CFA Charterholder and has completed numerous industry licensing courses.

Norm Chang CIM – Portfolio Manager

Norm previously worked for Victoria Gold, a development stage mining company, and was co-founder and portfolio advisor of SouthShore Capital Management, which managed the Ark Canadian Long/Short Equity fund, a top decile performer in Canada in 2008. Mr. Chang was also senior research analyst at Epic Capital Management, a prominent top performing Canadian hedge fund, where he focused on fundamental company research. He also has experience in the research group at BMO Capital Markets. He graduated from the University of Western Ontario with a BA (Hons) in Finance and Economics.

Olga Gergin – Chief Compliance Officer & Head of Operations

Olga joined NewGen in 2013 as Operations Officer and assumed the role of Chief Compliance Officer in October of 2014. Olga brings 17 years of progressive responsibility and experience gained working for well-established accounting companies, investment counselors and hedge funds.Prior to joining NewGen, Olga held the position of Controller at Adaly Investment Management Corp. and Leeward Hedge Funds. Before that she worked for Silver Gold Glatt & Grosman Fund Accounting Services and Nigel Stephens Counsel. Olga holds a Master’s degree in Engineering. She is a Certified Financial Services Auditor (CFSA), has completed the Chief Compliance Officers (CCO) Qualifying Exam and is pursuing a professional designation in accounting and finance.

Rob Duncan CFA – V.P. Corporate Development & Client Service

Rob joined NewGen in February of 2014. He formerly worked at State Street Bank & Trust as V.P. Foreign Exchange Sales & Trading and prior to that, as Managing Director at Burlington Capital Management Ltd., a L/S Hedge Fund. Prior to joining Burlington Capital,  Rob was head of marketing and business development at a Toronto based Long/Short Energy Fund and previously was a portfolio manager with TD Asset Management where he managed a group of tactical asset allocation funds with mandates encompassing global equity, fixed income, and currency overlay. Prior to TD Bank, Rob spent eight years in trading and marketing roles at Bank of America in fixed income derivatives and foreign exchange. Rob graduated with a BA in Economics from the University of Guelph and is a CFA Charterholder.
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Anthony Bergman – V.P. Corporate Development & Client Service

Anthony joined NewGen in February of 2017. He formerly worked as a VP Sales at NEI Investments,  a $6B Asset Manager that provides independent portfolio managers access to the Canadian Retail Advisor. Prior to NEI, Anthony was a Business Development Manager at RBC Global Asset Management where he was responsible for the sales, marketing and distribution of their Mutual Fund, ETF and Hedge Fund Products across SW Ontario. Prior to RBC GAM, Anthony was employed as an analyst at Scotia’s Merchant Banking arm, Roynat Capital, where he provided detailed financial and operational analysis on a variety of mid-market private companies. Anthony graduated with an MBA from the Schulich School of Business at York University.
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Nina Cammalleri – Operations Administrative Assistant

Nina is a graduate of McMaster University, with a BA in Communications and an MA in Communication and New Media. Her previous background is in entrepreneurship and small business. Her role at NewGen is to ensure all trade settlements are handled in a timely manner by affirming trades and investigating trade discrepancies. She assists in front of office operations and ensures constant communication needs are met between employees and counterparties.

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