Investment Management Unsere erfahrenen Investmentteams sind ein wichtiger Wettbewerbsvorteil. Bei jeder Anlageklasse handelt es sich um drei Gruppen: Global Equities, Global Fixed Income und Global Asset Allocation und Currency Products. Gary Grad, CFA Geschäftsführer amp Chief Investment Officer, CIBC Asset Management Gary Grad ist Geschäftsführer und Chief Investment Officer bei CIBC Asset Management. Führen wir unser Team hochqualifizierter Investmentprofis, Herr Grad beaufsichtigt die Portfoliomanagement - und Forschungsteams, die für die Bereitstellung von überlegener Investitionsleistung für unsere Kunden über alle Assetklassen verantwortlich sind. Herr Grad bringt über 25 Jahre Branchenerfahrung und war zuletzt Geschäftsführer der Investment Management Research bei CIBC Asset Management. Vor seinem Eintritt in die Firma arbeitete Herr Grad mit der institutionellen Investor-Community bei Fidelity Investments als Vizepräsident, Institutional Consultant Relations und Vizepräsident, Institutional Investments and Analysis. Vor seinem Eintritt bei Fidelity war er bei Frank Russell Canada, Altamira Management und Mutual Life of Canada, wo er seine Investitionskarriere als Aktienanalytiker begann. Herr Grad ist ein CFA-Charterhalter und hat einen Honours Business Administration Abschluss an der University of Western Ontario. Stephen Carlin, CFA Head of Equities Managing Director Stephen Carlin betreut CIBC Asset Managements kanadische und globale Aktienportfoliomanagement - und Forschungsanstrengungen. Er hält die primäre Portfolioverantwortung für kanadische Eigenkapital - und Aktieneinkommensmandate. Vor seinem Eintritt bei CIBC Asset Management im Jahr 2013 war Herr Carlin Senior Vice-President und Head of Equities bei Aegon Capital Management, wo er kanadische ausgewogene, Einkommens - und Dividendenstrategien leitete und ein Team von Portfoliomanagern, Analysten und Händlern führte. Zu seiner Rolle bei Aegon war er Vizepräsident, kanadische Aktien bei KBSH Capital Management und Director, Canadian Equities bei CT Investment Management Group. Herr Carlin hält einen Bachelor of Arts an der University of Western Ontario. Er ist auch ein CFA-Charterhalter. Domenic Monteferrante, CFA Kanadische Aktien Erster Vizepräsident Domenic Monteferrante ist ein Portfoliomanager für das kanadische Aktienteam, das für sozial verantwortliche und dividenden Portfoliomanager verantwortlich ist. Vor seinem Eintritt in die CIBC Asset Managements Vorgängerfirma im Jahr 1998 war Herr Monteferrante Portfoliomanager, kanadische Aktien bei Bimcor und war ein Statistischer Analytiker bei der kanadischen Pacific Rail Ltd. Herr Monteferrante hat einen Master of Business Administration und Bachelor of Arts an der Concordia University . Er ist auch ein CFA-Charterhalter. Colum McKinley, CFA Kanadische Aktien Vizepräsident Colum McKinley hat eine Führungsrolle als Portfolio Manager bei unserem kanadischen Aktienteam. Er ist verantwortlich für den CIBC Monthly Income Fund, den CIBC Canadian Equity Value Fund und andere wichtige Wertmandate. Vor seinem Eintritt bei CIBC Asset Management im Jahr 2010 war Herr McKinley ein Portfolio Manager bei Sionna Investment Managers und Vice President und Director, Portfolio Manager bei TD Asset Management. Er war auch ein Senior Investment Analyst bei Sun Life von Kanada und Research Associate bei Marleau, Lemire Securities. Ein Mitglied des Accounting Standard Boards User Advisory Committee, Herr McKinley hat einen Bachelor of Arts in Wirtschaftswissenschaften von der University of Western Ontario. Er ist auch ein CFA-Charterhalter. Jennifer Law, CFA Kanadische Small Cap Equities Vizepräsident Jennifer Law ist ein Portfolio Manager mit Führungsverantwortung für das kanadische Eigenkapital Small Cap Growth bei einer angemessenen Preis - (GARP) - Strategie. Ms. Law trat 2003 bei der CIBC Asset Managements Vorgängerfirma ein. Ihre bisherige Erfahrung umfasst auch Portfolio Manager der kanadischen Small Cap Equities bei der Empire Financial Group, Analyst of Canadian Small Cap Equities bei Montrusco Bolton Inc. und Corporate Finance Associate bei Unimet Capital Corp. Ms Das Gesetz erhielt ihren Bachelor of Commerce-Abschluss von der University of British Columbia. Sie ist auch ein CFA Charterhalter. Scott Vali, CFA Scott Vali ist Mitglied des Equities Teams mit Führungsverantwortung für globale Ressourcenfonds, einschließlich der Energie - und Edelmetallfonds. Vor seinem Eintritt bei CIBC Asset Management im Jahr 2014 war Herr Vali Vizepräsident, Portfolio Manager bei CI Investments, wo er Global Energy und Resource Fonds verwaltete und für die Rohstoffstrategie als Mitglied des Asset Allocation Committee verantwortlich war. Zu dieser Rolle hat er verschiedene Positionen im CI-Aktienforschungsteam abgehalten. Herr Vali hält einen Honours Bachelor of Arts Abschluss an der Universität von Toronto. Er ist auch ein CFA-Charterhalter. Mark Lin, CFA International Equities Vizepräsident Mark Lin ist der führende Portfolio Manager für das International Equities Team, das für globale Aktienmandate zuständig ist. Vor seinem Eintritt in die CIBC Asset Managements Vorgängerfirma im Jahr 2002 war Herr Lin Analyst und Portfolio Manager bei Jarislowsky Fraser Ltd. verantwortlich für institutionelle internationale Aktienkonten. Er war auch ein Equity Analyst bei Standard Life Investments Ltd. und ein Associate Analyst bei UBS Warburg. Herr Lin hält einen Bachelor of Arts Abschluss an der York University, ein Master of Business Administration Abschluss der McGill University und ist auch ein CFA Charterhalter. Craig Jerusalim, CFA Canadian Equities Portfolio Manager Craig Jerusalim ist ein Portfolio Manager für das kanadische Aktienteam, das für den CIBC Canadian Equity Core Fund und andere kanadische Aktienmandate verantwortlich ist. Vor seinem Eintritt bei CIBC Asset Management im Jahr 2006 arbeitete Herr Jerusalim als Analyst bei Dynamic Mutual Funds und einem Softwareentwickler bei Amdocs Ltd. Herr Jerusalim hat einen Bachelor of Science Abschluss an der McGill University und einen Master of Business Administration von der University of Toronto Er ist auch ein CFA-Charterhalter. Sara Shahram, CFA Equities Associate Portfolio Manager Sara Shahram, in ihrer Rolle als Associate Portfolio Manager, Global Resources, ist Mitglied des Equities Teams und unterstützt globale Ressourcen-Mandate. Vor seinem Eintritt bei CIBC Asset Management im Jahr 2014 war Frau Shahram Senior Investment Analyst, Global Resources, bei CI Investments, wo sie eng mit dem globalen Ressourcenportfolio-Manager zusammenarbeitete, um Investitionsentscheidungen über globale Ressourcen-Aktien zu treffen. Frau Shahram arbeitete zuvor als Associate in Edelmetall-Aktienforschung bei Macquarie Capital Markets und Basismetall-Aktienforschung bei Canaccord Genuity. Frau Shahram hält einen Bachelor of Commerce-Abschluss und ein Master of Business Administration Abschluss von der Rotman School of Management, Universität von Toronto. Sie ist auch ein CFA Charterhalter. Keith Lam, CFA, CPA, CA Equities Associate Portfolio Manager Keith Lam ist Mitglied des Equities Teams und verfügt über eine Associate Portfolio Management Verantwortung für All Cap Equity Strategien. Seine Rolle umfasst die Aktienselektion, den Portfolioaufbau und die Risikominderung. Vor seinem Eintritt bei CIBC Asset Management im Jahr 2014 war Herr Lam Geschäftsführer, CFO und Portfolio Manager bei Red Sky Capital Management Ltd., wo er für alle Mit - glied-, Finanz - und Regulierungsberichterstattung verantwortlich war. Er beteiligte sich auch an Investitionsentscheidungen im Zusammenhang mit Finanzdienstleistungen, Technologie, Immobilien und Konsumgütern in Nordamerika. Zuvor war Herr Lam Vizepräsident und Associate Portfolio Manager bei GMP Investment Management und Financial Services Equity Research Associate bei GMP Securities. Herr Lam hält einen Master of Accounting und einen Bachelor of Mathematics Abschluss an der University of Waterloo. Er ist ein CPA, CA und ein CFA Charterhalter. Crystal Maloney, CFA, CPA, CMA Equities Associate Portfolio Manager Crystal Maloney ist Mitglied des Equities Teams mit Associate Portfolio Management Verantwortung für mehrere Aktien Mandate. Vor seinem Eintritt bei CIBC Asset Management im Jahr 2015 war Frau Maloney ein Portfoliomanager bei OtterWood Capital Management, wo sie Eigenkapitalforschung, ausgewählte Wertpapiere und entschlossenes