Gestão de Investimentos As nossas experientes equipas de investimento constituem uma vantagem competitiva fundamental. Abrangendo cada classe de ativos, estes incluem três grupos: Global Equities, Global Fixed Income e Global Asset Allocation e Currency Products. Gary Grad, CFA Diretor Gerente e Diretor de Investimentos da CIBC Asset Management Gary Grad é Diretor Gerente e Diretor de Investimentos da CIBC Asset Management. Dirigindo nossa equipe de profissionais de investimento altamente qualificados, o Sr. Grad supervisiona as equipes de gerenciamento e pesquisa de portfólio responsáveis por fornecer um desempenho de investimento superior aos nossos clientes em todas as classes de ativos. O Sr. Grad traz mais de 25 anos de experiência na indústria e foi recentemente Diretor Gerente de Pesquisa de Gerenciamento de Investimentos da CIBC Asset Management. Antes de ingressar na empresa, o Sr. Grad trabalhou com a comunidade de investidores institucionais da Fidelity Investments, atuando como Vice-Presidente, Relações com Consultores Institucionais e Vice-Presidente de Investimentos Institucionais e Análise. Antes de ingressar na Fidelity, estava com Frank Russell Canadá, Altamira Management e Mutual Life of Canada, onde iniciou sua carreira de investidor como analista de ações. O Sr. Grad é um membro da CFA e possui um diploma de Administração de Empresas pela Universidade de Western Ontario. Stephen Carlin, CFA Chefe do Equities Managing Director Stephen Carlin supervisiona Gerenciamento de Ativos CIBC Gestão de carteiras de ações canadenses e globais e esforços de pesquisa. Ele é o principal responsável pela carteira de ações canadenses e pelos fundos de renda variável. Antes de ingressar na CIBC Asset Management em 2013, Carlin foi vice-presidente sênior e diretor de patrimônio da Aegon Capital Management, onde gerenciou estratégias canadenses equilibradas, de renda e dividendos e liderou uma equipe de gerentes de portfólio, analistas e comerciantes. Antes de atuar na Aegon, foi vice-presidente de ações canadenses da KBSH Capital Management e diretor de ações canadenses da CT Investment Management Group. O Sr. Carlin possui um Bacharelado em Artes da Universidade de Western Ontario. Ele também é um membro da CFA. Domenic Monteferrante, CFA Primeiro Vice-Presidente do Equities Canadenses Domenic Monteferrante é gerente de carteira da equipe de Canadian Equities, responsável pelos mandatos socialmente responsáveis e de carteira de dividendos. Antes de ingressar na empresa antecessora da CIBC Asset Managements em 1998, o Sr. Monteferrante foi Gerente de Carteira, Canadian Equities na Bimcor e foi Analista de Estatística na Canadian Pacific Rail Ltd. O Sr. Monteferrante é Mestre em Administração de Empresas e Bacharel em Artes da Concordia University . Ele também é um membro da CFA. Colum McKinley, CFA Vice-Presidente de Ações Canadenses Colum McKinley tem um papel de liderança como Gerente de Carteira em nossa equipe de Canadian Equities. Ele é responsável pelo Fundo de Renda Mensal CIBC, Fundo de Valor de Equivalência Canadense CIBC e outros mandatos de valor chave. Antes de ingressar na CIBC Asset Management em 2010, o Sr. McKinley foi Gerente de Carteira da Sionna Investment Managers e Vice-Presidente e Diretor, Gerente de Carteira da TD Asset Management. Ele também foi Analista Sênior de Investimentos na Sun Life do Canadá e Associado de Pesquisa da Marleau, Lemire Securities. Membro do Comitê Consultivo do Usuário do Conselho de Normas de Contabilidade, o Sr. McKinley possui um Bacharelado em Economia pela Universidade de Western Ontario. Ele também é um membro da CFA. Jennifer Law, CFA A vice-presidenta canadense de ações de pequeno porte, Jennifer Law, é uma gerente de portfólio com responsabilidade de gerenciamento de plotagem para a estratégia de preço razoável (GARP). Ms. Law ingressou na empresa antecessora da CIBC Asset Managements em 2003. Sua experiência anterior também inclui Gerente de Carteira de Canadian Small Cap Equities no Empire Financial Group, Analista de Canadian Small Cap Equities da Montrusco Bolton Inc. e Corporate Finance Associate da Unimet Capital Corp. Ms . Lei recebeu seu grau de Bacharel em Comércio da Universidade da Colúmbia Britânica. Ela também é uma CFA charterholder. Scott Vali, CFA Scott Vali é membro da equipe de Equities com responsabilidade de gerenciamento de recursos globais de recursos, incluindo os fundos de energia e metais preciosos. Antes de ingressar na CIBC Asset Management em 2014, Vali foi vice-presidente, gerente de carteira da CI Investments, onde gerenciou fundos globais de energia e recursos e foi responsável pela estratégia de commodities como membro do comitê de alocação de ativos. Anteriormente, desempenhou vários cargos na equipe de pesquisa de ações da CI. O Sr. Vali é Bacharel em Artes pela Universidade de Toronto. Ele também é um membro da CFA. Mark Lin, vice-presidente da CFA International Equities Mark Lin é o gerente de portfólio líder na equipe de Equities internacionais responsável pelos mandatos de ações globais. Antes de ingressar na empresa antecessora da CIBC Asset Managements em 2002, o Sr. Lin era Analista e Gerente de Carteira da Jarislowsky Fraser Ltd., responsável pelas contas institucionais internacionais. Ele também foi Analista de Equity da Standard Life Investments Ltd. e Analista Associado da UBS Warburg. O Sr. Lin possui um Bacharelado em Artes da Universidade de York, um Mestrado em Administração de Empresas da Universidade McGill e também é membro da CFA. Craig Jerusalim, Gerente de Carteira de Ações Canadenses do CFA Craig Jerusalim é um Gerente de Carteira da equipe de Canadian Equities responsável pelo Fundo CIBC Canadian Equity Core e outros mandatos de ações canadenses. Antes de ingressar na CIBC Asset Management em 2006, o Sr. Jerusalim trabalhou como Analista na Dynamic Mutual Funds e desenvolvedor de software na Amdocs Ltd. O Sr. Jerusalim é bacharel em Ciência pela McGill University e tem um Master of Business Administration pela Universidade de Toronto. Ele também é um membro da CFA. Sara Shahram, Gerente de Carteira de Ações Associadas da CFA Sara Shahram, em seu papel como Gerente de Carteira Associada, Recursos Globais, é membro da equipe de Equities, apoiando os mandatos de recursos globais. Antes de ingressar na CIBC Asset Management em 2014, Shahram foi Analista de Investimento Sênior, Recursos Globais, com a CI Investments, onde trabalhou estreitamente com o Gerente de Carteira de Recursos Globais para tomar decisões de investimento em ações de recursos globais. A Sra. Shahram trabalhou anteriormente como Associada na pesquisa de ações de metais preciosos na Macquarie Capital Markets e na pesquisa de ações de metais básicos da Canaccord Genuity. Shahram é graduada em Comércio e possui mestrado em Administração de Empresas pela Rotman School of Management da Universidade de Toronto. Ela também é uma CFA charterholder. Keith Lam, CFA, CPA, CA Gerente de Carteira de Ações Associadas Keith Lam é membro da equipe de Equities e tem responsabilidade de gerenciamento de portfólio de todas as estratégias de All Cap Equity. Seu papel engloba seleção de ações, construção de carteiras e mitigação de riscos. Antes de ingressar na CIBC Asset Management em 2014, o Sr. Lam era Diretor Administrativo, CFO e Gerente de Carteira da Red Sky Capital Management Ltd., onde era responsável por todas as atividades de relatórios financeiros e regulatórios. Participou também de decisões de investimento relacionadas a serviços financeiros, tecnologia, bens imóveis e setores de produtos de consumo na América do Norte. Antes disso, o Sr. Lam era Vice-Presidente e Gerente de Carteira Associada da GMP Investment Management, e Associado de Pesquisa de Equity de Serviços Financeiros da GMP Securities. O Sr. Lam possui um Mestrado em Contabilidade e um Bacharelado em Matemática pela Universidade de Waterloo. Ele é um CPA, CA e um CFA charterholder. Cristal Maloney, CFA, CPA, CMA Gestor de Carteiras de Acções Crystal Maloney é membro da equipa Equities com responsabilidade de gestão de portfólio associada a vários mandatos de acções. Antes de ingressar na CIBC Asset Management em 2015, a Sra. Maloney foi Gerente de Carteira da OtterWood Capital Management, onde realizou pesquisa de patrimônio, títulos selecionados e construção de carteira determinada. Antes disso, a Sra. Maloney era Analista Sênior e Gerente de Carteira da Aegon Capital, conduzindo análises de capital fundamentais e contribuindo para a seleção de ações em muitos mandatos. Ela também trabalhou na BMO Capital Markets como um Equity Research Associate com foco no setor de serviços financeiros. A Sra. Maloney é licenciada em Comércio pela Universidade de Queens. Ela é uma CPA, CMA e também é uma CFA charterholder. Marilyn Brophy, CFA Chefe de Equity Research Diretor Gerente Marilyn Brophy é responsável pela direção estratégica das carteiras de ações e pelo desenvolvimento de recomendações de segurança de ações por meio de sua liderança de