Stephen Lingard
Directeur de la Recherche - Actions chez CI Investments, Inc.
Profil
Mr. Stephen R.
Lingard, CFA MBA, is a Senior Portfolio Manager & Head of Investment Research at CI Investments, Inc. He has more than 25 years of industry experience.
For most of his career, he has specialized in tactical asset allocation research, investment strategy selection, manager oversight, portfolio construction and risk management.
He also has related investment experience in Europe, Asia and the United States.
Mr. Lingard was previously employed as a Senior Portfolio Manager at another diversified global asset manager, where he managed multi-asset portfolio programs.
He holds a bachelor of science degree from Western University, an MBA from EU Business School, the Chartered Financial Analyst (CFA) designation, and is a member of the Toronto Society of Financial Analysts.
Postes actifs de Stephen Lingard
| Sociétés | Poste | Début |
|---|---|---|
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. | Directeur de la Recherche - Actions | 09/01/2019 |
Anciens postes connus de Stephen Lingard
| Sociétés | Poste | Fin |
|---|---|---|
Franklin Templeton Investments Corp.
 Franklin Templeton Investments Corp. Investment ManagersFinance Franklin Templeton Investments Corp. (FTI) is a SEC-registered investment advisor and mutual fund manager headquartered in Toronto, Canada. The firm was founded in 2000 and they are a subsidiary of Templeton International, Inc. Their ultimate parent is Franklin Resources, Inc. (NYSE: BEN), a global investment management company also known as Franklin Templeton Investments. FTI provides investment advisory and portfolio management services with clients in jurisdictions worldwide, which include registered open-end and closed-end funds and unregistered funds, as well as separate accounts for institutional and high net-worth clients. | Membre du Comité d'Investissement | 01/01/2019 |
Fidelity (Canada) Asset Management ULC
 Fidelity (Canada) Asset Management ULC Investment ManagersFinance Fidelity (Canada) Asset Management ULC (FCAM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was formerly known as Pyramis Global Advisors (Canada) ULC. They are a subsidiary of Fidelity Investments Canada ULC, ultimately owned by FMR LLC in the US. FCAM provides services to Canadian institutional investors, including corporate and public retirement funds, endowments, foundations, insurance companies and banks. | Analyst-Equity | 31/12/2007 |
Societe Generale Asia Ltd.
 Societe Generale Asia Ltd. Investment Banks/BrokersFinance Part of Société Générale SA, Societe Generale Asia Ltd. provides financial institutions with a complete range of services, including strategic advisory and financing, asset and liability management, and investment solutions. Based in Hong Kong, HK, Societe Generale Asia offers an integrated range of services to manage daily transactions for both corporate and financial institutions. The Chinese company's expertise ranges from corporate and investment banking to asset management, securities services, and specialized financial services. Hikaru Ogata has been the CEO of the company since 2010. | Corporate Officer/Principal | 30/06/1997 |
Freedom International Brokerage Co.
 Freedom International Brokerage Co. Investment Banks/BrokersFinance Part of BGC Group, Inc., Freedom International Brokerage Co. provides inter-dealer broker services. The company is based in Toronto, Canada. Freedom International Brokerage was acquired by eSpeed, Inc. on April 11, 2001 for $6.69 million. Kevin Kirby has been the CEO of the Canadian company since 1994. | Corporate Officer/Principal | 30/04/1996 |
Formation de Stephen Lingard
| University of Western Ontario | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Franklin Templeton Investments Corp.
Franklin Templeton Investments Corp. Investment ManagersFinance Franklin Templeton Investments Corp. (FTI) is a SEC-registered investment advisor and mutual fund manager headquartered in Toronto, Canada. The firm was founded in 2000 and they are a subsidiary of Templeton International, Inc. Their ultimate parent is Franklin Resources, Inc. (NYSE: BEN), a global investment management company also known as Franklin Templeton Investments. FTI provides investment advisory and portfolio management services with clients in jurisdictions worldwide, which include registered open-end and closed-end funds and unregistered funds, as well as separate accounts for institutional and high net-worth clients. | Finance |
| European University Portugal Centro de Estudos de Gestão SA | Consumer Services |
Freedom International Brokerage Co.
Freedom International Brokerage Co. Investment Banks/BrokersFinance Part of BGC Group, Inc., Freedom International Brokerage Co. provides inter-dealer broker services. The company is based in Toronto, Canada. Freedom International Brokerage was acquired by eSpeed, Inc. on April 11, 2001 for $6.69 million. Kevin Kirby has been the CEO of the Canadian company since 1994. | Finance |
Societe Generale Asia Ltd.
Societe Generale Asia Ltd. Investment Banks/BrokersFinance Part of Société Générale SA, Societe Generale Asia Ltd. provides financial institutions with a complete range of services, including strategic advisory and financing, asset and liability management, and investment solutions. Based in Hong Kong, HK, Societe Generale Asia offers an integrated range of services to manage daily transactions for both corporate and financial institutions. The Chinese company's expertise ranges from corporate and investment banking to asset management, securities services, and specialized financial services. Hikaru Ogata has been the CEO of the company since 2010. | Finance |
Fidelity (Canada) Asset Management ULC
Fidelity (Canada) Asset Management ULC Investment ManagersFinance Fidelity (Canada) Asset Management ULC (FCAM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was formerly known as Pyramis Global Advisors (Canada) ULC. They are a subsidiary of Fidelity Investments Canada ULC, ultimately owned by FMR LLC in the US. FCAM provides services to Canadian institutional investors, including corporate and public retirement funds, endowments, foundations, insurance companies and banks. | Finance |
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. | Finance |