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2023 Liquid Alternatives: Flexible Diversification

Start Date:2/22/2023

Start Time:1:00 PM EST

Duration:60 minutes


SUMMARY:


How can you achieve positive alpha in your client portfolios as markets continue to face an onslaught of challenging factors? Paul Sandhu, President and CEO, Marret Asset Management will discuss the strategies they use to target an absolute return of 6% to 8% with the CI Alternative Diversified Opportunities Fund.


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Speakers

Paul Sandhu

President and Chief Executive Officer

Marret Asset Management

Paul Sandhu is President and Chief Executive Officer of Marret Asset Management Inc. He has over 30 years of domestic and international fixed-income experience. Prior to joining Marret in 2009, Paul was responsible for the global distribution of Canadian fixed-income and money market products at BMO Capital Markets. Through offices in Toronto, Montreal, Vancouver, New York, London and Hong Kong, Paul was directly responsible for advising some of the world’s largest fixed-income asset managers on portfolio strategy, asset mix, security selection, and alpha/beta generation. Paul’s career also includes positions with Goldman Sachs and Citibank in Europe, the U.S. and Canada. Paul holds a BA in Economics and Political Science from the University of British Columbia and a Master of Public Administration from the University of Victoria.

Roberto Katigbak

CEO

Marret Asset Management

Roberto Katigbak, CFA, is an Institutional Strategist and the Head of Sales & Marketing at Marret Asset Management Inc. Prior to joining Marret, Roberto served from 2011-2016 as Vice President of Sales & Marketing for CI Investments. He is responsible for the business development and servicing of both institutional and large retail clients across Canada. Roberto graduated from the John Molson School of Business at Concordia University with a degree in Finance and is also a Financial Analyst Charter holder with investment experience, which he has held since 2001.

Dave Skillen

Vice-President, Sales

CI Global Asset Management

As Vice President, Sales for the Atlantic Canada region, Dave works to support and promote all product lines from CI Global Asset Management including Mutual Funds, ETFs, Liquid Alternatives and Hedge Funds. A strong believer in the value of financial advice, he takes pride in helping advisors successfully navigate the challenges and complexities of modern asset management. Dave holds a bachelor’s degree in business with a major in Finance from the Gerard Schwartz Business School, University of St. Francis Xavier where he also was a varsity athlete.
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2023 Liquid Alternatives: Flexible Diversification
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