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Brian Huen
Gestionnaire de Portefeuille-Actions chez
CI Investments, Inc.
Profil
Mr. Brian Huen, CFA MBA, is a Senior Vice President, Portfolio Manager & Head of Investment Advisory at CI Investments, Inc. He joined CI GAM in 2015 and brings over 25 years of valued industry experience to his role and team as co-portfolio Manager on CI North American Opportunities Liquid Alternative fund and Head of the Investment Advisory Group.
Prior to joining CI GAM, Mr. Huen was a Managing Partner, Portfolio Manager, and Head of Trading at a long/short hedge fund affiliated with CI Investments.
Before that, he was an Executive Director and Head of Hedge Funds Sales at CIBC Capital Markets.
He is a CFA charterholder and holds an Honors in Business Administration degree and Master of Business Administration from the Ivey Business School at the University of Western Ontario.
Postes actifs de Brian Huen
| Sociétés | Poste | Début |
|---|---|---|
CI Investments, Inc.
 CI Investments, Inc. Investment ManagersFinance CI Investments offers an array of mutual funds, including over 90 core funds. These funds include a range of portfolio managers who cover the full spectrum of investment styles and strategies focusing on various regions, asset classes and industries. Rather than offering just one investment style, the firm has engaged leading money managers in all disciplines: value, blend (growth at a reasonable price) and growth. CI Investments believes that their approach to responsible investing is aligned with the six principles that comprise the United Nations Principles for Responsible Investing. | Gestionnaire de Portefeuille-Actions | 01/01/2015 |
Anciens postes connus de Brian Huen
| Sociétés | Poste | Fin |
|---|---|---|
CIBC Asset Management, Inc.
 CIBC Asset Management, Inc. Investment ManagersFinance CIBC AM maintains a strong tradition of disciplined investment processes, prudently manages risk and develops customized and innovative solutions for their clients. The firm specializes in a variety of investment solutions such as equities, fixed income, currency management, liability-driven investments, asset allocation and responsible investments. | Corporate Officer/Principal | - |
TD Capital, Inc.
 TD Capital, Inc. Investment ManagersFinance TD Capital specializes in investments in buyouts, venture capital opportunities, private equity opportunities, distressed situations and mezzanine and special situations funds. The firm also makes direct co-investments in North America, Europe and Asia. In addition, TD Capital has an allocation to secondary investments. The firm invests primarily in mature companies in the financial services, healthcare, information technology, media and communications sectors. For their venture capital investments, TD Capital targets early- and growth-stage opportunities in enterprise software, information technology infrastructure, semiconductors, wireless and emerging technologies. Investments range from $1 million to $10 million. For their private equity investments, the firm focuses on investments in the US, Europe, Canada, Asia and Australia. They look for companies with clearly defined exit strategies. Their investment horizon is 3 to 7 years. TD Capital usually leads or co-leads transactions, but they also co-invest with other strong sponsors. | Analyste en capital-investissement | 25/08/2005 |
Credit Suisse Securities (Canada), Inc
 Credit Suisse Securities (Canada), Inc Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
UBS Asset Management (Canada) Inc.
 UBS Asset Management (Canada) Inc. Investment ManagersFinance UBSC employs a value investment approach that is based on consideration of price to intrinsic value. The firm offers extensive insight and expertise across the traditional asset classes and investment styles, as well as passive strategies and alternative investments, which encompass single and multi-manager hedge funds, real estate, infrastructure and private equity. | Corporate Officer/Principal | - |
Red Sky Capital Management Ltd.
 Red Sky Capital Management Ltd. Investment ManagersFinance Red Sky Capital Management's investment strategy seeks to generate superior risk-adjusted returns over the long term through long/short investments exclusively in North American equities and equity derivatives. The firm employs a rigorous approach which is fundamental in bias but also utilizes continuous risk monitoring and a strict policy on overall portfolio liquidity. | Gestionnaire de Portefeuille-Actions | - |
Formation de Brian Huen
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
69
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
CIBC Asset Management, Inc.
CIBC Asset Management, Inc. Investment ManagersFinance CIBC AM maintains a strong tradition of disciplined investment processes, prudently manages risk and develops customized and innovative solutions for their clients. The firm specializes in a variety of investment solutions such as equities, fixed income, currency management, liability-driven investments, asset allocation and responsible investments. | Finance |
UBS Asset Management (Canada) Inc.
UBS Asset Management (Canada) Inc. Investment ManagersFinance UBSC employs a value investment approach that is based on consideration of price to intrinsic value. The firm offers extensive insight and expertise across the traditional asset classes and investment styles, as well as passive strategies and alternative investments, which encompass single and multi-manager hedge funds, real estate, infrastructure and private equity. | Finance |
CI Investments, Inc.
CI Investments, Inc. Investment ManagersFinance CI Investments offers an array of mutual funds, including over 90 core funds. These funds include a range of portfolio managers who cover the full spectrum of investment styles and strategies focusing on various regions, asset classes and industries. Rather than offering just one investment style, the firm has engaged leading money managers in all disciplines: value, blend (growth at a reasonable price) and growth. CI Investments believes that their approach to responsible investing is aligned with the six principles that comprise the United Nations Principles for Responsible Investing. | Finance |
Scotia Capital, Inc. (Broker)
 Scotia Capital, Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Credit Suisse Securities (Canada), Inc
Credit Suisse Securities (Canada), Inc Investment Banks/BrokersFinance Provides brokerage services | Finance |
TD Capital, Inc.
TD Capital, Inc. Investment ManagersFinance TD Capital specializes in investments in buyouts, venture capital opportunities, private equity opportunities, distressed situations and mezzanine and special situations funds. The firm also makes direct co-investments in North America, Europe and Asia. In addition, TD Capital has an allocation to secondary investments. The firm invests primarily in mature companies in the financial services, healthcare, information technology, media and communications sectors. For their venture capital investments, TD Capital targets early- and growth-stage opportunities in enterprise software, information technology infrastructure, semiconductors, wireless and emerging technologies. Investments range from $1 million to $10 million. For their private equity investments, the firm focuses on investments in the US, Europe, Canada, Asia and Australia. They look for companies with clearly defined exit strategies. Their investment horizon is 3 to 7 years. TD Capital usually leads or co-leads transactions, but they also co-invest with other strong sponsors. | Finance |
University of Western Ontario
 University of Western Ontario Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Red Sky Capital Management Ltd.
Red Sky Capital Management Ltd. Investment ManagersFinance Red Sky Capital Management's investment strategy seeks to generate superior risk-adjusted returns over the long term through long/short investments exclusively in North American equities and equity derivatives. The firm employs a rigorous approach which is fundamental in bias but also utilizes continuous risk monitoring and a strict policy on overall portfolio liquidity. | Finance |
