TITLE: Wealth Matters - August 5, 2020


Start Date:
8/5/2020

Start Time:1:00 PM EDT

Duration:60 minutes


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, Sales & Wealth Services

Assante Private Client

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.

By providing your email address, you provide us with your express consent to send you commercial electronic messages related to finances and/or investments that may be of interest to you. Should you wish to discontinue receiving emails of this nature, you may contact us at marketingapprovals@assante.com to withdraw your consent at any time.
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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