TITLE: Wealth Matters Market Update - June 3, 2020


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SUMMARY:

This webcast will be hosted by Damon Sutherland, Senior Vice-President, Sales & Wealth Services of Assante Private Client, a division of CI Private Counsel LP.


Speakers

Damon Sutherland

Senior Vice-President

Assante Private Client

As Senior Vice-President, Sales & Wealth Services at Assante Private Client and Stonegate Private Counsel, Damon leads and coordinates the firm’s multi-disciplined sales and wealth planning professionals who provide support to Assante and Stonegate advisors and their clients. His focus is on the effective delivery of our practice-oriented service teams that work alongside advisors to enhance their service offering and help deliver a truly comprehensive client experience. Damon has 17 years of investment industry experience. He joined Assante in 2003 and transitioned to a sales role at CI Investments in 2005. From 2008 to 2017, Damon was Vice-President of Sales at CI, working with Assante advisors to help them grow and enhance their businesses. Damon holds an Honours Bachelor of Commerce degree from the University of Guelph.

Mimi M. Humphrey

Senior Vice-President and Relationship Manager

Cohen & Steers Inc.

Mimi M. Humphrey is a Senior Vice-President and Relationship Manager for Cohen & Steers’ institutional clients. Mimi has more than 25 years of experience in asset management working with large institutional clients as a solutions provider. Prior to joining the firm in 2018, she spent the bulk of her career as a Partner and Senior Vice President with Capital Guardian Trust Company/Capital Group. Prior to Capital, she was with Dimensional Fund Advisors serving the institutional marketplace. More recently, Mimi led sales and investor relations at Select Equity Group, LP, a $20 billion global equity alternatives firm, and has held advisory roles with Blue Ox Healthcare Partners, a healthcare private equity boutique and Lucid Capital and Management Partners, an alternatives cash and short-duration fixed income platform. She has a BA from Boston College, is based in New York and joined CNS in July 2018.

Laurel Durkay

Senior Vice-President

Cohen & Steers Inc.

Laurel Durkay, CFA, Senior Vice-President, is a portfolio manager for global and U.S. real estate securities portfolios. She has 18 years of investment experience. Prior to joining the firm in 2007, Ms. Durkay held several positions at Citigroup, including working in the Corporate Global Pension Investments Group, where she led an effort to build a real estate hedge fund platform within the real estate allocation. Previously, she was an analyst at Arthur Anderson.Ms. Durkay has a BS from Tulane University. She is based in New York.

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Your personal information will not be distributed, sold, or traded – it will remain strictly confidential and will only be used for the purpose for which it was provided. For more information on Assante’s commitment to privacy and responsible use of information, please visit www.assante.com/privacy-policy.

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