uma equipe de analistas. Antes de ingressar na CIBC Asset Management em 2010, a Sra. Brophy foi Diretora Executiva do Canadian Equities no UBS Global Asset Management e Diretora e Analista de Pesquisa de Equity, Retailing da Scotia Capital. Antes da Scotia Capital, ocupava o cargo de Analista de Merchandising na TD Securities. Brophy também trabalhou na Levesque Beaubien e na First Boston. A Sra. Brophy é mestre em Administração de Empresas pela Queens University, mestre em Artes pela Universidade de McMaster e é bacharel em Economia pela Universidade de Queens. Ela também é uma CFA charterholder. Dominique Barker, CFA Equities - Pipelines, Utilities, Real Estate A Analista Sénior Dominique Barker é membro da equipe de Equities Research. Ela é responsável pela cobertura de pesquisa dos setores de utilidades, oleodutos e imóveis. Antes de ingressar na CIBC Asset Management, em 2010, a Sra. Barkers ocupou posições como Analista de Pesquisa no Credit Suisse, onde ela cobriu a energia alternativa global, e os pipelines e utilitários canadenses, Vendedor Institucional de Patrimônio na UBS Securities, Associate, Investment Banking da Newcrest CapitalTD Securities and Associate , Auditoria e Assessoria Corporativa, na Ernst amp Young. A Sra. Barker possui um Mestrado em Administração de Empresas em Contabilidade pela Universidade de Toronto e Bacharel em Engenharia pela Universidade de Queens. Ela também é uma CFA charterholder. Andreas Hoppe Equities - Analista Sênior de Produtos Industriais Andreas Hoppe é membro da equipe de Pesquisa de Equities responsável pela cobertura de pesquisa do setor industrial. Antes de ingressar na CIBC Asset Management em 2006, Hoppe trabalhou como Analista de Pesquisa de Capital na Westwind Partners e na BMO Nesbitt Burns. O Sr. Hoppe é Mestre em Administração de Empresas pela Universidade Concordia, Mestre em Ciências Aplicadas pela Universidade de Toronto e Bacharel em Engenharia pela Universidade McGill. Ele era engenheiro profissional e era membro da lOrdre des Ingenieurs du Quebec. Brian See, CFA Equities - Analista Senior de Energia Brian See é membro da equipe de Equities Research. Ele é responsável pela cobertura de pesquisa do setor de energia da América do Norte e é co-gerente do Fundo de Energia CIBC. Antes de ingressar na CIBC Asset Management em 2013, o Sr. See foi Diretor da OMERS Capital Markets, onde forneceu cobertura global de energia em EP, integradas, siderúrgicas e refinarias. Sua experiência anterior também inclui Senior Research Associate da Scotia Capital, Analista de Logística da Petro-Canada e Analista de Rendimentos da Canadian Pacific Railway Limited. O Sr. See é bacharel em Comércio pela Haskayne School of Business da Universidade de Calgary. Ele também é um membro da CFA. Natalie Taylor, CFA Equities - Financials A analista sênior Natalie Taylor é membro da equipe de Pesquisa de Ações. Ela é responsável pela cobertura de pesquisa do setor de serviços financeiros da América do Norte e é co-gerente do Fundo de Empresas Financeiras da CIBC. Antes de ingressar na CIBC Asset Management em 2013, a Sra. Taylors trabalhou como Analista de Pesquisas, Global Equities na RBC Global Asset Management, onde cobriu setores norte-americanos, europeus e asiáticos de financeiro e de consumo e diretor associado do Financial Financial Analyst da UBS Global Asset Management Inc. Ela também foi Associada de Pesquisa de Patrimônio, Bancos e Finanças Diversificadas na Scotia Capital Inc. Taylor é graduada em Administração de Empresas pela Wilfrid Laurier University. Ela também é uma CFA charterholder. Daniel Greenspan Equities Mineração e Materiais Analista sênior Daniel Greenspan é membro da equipe Equities Research. Ele é responsável pela análise fundamental do setor de materiais da América do Norte, incluindo metais e mineração, produtos químicos e empresas de fertilizantes. Antes de ingressar na CIBC Asset Management em 2016, o Sr. Greenspan trabalhou na Macquarie Capital Markets Canada Ltd. como Vice-Presidente, Analista Sênior. Nessa qualidade, foi responsável pela cobertura de pesquisa e análise de empresas de metais básicos e fertilizantes. Anteriormente a essa posição, ele era um Senior Equity Research Associate na empresa que abrange o setor de mineração. O Sr. Greenspan possui um Mestrado em Administração de Empresas da Rotman School of Management da Universidade de Toronto e um Bacharelado em Economia pela Universidade de Western Ontario. Jonathan Mzengeza Equities Analista de Tecnologia da Informação Jonathan Mzengeza é membro da equipe de Pesquisa de Equities responsável pela cobertura de pesquisa de empresas norte-americanas de tecnologia da informação. Antes de ingressar na CIBC Asset Management em 2012, Mzengeza trabalhou como Analista Técnico na Chubb Insurance Company do Canadá. Iniciou sua carreira como Analista de Redes na Nortech Efficient Business Solutions. O Sr. Mzengeza é formado em Engenharia Elétrica e de Computação pela Universidade de Cape Town e possui mestrado em Administração de Empresas pela Concordia University. Robert Gignac, CFA, CAIA Equities Small Cap Analista Robert Gignac é membro da equipe Equities Research com ênfase particular na geração de idéias, modelagem de avaliação e análise de empresas canadenses de pequena capitalização. Sr. Gignac ingressou na CIBC Asset Management em 2011. Antes de ingressar na equipe de Gerenciamento e Pesquisa de Portfólio, foi Diretor Executivo do grupo Research Management Research da empresa. Nessa função, liderou uma equipe de analistas responsáveis pela pesquisa de estratégias de investimento focadas no Canadá. Antes disso, o Sr. Gignac foi Vice-Presidente e Gerente de Carteira do HSBC Global Asset Management. Foi também Diretor de Pesquisa da T. E. Consultor de Investimento e Gestor de Carteiras Associadas da First Asset Advisory Services. O Sr. Gignac é Bacharel em Comércio pela Universidade de Windsor e tem Mestrado em Valores Mobiliários Internacionais, Investimentos e Bancos pela Universidade de Reading. Ele também é membro da CFA e membro da CAIA. Jeremy Mosher Equities - Analista de Energia Jeremy Mosher é um membro da equipe Equities Research responsável pela análise fundamental das empresas de energia da América do Norte. Antes de ingressar na CIBC Asset Management em 2015, o Sr. Mosher foi Associado, Equity Research na Peters amp Co. Limited, com foco em empresas norte-americanas de serviços de campos petrolíferos. Ele também trabalhou como Associate, Equity Research na CIBC World Markets, onde se concentrou em empresas de energia norte-americanas. O Sr. Mosher tem um Bacharelado de Honras em Artes em Economia Aplicada da Universidade de Queens. Reyhaneh Zand Equities - Analista de Saúde Reyhaneh Zand é membro da equipe de Equities Research responsável pela cobertura de pesquisa de empresas norte-americanas de saúde. Antes de ingressar na CIBC Asset Management em 2013, a Sra. Zand trabalhou como Analista de Bancos de Investimento na Cranson Capital. Como parte de uma equipe que forneceu o conselho da aquisição do ampère da fusão e arranjou o financiamento para companhias privadamente prendidas, conduziu a análise financeira e de indústria e ajudou a determinar avaliações da companhia. Antes disso, a Sra. Zand era Diretora de Desenvolvimento de Negócios e Estratégia para um desenvolvedor de Toronto de casas customizadas de alto padrão. Ela começou sua carreira com Thermofisher Scientific. A Sra. Zand é mestre em Administração de Empresas pela York Universitys Schulich School of Business e é bacharel em Artes pela University of California. Chase Bethel, CFA Equities - Analista de Consumidores Chase Bethel é membro da equipe de Equities Research e é responsável pela análise fundamental do setor consumidor norte-americano. Antes de ingressar na CIBC Asset Management em 2016, o Sr. Bethel foi analista de pesquisa de patrimônio da Desjardins Capital Markets, cobrindo empresas de situações especiais que incluíam uma série de empresas canadenses relacionadas com o consumidor. Antes de se juntar à Desjardins, foi analista de investimentos institucionais na Fidelity Investments Canada. O Sr. Bethel é Bacharel em Artes, Graduação em Administração de Empresas pela Richard Ivey School of Business. Ele também é um membro da CFA. Matthew Ingrassia, Analista de Investimentos do CFA International Equities Matthew Ingrassia é membro da equipe de Equities Internacionais responsável pela pesquisa de patrimônio global. Antes de ingressar na CIBC Asset Management em 2010, o Sr. Ingrassia trabalhou como Senior Investment Banking Associate, Equipe Global de Telecomunicações, Mídia e Entretenimento no Citigroup Global Markets e no Canadian ECM Group na BMO Capital Markets. Anteriormente, foi Analista de Investimento Associado na Equipe de Equivalência Canadense da UBS Global Asset Management e Analista Financeiro Corporativo da EnergyIndustrialsMA no UBS Investment Bank. O Sr. Ingrassia é mestre em Administração de Empresas pela Universidade McGill e possui um bacharelado em