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שם | כותרת | משנת | עד שנת |
---|---|---|---|
Zoe Li | Associate Portfolio Manager | 2022 | עכשיו |
Stephen Lingard | Portfolio Manager | 2021 | עכשיו |
Alfred Lam | Portfolio Manager | 2008 | עכשיו |
ביוגרפיה | Alfred Lam, Vice President and Portfolio Manager of the CI Investment Consulting team, is involved in manager selection and oversight, product development, asset allocation and currency management. Mr. Lam has brought unique ideas and robust processes to the management of CI’s investment solutions. They included a mean reversion currency management strategy, the concept of investing in concentrated and benchmark-agnostic portfolios, and an advanced approach to risk management. Prior to joining the team in 2004, Mr. Lam was Senior Manager at CIBC Securities. He holds an MBA from York University | ||
Andrea Hallett | Portfolio Manager | 2001 | 2009 |
ביוגרפיה | Andrea Hallett, Vice President, Investment Management, is a Portfolio Manager on the Mackenzie Asset Allocation Team and is co-manager for Mackenzie Investments' multi-managed funds and strategic asset allocation programs. Andrea’s career in the investment industry began in 1998. She has been with Mackenzie Investments since 2002. Prior to joining Mackenzie Investments, Andrea held several roles with increasing responsibilities within the investment department at a large Canadian mutual fund company. | ||
Andrew Smith | CIO (Chief Investment Officer), Senior Vice President | 1996 | 2009 |
ביוגרפיה | Mr. Smith has been with Northern Trust since 2000 and has been the Chief Investment Officer of The Northern Trust Company of Connecticut (NTCC) since 2005. | ||
Karen A. Bleasby | - | 1988 | 2009 |
ביוגרפיה | Karen Bleasby is well known in Canada as an expert in tactical asset allocation. Her finance and investment career spans over twenty years, including investment banking, risk management, pension and investment management. Prior to joining Mackenzie in September 2002, Karen was Chief Investment Officer for a large Canadian mutual fund company. Karen holds a joint MBA-LLB from York University, and a BA in Economics from the University of Toronto. | ||
Michael R. Brimicombe | - | 1988 | 2009 |
ביוגרפיה | Michael manages Canadian Bond, Mortgage, Interest, and U.S. Dollar Money Market Fund. His experience in the bond and money markets spans the last 25 years and includes some of the most prosperous and some of the most volatile markets the industry has experienced in its history. |
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