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Ci Canadian Asset Allocation Corporate Class E (0P0001AE0E)
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- Classificação da Morningstar:
- Total do Ativo: 1,11B
CI Cambridge Asset Allocation Corporate Class E
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0P0001AE0E - Visão Geral
Nesta página, você encontrará um perfil aprofundado de Ci Canadian Asset Allocation Corporate Class E. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de 0P0001AE0E, entre outras informações.
Informações de Contato
Endereço
15 York Street, 2nd Floor
Toronto,ON M5J 0A3
Canada
Toronto,ON M5J 0A3
Canada
Telefone
+1 416 3641145
Fax
416-364-1145
Site
www.ci.com
Principais Executivos
| Nome | Título | Desde | Até |
|---|---|---|---|
| Grant Connor | Portfolio Manager | 2024 | Agora |
| Bryan Brown | Portfolio Manager | 2021 | Agora |
| Biografia | Bryan joined CI Global Asset Management in 2013 and has more than 15 years of experience in the financial industry. Prior to joining CI, he was an equity research analyst focused on the financial services sector at a global investment firm. He began his career as an auditor at one of the “Big Four” accounting firms, specializing in financial services. Bryan is a member of the User Advisory Council of the Accounting Standards Board (AcSB). He graduated with an Hon. BBA degree from Wilfrid Laurier University. He also holds his CA and CFA designation. | ||
| Robert Swanson | Portfolio Manager | 2011 | Agora |
| Biografia | Robert Swanson, Principal and Chief Market Strategist, provides guidance on macro-economic trends and asset allocation strategies for the Cambridge Global Asset Management team. Prior to his current role, he was lead manager of several mutual funds at Fidelity Investments. Mr. Swanson holds a B.Sc. in finance from Northern Illinois University, an MBA from Northwestern University, and the Chartered Financial Analyst designation. Mr. Swanson is associated with CI Global Investments Inc., a firm registered with the U.S. Securities and Exchange Commission and an affiliate of CI Investments Inc. | ||
| Paul Marcogliese | Vice President | 2020 | 2024 |
| Biografia | Paul Marcogliese serves as a Fixed Income Portfolio Manager at Cambridge Global Asset Management. He is responsible for managing Cambridge Bond Fund and is the co-manager of Cambridge Asset Allocation Corporate Class, Cambridge Global High Income and Cambridge Monthly Income Funds. Paul's career in he investment industry began in 1999 and he joined Cambridge in 2016. Paul holds a Bachelor of Mathematics from the University of Waterloo, a Bachelor of Business Administration from Wilfrid Laurier, and the Chartered Financial Analyst designation. | ||
| Peter Hofstra | Vice President, Portfolio Manager | 2021 | 2022 |
| Biografia | Peter Hofstra joined CIGAM in July 2017 as Senior Portfolio Manager. Prior to joining CI, He was CIO and Managing Director of Investment Research at Manitou. He was also co-founder of a clean technology investment LP. Prior, Mr. Hofstra was PM at a mutual fund company where he co-managed a U.S. equity fund and was lead manager of a science & technology fund. He has a B.Sc. in Chemistry and a PhD in Engineering Physics. He also spent 8 years with a technology firm, initially serving as a Senior Scientist and then becoming the VP of Research & Development. He holds the CFA designation. | ||
| Danesh Rohinton | Research Analyst | 2020 | 2022 |
| Biografia | Danesh joined CI Global Asset Management in 2013 and began his career in the investment industry in 2012. Prior to joining CI, Danesh worked at BMO Capital Markets in New York as a research associate covering U.S. banks. He also has prior experience as a Research Analyst at Sentry Investment Management. Danesh holds a Bachelor of Business Administration from Wilfrid Laurier University. | ||
| Brandon Snow | Portfolio Manager | 2011 | 2020 |
| Biografia | Brandon Snow, Principal and Portfolio Manager of Cambridge Global Asset Management, began his investment career in 2003. Prior to joining Cambridge in 2011, he was portfolio manager of two Canadian-focused equity funds at Fidelity Investments with a total of $1.7 billion in assets and was the winner of a Lipper Fund Award. Mr. Snow holds a BA in Economics and Financial Management from Wilfrid Laurier University. | ||
| Alan R. Radlo | CIO (Chief Investment Officer) | 2007 | 2012 |
| Biografia | Alan Radlo, Chief Investment Officer of Cambridge Advisors. Mr. Radlo joined CI Investments in 2008 to found Cambridge Advisors. Prior to that, he was a portfolio manager at Fidelity Investments. In his 21-year career at the company, Mr. Radlo analyzed and selected stocks for Canadian, American and global equity portfolios. Prior to that, he worked as an analyst and a portfolio manager of a small-cap growth fund at Bank of Boston. He holds an economics degree from Brandeis University and a MBA from the University of Massachusetts in Amherst, Massachusetts. | ||
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