Comércio com honras pela Queens University. Ele também é um membro da CFA. Jessica Younes-Fraiberger, Analista de Investimentos do CFA International Equities Jessica Younes-Fraiberger é membro da equipe de Equities Internacionais e é responsável pela pesquisa de capital global. Antes de ingressar na CIBC Asset Management em 2012, Younes-Fraiberger trabalhou para a Dexia Asset Management Alternative Investments, onde mais tarde foi nomeada analista sênior na equipe de Event DrivenRisk Arbitrage. Anteriormente, estava envolvida em produtos estruturados e vendas de derivativos na Socieacuteteuse Geacuteneacuterale Investment Banking e foi analista financeira da ING Barings. A Sra. Younes-Fraiberger é mestre em Administração de Empresas pela Columbia Business School e tem mestrado em Gestão pela ESSEC Business School. Ela também é uma CFA charterholder. Jeffrey Waldman, CFA Chefe de Global Fixed Income Managing Director Jeff Waldman supervisiona a equipe Global Fixed Income, além de responsabilidades de gestão de carteira para as carteiras de obrigações de curto prazo. O Sr. Waldman também é responsável pelo fortalecimento e manutenção de plataformas de pesquisa e de gerenciamento de portfólio dentro da empresa que desenvolveu ferramentas proprietárias usadas para gerenciamento de risco em carteiras de renda fixa. Contribui para o modelo de especialização em pesquisa de empresas e é membro dos Comitês de Renda Fixa de Renda e de Crédito de Alto Rendimento, bem como os Comitês de Investimento, Risco de Carteira e Melhores Execuções da CIBC Asset Management. O Sr. Waldman ingressou na empresa antecessora da CIBC Asset Managements em 1998 como Vice-Presidente de Renda Fixa. Anteriormente esteve na ING Investment Management onde foi Vice-Presidente da Canadian Bonds. Antes disso, ele era Consultor, Fixed Income e Investment Planning Associate no Confederation Life Insurance. O Sr. Waldman é mestre em Ciências da Carnegie Mellon University em Pittsburgh, é bacharel em Matemática pela Universidade de Waterloo e é Associado da Sociedade de Atuários (ASA) e membro da CFA. John Braive John Braive foi o sócio fundador da TAL Investment Counsel Ltd. (TAL) em 1983. O Sr. Braive gerenciou os ativos de renda fixa das empresas por 18 anos e, em última instância, construiu a TAL em uma das empresas de gestão de investimentos preeminentes no Canadá. O Sr. Braive foi Presidente e CEO da divisão institucional das empresas de 1998 a 2001, quando a TAL foi comprada pela CIBC. Em seu cargo atual, o Sr. Braive é Vice-Presidente da CIBC Asset Management. O Sr. Braive desenvolveu o primeiro fundo canadense de obrigações de alto rendimento e o primeiro fundo de obrigações indexadas no Canadá. Ele introduziu e desenvolveu uma série de novos produtos de renda fixa quantitativos e de alto rendimento na CIBC Asset Management. Ao assumir um papel de liderança na comercialização e manutenção dos produtos da CIBC Asset Managements, o Sr. Braive tem sido fundamental no crescimento dos ativos das empresas. Além de seu cargo de Vice-Presidente, o Sr. Braive é membro da equipe de Global Fixed Income, do Grupo de Renda Fixa e dos Comitês de Crédito de Alto Rendimento, dos Comitês de Risco de Investimento e Carteira da CIBC Asset Management e da CIBC Asset Management Conselho de Administração. Ele também atua no Conselho de Governadores do Hospital Geral de North York. Jacques Preacutevost, Vice-Presidente Global de Renda Fixa CFA Jacques Preacutevost é especialista na gestão activa de obrigações empresariais aplicada tanto a carteiras de activos como de activos e passivos. Ele também supervisiona uma equipe responsável por soluções quantitativas e estruturadas, e contribui para o modelo de especialização de pesquisa de empresas. O Sr. Preacutevost ingressou na empresa antecessora do CIBC Asset Managements em 1999. Anteriormente ao seu cargo atual, ele foi Vice-Presidente de Renda Fixa na empresa. Ele também foi Analista e Gestor de Fundos na Scotia Capital MarketsScotiabank e Gerente e Analista da Reuters. Antes disso, ele era representante de vendas e comerciante da First Marathon e agente de liquidação da Burns Fry Limited. O Sr. Preacutevost é Bacharel em Ciências pela Universidade de Toronto. Ele também é um membro da CFA. Steven Dubrovsky, Vice-Presidente Global de Renda Fixa e Mercado Monetário da CFA Steven Dubrovsky é responsável pelo gerenciamento de uma variedade de soluções de renda fixa, incluindo carteiras de títulos de curto e médio prazo, bem como estratégias personalizadas para investidores institucionais. O Sr. Dubrovsky também supervisiona a equipe do mercado de dinheiro que fornece soluções de gerenciamento de caixa para clientes e é um contribuidor para o modelo de especialização de pesquisa de empresas. O Sr. Dubrovsky ingressou na empresa antecessora da CIBC Asset Managements em 1992. Antes de seu cargo atual, ele era Vice-Presidente Adjunto, Renda Fixa e, mais tarde, Vice-Presidente de Renda Fixa na empresa. Antes disso, ele era Analista de Mercado de Renda Fixa e Trader da Domtar. O Sr. Dubrovsky é Mestre em Administração de Empresas pela Concordia University e Bacharelado em Comércio pela McGill University. Ele também é um membro da CFA. Patrick OToole, CFA, Vice-Presidente Global de Renda Fixa Patrick OToole é gerente de portfólio responsável pelos mandatos de bônus Core e Core Plus e contribui para o modelo de especialização em pesquisa de empresas. O Sr. OToole ingressou na CIBC Asset Management em 2004. Antes de atuar como Vice-Presidente Adjunto, Investimentos na Corporação Financeira Mackenzie, Diretor de Renda Fixa na Acuity Investment Management e Diretor de Renda Fixa da América do Norte na Canada Trust. Ele também trabalhou na Canadian Mortgage and Housing Corporation como Diretor de Investimentos Sênior, Tesouraria e, mais tarde, Gerente, Carteira de Renda Fixa. O Sr. OToole é formado em Administração de Empresas pelo Algonquin College. Ele é um Contador Geral Certificado e um CFA charterholder. Nicholas Leach, CFA Global Vice-Presidente de Renda Fixa Nicholas Leach é um gerente de portfólio responsável por mandatos de alto rendimento. Ele também contribui para as alocações de alto rendimento usadas em nossas estratégias Core Plus e outros mandatos de obrigações corporativas amplas. Ele é um contribuinte para o modelo de especialização de pesquisa de empresas. O Sr. Leach supervisiona a equipe que conduz pesquisas de crédito de alto rendimento. Ele também é membro do Comitê de Crédito de Alto Rendimento das empresas. Antes de ingressar na CIBC Asset Management em 2012, o Sr. Leach foi Gerente de Carteira na TD Asset Management e Analista de Crédito da Clarica Life Insurance Company. Ele também foi Analista de Renda Fixa na Dynamic Mutual Funds. O Sr. Leach é formado em Economia pela Universidade de Toronto. Ele também é um membro da CFA. Steacutephanie Lessard, vice-presidente do mercado monetário da CFA Steacutephanie Lessard chefia a equipe de gerenciamento de carteira do mercado financeiro responsável por fornecer soluções de gerenciamento de caixa aos clientes. Ela também contribui para o modelo de especialização em pesquisa das empresas. Antes de ingressar na empresa antecessora da CIBC Asset Managements em 2001, Lessard era Gerente de Mercado Monetário e Ações Preferenciais da Elantis em Montreal e Analista e Operador de Renda Fixa no Fonds des Professionnels. Lessard é bacharel em Administração de Empresas pela Universiteacute Laval em Quebec. Ela também é uma CFA charterholder. Gitesh Goyal, Vice-Presidente Global de Renda Fixa - Infra-estrutura e Energia Gitesh Goyal é membro da equipe Global Fixed Income. Ele é responsável por liderar iniciativas em infra-estrutura privada e pública e títulos de energia. Antes de ingressar na CIBC Asset Management em 2016, Goyal passou 10 anos como Diretor de Infraestrutura e Project Finance no Scotia Capitals Debt Capital Markets e Corporate Banking Group. O Sr. Goyal tem mais de 16 anos de experiência na indústria. O Sr. Goyal é mestre em Administração de Empresas pela Schulich School of Business da Universidade de York e é engenheiro civil pelo Instituto Indiano de Tecnologia (BHU) Varanasi. Ele também é um membro da CFA. Lou Paolone, CFA Vice-Presidente Adjunto Global de Renda Fixa Lou Paolone é um gerente de portfólio que supervisiona muitas de nossas soluções personalizadas com foco no investimento orientado por responsabilidade. O Sr. Paolone projetou sistemas proprietários usados para a gestão de ativos e passivos. Ele também é um contribuinte para o modelo de especialização de pesquisa de empresas e atividades de gerenciamento de risco. Antes de ingressar na CIBC Asset Management em 2010, Paolone foi Analista de Mercado de Títulos e Valores Mobiliários na SGS Asset Management e Gerente de Carteira e Operador de Renda Fixa no Barclays Global Investors Canada Ltd. Ele também foi Diretor Executivo, Analista Sênior da CIBC World Mercados e Diretor Associado, Analista de Renda Fixa da Scotia Capital. O Sr. Paolone é mestre em