Portfolioaufbau durchführte. Vor dieser Rolle war Frau Maloney ein Senior Analyst und Portfolio Manager bei Aegon Capital und führte eine fundamentale Equity-Analyse durch und trug zur Bestandsauswahl über viele Mandate bei. Sie hat auch bei BMO Capital Markets als Equity Research Associate mit Schwerpunkt auf dem Finanzdienstleistungssektor gearbeitet. Frau Maloney hält einen Honours Bachelor of Commerce Grad von Queens University. Sie ist ein CPA, CMA und ist auch ein CFA Charterhalter. Marilyn Brophy, CFA Head of Equity Research Geschäftsführer Marilyn Brophy ist verantwortlich für die strategische Ausrichtung der Aktienportfolios und die Entwicklung von Equity-Security-Empfehlungen durch ihre Führung eines Teams von Analysten. Vor seinem Eintritt bei CIBC Asset Management im Jahr 2010 war Frau Brophy Executive Director, kanadische Aktien bei UBS Global Asset Management und Director und Equity Research Analyst, Retailing bei Scotia Capital. Vor Scotia Capital hielt sie die Position des Merchandising Analyst bei TD Securities. Frau Brophy hat auch bei Levesque Beaubien und First Boston gearbeitet. Frau Brophy hat einen Master of Business Administration Abschluss an der Queens University, Master of Arts in Wirtschaftswissenschaften von McMaster University und eine Honours Bachelor of Arts in Wirtschaftswissenschaften von Queens University. Sie ist auch ein CFA Charterhalter. Dominique Barker, CFA Equities - Pipelines, Utilities, Immobilien Senior Analyst Dominique Barker ist Mitglied des Equities Research Teams. Sie ist verantwortlich für die Berichterstattung über die Versorgungsunternehmen, Pipelines und Immobiliensektoren. Vor dem Beitritt zum CIBC Asset Management im Jahr 2010 gehören Frau Barkers Vergangenheit Positionen Research Analyst bei der Credit Suisse, wo sie globale alternative Energie und kanadische Pipelines und Utilities, Institutional Equity Salesperson bei UBS Securities, Associate, Investment Banking bei Newcrest CapitalTD Securities und Associate , Audit und Corporate Advisory Groups bei Ernst amp Young. Frau Barker hat einen Master of Business Administration Abschluss in Buchhaltung von der Universität von Toronto und Bachelor of Science in Engineering von Queens University. Sie ist auch ein CFA Charterhalter. Andreas Hoppe Equities - Industrials Senior Analyst Andreas Hoppe ist Mitglied des Equities Research Teams, das für die Forschung im Industriebereich zuständig ist. Vor seinem Eintritt bei CIBC Asset Management im Jahr 2006 arbeitete Herr Hoppe als Equity Research Analyst bei Westwind Partners und bei BMO Nesbitt Burns. Herr Hoppe hat einen Master of Business Administration Abschluss an der Concordia University, Master of Applied Science Abschluss an der University of Toronto und Bachelor of Engineering Grad von McGill University. Er war ein professioneller Ingenieur und war Mitglied von lOrdre des Ingenieurs du Quebec. Brian See, CFA Equities - Energy Senior Analyst Brian See ist Mitglied des Equities Research Teams. Er ist verantwortlich für die Berichterstattung über den nordamerikanischen Energiesektor und ist Co-Manager des CIBC Energy Fund. Vor seinem Eintritt bei CIBC Asset Management im Jahr 2013 war Herr See bei OMERS Capital Markets, wo er globale Energieabdeckung auf EP, integriert, Ölsand und Raffinerieunternehmen zur Verfügung stellte. Seine bisherige Erfahrung umfasst auch Senior Research Associate bei Scotia Capital, Logistics Analyst mit Petro-Canada und Yield Analyst bei Canadian Pacific Railway Limited. Herr See hält einen Bachelor of Commerce-Abschluss von der Haskayne School of Business an der Universität von Calgary. Er ist auch ein CFA-Charterhalter. Natalie Taylor, CFA Equities - Financials Senior Analyst Natalie Taylor ist Mitglied des Equities Research Teams. Sie ist verantwortlich für die Berichterstattung über den nordamerikanischen Finanzdienstleistungssektor und ist Co-Manager des CIBC Financial Companies Fund. Vor dem Eintritt in das CIBC Asset Management im Jahr 2013 hat Frau Taylors die bisherige Berufserfahrung Research Analyst, Global Equities bei RBC Global Asset Management, wo sie nordamerikanische, europäische und asiatische Finanz - und Konsumgütersektoren und Associate Director, Canadian Financials Analyst bei UBS, abdeckte Global Asset Management Inc. Sie war auch Equity Research Associate, Banks und Diversified Financials bei Scotia Capital Inc. Frau Taylor hat einen Bachelor-Betriebswirtschaftslehre an der Wilfrid Laurier University. Sie ist auch ein CFA Charterhalter. Daniel Greenspan Equities Mining amp Materialien Senior Analyst Daniel Greenspan ist Mitglied des Equities Research Teams. Er ist verantwortlich für die fundamentale Analyse des nordamerikanischen Materialsektors, einschließlich Metalle amp mining, Chemie - und Düngemittelunternehmen. Vor seinem Eintritt bei CIBC Asset Management im Jahr 2016 arbeitete Herr Greenspan bei Macquarie Capital Markets Canada Ltd. als Vizepräsident, Senior Analyst. In dieser Eigenschaft war er verantwortlich für die Forschungsabdeckung und die Analyse von Basismetallen und Düngemitteln. Zu dieser Position war er ein Senior Equity Research Associate bei der Firma, die den Bergbau abdeckt. Herr Greenspan hält einen Master of Business Administration Abschluss von der Rotman School of Management an der Universität von Toronto und ein Bachelor of Arts in Wirtschaftswissenschaften von der University of Western Ontario. Jonathan Mzengeza Equities Information Technology Analyst Jonathan Mzengeza ist Mitglied des Equities Research Teams verantwortlich für die Berichterstattung über nordamerikanische Informationstechnologie-Unternehmen. Vor seinem Eintritt bei CIBC Asset Management im Jahr 2012 arbeitete Herr Mzengeza als Technical Analyst bei der Chubb Insurance Company in Kanada. Er begann seine Karriere als Network Analyst bei Nortech Efficient Business Solutions. Herr Mzengeza hat einen Bachelor of Science in Elektrotechnik und Informatik an der Universität Kapstadt und einen Master of Business Administration Abschluss an der Concordia University. Robert Gignac, CFA, CAIA Equities Small Cap Analyst Robert Gignac ist Mitglied des Equities Research Teams mit besonderem Schwerpunkt auf Ideengenerierung, Bewertungsmodellierung und Analyse von kanadischen Small Cap Unternehmen. Herr Gignac trat 2011 bei CIBC Asset Management ein. Vor seinem Eintritt in das Portfolio Management und Research Team war er Executive Director bei der Firma Investment Management Research Group. In dieser Rolle leitete er ein Team von Analysten, die für die Erforschung kanadisch-fokussierter Anlagestrategien verantwortlich waren. Vor dieser Rolle war Herr Gignac Vizepräsident und Portfolio Manager bei HSBC Global Asset Management. Er war auch Direktor der Forschung bei T. E. Investment Counsel und Associate Portfolio Manager bei First Asset Advisory Services. Herr Gignac hält einen Honours Bachelor of Commerce-Abschluss von der University of Windsor und ein Master of Science in International Securities, Investments und Banking von der University of Reading. Er ist auch ein CFA Charterhalter und ein CAIA Charterhalter. Jeremy Mosher Equities - Energy Analyst Jeremy Mosher ist Mitglied des Equities Research Teams verantwortlich für die fundamentale Analyse der nordamerikanischen Energieunternehmen. Vor seinem Eintritt bei CIBC Asset Management im Jahr 2015 war Herr Mosher Associate, Equity Research bei Peters amp Co. Limited mit einem Fokus auf nordamerikanischen Ölfelddienstleistungsunternehmen. Er arbeitete auch als Associate, Equity Research bei CIBC World Markets, wo er sich auf nordamerikanische Energieunternehmen konzentrierte. Herr Mosher hat einen Honours Bachelor of Arts in Angewandte Wirtschaftswissenschaften von Queens University. Reyhaneh Zand Equities - Healthcare Analyst Reyhaneh Zand ist Mitglied des Equities Research Teams verantwortlich für die Berichterstattung über nordamerikanische Gesundheitsunternehmen. Vor seinem Eintritt bei CIBC Asset Management im Jahr 2013 arbeitete Frau Zand als Investment Banking Analyst bei Cranson Capital. Als Teil eines Teams, das die Fusionsverstärkungsberatung zur Verfügung stellte und die Finanzierung für privat gehaltene Unternehmen arrangierte, führte sie eine Finanz - und Branchenanalyse durch und half, die Unternehmensbewertung zu bestimmen. Davor war Frau Zand der Direktor für Business Development und Strategie für einen Toronto-Entwickler von High-End-Custom-Häuser. Sie begann