Michael Walter Freund
Chief Executive Officer chez Connor, Clark & Lunn Financial Group LP
Profil
Michael Walter Freund is currently the Co-Chief Executive Officer at Connor, Clark & Lunn Financial Group LP and the Chairman at Connor, Clark & Lunn Infrastructure Ltd.
He is also a Managing Partner at Connor, Clark & Lunn Financial Group Ltd.
and an Investment Committee Member at Banyan Capital Partners.
Previously, he served as the Chairman of Connor, Clark & Lunn PRINTS Trust from 1997 to 2010.
He also held various Chairman positions at ROC Pref III Corp., Connor Clark & Lunn Real Return Income Fund, Connor Clark & Lunn Global Financials Fund II, Canadian Banc Capital Securities Trust, Redwood Global Financials Income Fund, Build America Investment Grade Bond Fund, Australian Banc Capital Securities Trust, Purpose Global Financials Income Fund, U.S.
Agency Mortgage Backed REIT Advantaged Fund, Connor, Clark, & Lunn Capital Markets, Inc., Connor, Clark & Lunn Conservative Income & Growth Fund, and Connor, Clark & Lunn Financial Opportunities Fund.
Additionally, he served as a Director at Connor, Clark & Lunn Investment Management Ltd.
and as the Chief Financial Officer at Connor Clark & Lunn Conservative Income Fund and HBanc Capital Securities Trust.
Mr. Freund obtained his undergraduate degree from the University of Cape Town.
Postes actifs de Michael Walter Freund
| Sociétés | Poste | Début |
|---|---|---|
Connor, Clark & Lunn Financial Group Ltd.
 Connor, Clark & Lunn Financial Group Ltd. Financial ConglomeratesFinance Connor, Clark & Lunn Financial Group Ltd. is a multi-boutique asset management firm that offers a wide range of investment management products and services to institutional investors, high net worth individuals, and advisors. The private company centralizes all operational and distribution functions to allow investment managers to focus on their core competencies. With offices across Canada and subsidiaries in the United Kingdom, Cayman Islands, United States, Ireland, and Canada, CC&L Financial Group manages over CAD $100 billion in assets. | Corporate Officer/Principal | 23/07/2010 |
Connor, Clark & Lunn Financial Group LP
 Connor, Clark & Lunn Financial Group LP Investment ManagersFinance Connor, Clark & Lunn Financial Group LP provides a broad range of investment management solutions and services to high net worth individuals, advisors, and institutional investors. The company is headquartered in Toronto, Canada. | Chief Executive Officer | - |
Connor, Clark & Lunn Infrastructure Ltd.
 Connor, Clark & Lunn Infrastructure Ltd. Investment ManagersFinance Connor, Clark & Lunn Infrastructure Ltd. (CC&L Infrastructure) is a private equity subsidiary of Connor, Clark & Lunn Financial Group Ltd founded in 2003 The firm is headquartered in Toronto Canada. | Investment Committee Member | - |
Banyan Capital Partners
 Banyan Capital Partners Investment ManagersFinance Banyan Capital Partners (Banyan) is a private equity firm founded in 1999. The firm is headquartered in Toronto, Canada. | Investment Committee Member | - |
Anciens postes connus de Michael Walter Freund
| Sociétés | Poste | Fin |
|---|---|---|
Connor, Clark & Lunn Financial Opportunities Fund
 Connor, Clark & Lunn Financial Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Connor, Clark & Lunn Financial Opportunities Fund is a closed-end investment fund. The investment objectives of the fund are to achieve long-term capital growth principally through investment in equities of financial sector companies on an international basis and to provide holders of units with cash distributions. The fund is managed by Jupiter Asset Management Ltd. The company was founded on October 4, 2011 and is headquartered in Toronto, Canada. | Chairman | 13/06/2013 |
| CONNOR, CLARK & LUNN REAL RETURN INCOME | Chairman | 15/02/2013 |
Connor, Clark & Lunn Conservative Income & Growth Fund
 Connor, Clark & Lunn Conservative Income & Growth Fund Investment Trusts/Mutual FundsMiscellaneous Connor, Clark & Lunn Conservative Income & Growth Fund is an investment trust. It intends to provide unitholders with an attractive yield through receipt of monthly distributions initially targeted to yield approximately 6.0% per annum; downside protection through diversification across multiple asset classes and a conservative approach to security selection; and growth that outpaces inflation by investing in securities that provide both a high yield and capital appreciation potential. The fund was founded on November 29, 2001 and is headquartered in Toronto, Canada. | Chairman | 10/07/2012 |
Connor Clark & Lunn Global Financials Fund II
 Connor Clark & Lunn Global Financials Fund II Investment Trusts/Mutual FundsMiscellaneous Connor Clark & Lunn Global Financials Fund II is a closed-end Investment Fund/Investment Trust. The fund invests in securities consisting of global financial services businesses. The company was founded on February 27, 2007 and is headquartered in Toronto, Canada. | Chairman | 05/10/2011 |
Connor Clark & Lunn Conservative Income Fund
 Connor Clark & Lunn Conservative Income Fund Investment Trusts/Mutual FundsMiscellaneous Connor Clark & Lunn Conservative Income Fund is a closed-end Investment Fund/Investment Trust. The fund invests in securities including Canadian business income trusts, real estate investment trusts, utility income trusts, corporate bonds and convertible bonds. The company was founded on November 29, 2004 and is headquartered in Toronto, Canada. | Director of Finance/CFO | 04/02/2011 |
Formation de Michael Walter Freund
| University of Cape Town | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 20 |
|---|---|
Connor, Clark & Lunn Investment Management Ltd.
