WEALTH MATTERS - June 29, 2021


Start Date:
6/29/2021

Start Time:1:00 PM EDT

Duration:60 minutes


SUMMARY:


This session will be hosted by Damon Sutherland, Senior Vice-President at CI Assante Private Client and will feature Marchello Holditch, Vice-President and Portfolio Manager of CI Global Asset Management.
In this webcast, Marchello will discuss:
    • Current market trends and portfolio updates
    • The benefits of having a diversified portfolio in times of uncertainty
    • How these factors come together through his team’s multi-asset investment process.

Speakers

Damon Sutherland

Senior Vice-President

CI Assante Private Client

As Senior Vice-President, Sales & Wealth Services at CI Assante Private Client and Stonegate Private Counsel, Damon leads and coordinates the firm’s multi-disciplined sales and wealth planning professionals who provide support to Assante and Stonegate advisors and their clients. His focus is on the effective delivery of our practice-oriented service teams that work alongside advisors to enhance their service offering and help deliver a truly comprehensive client experience. Damon has 17 years of investment industry experience. He joined Assante in 2003 and transitioned to a sales role at CI Investments in 2005. From 2008 to 2017, Damon was Vice-President of Sales at CI, working with Assante advisors to help them grow and enhance their businesses. Damon holds an Honours Bachelor of Commerce degree from the University of Guelph.

Marchello Holditch

Vice-President and Portfolio Manager

CI Multi-Asset Management

Marchello Holditch, CFA, CAIA, Vice-President and Portfolio Manager, oversees CI's multi-manager, multi-asset investment programs. He is responsible for managing CI’s institutional and private client multi-asset portfolios and is a member of the CI Multi-Asset Investment Committee. Previously, Mr. Holditch led CI’s portfolio manager research and oversight function, where he was responsible for evaluating the investment managers of all CI funds. Prior to joining CI, Mr. Holditch worked at a major global consulting firm, where he assisted a wide variety of institutional clients with risk budgeting and asset liability modelling, as well as investment manager research and selection. He holds an Honours Bachelor of Mathematics degree in actuarial science from the University of Waterloo and is a CFA charterholder.
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