![Kevin Lai](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>)
Profilo
Mr. Kevin Lai is a Senior Investment Analyst at Empire Life Investments, Inc. He joined the firm in 2023.
As a member of the Empire Life Investments Team, he is responsible for providing research on Canadian equities.
Prior to his current role, Mr. Lai served as an Equity Research Associate and Accounting Policy Specialist with a leading Canadian bank.
He holds a Bachelor of Accounting and Finance and Master of Accounting from the University of Waterloo.
He is also a CPA, CA and CFA charterholder.
Posizioni attive di Kevin Lai
| Società | Posizione | Inizio |
|---|---|---|
Empire Life Investments, Inc.
 Empire Life Investments, Inc. Investment ManagersFinance Empire Life Investments focuses on attractively valued, high-quality businesses, with a focus on downside protection. The firm’s equity investment process follows a rigorous five-step process: define universe, idea generation, analyze, fundamental analysis, and portfolio construction. When selecting fixed-income investments, Empire Life Investments employs an active, multi-strategy approach. They combine both a top-down macroeconomic analysis on interest rate and yield curve as well as a bottom-up credit research with a focus on undervalued securities and sectors. | Analyst-Equity | 01/05/2023 |
Precedenti posizioni note di Kevin Lai
| Società | Posizione | Fine |
|---|---|---|
CIBC World Markets, Inc.
 CIBC World Markets, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/05/2023 |
Formazione di Kevin Lai
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
88
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
CIBC World Markets, Inc.
CIBC World Markets, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
The University of Waterloo
 The University of Waterloo Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Empire Life Investments, Inc.
Empire Life Investments, Inc. Investment ManagersFinance Empire Life Investments focuses on attractively valued, high-quality businesses, with a focus on downside protection. The firm’s equity investment process follows a rigorous five-step process: define universe, idea generation, analyze, fundamental analysis, and portfolio construction. When selecting fixed-income investments, Empire Life Investments employs an active, multi-strategy approach. They combine both a top-down macroeconomic analysis on interest rate and yield curve as well as a bottom-up credit research with a focus on undervalued securities and sectors. | Finance |
