Investeringsledning Våra erfarna investeringslag är en viktig konkurrensfördel. Spänningen i varje tillgångsklass omfattar dessa tre grupper: Globala aktier, Global Fixed Income och Global Asset Allocation och Currency Products. Gary Grad, CFA VD, Chief Investment Officer, CIBC Asset Management Gary Grad är VD och Chief Investment Officer vid CIBC Asset Management. Ledande vårt team av högkvalificerade investeringsproffs, övervakar Grad portföljförvaltningen och forskargrupperna som ansvarar för att leverera överlägsen investeringsprestanda till våra kunder över alla tillgångsklasser. Mr Grad tar över 25 års erfarenhet av branschen och var senast VD för Investment Management Research vid CIBC Asset Management. Innan han gick med i företaget arbetade Grad med det institutionella investerargemenskapen vid Fidelity Investments som fungerade som vice president, institutionella konsultrelationer och vice ordförande, institutionella investeringar och analys. Innan han gick med i Fidelity var han med Frank Russell Canada, Altamira Management och Mutual Life i Kanada, där han började sin investeringskarriär som aktieanalytiker. Mr Grad är CFA-charterhållare och har en hedersexamen från företagsekonomi från University of Western Ontario. Stephen Carlin, CFA Chef för Equities VD Stephen Carlin övervakar CIBC Asset Managements kanadensiska och globala aktier portföljförvaltning och forskningsinsatser. Han har det primära portföljansvaret för kanadensiska kapital - och kapitalinkomstmandat. Innan han blev medlem i CIBC Asset Management 2013 var Carlin Senior Vice President och Aktiechef i Aegon Capital Management där han lyckades med kanadensiska balans-, inkomst - och utdelningsstrategier och ledde ett team av portföljförvaltare, analytiker och handlare. Tidigare till hans roll i Aegon var han Vice President, kanadensiska aktier vid KBSH Capital Management och Director, Canadian Equities, CT Investment Management Group. Carlin har en kandidatexamen från University of Western Ontario. Han är också CFA-charterhållare. Domenic Monteferrante, CFA Canadian Equities Förste vice ordförande Domenic Monteferrante är en portföljförvaltare på det kanadensiska aktiebolaget som ansvarar för socialt ansvarsfulla och utdelningsportföljmandat. Innan han gick till CIBC Asset Managements föregångare företag 1998 var Monteferrante Portfolio Manager, kanadensiska aktier vid Bimcor och var statistisk analytiker på kanadensiska Pacific Rail Ltd. Mr. Monteferrante har en civilekonom och doktorsexamen från Concordia University . Han är också CFA-charterhållare. Colum McKinley, CFA Canadian Equities Vice ordförande Colum McKinley har en ledande roll som Portföljchef på vårt kanadensiska aktiebolag. Han är ansvarig för CIBC: s månadsinkomstfond, CIBC Canadian Equity Value Fund och andra nyckelvärdesmandater. Innan han gick med i CIBC Asset Management 2010 var McKinley en portföljchef hos Sionna Investment Managers, och vice ordförande och direktör, Portfolio Manager på TD Asset Management. Han var också en Senior Investment Analyst vid Sun Life of Canada och Research Associate i Marleau, Lemire Securities. En medlem av den rådgivande kommitté för redovisningskommittéer, McKinley, har en kandidatexamen i ekonomi från University of Western Ontario. Han är också CFA-charterhållare. Jennifer Law, CFA Canadian Small Cap Equities Vice ordförande Jennifer Law är en portföljchef med ledningsansvar för den strategiska strategin för kanadensiska småkapitaltillväxt till ett rimligt pris (GARP). Ms Law började CIBC Asset Managements föregångare företag 2003. Hennes tidigare erfarenhet omfattar även Portföljchef för kanadensiska Small Cap Equities hos Empire Financial Group, Analyst av kanadensiska Small Cap Equities hos Montrusco Bolton Inc. och Corporate Finance Associate hos Unimet Capital Corp..Lagen fick sin Bachelor of Commerce grad från University of British Columbia. Hon är också CFA-charterhållare. Scott Vali, CFA Scott Vali är medlem i aktiegruppen med ledningsansvar för globala resursfonder, inklusive energi - och ädelmetallfonderna. Innan han blev medlem i CIBC Asset Management 2014 var Vali vice-president, Portföljchef med CI Investments där han förvaltade Global Energy and Resource funds och var ansvarig för råvarustrategin som medlem av Asset Allocation