EXCEEDING EXPECTATIONS

We focus on exceeding our clients’ expectations by:

  • Having a unique, modern lineup of investment strategies
  • Offering a range of investment vehicles
  • Focusing on delivering bespoke solutions created to achieve our clients’ objectives
Alt

Institutional investors require a bespoke approach to investment management. That’s why we offer a full suite of solutions and a dedicated team of investment professionals who are focused on client excellence.

 

When you partner with CI GAM, you will be leveraging a global platform of over 100 investment professionals to achieve your objectives.

 

As an active manager, we are focused on having a deep understanding of every security we own as the best way to manage risk and returns.

 

Our portfolio management approach is multi-disciplined, so we can effectively deliver bespoke solutions.

 

INVESTMENT CAPABILITIES

 

Our investment solutions leverage one of the deepest investment platforms in Canada, providing you with access to a range of portfolio management teams offering domestic and global equity, fixed income, listed and private real assets, and multi-asset capabilities.

 

We put our core investment capabilities to work by providing customized solutions which target client-specific outcomes.

 

We offer institutional asset owners a choice of investment vehicles to utilize, from institutional pooled funds to segregated account management.

 

Investment capabilities include:

Equity

Fixed Income

Listed Real Assets

Private Real Assets

Multi-Asset

INSTITUTIONAL TEAM

 

We have a long history of helping institutional investors navigate capital markets to achieve their long-term objectives. Through a broad platform of traditional and alternative capabilities, we draw on our well-resourced investment division that has diversified expertise through multiple market cycles.

 

Today, we are entrusted with managing over $10 billion of client assets, with a client base that spans pension plans, endowments and foundations, First Nations, family offices and financial intermediaries.

Verede Bendavid, ASA, CFA

Verede Bendavid, ASA, CFA

Director, Client Relations
Client Relationship Manager

Verede Bendavid is responsible for client service and business development for institutional clients across Ottawa, Québec and the Maritimes. She joined the Institutional team in 2017 and she has over 14 years of experience in the financial services industry.

 

Prior to joining CI GAM, Verede worked 11 years with Mercer Investment Consulting practice where she focused on asset liability management, performance monitoring, investment structure reviews, and manager research reports.

 

Verede graduated from the University of Montreal with a Bachelor in Actuarial Science. She is a Chartered Financial Analyst (CFA) charterholder, is an Associate of the Society of Actuaries (ASA) and is a member of the CFA Society Montreal.



William Blanco

William Blanco

Institutional Associate

William Blanco joined CI Global Asset Management full-time in 2019 upon completion of an eight-month internship with the Institutional Product & Marketing team.

 

He is responsible for the completion of marketing materials, client reporting and product analysis, along with assisting in client service and business development efforts for existing and prospective institutional clients.

 

William holds a Bachelor of Business Administration from Wilfrid Laurier University.



Sandip Chowdhury

Sandip Chowdhury

Institutional Associate

Sandip joined the Institutional team at CI Global Asset Management in 2018.

 

He is responsible for the completion of marketing materials, client reporting and product analysis, along with assisting in client service and business development efforts for existing and prospective institutional clients.

 

Prior to joining CI GAM, Sandip was an associate investment advisor at HollisWealth.

 

Sandip holds a B.Sc. in Actuarial Science from Western University. He has completed the Canadian Securities Course and is a Chartered Financial Analyst (CFA) Level 2 candidate.



Bradley R. Hicks

Bradley R. Hicks

Senior Vice President, Head of Institutional

Brad Hicks leads the Institutional team and oversees a team of professionals responsible for institutional business development, client service and consultant relations. He has over 22 years of experience in the financial service industry.

 

Prior to joining CI GAM in 2020, Brad was Managing Director and Co-Head of Distribution for MFS Investment Management in Canada. In that capacity, he led business development and relationship management with strategic distribution platforms, including insurance companies, DC record-keepers and sub-advisory partnerships. Prior to MFS acquiring McLean Budden in 2011, Brad progressed through increasingly senior roles at McLean Budden and maintained a broad Institutional client base as a Vice President and Partner of the firm.

 

Brad holds an Honours Bachelor of Business Administration degree from the Richard Ivey School of Business. He is active in the mental health and special needs community supporting the Canadian Pediatric Stroke Support Association, Track 3, and Healthy Grey Matters.



Bran Kalmar, CFA

Bran Kalmar, CFA

Vice President, Strategic Relationships

Bran Kalmar, as a senior member of the Institutional team, is responsible for strategic initiatives, institutional business development and key relationship management across consultants and professional buyers, both in the domestic market and globally. He has over 12 years of experience in the financial service industry.

 

Prior to joining CI GAM in 2020, Bran was Director, Investment Product Specialist for MFS Investment Management, based in Canada. In his role, Bran interacted primarily with the institutional market, domestically as well as internationally, covering direct asset owners, professional buyers and sovereign wealth funds.

 

Bran holds an Honours Bachelor of Administrative Studies degree from the York University. He is a Chartered Financial Analyst (CFA) charterholder and is a member of the CFA Society Toronto.



Terry Krinsky, CIM

Terry Krinsky, CIM

Director, Client Relations
Client Relationship Manager

Terry Krinsky is responsible for client service and business development for institutional clients for Ontario and Western Canada. He has over 18 years of experience in the financial services industry.

 

Prior to joining CI GAM in 2015, Terry worked for Aon Canada's Investment Consulting practice for four years as an Associate where he focused on performance monitoring, investment option reviews and manager research reports for defined benefit and defined contribution pension plans, endowments and foundations.

 

Terry graduated from the Marketing & Communications program from the British Columbia Institute of Technology and holds the Chartered Investment Manager (CIM®) designation.



Sara Loriot, CFA

Sara Loriot, CFA

Director, Consultant Relations
Client Relationship Manager

Sara Loriot is responsible for servicing and developing relationships with the consultant community as well as family offices and multi-family offices across Canada. She has over 13 years of experience in the financial services industry.

 

Prior to joining CI GAM in 2020, Sara worked at Refinitiv where she provided consulting for financial market data products and solutions to buyside firms in Ontario. Previously, she worked at Fidelity Canada in institutional product development and in retail business development and relationship management.

 

Sara holds a Bachelor of Commerce in Finance from John-Molson School of Business at Concordia University. She is a Chartered Financial Analyst (CFA) charterholder, and a Certified Anti-Money Laundering Specialist. In addition, Sara is a member of the CFA Toronto Society’s Industry Relations and Corporate Governance committee, a member of the CFA Society Toronto, CFA Society Montréal, and CFA Society Québec.



CONTACT US

If you’d like to make CI GAM | Institutional Asset Management your investment partner, please contact us.