Podcasts about ci global asset management

North American Equities: Trump Time?

Greetings & welcome back to the podcast. This episode we are joined by Mr. Jordan McNamee – Founder and Chief Investment Officer of the Optimist Fund - an investment fund with ~$40 million under management. Prior to founding the Optimist Fund, Mr. McNamee worked at CI Global Asset Management as lead Portfolio Manager, and Cambridge Global Asset Management as an analyst covering the global technology, media and communications services sectors. Mr. McNamee earned a Bachelor of Business Administration degree from Wilfrid Laurier University, and has also earned the Chartered Financial Analyst designation.Among other things we discussed Finding Growth Companies, Capitalizing on Market Volatility & Building an Investment Fund.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsBroadbill EnergyJSGEPACAstro Rentals Support the show

It has been a wild decade for investors thus far. Which begs the question, what does 2024 have in store? On the latest episode of the Wealth Wisdom Podcast, I'm joined by Bob Swanson (SVP and Co-Head of Equities, CI Global Asset Management) to talk about what lies ahead for investors in 2024. Could we see a return to “normalcy” (if there is such a thing), or will the 2020s continue to be a wild ride?

Better days are ahead for Canadian stocks. So far in 2023, Canadian stocks are up, but they are lagging behind both US and International equities. That should change soon, according to Kevin McSweeney, Senior VP and Portfolio Manager at CI Global Asset Management. On the latest episode of the Wealth Wisdom Podcast, Kevin provides insight on a number of topics including why Canadian stocks are undervalued, what sectors he and his team are bullish on, the outlook for inflation, interest rates and more.

In this inaugural episode, guest Marc-André Lewis, Executive Vice President, Chief Investment Officer, CI Global Asset Management and host Andres Rincon, Director and Head of ETF Sales and Strategy, TD Securities, discuss CI Global Asset Management's transition into a fully integrated model, trends in asset management, the expansion of the Registered Investment Advisor (RIA) business and what it means for the firm.  This episode was recorded on November 30, 2022. For relevant disclosures, visit: tdsecurities.com/ca/en/legal#PodcastDisclosure. To learn more about TD Securities, visit us at tdsecurities.com or follow us on LinkedIn @tdsecurities.

The year 2022 will be remembered as one of the worst ever in terms of market performance. Since the Great Depression began in 1929, there were only six years where the S&P 500 performed worse than this year. Three of those years were prior to World War II. So, while it would be nice to turn the page and forget about last year, we do need to be held accountable. Returning to the podcast is one of our favourite guests, Drummond Brodeur (Senior VP & Global Strategist, CI Global Asset Management). We hold Drummond's feet to the fire and review his predictions for the last calendar year. More importantly, we talked to Drummond about what lies ahead in terms of inflation, a recession, and the markets.

With hosts Wolfgang Klein and Jack Hardill.  Guests: Aubrey Hearn, Vice-President and Senior Portfolio Manager at CI Investments Aubrey joined CI Global Asset Management in 2005 and has more than 15 years of experience in the financial industry. Aubrey has a keen understanding of business dynamics, a dedication to internal research and a strong focus on investing in high-quality, dividend-paying companies. In 2015, he was named Investment Executive's Mutual Fund Manager of the Year*, which recognizes exceptional and consistent fund outperformance over 10 years. Aubrey graduated with an Honours Bachelor of Commerce degree from Memorial University. He also holds the Chartered Financial Analyst (CFA) designation. *Investment Executive (“IE”) selects the Mutual Fund Manager of the Year by ranking all funds with a 10-year performance record in a point-based scoring system. The funds are ranked based on annual returns, IE relative outperformance and quartile performance. Other criteria factored into the methodology include cumulative 10-year returns, management expense rations and correlation to the fund's benchmark index.

With hosts Wolfgang Klein and Jack Hardill.  Guest: Drummond Brodeur, MBA, CFA Senior Vice-President, Portfolio Manager and Global Strategist Drummond Brodeur has been in the investment industry since 1989 and joined CI Global Asset Management in 2007. He has a strong background focused on China and the Pacific Basin. Prior to joining CI, Drummond's experience included overseeing international portfolios at KBSH Capital Management, being a senior analyst with Caisse de Depot, and being a Portfolio Manager at Bankers Trust Australia. Drummond holds a Bachelor's degree from the University of Western Ontario and two Master's degrees from Monash University, Melbourne, Australia. He has also earned the Chartered Financial Analyst designation.

// This is a replay of the episode that aired April 23rd, 2022 With hosts Wolfgang Klein and Jack Hardill.  This week, Wolfgang and Jack welcome two guests: Drummond Brodeur, MBA, CFA, Senior Vice-President, Portfolio Manger and Global Strategist. Drummond Brodeur has been in the investment industry since 1989 and join CI Global Asset Management in 2007. He has a strong background focused on China and the Pacific Basin. Prior to joining CI Drummond's experience included overseeing international portfolios at KBSH Capital Management. Being a senior analyst with Caisse De Depot and being a Portfolio Manager at Bankers Trust Australia. Drummond holds a Bachelor's degree from the University of Western Ontario and two Master's Degrees from Monash University, Melbourne Australia. He has also earned the Chartered Financial Analyst designation.  See omnystudio.com/listener for privacy information.