Committee. Tidigare i denna roll höll han olika positioner på CI-aktieforskningsgruppen. Herr Vali har en kandidatexamen från University of Toronto. Han är också CFA-charterhållare. Mark Lin, CFA International Equities Vicepresident Mark Lin är ledande Portföljchef på International Equities team som ansvarar för globala kapitalmandat. Innan han blev medlem av CIBC Asset Managements föregångare under 2002 var Lin en analytiker och portföljförvaltare hos Jarislowsky Fraser Ltd. ansvarig för institutionella internationella egetkapitalkonton. Han var också en Equity Analyst hos Standard Life Investments Ltd. och en associerad analytiker vid UBS Warburg. Mr Lin har en kandidatexamen från York University, en civilekonomsexamen från McGill University och är också CFA-charterhållare. Craig Jerusalim, CFA Canadian Property Portfolio Manager Craig Jerusalim är en portföljchef på det canadiska aktiebolagets team som ansvarar för CIBC Canadian Equity Core Fund och andra kanadensiska aktiemandat. Innan han började delta i CIBC Asset Management 2006 arbetade Jerusalim som analytiker vid Dynamic Mutual Funds och en programutvecklare på Amdocs Ltd. Mr. Jerusalim har en kandidatexamen från McGill University och en civilekonom från University of Toronto. Han är också CFA-charterhållare. Sara Shahram, CFA Equity Associated Portfolio Manager Sara Shahram, i sin roll som Associated Portfolio Manager, Global Resources, är medlem i Equity-teamet och stöder globala resursmandat. Före anslutningen till CIBC Asset Management 2014 var Ms Shahram Senior Investment Analyst, Global Resources, med CI Investments där hon arbetade nära med Global Resources Portfolio Manager för att fatta investeringsbeslut om globala resursaktier. Ms Shahram arbetade tidigare som en associerad aktör inom ädle metaller aktieforskning på Macquarie Capital Markets och basmetaller aktier forskning vid Canaccord Genuity. Ms Shahram har en Bachelor of Commerce-examen och en civilingenjörsexamen från Rotman School of Management, University of Toronto. Hon är också CFA-charterhållare. Keith Lam, CFA, CPA, CA Equity Associated Portfolio Manager Keith Lam är medlem i Equities-teamet och har associerat ansvar för portföljförvaltningen för All Cap Equity-strategier. Hans roll omfattar aktieval, portföljkonstruktion och riskreducering. Före anslutningen till CIBC Asset Management år 2014 var Lam VD, CFO och Portföljchef på Red Sky Capital Management Ltd. där han var ansvarig för all information om allelägenhet, finansiell och regelbunden rapportering. Han deltog också i investeringsbeslut avseende finansiella tjänster, teknik, fastigheter och konsumentprodukter i Nordamerika. Tidigare var Lam vice vice president och associerad portföljchef hos GMP Investment Management och Financial Services Equity Research Associated med GMP Securities. Mr Lam har en magisterexamen och en bachelor i matematik examen från University of Waterloo. Han är en CPA, CA och en CFA-charterhållare. Crystal Maloney, CFA, CPA, CMA Equity Associated Portföljförvaltare Crystal Maloney är medlem i Equities teamet med associerad portföljförvaltning ansvar för flera aktiemandat. Innan hon började delta i CIBC Asset Management 2015 var Maloney en portföljchef på OtterWood Capital Management där hon genomförde aktieforskning, utvalda värdepapper och bestämd portföljkonstruktion. Före den rollen var Maloney en Senior Analyst och Portfolio Manager på Aegon Capital, som utför grundläggande aktieanalys och bidrar till aktievalet över många mandat. Hon har också arbetat på BMO Capital Markets som en Equity Research Associate med fokus på finanssektorn. Ms Maloney har en hedersexamen från handelsuniversitet från Queens University. Hon är en CPA, CMA och är också CFA-charterhållare. Marilyn Brophy, CFA Chef för Equity Research, VD Marilyn Brophy ansvarar för aktieportföljernas strategiska inriktning och utvecklingen av aktieäkerhetsrekommendationer genom ledningen av ett team av analytiker. Före anslutningen till CIBC Asset Management 2010 var Ms Brophy verkställande direktör, kanadensiska aktier vid UBS Global Asset Management och direktör och aktieanalysanalytiker, Retailing hos Scotia Capital. Före Scotia Capital höll hon positionen som Merchandising Analyst hos TD Securities. Fru Brophy har också arbetat på Levesque