Lee Goldman
Portfolio Manager-Fixed Income presso CI Investments, Inc.
Provenienza dei contatti di primo grado di Lee Goldman
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
University of Western Ontario
248
| College/University | Other Consumer Services | 248 |
York University
100
| College/University | Other Consumer Services | 100 |
CI Investments, Inc.
 CI Investments, Inc. Investment ManagersFinance CI Investments, Inc. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1965 as CI Mutual Funds, Inc. and adopted the name CI Investments in June 2005 to reflect its diverse line-up of investment options, including mutual funds, segregated funds, asset allocation programs, structured products and other alternative investments. They are a subsidiary of CI Financial Corp. (TSX: CIX). CI Investments manages money on behalf of Canadian investors and provide them with an increasingly comprehensive Canadian, global and industry funds.
93
| Subsidiary | Investment Managers | 93 |
First Asset PowerGen Fund
 First Asset PowerGen Fund Investment Trusts/Mutual FundsMiscellaneous First Asset PowerGen Fund is a closed-end investment trust. Fund's portfolio consists of power generation and energy assets. Fund portfolio involves in the generation and sale of electricity, including hydro-electric, gas fired, coal fired, wind, biomass and biogas, among others, assets related to production of energy, and related energy infrastructure assets, which shall include construction, fuel reclamation, pipeline, trucking and other related services to the power generation industry. Fund was formed on May 23, 2000 and is located in Toronto, ON.
7
| Extinct | Investment Trusts/Mutual Funds | 7 |
First Asset Canadian Energy Convertible Debenture Fund
 First Asset Canadian Energy Convertible Debenture Fund Investment Trusts/Mutual FundsMiscellaneous First Asset Canadian Energy Convertible Debenture Fund is a Open end Mutual Fund company founded on September 17, 2009 and is headquartered in Toronto, CA.
2
| Extinct | Investment Trusts/Mutual Funds | 2 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Lee Goldman tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| University of Toronto | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Graduate Degree Graduate Degree Graduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
| Wilfrid Laurier University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Queen's University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
National Bank Financial, Inc. (Broker)
 National Bank Financial, Inc. (Broker) Investment Banks/BrokersFinance National Bank Financial, Inc. (Broker) (NBF-Broker) is the broker/dealer division of National Bank Financial, Inc., a Canadian mutual fund manager headquartered in Montréal, Quebec. The firm was founded in 1902 and is a direct subsidiary of National Bank Acquisition Holding, Inc., ultimately owned by National Bank of Canada (TSX: NA). NBF-Broker provides retail advisory and brokerage services with institutional brokerage, investment banking, corporate finance and securities clearing services for third parties. The firm has a substantial presence in all regions of Canada, as well as operations in the US and Europe. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
| FA Management Corp. | Corporate Officer/Principal Chief Operating Officer Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | ||
BMO Asset Management, Inc.
 BMO Asset Management, Inc. Investment ManagersFinance BMO Asset Management, Inc. is a Canadian mutual fund management firm headquartered in Toronto, Ontario. Previously, they were known as Jones Heward Investment Counsel and prior to that as RMN Investment Counsel. The firm was founded in 1982 and is a subsidiary of Bank of Montreal (TSE, NYSE: BMO). BMO Asset Management provides investment management, retirement and trust and custody services to institutional, retail and high-net-worth investors around the world. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities | |
The Law Society of Upper Canada
 The Law Society of Upper Canada Miscellaneous Commercial ServicesCommercial Services The Law Society of Upper Canada engages in the provision of legal services. The company was founded in 1797 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Rotman School of Management | College/University | Graduate Degree Graduate Degree Corporate Officer/Principal Masters Business Admin | |
| JFT STRATEGIES FUND | Investment Trusts/Mutual Funds | Chief Operating Officer Director/Board Member Chief Operating Officer Director of Finance/CFO | |
| The University of Waterloo | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| McMaster University | College/University | Doctorate Degree Masters Business Admin Masters Business Admin Undergraduate Degree | |
RBC Dominion Securities, Inc.