ihre Karriere bei Thermofisher Scientific. Frau Zand hält einen Master of Business Administration Abschluss von York Universitys Schulich School of Business und ein Bachelor of Arts Abschluss an der University of California. Chase Bethel, CFA Equities - Consumer Analyst Chase Bethel ist Mitglied des Equities Research Teams und verantwortlich für die fundamentale Analyse des nordamerikanischen Konsumentensektors. Vor seinem Eintritt bei CIBC Asset Management im Jahr 2016 war Herr Bethel ein Equity Research Analyst bei Desjardins Capital Markets und stellte besondere Situationen Unternehmen, die eine Reihe von kanadischen Verbraucher-Unternehmen enthalten. Vor seinem Eintritt bei Desjardins war er ein institutioneller Investment Analyst bei Fidelity Investments Canada. Herr Bethel hält einen Bachelor of Arts, Ehrungen Business Administration Abschluss von der Richard Ivey School of Business. Er ist auch ein CFA-Charterhalter. Matthew Ingrassia, CFA International Equities Investment Analyst Matthew Ingrassia ist Mitglied des International Equities Teams für die globale Aktienforschung. Vor seinem Eintritt bei CIBC Asset Management im Jahr 2010 arbeitete Herr Ingrassia als Senior Investment Banking Associate, Global Telecommunications, Media und Entertainment Team bei Citigroup Global Markets und bei der kanadischen ECM Group bei BMO Capital Markets. Zuvor war er Associate Investment Analyst im kanadischen Equity Team bei UBS Global Asset Management und einem Corporate Finance Analyst, EnergyIndustrialsMA bei der UBS Investment Bank. Herr Ingrassia hält einen Master of Business Administration Abschluss von McGill University und ein Bachelor of Commerce Abschluss mit Auszeichnung, von Queens University. Er ist auch ein CFA-Charterhalter. Jessica Younes-Fraiberger, CFA International Equities Investment Analyst Jessica Younes-Fraiberger ist Mitglied des International Equities Teams und verantwortlich für die globale Aktienforschung. Vor seinem Eintritt bei CIBC Asset Management im Jahr 2012 arbeitete Frau Younes-Fraiberger für Dexia Asset Management Alternative Investments, wo sie später Senior Analyst im Event DrivenRisk Arbitrage Team bestellt wurde. Zuvor war sie an strukturierten Produkten und Derivatverkäufen bei Socieacuteteacute Geacuteneacuterale Investment Banking beteiligt und war Finanzanalytiker bei ING Barings. Frau Younes-Fraiberger hält einen Master of Business Administration Abschluss von Columbia Business School und ein Master of Science in Management von ESSEC Business School. Sie ist auch ein CFA Charterhalter. Jeffrey Waldman, CFA Leiter Global Fixed Income Managing Director Jeff Waldman beaufsichtigt das Global Fixed Income Team zusätzlich zu den Portfoliomanagement-Verantwortlichkeiten für die kurzfristigen Anleiheportfolios. Herr Waldman ist auch verantwortlich für die Stärkung und Pflege von Forschungs - und Portfolio-Management-Plattformen innerhalb des Unternehmens, die proprietäre Werkzeuge für das Risikomanagement über Fixed-Income-Portfolios entwickelt haben. Er leistet einen Beitrag zum Unternehmensforschungsspezialisierungsmodell und ist Mitglied der Fixed Income Investment Grade und High Yield Credit Committees sowie der Investment-, Portfolio-Risk - und Best Execution Committees der CIBC Asset Management. Herr Waldman trat 1998 als Vizepräsident, Fixed Income, bei CIBC Asset Managements Vorgängerfirma ein. Zuvor war er bei ING Investment Management, wo er Vizepräsident, kanadische Anleihen war. Davor war er Berater, Fixed Income und Investment Planning Associate bei Confederation Life Insurance. Herr Waldman hat einen Master of Science von der Carnegie Mellon University in Pittsburgh, Bachelor of Mathematics Grad von der University of Waterloo und ist ein Associate der Society of Actuaries (ASA) und ein CFA Charterholder. John Braive John Braive war der Gründungspartner von TAL Investment Counsel Ltd. (TAL) im Jahr 1983. Herr Braive verwaltete die Firmen festverzinsliche Vermögenswerte für 18 Jahre und schaffte schließlich TAL in eine der vorrangigen Investment-Management-Unternehmen in Kanada. Herr Braive war Vorsitzender und CEO der institutionellen Abteilung der Unternehmen von 1998 bis 2001, als TAL von CIBC erworben wurde. In seiner derzeitigen Rolle ist Herr Braive als stellvertretender Vorsitzender des CIBC Asset Managements tätig. Herr Braive entwickelte den ersten kanadischen Hochzinsanleihefonds und den ersten Indexanleihefonds in Kanada. Er hat bei CIBC Asset Management eine Reihe neuer, quantitativer und hochverzinslicher Fixed Income Produkte eingeführt und entwickelt. Mit einer führenden Rolle bei der Vermarktung und Wartung von CIBC Asset Managements Produkten hat Herr Braive maßgeblich am Wachstum der Firmen Vermögenswerte beteiligt. Neben seiner Tätigkeit als stellvertretender Vorsitzender ist Herr Braive Mitglied der Firmen Global Fixed Income Team, der Fixed Income Investment Grade und der High Yield Credit Committees, der Investment - und Portfolio Risk Committees der CIBC Asset Management und der CIBC Vermögensverwaltungsrat. Er dient auch auf dem Board of Governors von North York General Hospital. Jacques Preacutevost, CFA Global Fixed Income Erster Vizepräsident Jacques Preacutevost ist spezialisiert auf ein aktives Corporate Bond Management, das sowohl auf Asset-Only - als auch auf Asset-Liability-Portfolios angewendet wird. Er betreut auch ein Team, das für quantitative und strukturierte Lösungen zuständig ist, und leistet einen Beitrag zur Unternehmensforschung. Herr Preacutevost trat 1999 der CIBC Asset Managements Vorgängerfirma bei. Vor seiner derzeitigen Tätigkeit war er Vizepräsident, Fixed Income bei der Firma. Er war auch Analyst und Fondsmanager bei Scotia Capital MarketsScotiabank und Manager und Analyst bei Reuters. Davor war er ein Vertriebsbeauftragter und Trader mit First Marathon und ein Settlement Agent mit Burns Fry Limited. Herr Preacutevost hält einen Honours Bachelor of Science Abschluss an der Universität von Toronto. Er ist auch ein CFA-Charterhalter. Steven Dubrovsky, CFA Global Fixed Income und Geldmarkt Erster Vizepräsident Steven Dubrovsky ist verantwortlich für die Verwaltung einer Vielzahl von Fixed Income Lösungen einschließlich kurz - und mittelfristiger Anleiheportfolios sowie maßgeschneiderte Strategien für institutionelle Investoren. Herr Dubrovsky beaufsichtigt auch das Geldmarktteam, das Cash-Management-Lösungen für Kunden zur Verfügung stellt und einen Beitrag zu den Firmenforschungsspezialisierungsmodellen leistet. Herr Dubrovsky trat 1992 der CIBC Asset Managements Vorgängerfirma bei. Vor seiner derzeitigen Tätigkeit war er Assistent Vizepräsident, Fixed Income und später Vizepräsident, Fixed Income bei der Firma. Davor war er Fixed Income Market Analyst und Trader bei Domtar. Herr Dubrovsky hat einen Master of Business Administration von der Concordia University und einen Bachelor of Commerce Abschluss von McGill University. Er ist auch ein CFA-Charterhalter. Patrick OToole, CFA, CGA Global Fixed Income Vizepräsident Patrick OToole ist ein Portfoliomanager, der für Core und Core Plus kanadische Anleihemandate verantwortlich ist und einen Beitrag zum Firmenforschungsspezialisierungsmodell leistet. Herr OToole trat 2004 bei CIBC Asset Management ein. Vor seiner derzeitigen Tätigkeit war er Assistant Vice-President, Investments bei Mackenzie Financial Corporation, Director, Fixed Income bei Acuity Investment Management und Director, North American Fixed Income bei Canada Trust. Er arbeitete auch bei Canada Mortgage and Housing Corporation als Senior Investment Officer, Treasury und später Manager, Fixed Income Portfolio. Herr OToole hält ein Diplom in Betriebswirtschaftslehre vom Algonquin College. Er ist ein Certified General Accountant und ein CFA Charterhalter. Nicholas Leach, CFA Global Fixed Income Vizepräsident Nicholas Leach ist ein Portfoliomanager, der für hochverfügbare Mandate zuständig ist. Er trägt auch zu den High-Yield-Zuweisungen bei, die in unseren Core Plus-Strategien und anderen breiten Unternehmensanleihenmandaten verwendet werden. Er ist ein Mitwirkender an den Firmenforschungsspezialisierungsmodell. Herr Leach beaufsichtigt das Team, das Hochleistungskreditforschung durchführt. Er ist auch Mitglied der Firmen High-Yield Credit Committee. Vor seinem Eintritt bei CIBC Asset Management im Jahr 2012 war Herr Leach ein Portfolio Manager bei TD Asset Management und Credit Analyst bei der Clarica Life