Beaubien och First Boston. Ms Brophy har en civilingenjörsexamen från Queens University, Civilingenjörsexamen i ekonomi från McMaster University och en hedersexamen Bachelor of Arts i ekonomi från Queens University. Hon är också CFA-charterhållare. Dominique Barker, CFA Equities - Rörledningar, Verktyg, Fastighetschef Analyst Dominique Barker är medlem i Equities Research Team. Hon ansvarar för undersökningen av verktyg, rörledningar och fastighetsbranschen. Innan hon anslöt sig till CIBC Asset Management 2010, innehöll Ms Barkers tidigare positioner forskningsanalytiker vid Credit Suisse där hon täckte global alternativ energi och kanadensiska ledningar och verktyg, institutionell aktieförsäljare vid UBS Securities, Associate, Investment Banking på Newcrest CapitalTD Securities and Associate , Revisions - och företagsrådgivningsgrupper vid Ernst amp Young. Ms Barker har en civilingenjörsexamen i redovisning från University of Toronto och kandidatexamen i teknik från Queens University. Hon är också CFA-charterhållare. Andreas Hoppe Equities - Industrials Senior Analyst Andreas Hoppe är medlem i aktieforskningsgruppen ansvarig för forskningsdeklarationen inom industrisektorn. Innan han anslöt sig till CIBC Asset Management 2006 arbetade Hoppe som Equity Research Analyst hos Westwind Partners och BMO Nesbitt Burns. Hoppe har en civilingenjörsexamen från Concordia University, Civilingenjörsexamen från University of Toronto och Civilingenjörsexamen från McGill University. Han var en professionell ingenjör och var medlem i lrdre des Ingenieurs du Quebec. Brian See, CFA Equities - Energi Senior Analyst Brian See är medlem i Equities Research Team. Han är ansvarig för forskningsdeklarationen för den nordamerikanska energisektorn och är co-chef för CIBC Energy Fund. Innan han blev medlem i CIBC Asset Management 2013 var Mr. See huvudansvarig på OMERS Capital Markets, där han tillhandahöll global energidäckning på EP, integrerade företag, oljesand och raffinaderier. Hans tidigare erfarenhet inkluderar även Senior Research Associate hos Scotia Capital, Logistics Analyst med Petro-Canada och avkastningsanalytiker på Canadian Pacific Railway Limited. Mr See har en doktorsexamen från Haskayne School of Business vid University of Calgary. Han är också CFA-charterhållare. Natalie Taylor, CFA Equities - Finans Senior Analytiker Natalie Taylor är medlem i Equities Research Team. Hon ansvarar för forskningsdepartementet inom den nordamerikanska finanssektorn och är co-chef för CIBC Financial Companies Fund. Innan hon anslöt sig till CIBC Asset Management år 2013 innehöll Ms Taylors tidigare arbetslivserfarenhet Research Analyst, Global Equities hos RBC Global Asset Management, där hon omfattade nordamerikanska, europeiska och asiatiska finans - och konsumentdiskretionära sektorer och biträdande direktör, kanadensisk finansanalytiker vid UBS Global Asset Management Inc. Hon var också Equity Research Associate, Banker och Diversified Financials hos Scotia Capital Inc. Ms Taylor har en Bachelor Business Administration grad från Wilfrid Laurier University. Hon är också CFA-charterhållare. Daniel Greenspan Equities Mining Amp Materials Materials Senior Analyst Daniel Greenspan är medlem i Equities Research Team. Han är ansvarig för den grundläggande analysen av den nordamerikanska materialbranschen, inklusive metaller, gruv-, kemikalier och gödselföretag. Innan han började delta i CIBC Asset Management år 2016, arbetade herr Greenspan hos Macquarie Capital Markets Canada Ltd. som vice vd, Senior Analyst. I den egenskapen var han ansvarig för undersökningen och analysen av metaller och gödselföretag. Tidigare till denna position var han en Senior Equity Research Associate hos företaget som täckte gruvindustrin. Mr Greenspan har en civilingenjörsexamen från Rotman School of Management vid University of Toronto och en kandidatexamen i ekonomi från University of Western Ontario. Jonathan Mzengeza Equities Informationsteknolog Analyst Jonathan Mzengeza är medlem i aktieforskningsgruppen ansvarig för forskningsdekning av nordamerikanska IT-företag. Innan han anslöt sig till CIBC Asset Management år 2012 arbetade Mzengeza som teknisk analytiker hos Chubb Insurance Company of Canada. Han började sin karriär som Network Analyst på Nortech Efficient