With hosts Wolfgang Klein and Jack Hardill.  This week, Wolfgang and Jack welcome two guests: Drummond Brodeur, MBA, CFA, Senior Vice-President, Portfolio Manger and Global Strategist. Drummond Brodeur has been in the investment industry since 1989 and join CI Global Asset Management in 2007. He has a strong background focused on China and the Pacific Basin. Prior to joining CI Drummond's experience included overseeing international portfolios at KBSH Capital Management. Being a senior analyst with Caisse De Depot and being a Portfolio Manager at Bankers Trust Australia. Drummond holds a Bachelor's degree from the University of Western Ontario and two Master's Degrees from Monash University, Melbourne Australia. He has also earned the Chartered Financial Analyst designation.  See omnystudio.com/listener for privacy information.

In this episode, James explores the latest developments and fundamental changes happening in the world of investing thanks to cryptocurrency's growing popularity. He sits down with guests Jennifer Sinopoli, SVP & Head of Distribution for Central Canada at CI Global Asset Management and Paul Cappelli, Portfolio Manager at Galaxy Digital Asset Management. During the episode, Jennifer and Paul share their expert insights on what the digital asset space has to offer and what financial institutions can do to help their clients navigate this new asset class. With the help of his guests, James also pulls the curtain back on a new ETF that brings crypto, like Bitcoin and Ethereum, into the portfolios of traditional retail investors without the involvement of a cryptocurrency wallet. Learn more about what CapIntel is doing by visiting www.capintel.com.

Throughout history, we tend to have longer periods of moderate normalcy in the markets. That hasn't been the case so far in the 2020s. To make sense of the chaos, we're joined by Alfred Lam, Senior VP and Chief Investment Officer at CI Global Asset Management. Alfred and his team oversee over $40 billion worth of investments among Assante clients. I consider him a good friend, and a trusted source of information pertaining to investments and the markets. Here are some key moments from the episode. The problem with Zoom and Moderna (5:30) Thoughts on interest rate hikes moving forward (10:30) Thoughts on the effect of the war on the markets (12:00) The problem with sanctions (14:00) Why markets want to go up (18:30) The main reason why a recession likely won't happen this year (24:00) How we've reacted to current events in our portfolios (35:45)

After above-average returns for the equity markets in 2021, what's in store for 2022?   And, how will the presence of Omicron affect the 2022 outlook?   To help answer these questions, we bring back Drummond Brodeur (Senior VP and Global Strategist at CI Global Asset Management) to the Wealth Wisdom Podcast.   We also reflect on his 2021 predictions and whether they came true.

After being forced to leave war-torn Sri Lanka and immigrating to Canada, Roy Ratnavel (@roy_ratnavel) started as a mail clerk at CI Global Asset Management and over the span of 30 years, has made the leap to Executive Vice-President at CI Financial as well as the Head of Distribution for CI Global Asset Management. He joins Ara on this week's episode of The Tamil Creator to discuss his upcoming book, the importance of hard work and (calculated) risk-taking, people's inability to amicably disagree in today's social media era, climbing Machu Picchu and much more.Follow Roy:- LinkedIn (https://www.linkedin.com/in/roy-ratnavel-7a352a174/) Timestamps00:19 - Ara introduces this week's guest, Roy Ratnavel01:44 - Vadamarachchi Operation (Operation Liberation)06:30 - Losing his father days after landing in Canada, working three jobs at once10:14 - Traits which are in short supply in this day and age - but are required for success14:44 - Roy's career trajectory from mail clerk to meeting Bill Holland to becoming Executive VP at CI Financial21:54 - Roy's view on networking and how you should approach going about it26:42 - What you should know if you're trying to get into a career in finance (or any career at all)30:50 - The next chapter in Roy's life; his book on war, work and the political climate35:20 - People's inability to amicably disagree in today's social media era41:58 - Being pigeonholed, based on who someone once knew you to be52:34 - Interests outside of work; mountain climbing, writing and raising his son55:04 - Having a chip on each shoulder to fight his insecurity57:36 - Roy's perception of money, and his investing strategy01:01:51 - Creator Confessions01:04:00 - The Wrap Up Intro MusicProduced And Mixed By:- The Tamil Creator- YanchanWritten By:- Aravinthan Ehamparam- Yanchan Rajmohan        

Learning how to ‘bear' with a ‘nervous bull' Market.  Continuing our 2021 Fall Market update mini-series we speak with Derek Reinhart, District Vice President, Sales at CI Global Asset Management. He and Ben discuss the outlook on current and future markets. Derek gives us a sneak peek into the minds of some of CI's fund managers, their take on the current volatility, inflation, as well as the 'nervous bull market.'