Insurance Company. Er war auch ein Fixed Income Analyst bei Dynamic Mutual Funds. Herr Leach hält einen Bachelor of Arts in Wirtschaftswissenschaften an der Universität von Toronto. Er ist auch ein CFA-Charterhalter. Steacutephanie Lessard, CFA Geldmarkt Vizepräsident Steacutephanie Lessard leitet das Geldmarkt-Portfoliomanagement-Team, das für die Bereitstellung von Cash-Management-Lösungen für Kunden verantwortlich ist. Sie trägt auch zum Firmenforschungsspezialisierungsmodell bei. Vor dem Eintritt in die CIBC Asset Managements Vorgängerfirma im Jahr 2001 war Frau Lessard Manager, Geldmarkt und bevorzugte Aktien bei Elantis in Montreal und Analyst und Trader, Fixed Income bei Fonds des Professionnels. Frau Lessard hat einen Bachelor of Business Administration Abschluss an der Universiteacute Laval in Quebec. Sie ist auch ein CFA Charterhalter. Gitesh Goyal, CFA Global Fixed Income - Infrastruktur und Macht Vizepräsident Gitesh Goyal ist Mitglied des Global Fixed Income Teams. Er ist verantwortlich für führende Initiativen in privaten und öffentlichen Infrastrukturen und Wertpapieren. Vor seinem Eintritt bei CIBC Asset Management im Jahr 2016 verbrachte Herr Goyal 10 Jahre als Infrastruktur - und Projektfinanzdirektor bei Scotia Capitals Debt Capital Markets und Corporate Banking Group. Herr Goyal hat mehr als 16 Jahre Branchenerfahrung. Herr Goyal hat einen Master of Business Administration Abschluss an der Schulich School of Business an der York University und einem Bauingenieur-Abschluss des Indian Institute of Technology (BHU) Varanasi. Er ist auch ein CFA-Charterhalter. Lou Paolone, CFA Global Fixed Income Assistant Vizepräsident Lou Paolone ist ein Portfoliomanager, der viele unserer maßgeschneiderten Lösungen mit dem Fokus auf haftungsorientierte Investitionen beaufsichtigt. Herr Paolone entwarf proprietäre Systeme für das Asset-Liability Management. Er ist auch ein Beitrag zu den Unternehmen Forschung Spezialisierung Modell und Risikomanagement Aktivitäten. Vor seinem Eintritt bei CIBC Asset Management im Jahr 2010 war Herr Paolone ein Securities Trader und Market Analyst bei SGS Asset Management und ein Portfolio Manager und Trader, Fixed Income bei fx Global Investors Canada Ltd. Er war auch Executive Director, Senior Analyst bei CIBC World Markets und Associate Director, Fixed Income Analyst bei Scotia Capital. Herr Paolone hält einen Master of Business Administration Abschluss an der York University und ein Bachelor of Commerce Abschluss von McMaster University. Er ist auch ein CFA-Charterhalter. Dave Dayaratne, CFA Global Fixed Income Assistant Vizepräsident Dave Dayaratne ist ein Portfolio Manager, der sich auf passives und verbessertes passives Bond Management spezialisiert hat. Herr Dayaratne betreibt unseren geschichteten Stichprobenprozess und implementiert die tägliche Verwaltung von passiven Strategien. Vor seinem Eintritt in die CIBC Asset Managements Vorgängerfirma im Jahr 1994 hielt Dayaratne verschiedene Positionen bei der Firma einschließlich Equity Trader. Er war auch Portfoliomanager bei Canada Life Investment Management. Herr Dayaratne hält einen Bachelor of Administrative Studies Abschluss an der York University und ist auch ein CFA Charterholder. Pablo Martinez, CFA Private Management und Global Fixed Income Assistant Vizepräsident Pablo Martinez verfügt über Portfoliomanagement-Verantwortlichkeiten für eine Vielzahl von Fixed-Income-Lösungen einschließlich kurz - und mittelfristiger Anleiheportfolios mit Schwerpunkt auf Privatkundenmandaten. Er ist auch ein Mitwirkender an den Firmenforschungsspezialisierungsmodell. Vor seinem Eintritt in die CIBC Asset Managements Vorgängerfirma im Jahr 2002 war Herr Martinez ein Fixed Income Trader mit Merrill Lynch. Herr Martinez hält einen Master of International Business-Abschluss von Eacutecole des hautes eacutetudes commerciales von Montreal und ein Bachelor of Commerce-Abschluss von McGill University. Er ist auch ein CFA-Charterhalter. Bryce Eng, CFA Global Fixed Income Assistant Portfolio Manager Bryce Eng ist in Portfolioanalyse und Management, fundamentale Kreditforschung und Handel für hochverzinsliche Wertpapiere involviert. Vor seinem Eintritt bei der CIBC Asset Managements Vorgängerfirma im Jahr 1997 war Herr Eng ein Fondsbuchhalter bei Toronto-Dominion Bank und ein Fixed Income Analyst bei der Financial Post Datagroup. Herr Eng hält einen Bachelor of Commerce-Abschluss von der Universität von Toronto. Er ist auch ein CFA-Charterhalter. Vishang Chawla, CFA Global Fixed Income Assistant Vizepräsident Vishang Chawla ist verantwortlich für High-Rendite-Portfolio-Analyse, Handel und Management, Ideen-Generation sowie grundlegende Kredit-Forschung auf High-Yield-Emittenten. Vor seinem Eintritt bei CIBC Asset Management im Jahr 2015 arbeitete Herr Chawla als Credit Analyst bei der AGF, wo er für die Analyse von Investment-Grade - und High-Yield-Emittenten verantwortlich war. Er arbeitete auch bei AGF in den Rollen von Manager, Research und Analytics sowie Senior Portfolio Analyst. Herr Chawla hält einen Honours Bachelor of Business Administration Abschluss von Wilfrid Laurier University und ein Master of Finance Abschluss von der Universität von Toronto. Er ist auch ein CFA-Charterhalter. Adam Ditkofsky, CFA Global Fixed Income - Credit Assistant Vizepräsident Adam Ditkofsky ist ein Associate Portfolio Manager konzentriert sich auf die Firmen Core und Core Plus Fixed Income Mandate. Er trägt zur Verwaltung der Portfolios, des Handels und der Ideengenerierung bei. Vor seinem Umzug in seine derzeitige Rolle im Jahr 2015 war Herr Ditkofsky ein älterer Kreditanalytiker in der Firma, der sowohl Investment Grade als auch High-Yield-Unternehmen in mehreren Sektoren abdeckt. Vor seinem Eintritt bei CIBC Asset Management im Jahr 2008 arbeitete er als Kreditanalytiker bei CIBC World Markets. Herr Ditkofsky hält einen MBA von der University of Western Ontario und einen Bachelor of Commerce Abschluss von Concordia University. Er ist auch Chartered Investment Manager (CIM) und CFA Charterholder. Amanda McPherson, CFA Global Fixed Income - Kredit Vizepräsident Amanda McPherson führt ein Team von Kredit-Analysten, die für alle Investment-Grade-Fixed-Income-Forschung verantwortlich ist. Sie hat auch Abdeckung für verschiedene Sektoren in der Investment Grade Corporate Bond Universum, trägt zur Idee Generation für Portfolios, und ist ein Mitglied unserer Investment Grade und High-Yield Kreditausschüsse. Amanda ist verantwortlich für die Entwicklung unserer proprietären Kredit-Research-Plattform. Vor seinem Eintritt bei CIBC Asset Management im Jahr 2004 war Frau McPherson Geschäftsführerin bei BMO Nesbitt Burns und Direktorin, Private Placements bei der Metropolitan Life Insurance Company. Frau McPherson hält einen Honours Bachelor of Commerce-Abschluss von Queens University. Sie ist auch ein CFA Charterhalter. Marisa Jones, CFA Global Fixed Income - Kredit-Vizepräsidentin Marisa Jones ist eine Senior Credit Analyst verantwortlich für verschiedene Sektoren in der Investment Grade Corporate Bond Universum. Sie führt eine eingehende, fundamentale Forschung durch, trägt zur Ideengenerierung für Portfolios bei und ist Mitglied des Investment Grade Credit Committee. Frau Jones ist auch ein Mitwirkender an den Firmen dachte Führungsaufgaben. Vor seinem Eintritt bei CIBC Asset Management im Jahr 2008 hielt Frau Jones die Position des Direktors in der Abteilung Corporate Debt Research bei BMO Capital Markets. Ms. Jones holds a Master of Business Administration degree from York University and an Honours Bachelor of Arts degree from Queens University. She is also a CFA charterholder. Trevor Bateman, CFA, CA Global Fixed Income Credit Vice-President Trevor Bateman is a senior credit analyst responsible for various sectors in the investment grade corporate bond universe. He conducts in-depth, fundamental research, and contributes to idea generation for portfolios. Prior to joining CIBC Asset Management in 2014, Mr. Bateman worked at BMO Capital Markets as Director of Corporate Debt Research and at CIBC World Markets as the Executive Director, Fixed Income and Currencies. He began his career as a Senior Accountant with Price Waterhouse. Mr. Bateman holds a Bachelor of Commerce degree from the University of Toronto. He is a Chartered Accountant and a CFA charterholder. Annie Orr, CFA Global Fixed Income Credit Assistant Vice-President Annie Orr is a credit analyst