Administração de Empresas pela Universidade de York e é bacharel em Comércio pela McMaster University. Ele também é um membro da CFA. Dave Dayaratne, CFA Vice-Presidente Adjunto Global de Renda Fixa Dave Dayaratne é um gestor de carteiras que se especializa na gestão passiva e passiva de passivos. O Sr. Dayaratne executa o nosso processo de amostragem estratificada e implementa a gestão diária de estratégias passivas. Antes de ingressar na empresa antecessora da CIBC Asset Managements em 1994, o Sr. Dayaratne ocupou vários cargos na firma, incluindo Equity Trader. Foi também Administrador de Carteiras na Canada Life Investment Management. O Sr. Dayaratne é bacharel em Administração pela Universidade de York e também é membro da CFA. Pablo Martinez, Vice-Presidente Adjunto CFA Private Management e Global Fixed Income, Pablo Martinez, tem responsabilidades de gerenciamento de portfólio para uma variedade de soluções de renda fixa, incluindo carteiras de títulos de curto e médio prazo com foco em mandatos de clientes privados. Ele também contribui para o modelo de especialização em pesquisa de empresas. Antes de ingressar na empresa antecessora da CIBC Asset Managements em 2002, o Sr. Martinez era um Operador de Renda Fixa da Merrill Lynch. O Sr. Martinez é Mestre em Comércio Internacional pela Eacutecole des hautes eacutetudes de Montreal e é bacharel em Comércio pela McGill University. Ele também é um membro da CFA. Bryce Eng, Gerente de Carteira Assistente de Renda Fixa Global da CFA A Bryce Eng está envolvida na análise e gestão de carteiras, na pesquisa fundamental de crédito e na negociação de títulos de alta rentabilidade. Antes de ingressar na empresa antecessora da CIBC Asset Managements em 1997, o Sr. Eng era Contador de Fundos no Toronto-Dominion Bank e Analista de Renda Fixa no Financial Post Datagroup. O Sr. Eng é bacharel em Comércio pela Universidade de Toronto. Ele também é um membro da CFA. Vishang Chawla, CFA Vice-Presidente Adjunto de Renda Fixa Global Vishang Chawla é responsável pela análise, negociação e gestão de carteiras de alto rendimento, geração de ideias e pesquisa fundamental de crédito em emissores de alto rendimento. Antes de ingressar na CIBC Asset Management em 2015, Chawla trabalhou como Analista de Crédito na AGF, onde foi responsável pela análise de emissores de grau de investimento e alto rendimento. Ele também trabalhou na AGF nas funções de Gerente de Pesquisa e Análise e Analista de Portfólio Sênior. O Sr. Chawla possui um Bacharelado em Administração de Empresas pela Universidade Wilfrid Laurier e um Mestrado em Finanças pela Universidade de Toronto. Ele também é um membro da CFA. Adam Ditkofsky, CFA Global Fixed Income - Vice-Presidente de Crédito Adam Ditkofsky é um gerente de portfólio associado focado nos mandatos de renda fixa Core e Core Plus da empresa. Ele contribui para a gestão das carteiras, negociação e geração de idéias. Antes de se mudar para o cargo atual em 2015, Ditkofsky era analista sênior de crédito na empresa, que abrange empresas de alto grau de investimento e de alto rendimento em vários setores. Antes de ingressar na CIBC Asset Management em 2008, trabalhou como analista de crédito na CIBC World Markets. O Sr. Ditkofsky possui um MBA da Universidade de Western Ontario e um bacharelado em Comércio da Concordia University. Ele também é um Chartered Investment Manager (CIM) e CFA charterholder. Amanda McPherson, CFA Global Fixed Income - Vice-Presidente de Crédito Amanda McPherson lidera uma equipe de analistas de crédito que é responsável por todas as pesquisas de renda fixa de grau de investimento. Ela também tem cobertura para vários setores no universo de bônus corporativos de grau de investimento, contribui para a geração de idéias para carteiras e é membro de nossos Comitês de Crédito de Grade e Alto Rendimento. A Amanda é responsável por desenvolver nossa plataforma de pesquisa de crédito proprietária. Antes de ingressar na CIBC Asset Management em 2004, a Sra. McPherson foi Diretora Executiva da BMO Nesbitt Burns e Diretora de "Private Placements" na Metropolitan Life Insurance Company. A Sra. McPherson é licenciada em Comércio pela Universidade de Queens. Ela também é uma CFA charterholder. Marisa Jones, CFA Global Fixed Income - Vice-Presidente de Crédito Marisa Jones é analista de crédito sênior responsável por vários setores no universo de títulos corporativos de grau de investimento. Realiza pesquisas aprofundadas e fundamentais, contribui para a geração de idéias para carteiras e é membro do Investment Grade Credit Committee. Ms. Jones também é um contribuinte para as empresas pensamento liderança esforço. Antes de ingressar na CIBC Asset Management em 2008, a Sra. Jones ocupou o cargo de Diretora no departamento de Pesquisa de Dívida Corporativa da BMO Capital Markets. Ms. Jones holds a Master of Business Administration degree from York University and an Honours Bachelor of Arts degree from Queens University. She is also a CFA charterholder. Trevor Bateman, CFA, CA Global Fixed Income Credit Vice-President Trevor Bateman is a senior credit analyst responsible for various sectors in the investment grade corporate bond universe. He conducts in-depth, fundamental research, and contributes to idea generation for portfolios. Prior to joining CIBC Asset Management in 2014, Mr. Bateman worked at BMO Capital Markets as Director of Corporate Debt Research and at CIBC World Markets as the Executive Director, Fixed Income and Currencies. He began his career as a Senior Accountant with Price Waterhouse. Mr. Bateman holds a Bachelor of Commerce degree from the University of Toronto. He is a Chartered Accountant and a CFA charterholder. Annie Orr, CFA Global Fixed Income Credit Assistant Vice-President Annie Orr is a credit analyst responsible for various sectors in the investment grade corporate bond universe. She conducts in-depth, fundamental research for our Credit Committee and contributes to idea generation for portfolios. Prior to joining CIBC Asset Management in 2011, Ms. Orr was an Analyst at the Rudson Valuation Group. Ms. Orr holds a Master of Business Administration from Wilfrid Laurier University and Honours Bachelor of Arts degree from Queens University. She is also a CFA charterholder. Vincent Zheng Global Fixed Income Credit Analyst Vincent Zheng is a credit analyst responsible for high-yield security selection and also contributes to the portfolio management process. Prior to joining CIBC Asset Management in 2016, Mr. Zheng worked at RBC Capital Markets initially as a credit research associate and later as a credit research associate analyst. He was also previously with CIBC World Markets as an equity research associate. Mr. Zheng holds a Bachelor in Electrical Engineering (Honours) degree with a minor in management from McGill University. He received his MBA degree with a specialization in finance from the Rotman School of Management. Joseacute Silva Money Market Trader Joseacute Silva is a trader on the money market team responsible for providing cash management solutions to clients. Prior to joining CIBC Asset Managements predecessor firm in 1992, Mr. Silva was Fund Accountant at Talvest in Montreal and Chief Accountant at Clevemont Industries. He was also an Accountant at Guardian Trust Co. Mr. Silva holds a Bachelor of Commerce degree from Concordia University. Benjamin Joyal Money Market Trader Benjamin Joyal is a trader on the money market team responsible for providing cash management solutions to clients. Prior to moving to his present role in 2013, Mr. Joyal had other roles within the firm including Senior Portfolio Analyst, Investment Services and Senior Administrator, Fund Accounting. He joined the firm in 2007 and was previously an Assistant Manager, Logistics and an Accountant at Bell Technical Solutions. Mr. Joyal has a Bachelor of Business Administration degree from Universiteacute du Queacutebec agrave Montreacuteal. Luc de la Durantaye, CFA Head of Asset Allocation and Currency Management Managing Director Luc de la Durantaye is leader of the Asset Allocation and Currency Management team. This team composed of more than twenty portfolio managers, analysts and traders is responsible for strategic and tactical asset allocation, currency management and absolute return strategies. Mr. de la Durantaye is also an active member of CIBC Asset Managements Investment Committee. Mr. de la Durantaye brings with him over three decades of investment experience. In 1985, he began his career in Montreal as a financial analyst at a sell-side brokerage firm. He quickly moved to the investment management division of a large Canadian financial institution where he held several positions that led him to move to Toronto as the Managing Director of Asset Allocation responsible for tactical asset allocation and currency management. After close to 7 years in Toronto, he moved back to Montreal assuming responsibility for the asset allocation and currency group with CIBC Asset Management in 2002. A