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Wealth Matters - January 13, 2021

Start Date:1/13/2021

Start Time:1:00 PM EST

Duration:60 minutes


SUMMARY:


We invite you to attend our Wealth Matters webcast, providing timely investment and global market updates. This session will be hosted by Damon Sutherland, Senior Vice-President at Assante Private Client and will feature Marchello Holditch, Vice-President and Portfolio Manager of CI Multi-Asset Management.

In this webcast, Marchello will set the stage for CI Multi-Asset Management’s 2021 market outlook and announce upcoming changes to the Evolution Private Managed Portfolios’ asset mix that will allow his team to make tactical adjustments and capitalize on growth opportunities.

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    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.

    Marchello Holditch

    Vice-President and Portfolio Manager

    CI Multi-Asset Management

    Marchello Holditch, CFA, CAIA, Vice-President and Portfolio Manager, oversees CI's multi-manager, multi-asset investment programs. He is responsible for managing CI’s institutional and private client multi-asset portfolios and is a member of the CI Multi-Asset Investment Committee. Previously, Mr. Holditch led CI’s portfolio manager research and oversight function, where he was responsible for evaluating the investment managers of all CI funds. Prior to joining CI, Mr. Holditch worked at a major global consulting firm, where he assisted a wide variety of institutional clients with risk budgeting and asset liability modelling, as well as investment manager research and selection. He holds an Honours Bachelor of Mathematics degree in actuarial science from the University of Waterloo and is a CFA charterholder.

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