responsible for various sectors in the investment grade corporate bond universe. She conducts in-depth, fundamental research for our Credit Committee and contributes to idea generation for portfolios. Prior to joining CIBC Asset Management in 2011, Ms. Orr was an Analyst at the Rudson Valuation Group. Ms. Orr holds a Master of Business Administration from Wilfrid Laurier University and Honours Bachelor of Arts degree from Queens University. She is also a CFA charterholder. Vincent Zheng Global Fixed Income Credit Analyst Vincent Zheng is a credit analyst responsible for high-yield security selection and also contributes to the portfolio management process. Prior to joining CIBC Asset Management in 2016, Mr. Zheng worked at RBC Capital Markets initially as a credit research associate and later as a credit research associate analyst. He was also previously with CIBC World Markets as an equity research associate. Mr. Zheng holds a Bachelor in Electrical Engineering (Honours) degree with a minor in management from McGill University. He received his MBA degree with a specialization in finance from the Rotman School of Management. Joseacute Silva Money Market Trader Joseacute Silva is a trader on the money market team responsible for providing cash management solutions to clients. Prior to joining CIBC Asset Managements predecessor firm in 1992, Mr. Silva was Fund Accountant at Talvest in Montreal and Chief Accountant at Clevemont Industries. He was also an Accountant at Guardian Trust Co. Mr. Silva holds a Bachelor of Commerce degree from Concordia University. Benjamin Joyal Money Market Trader Benjamin Joyal is a trader on the money market team responsible for providing cash management solutions to clients. Prior to moving to his present role in 2013, Mr. Joyal had other roles within the firm including Senior Portfolio Analyst, Investment Services and Senior Administrator, Fund Accounting. He joined the firm in 2007 and was previously an Assistant Manager, Logistics and an Accountant at Bell Technical Solutions. Mr. Joyal has a Bachelor of Business Administration degree from Universiteacute du Queacutebec agrave Montreacuteal. Luc de la Durantaye, CFA Head of Asset Allocation and Currency Management Managing Director Luc de la Durantaye is leader of the Asset Allocation and Currency Management team. This team composed of more than twenty portfolio managers, analysts and traders is responsible for strategic and tactical asset allocation, currency management and absolute return strategies. Mr. de la Durantaye is also an active member of CIBC Asset Managements Investment Committee. Mr. de la Durantaye brings with him over three decades of investment experience. In 1985, he began his career in Montreal as a financial analyst at a sell-side brokerage firm. He quickly moved to the investment management division of a large Canadian financial institution where he held several positions that led him to move to Toronto as the Managing Director of Asset Allocation responsible for tactical asset allocation and currency management. After close to 7 years in Toronto, he moved back to Montreal assuming responsibility for the asset allocation and currency group with CIBC Asset Management in 2002. A native of Montreal, Mr. de la Durantaye holds a Bachelors Degree in International Finance from Eacutecole des hautes eacutetudes commerciales of Montreal. He is also a CFA charterholder. Vincent Leacutepine Global Economic Strategy - Asset Allocation and Currency Management Vice-President Vincent Leacutepine is a member of the Asset Allocation and Currency Management team. He is responsible for the preparation of the firms quarterly economic scenarios on global markets. Mr. Leacutepine is a key member of a number of management teams, actively participating in the elaboration of global bond, equity and foreign exchange markets strategies. Prior to joining CIBC Asset Managements predecessor firm in 2003, Mr. Leacutepine was Assistant Chief Economist at National Bank Financial. He was also an Economist at the Ministry of Finance in Ottawa and a professor at the University of Ottawa. Mr. Leacutepine holds a Master of Economics and Bachelor of Economics degree from Universiteacute du Queacutebec agrave Montreacuteal. Michael Lewis, CFA Currency and Absolute Return Vice-President Michael Lewis leads the development of quantitative models and processes within the firms currency management and asset allocation team. He also plays a key role in helping the team improve existing quantitative strategies. Prior to joining CIBC Asset Management in 2011, Mr. Lewis was a Principal and Manager Researcher at Mercer. Previous roles included President of the Canadian affiliate for Bayesian Strategic Trading, Vice-President and Head of Asset Allocation Research at Nikko Securities and Quantitative Analyst at CDC Investment Management. Mr. Lewis holds a Master of Arts in Economics from Queens University, a Bachelor of Arts degree from University of Guelph and a Bachelor of Education degree from Queens University. He is also a CFA charterholder. Francis Thivierge, CFA Asset Allocation Vice-President Francis Thivierge is a member of the Asset Allocation and Currency team. He is responsible for the global equity allocation strategy and also contributes to research and development of quantitative tools. Mr. Thivierge joined CIBC Asset Managements predecessor firm in 1996. Prior to this he held various positions on the derivatives team at the firm including Vice-President, Assistant Vice-President and Quantitative Analyst. Mr. Thivierge holds a Master of Finance from Universiteacute de Sherbrooke and Bachelor of Actuarial Science Degree from Laval University. He is also a CFA charterholder. Patrick Bernes, CFA Asset Allocation and Currency Management Assistant Vice-President Patrick Bernes is a member of the Asset Allocation and Currency Management team. He is responsible for enhancing the development, management and implementation of various investment processes, models and strategies focused on multi-asset allocation. Mr. Bernes is also responsible for structuring protective strategies with the use of derivatives, such as options and volatility instruments, with the aim of providing tactical portfolio protection. Prior to joining CIBC Asset Management in 2016, Mr. Bernes was a portfolio manager at PSP Investments, one of Canadas largest pension investment managers, where he developed and implemented various top-down investment processes. In this role, he also managed a portfolio with diverse risk exposures. Previous to this, Mr. Bernes was a member of CIBCs Asset Allocation team, where he contributed to the development of several existing equity and risk allocation models. Mr. Bernes holds a Bachelors degree in Finance from Concordia University. He is also a CFA charterholder. Nicolas Bouchard Asset Allocation Research Analyst Nicolas Bouchard is a member of the Asset Allocation and Currency Management team. He contributes to financial research, development of quantitative models and the preparation of analytical forecast reports. Mr. Bouchard joined CIBC Asset Management Inc. s predecessor firm in 2001. Prior to his current position he was a Coordinator for the Analytical Services and Information Management department in the firm. Mr. Bouchard holds a Bachelor of Commerce degree from Universiteacute du Queacutebec agrave Montreacuteal. Martin Turgeon, CFA Asset Allocation Assistant Vice-President Martin Turgeon participates in research activities on global economies and capital markets, particularly developing quantitative asset allocation models. He manages the USD-CAD currency indicator output and participates in building currency models. He is also responsible for European regional coverage. Mr. Turgeon joined CIBC Asset Managements predecessor firm in 2003 where he worked as Analyst, Global Asset Allocation at the firm. His previous roles include Research Assistant in the Economics Department and Assistant Quantitative Analyst at National Bank Financial. Mr. Turgeon holds a Master of Economics from Universiteacute du Queacutebec agrave Montreacuteal, a Bachelor of Actuarial Science Degree from Universiteacute Laval, as well as the designations of Associate of the Society of Actuaries (ASA) and Chartered Market Technician (CMT). He is also a CFA charterholder. Marco Lettieri Asset Allocation and Currency Management Assistant Vice-President Marco