David Pauli
President at CI Investments Services GP Ltd.
Net worth: 10 $ as of 2020-01-30
Profile
David C.
Pauli is currently a Director at FundSERV, Inc., a Director at CI Fund Services, Inc., a President & Director at CI Investments Services GP Ltd., a Director at Aqueren Capital Corp., and the Chief Operating Officer & Executive Vice President at CI Financial General Partner Corp.
He previously held positions as the President, Chief Executive Officer & Director at Multi-Manager LP I, the Chief Executive Officer at Trident Performance Corp., the President & Chief Executive Officer at CI Investments, Inc., a Director at Skylon Growth & Income Trust, a Director at Precious Metals & Mining Trust, a Director at Marret High Yield Strategies Fund, a Director at Marret Multi Strategy Income Fund, the Chief Operating Officer & Director at Castlerock Investments, Inc., a Director at Neo Exchange, Inc. (Canada), the Chief Operating Officer & Executive Vice President at DDJ High Yield Fund, the Chief Operating Officer & Executive Vice President at Skylon Global Capital Yield Trust, the Chief Operating Officer & Executive Vice President at Skylon International Advantage Yield Trust, the Chief Operating Officer & Executive Vice President at DDJ US High Yield Fund, the Chief Operating Officer & Executive Vice President at High Yield & Mortgage Plus Trust, and the Head-Strategy at CI Financial Corp.
He also served as the Chief Executive & Operating Officer at Trident Performance Corp.
II and the Chief Operating Officer & Executive Vice President at Signature Diversified Value Trust.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
Aqueren Capital Corp.
10.00% | 2020-01-27 | 1,000,000 ( 10.00% ) | 10 $ | 2020-01-30 |
David Pauli active positions
| Companies | Position | Start |
|---|---|---|
| CI Financial General Partner Corp. | Chief Operating Officer | 2010-09-19 |
| CI Fund Services, Inc. | Director/Board Member | - |
| CI Investments Services GP Ltd. | President | - |
FundSERV, Inc.
 FundSERV, Inc. Cable/Satellite TVConsumer Services FundSERV, Inc. provides electronic business services to the Canadian investment fund industry. The company was founded in 1993 and is headquartered in Toronto, Canada. | Director/Board Member | - |
| Aqueren Capital Corp. | Director/Board Member | - |
Former positions of David Pauli
| Companies | Position | End |
|---|---|---|
| CI FINANCIAL CORP. | Chief Operating Officer | 2017-12-31 |
DDJ US High Yield Fund
 DDJ US High Yield Fund Investment Trusts/Mutual FundsMiscellaneous DDJ US High Yield Fund is a Canada-based fund. The Group's principal activity is to invest in high yield fixed income securities and other securities. The investment objective of the Fund is to provide investors with a high level of current income distributed quarterly over the life of the Fund while preserving capital for distribution to unit holders upon termination of the Fund. CI Investments Inc. is the investment manager of the fund. Its headquarters is located at Toronto, ON. | Chief Operating Officer | 2013-03-04 |
Signature Diversified Value Trust
 Signature Diversified Value Trust Investment Trusts/Mutual FundsMiscellaneous Signature Diversified Value Trust is an investment trust designed to provide investors with tax effective monthly distributions equal to an annual yield of 8%. Signature Diversified Value Trust was founded on October 30, 2002 and is headquartered in Toronto, Canada. | Chief Operating Officer | 2013-01-06 |
Multi-Manager LP I
 Multi-Manager LP I Investment Trusts/Mutual FundsMiscellaneous Multi-Manager LP I distributes securities of open-ended mutual funds. Its principal activity is to have distribution rights for its fund units. The company was founded on January 15, 1993 and is headquartered in Toronto, Canada. | Chief Executive Officer | 2012-11-27 |
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Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| CI FINANCIAL CORP. | Finance |
| Private companies | 21 |
|---|---|
DDJ High Yield Fund
 DDJ High Yield Fund Investment Trusts/Mutual FundsMiscellaneous DDJ High Yield Fund Trust is as a closed-end investment fund, which invests in a diversified portfolio consisting primarily of high yield debt securities issued. The fund seeks to provide investors with a high level of current income. The company was founded on August 15, 1997 and is headquartered in Toronto, Canada. | Miscellaneous |
Multi-Manager LP I
Multi-Manager LP I Investment Trusts/Mutual FundsMiscellaneous Multi-Manager LP I distributes securities of open-ended mutual funds. Its principal activity is to have distribution rights for its fund units. The company was founded on January 15, 1993 and is headquartered in Toronto, Canada. | Miscellaneous |
Skylon Global Capital Yield Trust
 Skylon Global Capital Yield Trust Investment Trusts/Mutual FundsMiscellaneous Skylon Global Capital Yield Trust is a closed-end investment trust. The trust provides investors with full exposure to an actively managed, broadly diversified portfolio of high yield debt securities by way of a sophisticated forward purchase and sale agreement with TD Global Finance CIBC and Royal Bank. The company was founded in May 2002 and is headquartered in Toronto, Canada. | Miscellaneous |
Skylon International Advantage Yield Trust
 Skylon International Advantage Yield Trust Investment Trusts/Mutual FundsMiscellaneous Skylon International Advantage Yield Trust operates as a closed-end investment trust. Its investment objective is to provide unit holders with a stable stream of tax efficient monthly distributions consisting of capital gains and return of capital per series A and series B units. The trust's investment objective is to preserve and enhance the net asset value of each series of units of the trust in order to return at least the original subscription price of the units to unit holders. Skylon International Advantage Yield Trust was founded on June 26, 2003 and is headquartered in Toronto, Canada. | Miscellaneous |