Business Solutions. Mr Mzengeza har en kandidatexamen i elektroteknik och datateknik från University of Cape Town och en civilekonomsexamen från Concordia University. Robert Gignac, CFA, CAIA Equities Small Cap Analyst Robert Gignac är medlem i Equity Research-teamet med särskild tonvikt på idégenerering, värderingsmodellering och analys av kanadensiska småkapitalbolag. Gignac gick med i CIBC Asset Management 2011. Prioriterat han var medlem i Portfolio Management and Research-teamet, var han en verkställande direktör med företagen Investment Management Research. I denna roll ledde han ett team av analytiker som ansvarar för att undersöka kanadensinriktade investeringsstrategier. Före denna roll var Gignac vice ordförande och portföljchef vid HSBC Global Asset Management. Han var också forskningsdirektör vid T. E. Investment Counsel och Associated Portfolio Manager vid First Asset Advisory Services. Mr Gignac har en hedersexamen från handelshögskolan från University of Windsor och en civilingenjör i International Securities, Investments and Banking från University of Reading. Han är också CFA-charterhållare och en CAIA-charterhållare. Jeremy Mosher Equities - Energi Analyst Jeremy Mosher är medlem i aktieforskningsgruppen ansvarig för den grundläggande analysen av nordamerikanska energibolag. Innan han blev medlem i CIBC Asset Management år 2015 var mr. Mosher Associate, Equity Research hos Peters Amp Co. Limited, med fokus på nordamerikanska oljefältstjänstföretag. Han arbetade också som Associate, Equity Research på CIBC World Markets, där han fokuserade på nordamerikanska energibolag. Herr Mosher har en heder kandidatexamen i tillämpad ekonomi från Queens University. Reyhaneh Zand Equities - Sjukvårdsanalysatör Reyhaneh Zand är medlem i Equity Research-teamet som ansvarar för forskningsdekning av nordamerikanska sjukvårdsföretag. Innan hon började delta i CIBC Asset Management år 2013 arbetade Ms Zand som Investment Banking Analyst hos Cranson Capital. Som en del av ett team som tillhandahöll fusionsförvärvsrådgivning och arrangerade finansiering för privatägda företag genomförde hon finansiell och industriell analys och hjälpte till att bestämma företagsvärderingar. Före det var Ms Zand direktör för affärsutveckling och strategi för en Toronto-utvecklare av avancerade anpassade hem. Hon började sin karriär med Thermofisher Scientific. Ms Zand har en civilingenjörsexamen från York University Schulich School of Business och en kandidatexamen från University of California. Chase Bethel, CFA Equities - Consumer Analyst Chase Bethel är medlem i Equity Research-teamet och ansvarar för den grundläggande analysen av den nordamerikanska konsumentsektorn. Före anslutningen till CIBC Asset Management år 2016 var Bethel en aktieanalysanalytiker på Desjardins Capital Markets, som täckte speciella situationer som omfattade ett antal kanadensiska konsumentrelaterade företag. Innan han gick med i Desjardins var han en institutionell investeringsanalytiker hos Fidelity Investments Canada. Mr Bethel har en kandidatexamen från företagsekonomiska högskolan i Richard Ivey. Han är också CFA-charterhållare. Matthew Ingrassia, CFA International Equities Investment Analyst Matthew Ingrassia är medlem i International Equities team ansvarig för global aktieforskning. Innan han började delta i CIBC Asset Management 2010, arbetade Ingrassia som Senior Investment Banking Associate, Global Telecommunications, Media and Entertainment Team hos Citigroup Global Markets och på kanadensiska ECM Group på BMO Capital Markets. Innan dess var han en associerad investmentanalytiker i det kanadensiska aktieägarlaget hos UBS Global Asset Management och en företagsekonomisk analytiker, EnergyIndustrialsMA hos UBS Investment Bank. Mr Ingrassia har en civilingenjörsexamen från McGill University och en kandidatexamen med hedersord från Queens University. Han är också CFA-charterhållare. Jessica Younes-Fraiberger, CFA International Equities Investment Analyst Jessica Younes-Fraiberger är medlem i International Equities-teamet och ansvarar för global aktieforskning. Innan hon anställde CIBC Asset Management år 2012 arbetade Ms Younes-Fraiberger för Dexia Asset Management Alternative Investments, där hon senare utnämndes som Senior Analyst i Event DrivenRisk