native of Montreal, Mr. de la Durantaye holds a Bachelors Degree in International Finance from Eacutecole des hautes eacutetudes commerciales of Montreal. He is also a CFA charterholder. Vincent Leacutepine Global Economic Strategy - Asset Allocation and Currency Management Vice-President Vincent Leacutepine is a member of the Asset Allocation and Currency Management team. He is responsible for the preparation of the firms quarterly economic scenarios on global markets. Mr. Leacutepine is a key member of a number of management teams, actively participating in the elaboration of global bond, equity and foreign exchange markets strategies. Prior to joining CIBC Asset Managements predecessor firm in 2003, Mr. Leacutepine was Assistant Chief Economist at National Bank Financial. He was also an Economist at the Ministry of Finance in Ottawa and a professor at the University of Ottawa. Mr. Leacutepine holds a Master of Economics and Bachelor of Economics degree from Universiteacute du Queacutebec agrave Montreacuteal. Michael Lewis, CFA Currency and Absolute Return Vice-President Michael Lewis leads the development of quantitative models and processes within the firms currency management and asset allocation team. He also plays a key role in helping the team improve existing quantitative strategies. Prior to joining CIBC Asset Management in 2011, Mr. Lewis was a Principal and Manager Researcher at Mercer. Previous roles included President of the Canadian affiliate for Bayesian Strategic Trading, Vice-President and Head of Asset Allocation Research at Nikko Securities and Quantitative Analyst at CDC Investment Management. Mr. Lewis holds a Master of Arts in Economics from Queens University, a Bachelor of Arts degree from University of Guelph and a Bachelor of Education degree from Queens University. He is also a CFA charterholder. Francis Thivierge, CFA Asset Allocation Vice-President Francis Thivierge is a member of the Asset Allocation and Currency team. He is responsible for the global equity allocation strategy and also contributes to research and development of quantitative tools. Mr. Thivierge joined CIBC Asset Managements predecessor firm in 1996. Prior to this he held various positions on the derivatives team at the firm including Vice-President, Assistant Vice-President and Quantitative Analyst. Mr. Thivierge holds a Master of Finance from Universiteacute de Sherbrooke and Bachelor of Actuarial Science Degree from Laval University. He is also a CFA charterholder. Patrick Bernes, CFA Asset Allocation and Currency Management Assistant Vice-President Patrick Bernes is a member of the Asset Allocation and Currency Management team. He is responsible for enhancing the development, management and implementation of various investment processes, models and strategies focused on multi-asset allocation. Mr. Bernes is also responsible for structuring protective strategies with the use of derivatives, such as options and volatility instruments, with the aim of providing tactical portfolio protection. Prior to joining CIBC Asset Management in 2016, Mr. Bernes was a portfolio manager at PSP Investments, one of Canadas largest pension investment managers, where he developed and implemented various top-down investment processes. In this role, he also managed a portfolio with diverse risk exposures. Previous to this, Mr. Bernes was a member of CIBCs Asset Allocation team, where he contributed to the development of several existing equity and risk allocation models. Mr. Bernes holds a Bachelors degree in Finance from Concordia University. He is also a CFA charterholder. Nicolas Bouchard Asset Allocation Research Analyst Nicolas Bouchard is a member of the Asset Allocation and Currency Management team. He contributes to financial research, development of quantitative models and the preparation of analytical forecast reports. Mr. Bouchard joined CIBC Asset Management Inc. s predecessor firm in 2001. Prior to his current position he was a Coordinator for the Analytical Services and Information Management department in the firm. Mr. Bouchard holds a Bachelor of Commerce degree from Universiteacute du Queacutebec agrave Montreacuteal. Martin Turgeon, CFA Asset Allocation Assistant Vice-President Martin Turgeon participates in research activities on global economies and capital markets, particularly developing quantitative asset allocation models. He manages the USD-CAD currency indicator output and participates in building currency models. He is also responsible for European regional coverage. Mr. Turgeon joined CIBC Asset Managements predecessor firm in 2003 where he worked as Analyst, Global Asset Allocation at the firm. His previous roles include Research Assistant in the Economics Department and Assistant Quantitative Analyst at National Bank Financial. Mr. Turgeon holds a Master of Economics from Universiteacute du Queacutebec agrave Montreacuteal, a Bachelor of Actuarial Science Degree from Universiteacute Laval, as well as the designations of Associate of the Society of Actuaries (ASA) and Chartered Market Technician (CMT). He is also a CFA charterholder. Marco Lettieri Asset Allocation and Currency Management Assistant Vice-President Marco Lettieri contributes to the economic research that underlies the development of our firms macro-economic outlook. Mr. Lettieri is also responsible for Asia Pacific regional coverage in the currency allocation investment management process. Prior to joining CIBC Asset Management in 2012, Mr. Lettieri held the positions of Economist at National Bank Financial and Research Analyst at Bank Credit Analyst Research. Mr. Lettieri holds a Master of Arts in Economics and Bachelor of Arts degree in Economics from Concordia University. Eacuteric Morin Asset Allocation and Currency Management Assistant Vice-President Eacuteric Morin contributes to the economic research that underlies the development of our firms macro-economic outlook. He is also responsible for the coverage of G10 economies in the currency-allocation investment management process. Prior to joining CIBC Asset Management, Mr. Morin worked at the Bank of Canada as senior economist with the banks International Economic Analysis Department. He started his career at its United States Division, where he held different responsibilities, including monitoring U. S. economic developments and as lead economist on U. S. macroeconomic projections. Mr. Morin was later appointed to other divisions, where he covered advanced economies, such as Canada, the eurozone and Japan. He was also a visiting economist with the European Central Bank. Mr. Morin earned his B. B.A. Applied Economics degree from the Eacutecole des hautes eacutetudes commerciales of Montreal and his M. Sc. Economics degree from the Universiteacute du Queacutebec agrave Montreacuteal. Henrilio Julsain Asset Allocation and Currency Management Assistant Vice-President Henrilio Julsain contributes to quantitative research, mathematical models, and programming for equity passive and enhanced mandates. Prior to joining CIBC Asset Managements predecessor firm in 2005, Mr. Julsain was Information Systems Security Officer at Banque de la Republique dHaiti. Mr. Julsain holds a Master in Mathematical and Computational Finance from Universiteacute de Montreacuteal, Master in Applied Mathematics from Eacutecole Polytechnique de Montreacuteal and Bachelor of Electromechanical Engineering Degree from Universiteacute dEtat dHaiti. Romuald Momeya Ouabo Asset Allocation and Currency Management Quantitative Analyst Romuald Momeya Ouabo performs in-depth risk management analysis of new and existing portfolios and also designs and develops computer models and reports with the aim of automating processes. Prior to joining CIBC Asset Management in 2011, he held the position of Statistician In Chief at the Ministry of National Education and Statistician at the Ministry of Economy and Finance in Cameroon. Mr. Ouabo holds a Ph. D. in Statistics from Universiteacute de Montreacuteal, Master of Science in Statistics and Quantitative Economics from ENSEA, Master of Science in Mathematics from the University of Yaoundeacute and Bachelor of Science degree in Applied Mathematics from the University of Douala. Jean-Reacutemy Lassince, CFA Asset Allocation Analyst Jean-Reacutemy Lassince is responsible for maintaining and developing the firms quantitative models and performs fundamental analysis on countries and sectors to support our global, country and sector allocation. Prior to joining CIBC Asset Management in 2011, Mr. Lassince held the position of Quantitative Analyst at TD Asset Management and was also Financial Analyst and Portfolio Manager at Standard Life HEC Montreal Fund. Mr. Lassince holds a Honours Master of Science in Finance from Eacutecole des hautes eacutetudes commerciales of Montreal and a Bachelor of Commerce Degree from IDRAC International School of Management. He is also a CFA charterholder. Oceacuteane Benaiteau Asset Allocation Analyst Oceacuteane