DDJ US High Yield Fund
DDJ US High Yield Fund Investment Trusts/Mutual FundsMiscellaneous DDJ US High Yield Fund is a Canada-based fund. The Group's principal activity is to invest in high yield fixed income securities and other securities. The investment objective of the Fund is to provide investors with a high level of current income distributed quarterly over the life of the Fund while preserving capital for distribution to unit holders upon termination of the Fund. CI Investments Inc. is the investment manager of the fund. Its headquarters is located at Toronto, ON. | Miscellaneous |
High Yield & Mortgage Plus Trust
 High Yield & Mortgage Plus Trust Investment Trusts/Mutual FundsMiscellaneous High Yield & Mortgage Plus Trust is a close-end investment fund/investment trust. The company was founded on November 28, 2003 and is headquartered in Toronto, Canada. | Miscellaneous |
Skylon Growth & Income Trust
 Skylon Growth & Income Trust Investment Trusts/Mutual FundsMiscellaneous Skylon Growth & Income Trust is a closed-end investment trust, which engages in the provision of monthly distribution to holders to preserve capital throughout the life of the trust and enhance the long-term total return of portfolio. The company was founded on January 30, 2004 and is headquartered in Toronto, Canada. | Miscellaneous |
Precious Metals & Mining Trust
 Precious Metals & Mining Trust Investment Trusts/Mutual FundsMiscellaneous Precious Metals & Mining Trust is a closed-end investment trust. Its investment objective is to provide unitholders long-term capital appreciation and monthly cash distributions through investing in a portfolio consisting primarily of equity securities of mining issuers that are listed on a North American stock exchange. The company was founded on May 29, 2006 and is headquartered in Toronto, Canada. | Miscellaneous |
Trident Performance Corp.
 Trident Performance Corp. Investment Trusts/Mutual FundsMiscellaneous Trident Performance Corp. is a closed-end investment fund or investment trust. The fund intends to provide tax-efficient risk-adjusted long term rates of return by obtaining exposure to the global macroeconomic portfolio. It invests the net proceeds of the offering in a portfolio of common shares of Canadian public companies that are listed on the Toronto Stock Exchange. Trident Performance was founded on January 31, 2008 and is headquartered in Toronto, Canada. | Miscellaneous |
Trident Performance Corp. II
 Trident Performance Corp. II Investment Trusts/Mutual FundsMiscellaneous Trident Performance Corp. II is a Canada based closed-end investment trust, which seeks to provide tax-efficient risk-adjusted long term rates of return by exposure to the Global Macroeconomic Portfolio. The company was founded on February 24, 2009 and is headquartered in Toronto, Canada. | Miscellaneous |
Marret High Yield Strategies Fund
 Marret High Yield Strategies Fund Investment Trusts/Mutual FundsMiscellaneous Marret High Yield Strategies Fund operates as a closed-end investment fund. The company was founded on May 28, 2009 and is headquartered in Toronto, Canada. | Miscellaneous |
Marret Multi Strategy Income Fund
 Marret Multi Strategy Income Fund Investment Trusts/Mutual FundsMiscellaneous Marret Multi Strategy Income Fund engages in the provision of risk adjusted returns and tax advantaged distributions to investors. It also offers the opportunity for capital appreciation through exposure to managed investment portfolio consisting of income generating securities. The company was founded on February 25, 2011 and is headquartered in Toronto, Canada. | Miscellaneous |
CI Investments, Inc.
 CI Investments, Inc. Investment ManagersFinance CI Investments, Inc. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1965 as CI Mutual Funds, Inc. and adopted the name CI Investments in June 2005 to reflect its diverse line-up of investment options, including mutual funds, segregated funds, asset allocation programs, structured products and other alternative investments. They are a subsidiary of CI Financial Corp. (TSX: CIX). CI Investments manages money on behalf of Canadian investors and provide them with an increasingly comprehensive Canadian, global and industry funds. | Finance |
Signature Diversified Value Trust
Signature Diversified Value Trust Investment Trusts/Mutual FundsMiscellaneous Signature Diversified Value Trust is an investment trust designed to provide investors with tax effective monthly distributions equal to an annual yield of 8%. Signature Diversified Value Trust was founded on October 30, 2002 and is headquartered in Toronto, Canada. | Miscellaneous |
FundSERV, Inc.
FundSERV, Inc. Cable/Satellite TVConsumer Services FundSERV, Inc. provides electronic business services to the Canadian investment fund industry. The company was founded in 1993 and is headquartered in Toronto, Canada. | Consumer Services |
Castlerock Investments, Inc.
 Castlerock Investments, Inc. Investment ManagersFinance Castlerock Investments, Inc. provided mutual fund investment services. The company was headquartered in Toronto, Canada. | Finance |
| CI Financial General Partner Corp. | |
| Aqueren Capital Corp. | |
| CI Fund Services, Inc. | |
| CI Investments Services GP Ltd. | |
Neo Exchange, Inc. (Canada)
 Neo Exchange, Inc. (Canada) Investment Banks/BrokersFinance Neo Exchange, Inc. operates as a stock exchange. It offers trading venue and a value added listing venue for capital raising companies and investment products. The company was founded in March 2015 and is headquartered in Toronto, Canada. | Finance |
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