Profiel
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.
Actieve functies van Alfred Kar Lam
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Chief Investment Officer | 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 |
Eerdere bekende functies van Alfred Kar Lam
| Bedrijven | Functie | Einde |
|---|---|---|
CIBC, Inc.
CIBC, Inc. Life/Health InsuranceFinance Provides health insurance services | Corporate Officer/Principal | 30-07-2004 |
Opleiding van Alfred Kar Lam
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 |
















