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Michael Nairne
President and Chief Investment Officer at Tacita Capital

Profile

Tacita Capital is a private multi-family office in Toronto, Canada that provides comprehensive wealth and portfolio management services to high net worth families and individuals.


Prior to co-founding Tacita Capital, Michael was the Chief Operating Officer of Loring Ward Inc., a family office located in New York and Los Angeles. Michael was the co-founder and Vice Chairman of Assante Corporation, Loring Ward’s original parent company. During his tenure, Assante grew from $1 billion to over $20 billion in assets under administration.


Tacita Capital has employed a multi-factor methodology in its portfolio construction since the firm’s inception in 2005.  In addition to using a range of factor-based exchange-traded funds, Tacita Capital manages several proprietary pools that employ a rules-based, multi-factor investment approach that considers value, quality, momentum and other characteristics. Tacita Capital also uses a factor exposure methodology in its selection and monitoring of actively managed funds.


Michael has written extensively on leading topics in portfolio management in both Investment Executive and the Financial Post. He has spoken internationally on advanced asset allocation and other investment topics relevant to high net worth families.


Michael is a Charter Financial Analyst (CFA) charterholder and member of the CFA Institute and CFA Society Toronto. He is a Registered Financial Planner, a Certified Financial Planner, and graduated first in his class in Canada as a Chartered Financial Planner. Michael was the gold medalist in his graduating year from the Honours Commerce Program at the University of Manitoba. He is also a member of the Institute of Advanced Financial Planners.


Michael is currently a member of the Finance Committee of the Board of Governors for the Royal Ontario Museum.

Agenda Sessions

  • Multi Vs. Single Factors: What's The Best Approach?

    2:45pm