Lettieri contributes to the economic research that underlies the development of our firms macro-economic outlook. Mr. Lettieri is also responsible for Asia Pacific regional coverage in the currency allocation investment management process. Prior to joining CIBC Asset Management in 2012, Mr. Lettieri held the positions of Economist at National Bank Financial and Research Analyst at Bank Credit Analyst Research. Mr. Lettieri holds a Master of Arts in Economics and Bachelor of Arts degree in Economics from Concordia University. Eacuteric Morin Asset Allocation and Currency Management Assistant Vice-President Eacuteric Morin contributes to the economic research that underlies the development of our firms macro-economic outlook. He is also responsible for the coverage of G10 economies in the currency-allocation investment management process. Prior to joining CIBC Asset Management, Mr. Morin worked at the Bank of Canada as senior economist with the banks International Economic Analysis Department. He started his career at its United States Division, where he held different responsibilities, including monitoring U. S. economic developments and as lead economist on U. S. macroeconomic projections. Mr. Morin was later appointed to other divisions, where he covered advanced economies, such as Canada, the eurozone and Japan. He was also a visiting economist with the European Central Bank. Mr. Morin earned his B. B.A. Applied Economics degree from the Eacutecole des hautes eacutetudes commerciales of Montreal and his M. Sc. Economics degree from the Universiteacute du Queacutebec agrave Montreacuteal. Henrilio Julsain Asset Allocation and Currency Management Assistant Vice-President Henrilio Julsain contributes to quantitative research, mathematical models, and programming for equity passive and enhanced mandates. Prior to joining CIBC Asset Managements predecessor firm in 2005, Mr. Julsain was Information Systems Security Officer at Banque de la Republique dHaiti. Mr. Julsain holds a Master in Mathematical and Computational Finance from Universiteacute de Montreacuteal, Master in Applied Mathematics from Eacutecole Polytechnique de Montreacuteal and Bachelor of Electromechanical Engineering Degree from Universiteacute dEtat dHaiti. Romuald Momeya Ouabo Asset Allocation and Currency Management Quantitative Analyst Romuald Momeya Ouabo performs in-depth risk management analysis of new and existing portfolios and also designs and develops computer models and reports with the aim of automating processes. Prior to joining CIBC Asset Management in 2011, he held the position of Statistician In Chief at the Ministry of National Education and Statistician at the Ministry of Economy and Finance in Cameroon. Mr. Ouabo holds a Ph. D. in Statistics from Universiteacute de Montreacuteal, Master of Science in Statistics and Quantitative Economics from ENSEA, Master of Science in Mathematics from the University of Yaoundeacute and Bachelor of Science degree in Applied Mathematics from the University of Douala. Jean-Reacutemy Lassince, CFA Asset Allocation Analyst Jean-Reacutemy Lassince is responsible for maintaining and developing the firms quantitative models and performs fundamental analysis on countries and sectors to support our global, country and sector allocation. Prior to joining CIBC Asset Management in 2011, Mr. Lassince held the position of Quantitative Analyst at TD Asset Management and was also Financial Analyst and Portfolio Manager at Standard Life HEC Montreal Fund. Mr. Lassince holds a Honours Master of Science in Finance from Eacutecole des hautes eacutetudes commerciales of Montreal and a Bachelor of Commerce Degree from IDRAC International School of Management. He is also a CFA charterholder. Oceacuteane Benaiteau Asset Allocation Analyst Oceacuteane Benaiteau performs quantitative and fundamental research on countries and sectors to support our global equity allocation strategies. Prior to being appointed to her current position at CIBC Asset Management in 2016, Ms. Benaiteau was initially hired by the firm in 2014 as a quantitative analyst. Ms. Benaiteau obtained her bachelors degree in mathematics and computer science from the Universiteacute catholique de lOuest and her masters degree in mathematical and computational finance from the Universiteacute de Montreacuteal. Patrick Thillou Structured Products and Trading, Business Initiatives, Office of the CIO Vice-President Patrick Thillou works in conjunction with the Portfolio Management amp Research team to develop business initiatives that elevate investment processes and infrastructure to support the delivery of superior returns. Mr. Thillou is also responsible for the management of various structured, passive and overlay strategies and the oversight of currency, equity and derivative trading. Prior to joining CIBC Asset Managements predecessor firm in 1997, Mr. Thillou worked as a Business Analyst at Dun amp Bradstreet. Mr. Thillou holds a Bachelor of Economics degree from Universiteacute de Montreacuteal. Kathleen Gregoire Senior Trader, Equities Assistant Vice-President Kathleen Gregoire is a member of the Structured Products and Trading team overseeing the day-to-day trading responsibilities for assets associated with the Canadian Equity portfolios. Ms. Gregoire joined CIBC Asset Managements predecessor firm in 2002. Prior to that she was a Senior Equity Trader at RT Capital Management, Senior Canadian Equity Trader at Canagex and held various positions at AMI Partners Inc. including Canadian Equity Trader, Money Market Trader and Portfolio Accountant. She also held positions at Central Guaranty Trust Company. Ms. Gregoire holds a Bachelor of Arts degree from York University. Anu Arulanantham, CFA Anu Arulanantham is a member of the Structured Products and Trading team. She shares the day-to-day trading responsibilities for all assets associated with the Canadian equity portfolios as well as operational duties within the team. Prior to joining CIBC Asset Management in 2010, Ms. Arulanantham was an Investment Representative at CIBC Investor Services. Prior to that she held positions at CIBC Visa. Ms. Arulanantham holds a Bachelor of Business Administration degree from University of Toronto and is also a CFA charterholder. Tina Melotti Structured Products and Trading Senior FX Trader Tina Melotti, as Senior FX trader, is responsible for overseeing the FX Desk and the implementation of FX strategies. In addition, Ms. Melotti also contributes to research. Ms. Melotti, who has over 30 years of experience, joined CIBC Asset Managements predecessor firm in 2004. Prior to this she held various roles at BNP Paribas including Assistant Vice-President, Foreign Exchange Sales, Money Market trading, Interbank Spot FX Trader and Assistant Manager, Treasury Administration. Leo Calderone, CFA Structured Products and Trading Trader Leo Calderone contributes to the execution of FX strategies. He also provides support to the Derivatives Desks within the firm. Mr. Calderone joined CIBC Asset Managements predecessor firm in 2004. Prior to this he held various positions at the firm including Trader Money Market as well as Middle and Back-office functions. Mr. Calderone holds a Bachelor of Commerce degree from Concordia University and is also a CFA charterholder. Thierry Bien Structured Products and Trading Trader Thierry Bien is responsible for the execution of global equities and passive strategies. He also provides support to the Options Desk. Mr. Bien joined CIBC Asset Managements predecessor firm in 2000 and before that held various administrative positions. Mr. Bien trained on financial products at The Belgian Bankers Association and at The Institute of International Finance and trading. Idriss Benzina Structured Products and Trading Derivatives Trader Idriss Benzina contributes to the execution of FX strategies. As an OTC derivatives trader, he provides support to the firms derivatives desks. Prior to joining CIBC Asset Management in 2016, Mr. Benzina worked at PSP Investments in numerous capacities. His last position was as a treasury manager involved in the management and control of financial risks related to liquidity needs, corporate financing activities and foreign exchange hedging. Mr. Benzina holds a Masters degree in Financial Engineering and a Masters in Finance (specializing in Derivatives) from the Universiteacute du Queacutebec agrave Montreacuteal and a