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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Marc-André Lewis
Executive Vice President, Chief Investment Officer, CI Global Asset Management
Marc-André Lewis
Executive Vice President, Chief Investment Officer, CI Global Asset Management
Marc-André Lewis
Executive Vice President, Chief Investment Officer, CI Global Asset Management
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
Andres Rincon
Director and Head of ETF Sales and Strategy, TD Securities
Andres Rincon
Director and Head of ETF Sales and Strategy, TD Securities
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).
