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Portfolio and Risk Management in Complex Times

Start Date:5/18/2022

Start Time:1:00 PM EDT

Duration:60 minutes


SUMMARY:


When the financial road gets rocky, it can be tough to know how to protect your assets.

Luckily, the experienced team behind our award-winning lineup of managed solutions has a plan.

In our upcoming webinar, "Portfolio and Risk Management in Complex Times," CIO & Senior Vice President of CI Multi-Asset Management Alfred Lam takes us through the team's approach to asset allocation and risk management, during a time when the interest rates are up and inflation is on the rise. Specifically, he'll speak to the positioning for Portfolio and Mosaic ETF portfolios.



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Speakers

Alfred Lam

CFA, Senior Vice-President and Chief Investment Officer

CI

Alfred Lam, CFA, Senior Vice-President and Chief Investment Officer, leads the CI Multi-Asset Management team. Mr. Lam has over 18 years of experience specializing in portfolio design, asset allocation, manager and fund selection, and risk management. While at CI, Mr. Lam has brought unique ideas and processes to the management of the team’s multi-asset strategies, including a mean-reversion currency management strategy, the concept of investing in concentrated and benchmark-agnostic portfolios, and a new approach to risk management. In addition to the CFA designation, Mr. Lam holds an MBA from York University’s Schulich School of Business, and is a member of the CFA Institute and the Toronto CFA Society.

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 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. 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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