Bachelors degree in Finance from the Universiteacute des Hautes Eacutetudes Commerciales. Alain Picheacute, CFA, CMT, DMS Structured Products and Trading Assistant Vice-President Alain Picheacute is responsible for developing and implementing various option strategies for Equities and FX. In his capacity, he is involved in managing, customizing derivatives solutions and contributing to research. Mr. Picheacute joined CIBC Asset Managements predecessor firm in 2004 and has held various roles in Trading and Middle-Office. He previously worked as an Investment Analyst at Option Retraite and in Institutional Client Relations at Fiducie Desjardins. Mr. Picheacute holds a Bachelor of Business Administration degree from Universiteacute du Queacutebec. He is also a CFA charterholder and holds the designation of Chartered Market Technician (CMT) and the designation of Derivatives Market Specialist (DMS). Geoffrey Githaiga Structured Products and Trading Analyst Geoffrey Githaiga updates and maintains our quantitative research platform and participates in the development of quantitative short-term models. Mr. Githaiga joined CIBC Asset Management in 2012. He holds a Master of Business Administration and Bachelor of Science degree from McGill University in Montreal. David Leblanc Structured Products and Trading AnalystTrader David Leblanc is involved in the day-to-day management of passive and structured products covering Equities and Commodities. He also contributes to research and the development of systematic strategies and investment solutions. Mr. Leblanc joined CIBC Asset Management in 2011 and was an Assistant Trader previously. He also held an internship role at Innocap and was an Accounting Technician at Le Bureau de PS C. A. Mr. Leblanc holds a Master of Science in Finance from Universiteacute de Sherbrooke and a Bachelor of Engineering degree from Eacutecole Polytechnique de Montreacuteal. Alina Nicolau, CIM Structured Products and Trading Analyst Alina Nicolau is involved in the day-to-day management of passive and structured products covering Equities and Commodities. She also contributes to research and the development of systematic strategies and investment solutions. Prior to her current role, Ms. Nicolau worked as an Analyst, Business Controls, joining the firm in 2006. Prior to that she was a Compliance and Operations Manager at FDDL amp Associates. Ms. Nicolau holds an MBA (Finance) from Universiteacute du Queacutebec agrave Montreacuteal and a Bachelor of Arts degree from Sorbonne University. She also holds the designation of Chartered Investment Manager (CIM).Executives Experience and Expertise Meet the executive team at CIBC Capital Markets. Our professionals are dedicated to serving our clients wherever they do business, and to providing leading financial solutions in Canada and in key industries globally. Senior Executive Vice-President and Group Head, CIBC Capital Markets Harry Culham is responsible for CIBC Capital Markets which provides integrated credit and capital markets products, investment banking advisory services, corporate lending and top-ranked research to corporate, government and institutional clients around the world. In this role, Mr. Culham is Chair and CEO of CIBC World Markets Inc. and is a member of CIBCs Executive Committee. He is also a member of CIBC Mellons Board of Directors and has oversight of CIBC Mellon from a CIBC perspective. Additionally, Mr. Culham is a member of the CIBC Pension and Benefits Investment Committee. Prior to joining CIBC in May 2008, Mr. Culham was with a global U. S. bank in London as the Managing Director of Fixed Income, Currencies and Commodities. Previous to that, he was Managing Director and Head of Fixed Income, Currencies and Commodities in London for a large German bank. Mr. Culham has also held senior roles in capital markets with other global banks in Europe and Asia. He started his career with CIBC in the graduate training program. Mr. Culham chairs the CIBC Childrens Foundation and is a member of the Faculty Advisory Board for the Sauder School of Business. He is also a member of the Women in Capital Markets Advisory Council. He graduated from the University of British Columbia, Sauder School of Business, and is a Portfolio Management Foundation (PMF) alumnus and Leslie Wong Fellow. Executive Vice-President, Business and Corporate Banking Jon Hountalas leads our teams focused on meeting the needs of our business clients, from small businesses to large corporations. This includes directly delivering cash management, lending, and deposit products and services. In addition, these teams partner with other areas of CIBC to deliver ancillary business services, and meet the wealth management and personal banking needs of business owners, executives, and employees. Mr. Hountalas joined CIBC in 2010 as Executive Vice-President of Business Banking and added responsibility for Corporate Banking in 2015. He has over 25 years of experience with HSBC Bank Canada in various client-facing and executive roles prior to joining CIBC. Mr. Hountalas is a Board Director with the Loran Scholars Foundation. He holds a Bachelor of Commerce and MBA from McGill University. Roman S Dubczak Managing Director and Head, Global Investment Banking, CIBC Capital Markets, CIBC World Markets Inc. Roman Dubczak is responsible for all financing and advisory activities including mergers and acquisitions, public equity and debt issuance, and infrastructure finance at CIBC. He is a member of CIBCs Operating Committee, the Capital Markets Executive Committee and a board member of CIBC World Markets Inc. Mr. Dubczak joined CIBC in 1992 and has worked in a variety of capital markets roles. He was previously responsible for CIBCs global equities business including sales, trading, underwriting, prime brokerage, alternative execution services and research. Prior to joining CIBC, Mr. Dubczak worked in corporate development, portfolio management and financial management, as well as general audit. He holds a Bachelor of Commerce degree from the University of Toronto and a Master of Business Administration from the Schulich School of Business, as well as Chartered Accountant and Chartered Financial Analyst designations. Mr. Dubczak is past Chair of the Investment Industry Association of Canada and is a Trustee of the Fraser Institute. He is also a Vice Chair of St. Josephs Health Centre Foundation and a Director of the CIBC Childrens Foundation. Managing Director and Head, Global Markets, CIBC Capital Markets Christian Exshaw is responsible for capital markets sales, trading, research and related activities globally across asset classes. He is a member of CIBCs Operating Committee and the Capital Markets Management Committee. Mr. Exshaw joined CIBC in 2008 and previously led the banks Capital Markets Trading business. Prior to CIBC, he was Managing Director at Merrill Lynch in London responsible for sales and structuring. Before joining Merrill Lynch, Mr. Exshaw was Managing Director at Dresdner Kleinwort in London where he held a number of senior positions across Global Markets. He began his career in capital markets as an options trader and structurer. Mr. Exshaw currently serves on the Board of Directors for the TMX Group and is a member of the Childrens Aid Foundations fundraising committee. From 2012 to 2014, Mr. Exshaw acted as Chair of the Capital Markets United Way Campaign. He holds a Masters of Science in Risk Management and Financial Instruments, and a Masters in Finance from the Institut dAdministration des Entreprises in France. Managing Director and Head, Asia Pacific Region, CIBC Wayne Lee is Managing Director and Head, Asia Pacific Region. Mr. Lee is based in Hong Kong and is responsible for all business and governance functions under the Asia Pacific regional management structure. Prior to this role, Mr. Lee was Senior Vice-President and Chief Financial Officer, CIBC Capital Markets, and was also responsible for finance business support to CIBCs International Operations, and Strategy and Corporate Development. Mr. Lee joined CIBC in 2001 and held increasingly senior and international positions, including two years in New York. Prior to joining CIBC, he was with PricewaterhouseCoopers in Toronto Mr. Lee is Chair of CIBCs Asia Pacific Management Committee and a member of the Capital Markets Management Committee. Mr. Lee previously served on the CIBC World Markets