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CI Mosaic ETF Portfolios: How they can benefit your client portfolios

Start Date:11/2/2022

Start Time:1:00 PM EDT

Duration:60 minutes


SUMMARY:


Exchange-traded fund (ETF) vehicles have been growing in popularity and availability. CI Global Asset Management's Stephen Lingard, Senior Portfolio Manager and Head of Investment Research, will discuss the advantages of using ETFs in multi-asset portfolios and what sets CI Mosaic ETF Portfolios apart from other ETF fund products. He will discuss their investment process, portfolio positioning, performance and reasons to own Mosaic ETF Portfolios.

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Speakers

Stephen Lingard

MBA, CFA, Senior Portfolio Manager and Head of Research

CI Global Asset Management

Stephen has more than 24 years of industry experience, including more than a decade as a senior portfolio manager at another diversified global asset manager, where he managed multi-asset portfolio programs. For most of his career, Stephen has specialized in tactical asset allocation research, investment strategy selection, manager oversight, portfolio construction and risk management. He also has related investment experience in Europe, Asia and the United States. Stephen holds a bachelor of science degree from Western University, an MBA from EU Business School, the Chartered Financial Analyst (CFA) designation, and is a member of the Toronto Society of Financial Analysts.

Kevin Cleland

Vice-President, Sales

CI Global Asset Management

As Vice-President, Sales for a diverse range of the Central Canada region, Kevin 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. Kevin has 9 years of industry experience all here at CI, and is constantly looking to improve his skillset, in order to serve his client’s better.
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