Lee Goldman
Portfolio Manager-Fixed Income chez CI Investments, Inc.
Provenance du réseau au premier degré de Lee Goldman
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
University of Western Ontario
247
| College/University | Other Consumer Services | 247 |
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 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Lee Goldman via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
| University of Toronto | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Graduate Degree Graduate Degree Graduate Degree Undergraduate Degree Graduate 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 Undergraduate Degree Masters Business Admin Masters Business Admin 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 University of Waterloo | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Rotman School of Management | College/University | Graduate Degree Graduate Degree Corporate Officer/Principal Masters Business Admin | |
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 | |
| JFT STRATEGIES FUND | Investment Trusts/Mutual Funds | Chief Operating Officer Director/Board Member Chief Operating Officer Director of Finance/CFO | |
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 | |
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 | |
| Carleton University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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 | |
| Richard Ivey School of Business | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| McMaster University | College/University | Doctorate Degree Masters Business Admin Undergraduate Degree | |
| CI FINANCIAL CORP. | Investment Managers | Corporate Officer/Principal Chief Investment Officer President | |
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 FIRST ASSET CANADIAN REIT ETF | Real Estate Investment Trusts | Chief Operating Officer Director/Board Member Chief Operating Officer | |
| Dalhousie University | College/University | Masters Business Admin Graduate Degree Masters Business Admin | |
Beach Hepburn LLP
 Beach Hepburn LLP Miscellaneous Commercial ServicesCommercial Services Beach Hepburn LLP provides legal services. The private company is based in Toronto, Canada. The Canadian company was founded by Lyle Roy Hepburn. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Canada Pension Plan Investment Board
 Canada Pension Plan Investment Board Investment ManagersFinance The Canada Pension Plan Investment Board (also known as CPP Investments) is a government-owned professional investment management organization headquartered in Toronto, Canada. The firm was founded in 1997 to help provide a foundation on which Canadians build financial security in retirement. CPP Investments manages the investments of the Canada Pension Plan Fund (CPP Fund). | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
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 | |
| University of Hong Kong | College/University | Graduate Degree Graduate Degree | |
| KINROSS GOLD CORPORATION | Precious Metals | Investor Relations Contact Corporate Officer/Principal | |
| The Schulich School of Business | College/University | Masters Business Admin Masters Business Admin |
Statistiques
Internationale
| Canada | 47 |
| Etats-Unis | 3 |
| Hong Kong | 3 |
Sectorielle
| Miscellaneous | 21 |
| Finance | 16 |
| Consumer Services | 12 |
| Commercial Services | 3 |
| Non-Energy Minerals | 2 |
Opérationnelle
| Corporate Officer/Principal | 196 |
| Director/Board Member | 153 |
| Undergraduate Degree | 101 |
| Portfolio Manager-Equities | 89 |
| Analyst-Equity | 85 |
Relations les plus connectées
| Insiders | |
|---|---|
| Paul V. Dinelle | 89 |
| Z. Edward Akkawi | 39 |
| John Stephenson | 24 |
| Jay G. Goldman | 16 |
| Darie Urbanky | 16 |
| Tania Maciver | 15 |
| John Kutkevicius | 13 |
| Kimberley Okell | 12 |
| Christopher L.C. Couprie | 11 |
| Scott McLean | 10 |
| James Julian Dutkiewicz | 10 |
| Drummond Brodeur | 10 |
| William Middleton | 10 |
| Jamie Blundell | 9 |
| George Albino | 9 |
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