Arbitrage-laget. Tidigare var hon involverad i strukturerade produkter och derivatförsäljningar på Socieacuteteacute Geacuteneacuterale Investment Banking, och var finansanalytiker vid ING Barings. Ms Younes-Fraiberger har en civilekonomsexamen från Columbia Business School och en civilingenjörsexamen i Management från ESSEC Business School. Hon är också CFA-charterhållare. Jeffrey Waldman, CFA Chef för Global Fixed Income Managing Director Jeff Waldman övervakar Global Fixed Income-teamet utöver ansvaret för portföljförvaltningen för de kortfristiga obligationsportföljerna. Herr Waldman är också ansvarig för att stärka och upprätthålla forsknings - och portföljhanteringsplattformar inom företaget som har utvecklat egna verktyg som används för riskhantering över ränteportföljer. Han bidrar till företagets forskningsspecialiseringsmodell och är medlem i fastighetsinkomstinvesteringsgraden och högavkastningskreditkommittéerna samt Investerings-, portföljrisken och de bästa genomförandekommittéerna i CIBC Asset Management. Herr Waldman gick till CIBC Asset Managements föregångare under 1998 som vice ordförande, fast inkomst. Tidigare var han hos ING Investment Management där han var vice president, kanadensiska obligationer. Innan dess var han konsult, fast inkomst och investeringsplanering associerad med Confederation Life Insurance. Herr Waldman har en civilingenjör från Carnegie Mellon University i Pittsburgh, Bachelor of Mathematics grad från University of Waterloo och är en associerad aktörsförening (ASA) och en CFA-charterhållare. John Braive John Braive var grundare av TAL Investment Counsel Ltd. (TAL) 1983. Herr Braive förvaltade företagens räntebärande tillgångar i 18 år, slutligen byggde TAL till ett av de främsta investment management-företagen i Kanada. Mr. Braive var ordförande och koncernchef för institutionens division från 1998 till 2001, då TAL köptes av CIBC. I sin nuvarande roll tjänar Mr. Braive till vice ordförande i CIBC Asset Management. Mr Braive utvecklade den första kanadensiska högavkastningsobligationsfonden och den första indexobligationsfonden i Kanada. Han har infört och utvecklat ett antal nya kvantitativa och högavkastande ränteprodukter på CIBC Asset Management. Genom att ha en ledande roll i marknadsföring och service av CIBC Asset Managements produkter har Mr. Braive varit medverkande i tillväxten av företagens tillgångar. Förutom sin roll som vice ordförande är herr Braive medlem av företagets globala fastinkomstteam, fastinkomstinvesteringsgraden och högavkastningskreditkommittéerna, CIBC: s kapitalförvaltningskommittéer för kapital och portfölj samt CIBC Asset Management Board. Han tjänar också på styrelsen i North York General Hospital. Jacques Preacutevost, CFA Global Fixed Income Förste vice ordförande Jacques Preacutevost är specialiserad på aktiv företagsobligationsförvaltning som tillämpas på både tillgångar och tillgångsportföljer. Han övervakar också ett team som ansvarar för kvantitativa och strukturerade lösningar, och bidrar till företagets forskningsmässig specialiseringsmodell. Preacutevost började 1999 med CIBC Asset Managements föregångare. Före sin nuvarande roll var han vice ordförande, fastinkomst hos företaget. Han var också en analytiker och fondschef med Scotia Capital MarketsScotiabank och en chef och analytiker med Reuters. Före det var han försäljningsrepresentant och näringsidkare med första maraton och en avvecklingsagent med Burns Fry Limited. Mr. Preacutevost har en kandidatexamen från University of Toronto. Han är också CFA-charterhållare. Steven Dubrovsky, CFA Global Fixed Income and Money Market Förste vice ordförande Steven Dubrovsky ansvarar för att hantera en mängd olika lösningar med fast inkomst, inklusive kort - och medelfristiga obligationsportföljer samt skräddarsydda strategier för institutionella investerare. Mr Dubrovsky övervakar också penningmarknadsgruppen som tillhandahåller lösningar för kontanthantering till kunder och bidrar till företagets forskningsmässig specialiseringsmodell. Mr Dubrovsky gick till förfogandeföretaget CIBC Asset Management 1992. Före sin nuvarande roll var han vice vice president, fast inkomst och senare vice ordförande, fastinkomst hos företaget. Före det var han Fixed Income Market Analyst och Trader hos Domtar. Mr