Benaiteau performs quantitative and fundamental research on countries and sectors to support our global equity allocation strategies. Prior to being appointed to her current position at CIBC Asset Management in 2016, Ms. Benaiteau was initially hired by the firm in 2014 as a quantitative analyst. Ms. Benaiteau obtained her bachelors degree in mathematics and computer science from the Universiteacute catholique de lOuest and her masters degree in mathematical and computational finance from the Universiteacute de Montreacuteal. Patrick Thillou Structured Products and Trading, Business Initiatives, Office of the CIO Vice-President Patrick Thillou works in conjunction with the Portfolio Management amp Research team to develop business initiatives that elevate investment processes and infrastructure to support the delivery of superior returns. Mr. Thillou is also responsible for the management of various structured, passive and overlay strategies and the oversight of currency, equity and derivative trading. Prior to joining CIBC Asset Managements predecessor firm in 1997, Mr. Thillou worked as a Business Analyst at Dun amp Bradstreet. Mr. Thillou holds a Bachelor of Economics degree from Universiteacute de Montreacuteal. Kathleen Gregoire Senior Trader, Equities Assistant Vice-President Kathleen Gregoire is a member of the Structured Products and Trading team overseeing the day-to-day trading responsibilities for assets associated with the Canadian Equity portfolios. Ms. Gregoire joined CIBC Asset Managements predecessor firm in 2002. Prior to that she was a Senior Equity Trader at RT Capital Management, Senior Canadian Equity Trader at Canagex and held various positions at AMI Partners Inc. including Canadian Equity Trader, Money Market Trader and Portfolio Accountant. She also held positions at Central Guaranty Trust Company. Ms. Gregoire holds a Bachelor of Arts degree from York University. Anu Arulanantham, CFA Anu Arulanantham is a member of the Structured Products and Trading team. She shares the day-to-day trading responsibilities for all assets associated with the Canadian equity portfolios as well as operational duties within the team. Prior to joining CIBC Asset Management in 2010, Ms. Arulanantham was an Investment Representative at CIBC Investor Services. Prior to that she held positions at CIBC Visa. Ms. Arulanantham holds a Bachelor of Business Administration degree from University of Toronto and is also a CFA charterholder. Tina Melotti Structured Products and Trading Senior FX Trader Tina Melotti, as Senior FX trader, is responsible for overseeing the FX Desk and the implementation of FX strategies. In addition, Ms. Melotti also contributes to research. Ms. Melotti, who has over 30 years of experience, joined CIBC Asset Managements predecessor firm in 2004. Prior to this she held various roles at BNP Paribas including Assistant Vice-President, Foreign Exchange Sales, Money Market trading, Interbank Spot FX Trader and Assistant Manager, Treasury Administration. Leo Calderone, CFA Structured Products and Trading Trader Leo Calderone contributes to the execution of FX strategies. He also provides support to the Derivatives Desks within the firm. Mr. Calderone joined CIBC Asset Managements predecessor firm in 2004. Prior to this he held various positions at the firm including Trader Money Market as well as Middle and Back-office functions. Mr. Calderone holds a Bachelor of Commerce degree from Concordia University and is also a CFA charterholder. Thierry Bien Structured Products and Trading Trader Thierry Bien is responsible for the execution of global equities and passive strategies. He also provides support to the Options Desk. Mr. Bien joined CIBC Asset Managements predecessor firm in 2000 and before that held various administrative positions. Mr. Bien trained on financial products at The Belgian Bankers Association and at The Institute of International Finance and trading. Idriss Benzina Structured Products and Trading Derivatives Trader Idriss Benzina contributes to the execution of FX strategies. As an OTC derivatives trader, he provides support to the firms derivatives desks. Prior to joining CIBC Asset Management in 2016, Mr. Benzina worked at PSP Investments in numerous capacities. His last position was as a treasury manager involved in the management and control of financial risks related to liquidity needs, corporate financing activities and foreign exchange hedging. Mr. Benzina holds a Masters degree in Financial Engineering and a Masters in Finance (specializing in Derivatives) from the Universiteacute du Queacutebec agrave Montreacuteal and a Bachelors degree in Finance from the Universiteacute des Hautes Eacutetudes Commerciales. Alain Picheacute, CFA, CMT, DMS Structured Products and Trading Assistant Vice-President Alain Picheacute is responsible for developing and implementing various option strategies for Equities and FX. In his capacity, he is involved in managing, customizing derivatives solutions and contributing to research. Mr. Picheacute joined CIBC Asset Managements predecessor firm in 2004 and has held various roles in Trading and Middle-Office. He previously worked as an Investment Analyst at Option Retraite and in Institutional Client Relations at Fiducie Desjardins. Mr. Picheacute holds a Bachelor of Business Administration degree from Universiteacute du Queacutebec. He is also a CFA charterholder and holds the designation of Chartered Market Technician (CMT) and the designation of Derivatives Market Specialist (DMS). Geoffrey Githaiga Structured Products and Trading Analyst Geoffrey Githaiga updates and maintains our quantitative research platform and participates in the development of quantitative short-term models. Mr. Githaiga joined CIBC Asset Management in 2012. He holds a Master of Business Administration and Bachelor of Science degree from McGill University in Montreal. David Leblanc Structured Products and Trading AnalystTrader David Leblanc is involved in the day-to-day management of passive and structured products covering Equities and Commodities. He also contributes to research and the development of systematic strategies and investment solutions. Mr. Leblanc joined CIBC Asset Management in 2011 and was an Assistant Trader previously. He also held an internship role at Innocap and was an Accounting Technician at Le Bureau de PS C. A. Mr. Leblanc holds a Master of Science in Finance from Universiteacute de Sherbrooke and a Bachelor of Engineering degree from Eacutecole Polytechnique de Montreacuteal. Alina Nicolau, CIM Structured Products and Trading Analyst Alina Nicolau is involved in the day-to-day management of passive and structured products covering Equities and Commodities. She also contributes to research and the development of systematic strategies and investment solutions. Prior to her current role, Ms. Nicolau worked as an Analyst, Business Controls, joining the firm in 2006. Prior to that she was a Compliance and Operations Manager at FDDL amp Associates. Ms. Nicolau holds an MBA (Finance) from Universiteacute du Queacutebec agrave Montreacuteal and a Bachelor of Arts degree from Sorbonne University. She also holds the designation of Chartered Investment Manager (CIM).Executives Experience and Expertise Meet the executive team at CIBC Capital Markets. Our professionals are dedicated to serving our clients wherever they do business, and to providing leading financial solutions in Canada and in key industries globally. Senior Executive Vice-President and Group Head, CIBC Capital Markets Harry Culham is responsible for CIBC Capital Markets which provides integrated credit and capital markets products, investment banking advisory services, corporate lending and top-ranked research to corporate, government and institutional clients around the world. In this role, Mr. Culham is Chair and CEO of CIBC World Markets Inc. and is a member of CIBCs Executive Committee. He is also a member of CIBC Mellons Board of Directors and has oversight of CIBC Mellon from a CIBC perspective. Additionally, Mr. Culham is a member of the CIBC Pension and Benefits Investment Committee. Prior to joining CIBC in May 2008, Mr. Culham was with a global U. S. bank in London as the Managing Director of Fixed Income, Currencies and Commodities. Previous to that, he was Managing Director and Head of Fixed Income, Currencies and Commodities in London for a large German bank. Mr. Culham has also held senior roles in capital markets with other global banks in Europe and Asia. He started his career with CIBC in the graduate training program. Mr. Culham chairs the CIBC Childrens Foundation and is a member of the Faculty Advisory Board for the Sauder School of Business. He is also a member of the Women in Capital Markets Advisory Council. He graduated from the University of British Columbia, Sauder School of Business, and is a Portfolio Management Foundation (PMF) alumnus and Leslie Wong Fellow. Executive Vice-President, Business and Corporate Banking