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Start Date:9/21/2022
Start Time:1:00 PM EDT
Duration:60 minutes
SUMMARY:
Learn about our category leading floating rate solution - CI Floating Rate Income Fund - how the fund is constructed, the current asset mix, its recent performance, and how it can help to offset increasing rates.
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Speakers
Geof Marshall, CFA SVP, Head of Fixed Income & Lead - Private Markets CI Global Asset Management Geof Marshall, SVP, Head of Fixed Income & Lead – Private Markets, joined CI GAM in 2006 and leads the fixed income team and private markets group. Geof is also the lead manager on CI GAM’s income strategies and co-manages the private markets and income & growth funds as well as a number of multi-asset fixed income portfolios. He brings over 25 years of valued industry experience to his role at CI GAM, especially in asset allocation and analyzing, managing, and trading corporate bonds, leveraged loans, and private credit. Prior to CI GAM, Geof was a portfolio manager at Manulife Financial. Geof is a CFA charterholder with a Bachelor of Arts in Political Science from the University of Western Ontario. He is also a member of the CFA Society Toronto and chairs the Investment Committee at the Royal Ontario Museum where he also serves on the Board of Governors.
Darren Arrowsmith, MBA, CFA Vice President, Portfolio Management and Portfolio Manager CI Investments Darren is responsible for high-yield bond, convertible bond and leveraged-loan assets. Prior to joining CI Global Asset Management in 2012, Darren was a porfolio manager with Stanton Asset Management, where he assisted with the management of global high-yield bonds and leveraged loans across numerous funds. Prior to this, he worked at GE Capital in London, England, within its leveraged finance team as a credit analyst and trader. He began his career in 1999 on the Scotia Capital Markets fixed income team. Darren obtained a Bachelor of Arts (honours) from the University of Western Ontario and a Master of Business Administration from the University of Edinburgh Management School. He holds the Chartered Financial Analyst (CFA) designation.
Randall Alberts Senior Vice-President, Head of Distribution Eastern Canada CI Global Asset Management As Senior Vice-President and Head of Distribution Eastern Canada, Randall works within the sales leadership group to design and execute CI Global Asset Management’s distribution strategy across all products and platforms. Randall leads the Eastern and Western Canada sales team in supporting financial advisors and collaborating with strategic partners. 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.
Randall served as a Head of Distribution for WisdomTree Asset Management Canada, Inc. up until its acquisition by CI in February 2020. He brings extensive experience in the global asset management and wealth management industry having held senior sales positions and leadership roles at both BMO Global Asset Management and RBC. Having started his career as a financial advisor in 1995, first in a mutual fund dealership and later at a large IIROC brokerage, Randall brings a unique perspective and over 25 years experience in the financial services industry.
Randall holds a Master of Business Administration (MBA) and a Chartered Investment Manager (CIM) designation.
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