 Connor, Clark & Lunn Investment Management Ltd. Investment ManagersFinance Connor, Clark & Lunn Investment Management Ltd. (CC&L) is an investment advisory firm headquartered in Vancouver, British Columbia with an additional office in Toronto. The firm was founded in 1982 and is a subsidiary of Connor, Clark & Lunn Investment Management Partnership, itself a subsidiary of Connor, Clark & Lunn Financial Group Ltd. CC&L provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, businesses and private investment funds. | Finance |
Connor, Clark & Lunn PRINTS Trust
 Connor, Clark & Lunn PRINTS Trust Investment Trusts/Mutual FundsMiscellaneous The Group's principal activity is to invest primarily in a diversified portfolio of the equity securities of companies selected from the S&P 500 Index. To generate additional returns above the dividend income earned on the portfolio, the Group writes covered calls on a portion of the securities held in the portfolio. | Miscellaneous |
Connor Clark & Lunn Conservative Income Fund
Connor Clark & Lunn Conservative Income Fund Investment Trusts/Mutual FundsMiscellaneous Connor Clark & Lunn Conservative Income Fund is a closed-end Investment Fund/Investment Trust. The fund invests in securities including Canadian business income trusts, real estate investment trusts, utility income trusts, corporate bonds and convertible bonds. The company was founded on November 29, 2004 and is headquartered in Toronto, Canada. | Miscellaneous |
ROC Pref III Corp.
 ROC Pref III Corp. Investment Trusts/Mutual FundsMiscellaneous ROC Pref III Corp. is a closed-end Investment fund/Investment trust. The fund is headquartered in Vancouver, Canada. | Miscellaneous |
Connor Clark & Lunn Real Return Income Fund
 Connor Clark & Lunn Real Return Income Fund Investment Trusts/Mutual FundsMiscellaneous Connor Clark & Lunn Real Return Income Fund is a closed-end investment fund/investment trust. The fund is invested in a portfolio of real return bonds issued by governments, primarily United States Treasury Inflation Protection Securities. Its investment objective is to provide it unit holders with tax efficient monthly distributions of cash that will be linked to the rate of inflation; and to preserve and enhance the net asset value of the Fund. Connor Clark & Lunn Real Return Income Fund was founded on June 29, 2005 and is headquartered in Toronto, Canada. | Miscellaneous |
Connor Clark & Lunn Global Financials Fund II
Connor Clark & Lunn Global Financials Fund II Investment Trusts/Mutual FundsMiscellaneous Connor Clark & Lunn Global Financials Fund II is a closed-end Investment Fund/Investment Trust. The fund invests in securities consisting of global financial services businesses. The company was founded on February 27, 2007 and is headquartered in Toronto, Canada. | Miscellaneous |
Canadian Banc Capital Securities Trust
 Canadian Banc Capital Securities Trust Investment Trusts/Mutual FundsMiscellaneous Canadian Banc Capital Securities Trust is a closed-end investment fund/investment trust. Its investment objectives are to provide unit holders with attractive tax advantaged quarterly cash distributions, and return to unit holders the original issue price of the units upon termination of the Fund on June 30, 2014. Canadian Banc Capital Securities Trust was founded on May 22, 2009 and is headquartered in Toronto, Canada. | Miscellaneous |
Redwood Global Financials Income Fund
 Redwood Global Financials Income Fund Investment Trusts/Mutual FundsMiscellaneous Redwood Global Financials Income Fund operates as a closed-end investment fund. Its investment objectives are to provide unit holders with attractive tax-advantaged quarterly cash distributions; and return to unit holders the original issue price of the units upon termination of the fund. The company was founded on September 28, 2009 and is headquartered in Toronto, Canada. | Miscellaneous |
Build America Investment Grade Bond Fund
 Build America Investment Grade Bond Fund Investment Trusts/Mutual FundsMiscellaneous Build America Investment Grade Bond Fund operates as an investment fund which provides investors with exposure to a portfolio comprised primarily of Investment Grade Build America Bonds actively managed by Nuveen Asset Management, as sub-advisor. The fund's investment objectives are to provide unit holders with monthly tax-advantaged cash distributions, and maximize total return for unit holders. Its portfolio includes a minimum of 80% Build America Bonds, with the remainder of the portfolio, if any, to be comprised of other permissible securities. Build America Investment Grade Bond Fund was founded on January 28, 2010 and is headquartered in Toronto, Canada. | Miscellaneous |
HBanc Capital Securities Trust
 HBanc Capital Securities Trust Investment Trusts/Mutual FundsMiscellaneous HBanc Capital Securities Trust is a closed ended investment fund. The Fund's investment objectives are to provide unit holders with monthly, tax-advantaged distributions consisting primarily of returns of capital, and to provide exposure to the Capital Securities. The company was founded on August 25, 2010 and is headquartered in Toronto, Canada. | Miscellaneous |