Jon Hountalas leads our teams focused on meeting the needs of our business clients, from small businesses to large corporations. This includes directly delivering cash management, lending, and deposit products and services. In addition, these teams partner with other areas of CIBC to deliver ancillary business services, and meet the wealth management and personal banking needs of business owners, executives, and employees. Mr. Hountalas joined CIBC in 2010 as Executive Vice-President of Business Banking and added responsibility for Corporate Banking in 2015. He has over 25 years of experience with HSBC Bank Canada in various client-facing and executive roles prior to joining CIBC. Mr. Hountalas is a Board Director with the Loran Scholars Foundation. He holds a Bachelor of Commerce and MBA from McGill University. Roman S Dubczak Managing Director and Head, Global Investment Banking, CIBC Capital Markets, CIBC World Markets Inc. Roman Dubczak is responsible for all financing and advisory activities including mergers and acquisitions, public equity and debt issuance, and infrastructure finance at CIBC. He is a member of CIBCs Operating Committee, the Capital Markets Executive Committee and a board member of CIBC World Markets Inc. Mr. Dubczak joined CIBC in 1992 and has worked in a variety of capital markets roles. He was previously responsible for CIBCs global equities business including sales, trading, underwriting, prime brokerage, alternative execution services and research. Prior to joining CIBC, Mr. Dubczak worked in corporate development, portfolio management and financial management, as well as general audit. He holds a Bachelor of Commerce degree from the University of Toronto and a Master of Business Administration from the Schulich School of Business, as well as Chartered Accountant and Chartered Financial Analyst designations. Mr. Dubczak is past Chair of the Investment Industry Association of Canada and is a Trustee of the Fraser Institute. He is also a Vice Chair of St. Josephs Health Centre Foundation and a Director of the CIBC Childrens Foundation. Managing Director and Head, Global Markets, CIBC Capital Markets Christian Exshaw is responsible for capital markets sales, trading, research and related activities globally across asset classes. He is a member of CIBCs Operating Committee and the Capital Markets Management Committee. Mr. Exshaw joined CIBC in 2008 and previously led the banks Capital Markets Trading business. Prior to CIBC, he was Managing Director at Merrill Lynch in London responsible for sales and structuring. Before joining Merrill Lynch, Mr. Exshaw was Managing Director at Dresdner Kleinwort in London where he held a number of senior positions across Global Markets. He began his career in capital markets as an options trader and structurer. Mr. Exshaw currently serves on the Board of Directors for the TMX Group and is a member of the Childrens Aid Foundations fundraising committee. From 2012 to 2014, Mr. Exshaw acted as Chair of the Capital Markets United Way Campaign. He holds a Masters of Science in Risk Management and Financial Instruments, and a Masters in Finance from the Institut dAdministration des Entreprises in France. Managing Director and Head, Asia Pacific Region, CIBC Wayne Lee is Managing Director and Head, Asia Pacific Region. Mr. Lee is based in Hong Kong and is responsible for all business and governance functions under the Asia Pacific regional management structure. Prior to this role, Mr. Lee was Senior Vice-President and Chief Financial Officer, CIBC Capital Markets, and was also responsible for finance business support to CIBCs International Operations, and Strategy and Corporate Development. Mr. Lee joined CIBC in 2001 and held increasingly senior and international positions, including two years in New York. Prior to joining CIBC, he was with PricewaterhouseCoopers in Toronto Mr. Lee is Chair of CIBCs Asia Pacific Management Committee and a member of the Capital Markets Management Committee. Mr. Lee previously served on the CIBC World Markets Inc. Board of Directors and was a member of the CIBC Pension Funding and Expense Committee. Mr. Lee received a Bachelor of Commerce degree from the McGill University (Montreal) and is a Chartered Accountant and a Chartered Financial Analyst. Managing Director and Head, European Region, CIBC Capital Markets Kevin Li is Managing Director and Head, European Region. He is based in London and responsible for all business and governance functions under the European regional management structure. Prior to his current role, Mr. Li was Managing Director and Head of Canadian Investment Banking based in Toronto. He was responsible for CIBCs investment banking operations in Canada, including Diversified, Technology, Media amp Telecommunications, Real Estate, Financial Institutions, Retail Structured Products, and Power amp Utilities. Mr. Li has 20 years of industry experience in a broad range of corporate finance and MampA transactions holding progressively senior roles at CIBC and formerly at Morgan Stanley. Mr. Li is Chair of CIBCs European Management Committee and a member of the Capital Markets Management Committee. He is a past recipient of Canadas Top 40 Under 40 Award . and has been a Director of Second Harvest and a member of the Presidents Council of St. Michaels Hospital. He holds a Bachelor of Science in Economics with a specialization in Finance from the Wharton School at the University of Pennsylvania. Managing Director and Head, U. S. Region, CIBC Jennifer Warren is Managing Director and Head, U. S. Region, CIBC. As Chair of the U. S. Management Committee, she is responsible for all business and governance functions under the U. S. regional management structure. Ms. Warren is also a member of the CIBC Capital Markets Management Committee. Prior to this role, Ms. Warren was Senior Vice-President, General Counsel (Canada) for CIBC responsible for the Canadian legal team of CIBC, as well as the Privacy and Ombudsman Office and the global Documentation team. Ms. Warren began her career in 1990 as a corporatecommercial lawyer with Blake, Cassels amp Graydon LLP, first in Calgary and then in Toronto. She has also held senior legal positions at Rogers Communications Inc. following which she joined Torys LLP. Ms. Warren currently sits on the Board of Directors of Atlantic Trust Company, N, A. a U. S.-based private wealth management company that is a wholly-owned subsidiary of CIBC. She serves as a Trustee and member of the Finance amp Audit and Executive Committees of the Institute of International Bankers and represents CIBC on the Partnership for New York City. Ms. Warren received both an LLB and Bachelor of Science (with High Distinction) from the University of Toronto. Canadian Imperial Bank of Commerce Website Copyright CIBC. Terms of Use CIBC Capital Markets owns and maintains this website (the Site). By accessing or using the Site, you signify your agreement with and understanding of the following terms and conditions of use (Terms of Use). If you do not agree with any of the Terms of Use, do not access or use the Site. We reserve the right, in our sole discretion, to modify, alter or otherwise update these Terms of Use at any time and you agree to be bound by such revisions, modifications, alterations or updates. You agree to review these Terms of Use on a regular basis and your continued use of the Site means that you agree with any revisions, modifications, alterations or other updates made to the Terms of Use. Access to Research Sites You may be provided with a login and password to access to certain restricted research related content on certain parts of the Site (the Research Sites). Your use of the Research Sites is subject to these Terms of Use in addition to any supplementary terms or conditions of use that apply specifically to the use of the Research Sites as may be found on the Research Sites. CIBC Capital Markets is a trademark brand name under which different legal entities provide different services under this umbrella brand. Products andor services offered through CIBC Capital Markets include products andor services offered by the Canadian Imperial Bank of Commerce and various of its subsidiaries. Services offered by the Canadian Imperial Bank of Commerce include corporate lending services, foreign exchange, money market instruments, structured notes, interest rate products and OTC derivatives. Other products and services, such as exchange-traded equity and equity options, fixed income securities, are offered through directly or indirectly held subsidiaries of CIBC as indicated below. CIBC World Markets Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. In the United States, CIBC World Markets Corp. is a member of the Financial Industry Regulatory Authority and the Securities Investor Protection Fund. CIBC World Markets plc is authorized by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and Prudential Regulation Authority. CIBC World Markets Securities Ireland Limited is regulated by the Central Bank of Ireland. CIBC Australia Ltd is regulated by the Australia Securities and Investment Commission. CIBC World Markets (Japan) Inc. is a member of the Japanese Securities Dealer Association. Canadian Imperial Bank of Commerce, Hong Kong Branch, is a registered institution under the Securities and Futures Ordinance, Cap 571. Canadian Imperial Bank of Commerce, Singapore Branch, is an offshore bank licensed and regulated by the Monetary Authority of Singapore. 