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Geof Marshall
Head-Fixed Income Invts en
CI Investments, Inc.
.
Perfil
Mr. Geofrey Marshall, CFA, is a Senior Vice President, Head of Fixed Income & Lead at CI Investments, Inc. He joined CI GAM in 2006 and leads the fixed income team and private markets group.
Mr. Marshall is also the lead manager on CI GAM’s income strategies and co-manages the private markets and income & growth funds as well as a number of multi-asset fixed income portfolios.
He brings over 25 years of valued industry experience to his role at CI GAM, especially in asset allocation and analyzing, managing, and trading corporate bonds, leveraged loans, and private credit.
Prior to CI GAM, Mr. Marshall was a portfolio manager at Manulife Financial.
He holds a Bachelor of Arts from the University of Western Ontario and the Chartered Financial Analyst (CFA) designation.
He is a member of the Finance and Investment Committee at the Royal Ontario Museum.
Cargos activos de Geof Marshall
| Empresas | Cargo | Inicio |
|---|---|---|
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. | Head-Fixed Income Invts | 01/07/2018 |
Antiguos cargos conocidos de Geof Marshall.
| Empresas | Cargo | Fin |
|---|---|---|
Signature Diversified Value Trust
 Signature Diversified Value Trust Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Corporate Officer/Principal | 07/01/2013 |
Skylon Global Capital Yield Trust
 Skylon Global Capital Yield Trust Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Corporate Officer/Principal | 31/07/2012 |
| MANULIFE FINANCIAL CORPORATION | Corporate Officer/Principal | 31/12/2005 |
| DDJ HIGH YIELD FUND | Corporate Officer/Principal | - |
Elliott & Page Ltd. | Corporate Officer/Principal | - |
Formación de Geof Marshall.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
100
+
Relaciones de 1er grado
8
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 8 |
|---|---|
Manulife Financial Corp.
 Manulife Financial Corp. Life/Health InsuranceFinance Provides life, health insurance, annuities, pension, reinsurance and wealth management services | Finance |
DDJ High Yield Fund
 DDJ High Yield Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Skylon Global Capital Yield Trust
Skylon Global Capital Yield Trust Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
High Yield & Mortgage Plus Trust
 High Yield & Mortgage Plus Trust Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
Elliott & Page Ltd. | |
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 |
Signature Diversified Value Trust
Signature Diversified Value Trust Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
University of Western Ontario
 University of Western Ontario Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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