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Lee Goldman
Portfolio Manager-Fixed Income chez
CI Investments, Inc.
Profil
Mr. Lee Goldman, CFA MBA, is a Senior Vice President & Portfolio Manager at CI Investments, Inc. He is a portfolio manager with a successful long-term track record of managing real estate assets.
Mr. Goldman joined Signature Global Asset Management, a division of CI, in 2018 following 12 years as a Lead Manager at the former First Asset Investment Management Inc.
He holds a Bachelor of Science (Statistics) degree from the University of Western Ontario and a Master of Business Administration (Finance) degree from York University.
He also holds the Chartered Financial Analyst (CFA) designation.
Postes actifs de Lee Goldman
| 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. | Portfolio Manager-Fixed Income | 01/06/2018 |
Anciens postes connus de Lee Goldman
| Sociétés | Poste | Fin |
|---|---|---|
First Asset Investment Management, Inc.
 First Asset Investment Management, Inc. Investment ManagersFinance First Asset works on a consultative basis with advisors providing comprehensive and individualized service to ensure they are best able to position client portfolios. To create innovative, low cost, solution-oriented funds, the firm teams up with high quality investment firms. | Gestionnaire de Portefeuille-Actions | 01/06/2018 |
First Asset Canadian Energy Convertible Debenture Fund
 First Asset Canadian Energy Convertible Debenture Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Conseiller Juridique Général | 21/12/2013 |
FA Management Corp. | Compliance Officer | 01/06/2018 |
First Asset Canadian Dividend Opportunity Fund
 First Asset Canadian Dividend Opportunity Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Conseiller Juridique Général | 21/12/2013 |
Canadian REIT Income Fund
 Canadian REIT Income Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Conseiller Juridique Général | 18/10/2013 |
Formation de Lee Goldman
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
77
Relations au 1er degré
25
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 25 |
|---|---|
Mackenzie Financial Corp.
 Mackenzie Financial Corp. Investment ManagersFinance Mackenzie Investments uses different methods of analysis depending on the account's mandate including fundamental analysis, technical analysis, cyclical investing and charting. They offer a wide range of investment strategies including Canadian and global growth and value strategies across all market-caps, a Canadian Bond strategy, a North American large-cap growth strategy, Canadian balanced large-cap, large-cap growth and all-cap value strategies, and Canadian and global resources strategies. The majority of their US and non-North American equity investments are run by outside money managers. | Finance |
First Asset PowerGen Fund
 First Asset PowerGen Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Asset Diversified Convertible Debenture Fund
 First Asset Diversified Convertible Debenture Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Triax Diversified High-Yield Trust
 Triax Diversified High-Yield Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Asset Energy & Resource Fund
 First Asset Energy & Resource Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Asset Active Credit Fund
 First Asset Active Credit Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
Global 45 Split Corp.
 Global 45 Split Corp. Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Asset Pipes & Power Income Fund
 First Asset Pipes & Power Income Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
Split REIT Opportunity Trust
 Split REIT Opportunity Trust Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Asset Canadian REIT Income Fund
 First Asset Canadian REIT Income Fund Real Estate Investment TrustsFinance Closed-End Investment Fund/Investment Trust | Finance |
Preferred Share Investment Trust
 Preferred Share Investment Trust Investment Trusts/Mutual FundsMiscellaneous Operates as a closed-end investment trust | Miscellaneous |
Canadian Convertible Debenture Fund /Old/
 Canadian Convertible Debenture Fund /Old/ Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Asset Canadian Convertibles Fund
 First Asset Canadian Convertibles Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Canadian Convertibles Fund
 Canadian Convertibles Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Asset North American Convertibles Fund
 First Asset North American Convertibles Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Asset Canadian Dividend Opportunity Fund II
 First Asset Canadian Dividend Opportunity Fund II Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
First Asset Canadian Dividend Opportunity Fund
First Asset Canadian Dividend Opportunity Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
First Asset Canadian Energy Convertible Debenture Fund
First Asset Canadian Energy Convertible Debenture Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
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 |
First Asset Management, Inc.
 First Asset Management, Inc. Investment ManagersFinance Provides portfolio management and investment advisory services | Finance |
First Asset Investment Management, Inc.
First Asset Investment Management, Inc. Investment ManagersFinance First Asset works on a consultative basis with advisors providing comprehensive and individualized service to ensure they are best able to position client portfolios. To create innovative, low cost, solution-oriented funds, the firm teams up with high quality investment firms. | Finance |
York University
 York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Western Ontario
 University of Western Ontario Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
FA Management Corp. | |
Canadian REIT Income Fund
Canadian REIT Income Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