Inc. Board of Directors and was a member of the CIBC Pension Funding and Expense Committee. Mr. Lee received a Bachelor of Commerce degree from the McGill University (Montreal) and is a Chartered Accountant and a Chartered Financial Analyst. Managing Director and Head, European Region, CIBC Capital Markets Kevin Li is Managing Director and Head, European Region. He is based in London and responsible for all business and governance functions under the European regional management structure. Prior to his current role, Mr. Li was Managing Director and Head of Canadian Investment Banking based in Toronto. He was responsible for CIBCs investment banking operations in Canada, including Diversified, Technology, Media amp Telecommunications, Real Estate, Financial Institutions, Retail Structured Products, and Power amp Utilities. Mr. Li has 20 years of industry experience in a broad range of corporate finance and MampA transactions holding progressively senior roles at CIBC and formerly at Morgan Stanley. Mr. Li is Chair of CIBCs European Management Committee and a member of the Capital Markets Management Committee. He is a past recipient of Canadas Top 40 Under 40 Award . and has been a Director of Second Harvest and a member of the Presidents Council of St. Michaels Hospital. He holds a Bachelor of Science in Economics with a specialization in Finance from the Wharton School at the University of Pennsylvania. Managing Director and Head, U. S. Region, CIBC Jennifer Warren is Managing Director and Head, U. S. Region, CIBC. As Chair of the U. S. Management Committee, she is responsible for all business and governance functions under the U. S. regional management structure. Ms. Warren is also a member of the CIBC Capital Markets Management Committee. Prior to this role, Ms. Warren was Senior Vice-President, General Counsel (Canada) for CIBC responsible for the Canadian legal team of CIBC, as well as the Privacy and Ombudsman Office and the global Documentation team. Ms. Warren began her career in 1990 as a corporatecommercial lawyer with Blake, Cassels amp Graydon LLP, first in Calgary and then in Toronto. She has also held senior legal positions at Rogers Communications Inc. following which she joined Torys LLP. Ms. Warren currently sits on the Board of Directors of Atlantic Trust Company, N, A. a U. S.-based private wealth management company that is a wholly-owned subsidiary of CIBC. She serves as a Trustee and member of the Finance amp Audit and Executive Committees of the Institute of International Bankers and represents CIBC on the Partnership for New York City. Ms. Warren received both an LLB and Bachelor of Science (with High Distinction) from the University of Toronto. 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The following marks include registered or unregistered trademarks or trade names of Canadian Imperial Bank of Commerce in Canada andor its subsidiaries in other jurisdictions:Marex Spectron Hires a New FX Team Peter Snasdell joins from CIBC where he was executive director with responsibility for FX, FX options and precious metals. He has also worked at Newedge, RBC and BNP Paribas. Meanwhile, Keith Mash and Paul Spillman join from Newedge. Both have significant experience in client sales and broking as well as trading and have been with Newedge since its formation: Keith was at Calyon and Paul at Fimat prior to the merger that created the firm. All three join as senior vice-presidents, FX sales and will be based in Marex Spectrons headquarters in London. Peter, Keith and Paul will lead Marex Spectrons new agency broking desk, working alongside the existing team that offers FX services to the brokers core commodities clients. For further information, please contact Richard Lindsay on 44(0)20 7650 4091 or rlindsaymarexspectron Notes to editors Marex Spectron is one of the worlds largest privately held brokers of financial instruments in the commodities sector and a leader in enabling trade in physical energy products. We are the conduit for clients transacting in raw materials and related derivatives. We do so efficiently, discretely and with confidence, on or off-exchange. We provide liquidity in commodity markets that are frequently difficult for clients to access or that require specialist knowledge to navigate successfully. We connect our clients to any of the worlds major commodity exchanges via state of the art networks. We provide a full suite of services to trading companies who need to outsource infrastructure and support operations. We also broker financial futures and options, foreign exchange, fixed income and equity securities. Our aim is to provide our clients with a global, integrated service that enables them to trade how they want to trade: by voice, on electronic platforms or through trading floors where possible. Our clients are predominantly commodity producers and consumers, banks, hedge funds, asset managers, brokers, commodity trading advisors and professional traders. We are members of the London Metal Exchange (where we are a Category 1 ring dealer), the CME Group exchanges, ICE US, NYSE Liffe, ICE Futures and Eurex. We are over 600 market professionals, headquartered in London with offices across Europe, North America and Asia. Canadian Online Brokerage Review 8211 CIBC Investor8217s Edge Pricing amp Fees CIBC Investor8217s Edge has done something many did not think they would do: lower commission prices to beneath that of their bank-owned competitors. While they were among the last of the bank-owned discount brokerages to lower their pricing under the 10 mark (down from 28.95 per standard commission trade), Investor8217s Edge took things down much further than their competitors by lowering their standard commission price to 6.95. They didn8217t stop there, however. There is also an active trader pricing available which is 4.95 per trade for individuals (or households) that trade at least 150 times per quarter. The ability to pool assets by household and have that count towards trading thresholds is something that is relatively unique to CIBC Investor8217s Edge and it is what makes their current pricing very challenging for others to match let alone beat. As with some of their competitors, CIBC Investor8217s Edge does have an 8220account maintenance8221 fee. The fee of 100 is charged annually for balances that are less than 10,000 (calculated at the close of business on Sept. 15th). This fee is waived for individuals who also hold a registered account such as an RRSP, RESP, RIF, LIF or LIRA. Pricing for options contracts also mirror the standard and active trader commission structure. Standard option pricing is 6.95 1.25 per contract and active trader options pricing is 4.95 1.25 per contract. Account Types CIBC Investors Edge offers clients the ability to trade online in non-registered and registered accounts. Like other discount brokerages, the non-registered accounts at Investors Edge include cash and margin accounts in which clients can short stocks as well as trade options. For account balances of under 10,000, there is a 100 per year account maintenance fee that is assessed (the fee is assessed based on the balance as of close of business on September 15 th ). For the registered accounts, CIBC Investors Edge offers the tax-free savings account (TFSA), registered-retirement savings plan accounts (RRSPs) and registered education savings plan (RESP) accounts. There are general administration fees of 100 per year for RRSP accounts that do not meet the minimum balance threshold of 25,000. Neither TFSAs nor RESPs have administration fees. Unlike some of their discount brokerage peers, CIBC Investors Edge does not have US dollar registered accounts so clients will have to factor in currency conversion fees into their costs if they plan on trading US-listed securities. PlatformData The online trading platforms offered by CIBC include a standard web-based platform as well a mobile trading app. The standard web-based trading platform allows for most of the essential functions for order entry, creatingmonitoring watchlists as well as basic chart and fundamental research. It is comparable to most of the standard online trading interfaces offered by other online brokerages. In addition to the web-based platform, CIBC also offers a mobile brokerage app which is available on iPhone, Android and Blackberry. Reviews amp Ratings
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