![Alfred Kar Lam](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Alfred Kar Lam
Direttore degli Investimenti presso
CI Private Counsel LP
Profilo
Mr. Alfred K.
Lam, CFA MBA, is a Chief Investment Officer & Senior Vice President at CI Private Counsel LP and a Senior Vice President & Co-Head of Multi-Asset at CI Investments, Inc. He has more than 18 years of experience specializing in portfolio design, asset allocation, manager and fund selection, and risk management.
While at CI Global Asset Management, he has brought unique ideas and processes to the management of the team’s multi-asset strategies, including a mean-reversion currency management strategy, the concept of investing in concentrated and benchmark-agnostic portfolios, and a new approach to risk management.
Mr. Lam was previously employed as a Senior Product Manager by CIBC, Inc.
He holds an MBA from the York University Schulich School of Business, and is a member of the CFA Institute and the Toronto CFA Society.
Posizioni attive di Alfred Kar Lam
| Società | Posizione | Inizio |
|---|---|---|
CI Private Counsel LP
 CI Private Counsel LP Investment ManagersFinance CI Private Counsel develops an investment strategy for their clients based on each client's financial goals, time horizon and risk tolerance. | Direttore degli Investimenti | 01/01/2019 |
CI Investments, Inc.
 CI Investments, Inc. Investment ManagersFinance CI Investments offers an array of mutual funds, including over 90 core funds. These funds include a range of portfolio managers who cover the full spectrum of investment styles and strategies focusing on various regions, asset classes and industries. Rather than offering just one investment style, the firm has engaged leading money managers in all disciplines: value, blend (growth at a reasonable price) and growth. CI Investments believes that their approach to responsible investing is aligned with the six principles that comprise the United Nations Principles for Responsible Investing. | Head-Equity Investments | 01/02/2017 |
Precedenti posizioni note di Alfred Kar Lam
| Società | Posizione | Fine |
|---|---|---|
CIBC, Inc.
 CIBC, Inc. Life/Health InsuranceFinance Provides health insurance services | Corporate Officer/Principal | 30/07/2004 |
Formazione di Alfred Kar Lam
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
68
Relazioni di 1° grado
5
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 5 |
|---|---|
CI Investments, Inc.
CI Investments, Inc. Investment ManagersFinance CI Investments offers an array of mutual funds, including over 90 core funds. These funds include a range of portfolio managers who cover the full spectrum of investment styles and strategies focusing on various regions, asset classes and industries. Rather than offering just one investment style, the firm has engaged leading money managers in all disciplines: value, blend (growth at a reasonable price) and growth. CI Investments believes that their approach to responsible investing is aligned with the six principles that comprise the United Nations Principles for Responsible Investing. | Finance |
York University
 York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Toronto Metropolitan University of
 Toronto Metropolitan University of Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CIBC, Inc.
CIBC, Inc. Life/Health InsuranceFinance Provides health insurance services | Finance |
CI Private Counsel LP
CI Private Counsel LP Investment ManagersFinance CI Private Counsel develops an investment strategy for their clients based on each client's financial goals, time horizon and risk tolerance. | Finance |