Australian Banc Capital Securities Trust
 Australian Banc Capital Securities Trust Investment Trusts/Mutual FundsMiscellaneous Australian Banc Capital Securities Trust closed-end investment fund/investment trust. It provides financial services to the investment companies and funds. The company was founded on November 23, 2010 and is headquartered in Toronto, Canada. | Miscellaneous |
Purpose Global Financials Income Fund
 Purpose Global Financials Income Fund Investment Trusts/Mutual FundsMiscellaneous Purpose Global Financials Income Fund is a closed-end investment fund. Its investment objectives are to provide unit holders with quarterly distributions, opportunity for capital appreciation and lower overall volatility of portfolio returns than would be experienced by owning common shares of the banks directly. The company was founded on February 24, 2011 and is headquartered in Toronto, Canada. | Miscellaneous |
U.S. Agency Mortgage Backed REIT Advantaged Fund
 U.S. Agency Mortgage Backed REIT Advantaged Fund Investment Trusts/Mutual FundsMiscellaneous U.S. Agency Mortgage-Backed REIT Advantaged Fund is a closed-end and real estate investment fund. It provides tax-advantaged quarterly cash distributions consisting primarily of returns of capital, and to provide low-cost exposure to a notional portfolio comprised of the various publicly traded U.S. Agency Mortgage REITS through a forward purchase agreement. The company founded on October 23, 2012 and is headquartered in Toronto, Canada. | Miscellaneous |
Connor, Clark & Lunn Financial Group Ltd.
Connor, Clark & Lunn Financial Group Ltd. Financial ConglomeratesFinance Connor, Clark & Lunn Financial Group Ltd. is a multi-boutique asset management firm that offers a wide range of investment management products and services to institutional investors, high net worth individuals, and advisors. The private company centralizes all operational and distribution functions to allow investment managers to focus on their core competencies. With offices across Canada and subsidiaries in the United Kingdom, Cayman Islands, United States, Ireland, and Canada, CC&L Financial Group manages over CAD $100 billion in assets. | Finance |
Banyan Capital Partners
Banyan Capital Partners Investment ManagersFinance Banyan Capital Partners (Banyan) is a private equity firm founded in 1999. The firm is headquartered in Toronto, Canada. | Finance |
Connor, Clark, & Lunn Capital Markets, Inc.
 Connor, Clark, & Lunn Capital Markets, Inc. Investment ManagersFinance Connor, Clark & Lunn Capital Markets Inc. (CC&L Capital Markets) is a structured financial products investment firm that is focused on creating and managing high quality investment vehicles. The company was founded in 2001 and is headquartered in Toronto, Canada. | Finance |
Connor, Clark & Lunn Conservative Income & Growth Fund
Connor, Clark & Lunn Conservative Income & Growth Fund Investment Trusts/Mutual FundsMiscellaneous Connor, Clark & Lunn Conservative Income & Growth Fund is an investment trust. It intends to provide unitholders with an attractive yield through receipt of monthly distributions initially targeted to yield approximately 6.0% per annum; downside protection through diversification across multiple asset classes and a conservative approach to security selection; and growth that outpaces inflation by investing in securities that provide both a high yield and capital appreciation potential. The fund was founded on November 29, 2001 and is headquartered in Toronto, Canada. | Miscellaneous |
Connor, Clark & Lunn Financial Opportunities Fund
Connor, Clark & Lunn Financial Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Connor, Clark & Lunn Financial Opportunities Fund is a closed-end investment fund. The investment objectives of the fund are to achieve long-term capital growth principally through investment in equities of financial sector companies on an international basis and to provide holders of units with cash distributions. The fund is managed by Jupiter Asset Management Ltd. The company was founded on October 4, 2011 and is headquartered in Toronto, Canada. | Miscellaneous |
Connor, Clark & Lunn Financial Group LP
Connor, Clark & Lunn Financial Group LP Investment ManagersFinance Connor, Clark & Lunn Financial Group LP provides a broad range of investment management solutions and services to high net worth individuals, advisors, and institutional investors. The company is headquartered in Toronto, Canada. | Finance |
Connor, Clark & Lunn Infrastructure Ltd.
Connor, Clark & Lunn Infrastructure Ltd. Investment ManagersFinance Connor, Clark & Lunn Infrastructure Ltd. (CC&L Infrastructure) is a private equity subsidiary of Connor, Clark & Lunn Financial Group Ltd founded in 2003 The firm is headquartered in Toronto Canada. | Finance |