 RBC Dominion Securities, Inc. Investment ManagersFinance RBC Dominion Securities, Inc. (RBCDS) is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm was founded in 1901 and is a subsidiary of Royal Bank of Canada (TSE, NYSE: RY). RBCDS provides a full spectrum of brokerage services to retail and corporate clients. | Investment Managers | Analyst-Equity Analyst-Fixed Income Market Strategist | |
| CI FINANCIAL CORP. | Investment Managers | Corporate Officer/Principal Chief Investment Officer President | |
First Asset Canadian Dividend Opportunity Fund
 First Asset Canadian Dividend Opportunity Fund Investment Trusts/Mutual FundsMiscellaneous First Asset Canadian Dividend Opportunity Fund is a closed-end Investment Fund/Investment Trust. The company was founded on March 22, 2010 and is headquartered in Toronto, Canada. On April 19, 2012, the fund converted into an open-end mutual fund. | Investment Trusts/Mutual Funds | Chief Operating Officer Director/Board Member Corporate Officer/Principal | |
BMO Capital Markets Corp. (Canada)
 BMO Capital Markets Corp. (Canada) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Canada) (BMO Capital Markets-Canada) is the Canadian brokerage arm of BMO Capital Markets Corp., a full-service financial services provider in the US. The firm was founded in 1817 and is a subsidiary of BMO Asset Management, Inc., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. Headquartered in Toronto, BMO Capital Markets-Canada provides full-service, institutional brokerage services to corporate, institutional and government clients around the world. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
| McGill University | College/University | Undergraduate Degree Corporate Officer/Principal Undergraduate Degree | |
| CI FIRST ASSET CANADIAN REIT ETF | Real Estate Investment Trusts | Chief Operating Officer Director/Board Member Chief Operating Officer | |
Scotia Capital, Inc. (Broker)
 Scotia Capital, Inc. (Broker) Investment Banks/BrokersFinance Scotia Capital, Inc. (Broker) (Scotia Capital-Broker) is the broker-dealer division of Scotia Capital, Inc., a full-service financial services firm headquartered in Toronto, Canada. The firm is owned by The Bank of Nova Scotia (NYSE, TSE: BNS). Scotia Capital-Broker delivers a broad range of electronic trading products such as high-touch, low-latency, market access and a broad algorithmic trading suite for a wide range of clients globally. They publish monthly indexes to help investors track the performance of Canadian Hedge Funds and Alternative Mutual Funds. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
| CI INVESTMENT GRADE BOND ETF - DISTRIBUTING - CAD | Investment Trusts/Mutual Funds | Chief Operating Officer Director/Board Member Chief Operating Officer | |
| Carleton University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Richard Ivey School of Business | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| PRECIOUS METALS AND MINING TRUST | Investment Trusts/Mutual Funds | President Director of Finance/CFO | |
Royal Bank Financial Group
 Royal Bank Financial Group Major BanksFinance Royal Bank Financial Group provides financial services, including issuing money in various forms, receiving deposits of money, lending money and processing transactions and the creating of credit. The company is headquartered in Langley, Canada. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Ottawa | College/University | Director/Board Member Undergraduate Degree | |
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
| Dalhousie University | College/University | Masters Business Admin Masters Business Admin |
Statistiche
Distribuzione geografica
| Canada | 49 |
| Stati Uniti | 3 |
Settori
| Miscellaneous | 24 |
| Finance | 15 |
| Consumer Services | 12 |
| Commercial Services | 2 |
Posizioni
| Corporate Officer/Principal | 205 |
| Director/Board Member | 191 |
| Undergraduate Degree | 101 |
| Portfolio Manager-Equities | 86 |
| Analyst-Equity | 81 |
Contatti più connessi
| Insiders | |
|---|---|
| Paul V. Dinelle | 89 |
| Perry Dellelce | 40 |
| Z. Edward Akkawi | 39 |
| John Stephenson | 24 |
| Michael Forer | 18 |
| Darie Urbanky | 16 |
| Jay G. Goldman | 16 |
| Tania Maciver | 15 |
| John Kutkevicius | 13 |
| Harrie Vredenburg | 13 |
| Kimberley Okell | 12 |
| Roger O. MacLeod | 11 |
| Christopher L.C. Couprie | 11 |
| William Middleton | 10 |
| Scott McLean | 10 |
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