Podcasts

CI Global Asset Management's Growth Plan

February 7, 2023

Guest: Marc-André Lewis, Executive Vice President, Chief Investment Officer, CI Global Asset Management

Host: Andres Rincon, Director and Head of ETF Sales and Strategy, TD Securities

In this inaugural episode, guest Marc-André Lewis and host Andres Rincon discuss CI Global Asset Management's transition into a fully integrated model, trends in asset management, the expansion of the Registered Investment Advisor (RIA) business and what it means for the firm.

This episode was recorded on November 30, 2022.

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Disclaimer

This clip should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this clip was obtained from publicly available sources, has not been independently verified by TD Securities, may not be current, and TD Securities has no obligation to provide any updates or changes. All price references and market forecasts are as of the date of clip. The views and opinions expressed in this clip are not necessarily those of TD Securities and may differ from the views and opinions of other departments or divisions of TD Securities and its affiliates. TD Securities is not providing any financial, economic, legal, accounting, or tax advice or recommendations in this clip. The information contained in this clip does not constitute investment advice or an offer to buy or sell securities or any other product and should not be relied upon to evaluate any potential transaction. Neither TD Securities nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this clip and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.

Marc-André Lewis
Executive Vice President, Chief Investment Officer, CI Global Asset Management

Biography

As Chief Investment Officer at CI Global Asset Management, Marc-André Lewis leads a team of 100 investment professionals and oversees the continued development of the firm’s integrated global investment platform. Marc-André has over 20 years of global investing experience in asset allocation, portfolio construction, risk management, public and private markets, and fundamental and quantitative strategies. Prior to joining CI GAM, Marc-André held positions as Head of Portfolio Construction at the Abu Dhabi Investment Authority (ADIA), Senior Vice-President and Deputy Chief Risk Officer at Caisse de dépôt et placement du Québec (CDPQ), and as a Senior Vice-President, Fixed Income at Natcan Investment Management. He holds a PhD in theoretical physics from Sorbonne University, M.Sc. in theoretical physics and a B.Sc. in mathematics and physics from Université de Montréal.

Andres Rincon
Director and Head of ETF Sales and Strategy, TD Securities

Biography

Andres Rincon heads ETF sales and strategy at TD Securities. His ETF team advises both institutional and wealth investors on the ETF landscape and strategies, publishes a broad array of ETF publications, and works with TD's ETF market making team in facilitating ETF orders. Andres joined TD Securities in 2008, first managing credit risk for the dealer, and later as a member of the Equity Derivatives division. He later took on the task of expanding TD Securities' ETF sales and strategy platform. He is also a Chartered Market Technician (CMT).

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CI Global Asset Management's Growth Plan

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