Dubrovsky har en civilekonom från Concordia University och en kandidatexamen från McGill University. Han är också CFA-charterhållare. Patrick OToole, CFA, CGA Global Fixed Income Vice President Patrick OToole är en portföljförvaltare med ansvar för Core and Core Plus-kanadensiska obligatoriska mandat, och är en bidragsyter till företagets forskningsspecialiseringsmodell. Mr OToole gick med i CIBC Asset Management 2004. Han var vice vd, investerare i Mackenzie Financial Corporation, direktör, fastinkomst vid Acuity Investment Management och direktör, Nordamerikanska fastighetsinkomst i Canada Trust, före sin nuvarande roll. Han arbetade också hos Canada Mortgage and Housing Corporation som Senior Investment Officer, Treasury och senare chef, Fixed Income Portfolio. Mr OToole har ett diplom i företagsekonomi från Algonquin College. Han är certifierad revisor och CFA-charterhållare. Nicholas Leach, CFA Global Fixed Income Vice VD Nicholas Leach är en portföljchef ansvarig för hög avkastning mandat. Han bidrar också till de högavkastningsallokeringar som används i våra Core Plus-strategier och andra breda företagsobligationsmandat. Han är en bidragsyter till företagets forskningsspecialiseringsmodell. Herr Leach övervakar laget som bedriver hög avkastning kredit forskning. Han är också medlem i företagen High-Yield Credit Committee. Innan han anslöt sig till CIBC Asset Management 2012 var Leach en portföljförvaltare vid TD Asset Management och Credit Analyst hos Clarica Life Insurance Company. Han var också en fastinkomstanalytiker vid Dynamic Mutual Funds. Herr Leach har en kandidatexamen i ekonomi från University of Toronto. Han är också CFA-charterhållare. Steacutephanie Lessard, CFA Money Market Vice ordförande Steacutephanie Lessard är chef för penningmarknadsportföljförvaltningen som ansvarar för att erbjuda lösningar för kontanthantering till kunder. Hon bidrar också till företagets specialiseringsmodell. Innan hon blev medlem av CIBC Asset Managements föregångare 2001 var Ms Lessard chef, penningmarknad och preferensaktier hos Elantis i Montreal samt analytiker och trader, fast inkomst vid Fonds des Professionnels. Ms Lessard har en Bachelor of Business Administration grad från Universiteacute Laval i Quebec. Hon är också CFA-charterhållare. Gitesh Goyal, CFA Global Fixed Income - Infrastruktur och Power Vice President Gitesh Goyal är medlem i Global Fixed Income-laget. Han är ansvarig för ledande initiativ inom privat och offentlig infrastruktur och kraftpapper. Innan han gick med i CIBC Asset Management år 2016, ägde Goyal 10 år som infrastruktur - och projektfinansdirektör vid Scotia Capitals Debt Capital Markets och Corporate Banking Group. Mr Goyal har mer än 16 års erfarenhet från branschen. Mr Goyal har en civilekonomsexamen från Schulich School of Business vid York University och en civilingenjörsexamen från Indian Institute of Technology (BHU) Varanasi. Han är också CFA-charterhållare. Lou Paolone, CFA Global Fixed Income Assistant Vice President Lou Paolone är en portföljförvaltare som övervakar många av våra kundanpassade lösningar med fokus på ansvarsdriven investering. Mr Paolone utformade proprietära system som används för kapitalförvaltning. Han är också en bidragsyter till företagens forsknings - specialiseringsmodell och riskhanteringsaktiviteter. Innan han blev medlem i CIBC Asset Management 2010 var Paolone en värdepappershandlare och marknadsanalytiker hos SGS Asset Management och en Portföljchef och Trader, Fixed Income på Barclays Global Investors Canada Ltd. Han var också verkställande direktör, Senior Analyst på CIBC World Marknader och biträdande direktör, fastinkomstanalytiker vid Scotia Capital. Mr Paolone har en civilingenjörsexamen från York University och en kandidatexamen från McMaster University. Han är också CFA-charterhållare. Dave Dayaratne, CFA Global Fixed Income Assistant Vice President Dave Dayaratne är en portföljförvaltare som specialiserat sig på passiv och förbättrad passiv obligationshantering. Herr Dayaratne driver vår stratifierade provtagningsprocess och implementerar den dagliga hanteringen av passiva strategier. Innan han anslöt sig till CIBC Asset Managements föregångare 1994, hade Dayaratne olika positioner hos företaget inklusive Equity Trader. Han var också