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
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
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
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
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 also completed the Canadian Securities Course.
Bran Kalmar, CFA
Vice-President, Head of Institutional
Bran Kalmar leads the Institutional team and oversees a team of professionals responsible for institutional business development, client service and consultant relations. He has over 14 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
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.
Contact
CI Global Asset Management is a registered business name of CI Investments Inc. © CI Investments Inc. 2023. All rights reserved.