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In addition, CIBC Capital Markets, or its shareholders, directors, officers, employees andor other affiliates, may from time to time have long or short positions in such securities or in options, futures or other derivative instruments based thereon. One or more of CIBC Capital Markets directors, officers andor employees may be a director of the issuer of the securities mentioned on the Site. CIBC Capital Markets or its affiliates may have managed or co-managed a public offering of, or acted as initial purchaser or placement agent for a private placement of, any of the securities of any issuer mentioned on the Site, or may from time to time perform investment banking or other services for, or solicit investment banking or other business from, mentioned companies. CIBC Capital Markets andor any of its affiliates may have received remuneration in connection with any of the activities described immediately above. 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Ao contrário de um registro de desempenho real, os resultados simulados não representam a negociação real. Also, since the trades have not actually been executed, the results may have under or over-compensated for the impact, if any, of certain market factors, such as lack of liquidity. Simulated trading programs in general are designed with the benefit of hindsight. Past performance is not in any way indicative of any future results and no representation is being made with respect to past performances being in any way indicative of future performance. Material to be Consulted in its Entirety All materials at this site are meant to be reviewed in their entirety, including any footnotes, legal disclaimers, restrictions or disclosures, and any copyright or proprietary notices. You are deemed to have notice of all appropriate disclaimers, notifications, footnotes or disclosures through use of the Site. 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Anything that you transmit to the Site becomes the property of Canadian Imperial Bank of Commerce, and its subsidiaries and may be used by Canadian Imperial Bank of Commerce and its subsidiaries for any lawful purpose, and is further subject to disclosure as deemed appropriate by us, including to any legal or regulatory authority to which we are subject. Canadian Imperial Bank of Commerce and its subsidiaries reserves all rights with respect to copyright and trademark ownership of all material on the Site, and will enforce such rights to the full extent of the law. Any unauthorized use of any of the Trademarks will be a violation of Canadian Imperial Bank of Commerce and its subsidiaries statutory or common law rights and may result in legal action being taken against those who are using the Trademarks without authorization. The following marks include registered or unregistered trademarks or trade names of Canadian Imperial Bank of Commerce in Canada andor its subsidiaries in other jurisdictions:Marex Spectron Hires a New FX Team Peter Snasdell joins from CIBC where he was executive director with responsibility for FX, FX options and precious metals. He has also worked at Newedge, RBC and BNP Paribas. Meanwhile, Keith Mash and Paul Spillman join from Newedge. Both have significant experience in client sales and broking as well as trading and have been with Newedge since its formation: Keith was at Calyon and Paul at Fimat prior to the merger that created the firm. All three join as senior vice-presidents, FX sales and will be based in Marex Spectrons headquarters in London. Peter, Keith and Paul will lead Marex Spectrons new agency broking desk, working alongside the existing team that offers FX services to the brokers core commodities clients. For further information, please contact Richard Lindsay on 44(0)20 7650 4091 or rlindsaymarexspectron Notes to editors Marex Spectron is one of the worlds largest privately held brokers of financial instruments in the commodities sector and a leader in enabling trade in physical energy products. We are the conduit for clients transacting in raw materials and related derivatives. We do so efficiently, discretely and with confidence, on or off-exchange. We provide liquidity in commodity markets that are frequently difficult for clients to access or that require specialist knowledge to navigate successfully. We connect our clients to any of the worlds major commodity exchanges via state of the art networks. We provide a full suite of services to trading companies who need to outsource infrastructure and support operations. We also broker financial futures and options, foreign exchange, fixed income and equity securities. Our aim is to provide our clients with a global, integrated service that enables them to trade how they want to trade: by voice, on electronic platforms or through trading floors where possible. Our clients are predominantly commodity producers and consumers, banks, hedge funds, asset managers, brokers, commodity trading advisors and professional traders. We are members of the London Metal Exchange (where we are a Category 1 ring dealer), the CME Group exchanges, ICE US, NYSE Liffe, ICE Futures and Eurex. We are over 600 market professionals, headquartered in London with offices across Europe, North America and Asia. Canadian Online Brokerage Review 8211 CIBC Investor8217s Edge Pricing amp Fees CIBC Investor8217s Edge has done something many did not think they would do: lower commission prices to beneath that of their bank-owned competitors. While they were among the last of the bank-owned discount brokerages to lower their pricing under the 10 mark (down from 28.95 per standard commission trade), Investor8217s Edge took things down much further than their competitors by lowering their standard commission price to 6.95. They didn8217t stop there, however. There is also an active trader pricing available which is 4.95 per trade for individuals (or households) that trade at least 150 times per quarter. The ability to pool assets by household and have that count towards trading thresholds is something that is relatively unique to CIBC Investor8217s Edge and it is what makes their current pricing very challenging for others to match let alone beat. As with some of their competitors, CIBC Investor8217s Edge does have an 8220account maintenance8221 fee. The fee of 100 is charged annually for balances that are less than 10,000 (calculated at the close of business on Sept. 15th). This fee is waived for individuals who also hold a registered account such as an RRSP, RESP, RIF, LIF or LIRA. Pricing for options contracts also mirror the standard and active trader commission structure. Standard option pricing is 6.95 1.25 per contract and active trader options pricing is 4.95 1.25 per contract. Account Types CIBC Investors Edge offers clients the ability to trade online in non-registered and registered accounts. Like other discount brokerages, the non-registered accounts at Investors Edge include cash and margin accounts in which clients can short stocks as well as trade options. For account balances of under 10,000, there is a 100 per year account maintenance fee that is assessed (the fee is assessed based on the balance as of close of business on September 15 th ). For the registered accounts, CIBC Investors Edge offers the tax-free savings account (TFSA), registered-retirement savings plan accounts (RRSPs) and registered education savings plan (RESP) accounts. There are general administration fees of 100 per year for RRSP accounts that do not meet the minimum balance threshold of 25,000. Neither TFSAs nor RESPs have administration fees. Unlike some of their discount brokerage peers, CIBC Investors Edge does not have US dollar registered accounts so clients will have to factor in currency conversion fees into their costs if they plan on trading US-listed securities. PlatformData The online trading platforms offered by CIBC include a standard web-based platform as well a mobile trading app. The standard web-based trading platform allows for most of the essential functions for order entry, creatingmonitoring watchlists as well as basic chart and fundamental research. It is comparable to most of the standard online trading interfaces offered by other online brokerages. In addition to the web-based platform, CIBC also offers a mobile brokerage app which is available on iPhone, Android and Blackberry. Reviews amp Ratings
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