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A better approach to core investing

Start Date:9/7/2022

Start Time:1:00 PM EDT

Duration:60 minutes


SUMMARY:


Join Jaron Liu, Director of ETF Strategy at CI GAM, as he discusses a multifactor strategy that's built for long-term success - and it all starts with a focus on quality and growth.


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Speakers

Jaron Liu, CFA

Director, ETF Strategy

CI Global Asset Management

Jaron Liu is a Director of ETF Strategy at CI GAM and is responsible for growing the ETF business by setting and executing the ETF sales strategy as well as supporting the ETF sales team. Prior to joining CI GAM, Jaron worked as an analyst within product management for one of the largest global asset managers where he focused on ETFs. Jaron graduated from the University of Waterloo with a degree in Honours Economics and is a CFA charter holder.

Jennifer Sinopoli

CI Global Asset Management

EVP, Head of Distribution

Jennifer Sinopoli, has 16 years of investment industry experience and began her career in client service at CI Global Asset Management (CI GAM) in 2006. She transitioned to a sales role in 2007 and from 2008 to 2020, Jennifer was Vice President, Sales and Marketing, where her role included educating and supporting retail investment advisors about CI GAM's products such as mutual funds, ETFs, alternative strategies as well as portfolio positioning, market outlook and practice management. In 2020, she was promoted to her current role, in which she leads the largest sales team in the country both in personnel and AUM. Her role includes leading the ETF business and IIROC distribution strategy, while contributing to and executing on the overall sales strategy. She is also responsible for collaborating across the organization with key decision markers to execute on the firm's strategic priorities and help drive growth for CI. Jennifer's experience also includes a management position at RBC Dominion Securities and she holds a Bachelor of Science (B.Sc.) and also a Masters of Business Administration (MBA).
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