portföljadministratör vid Canada Life Investment Management. Herr Dayaratne har en kandidatexamen från York University och är också CFA-charterhållare. Pablo Martinez, CFA Private Management och Global Fixed Income Assistant Vice President Pablo Martinez har ansvaret för portföljförvaltning för en mängd olika lösningar med fast inkomst, inklusive kort - och medelfristiga obligationsportföljer med fokus på privata klientmandat. Han är också en bidragsgivare till företagets forskningsspecialiseringsmodell. Innan han anslöt sig till CIBC Asset Managements föregångare i 2002 var Martinez en fastinkomsthandlare med Merrill Lynch. Martinez har en civilingenjörsexamen från Eacutecole des hautes eacutetudes commerciales i Montreal och en kandidatexamen från McGill University. Han är också CFA-charterhållare. Bryce Eng, CFA Global Fixed Income Assistant Portföljchef Bryce Eng är involverad i portföljanalys och - förvaltning, grundläggande kreditforskning och handel för värdepapper med hög avkastning. Innan han blev medlem av CIBC Asset Managements föregångare 1997 var han Eng en fondrevisor på Toronto-Dominion Bank och en fastinkomstanalytiker vid Financial Post Datagruppen. Mr Eng har en doktorsexamen från University of Toronto. Han är också CFA-charterhållare. Vishang Chawla, CFA Global Fixed Income Assistant Vice Vishang Chawla ansvarar för hög avkastning portföljanalys, handel och ledning, idégenerering samt grundläggande kreditforskning på emittenter med hög avkastning. Innan han gick till CIBC Asset Management år 2015 arbetade Chawla som kreditanalytiker hos AGF, där han ansvarade för att analysera investment grade och high yield emittenter. Han arbetade också hos AGF i cheferna för ledning, forskning och analytik och seniorportföljanalytiker. Mr Chawla har en utbildningsekonomexamen från Wilfrid Laurier University och en magisterexamen från University of Toronto. Han är också CFA-charterhållare. Adam Ditkofsky, CFA Global Fixed Income - Kreditassistent Vice VD Adam Ditkofsky är en associerad portföljförvaltare med inriktning på företagens Core and Core Plus-räntebindningsmandat. Han bidrar till förvaltningen av portföljer, handel och idégenerering. Innan han flyttade till sin nuvarande roll 2015, var Ditkofsky en senior kreditanalytiker i företaget som täckte både investment grade och high yield företag inom flera sektorer. Innan han anslöt sig till CIBC Asset Management 2008 arbetade han som kreditanalytiker på CIBC World Markets. Herr Ditkofsky har en MBA från University of Western Ontario, och en kandidatexamen från Concordia University. Han är också Chartered Investment Manager (CIM) och CFA-charterhållare. Amanda McPherson, CFA Global Fixed Income - Kredit Vice VD Amanda McPherson leder ett team av kreditanalytiker som är ansvarig för all investment-grade ränteforskning. Hon har också täckning för olika sektorer i investment grade universum för investeringsklass, bidrar till idégenerering för portföljer och är medlem i våra kreditgrader och högavkastningskreditkommittéer. Amanda ansvarar för att utveckla vår proprietära kreditforskningsplattform. Före anslutningen till CIBC Asset Management 2004 var Ms McPherson VD på BMO Nesbitt Burns och direktör, Private Placements hos Metropolitan Life Insurance Company. Ms McPherson har en hedersexamen från handelshögskolan från Queens University. Hon är också CFA-charterhållare. Marisa Jones, CFA Global Fixed Income - Kredit Vice VD Marisa Jones är en senior kredit analytiker ansvarig för olika sektorer i investment grade universitetsbiblioteket. Hon utför djupgående grundforskning, bidrar till idégenerering för portföljer och är medlem i Investment Grade Credit Committee. Ms Jones är också en bidragsyter till företagen trodde ledarskapsinsats. Innan hon anslöt sig till CIBC Asset Management 2008 innehöll hon Jones som direktör i Corporate Debt Research-avdelningen på 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. 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Till skillnad från en verklig resultatpost representerar simulerade resultat inte den faktiska handeln. 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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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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