Alfred Kar Lam
Chief Investment Officer at CI Private Counsel LP
Profile
Mr. Alfred K.
Lam, CFA MBA, is a Chief Investment Officer & Senior Vice President at CI Private Counsel LP and a Senior Vice President & Co-Head of Multi-Asset at CI Investments, Inc. He has more than 18 years of experience specializing in portfolio design, asset allocation, manager and fund selection, and risk management.
While at CI Global Asset Management, he has brought unique ideas and processes to the management of the team’s multi-asset strategies, including a mean-reversion currency management strategy, the concept of investing in concentrated and benchmark-agnostic portfolios, and a new approach to risk management.
Mr. Lam was previously employed as a Senior Product Manager by CIBC, Inc.
He holds an MBA from the York University Schulich School of Business, and is a member of the CFA Institute and the Toronto CFA Society.
Alfred Kar Lam active positions
| Companies | Position | Start |
|---|---|---|
CI Private Counsel LP
 CI Private Counsel LP Investment ManagersFinance CI Private Counsel LP, formerly known as Stonegate Private Counsel LP, is an investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of CI Investments, Inc. and their ultimate parent is CI Financial Corp. (TSX: CIX). They were founded by a group of professionals. CI Private Counsel provides investment management services to wealthy individuals and families. | Chief Investment Officer | 2018-12-31 |
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. | Head-Equity Investments | 2017-01-31 |
Former positions of Alfred Kar Lam
| Companies | Position | End |
|---|---|---|
CIBC, Inc.
 CIBC, Inc. Life/Health InsuranceFinance Part of Canadian Imperial Bank of Commerce, CIBC, Inc. provides health insurance services. | Corporate Officer/Principal | 2004-07-29 |
Training of Alfred Kar Lam
| York University | Masters Business Admin |
| Toronto Metropolitan University of | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
CI Private Counsel LP
CI Private Counsel LP Investment ManagersFinance CI Private Counsel LP, formerly known as Stonegate Private Counsel LP, is an investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of CI Investments, Inc. and their ultimate parent is CI Financial Corp. (TSX: CIX). They were founded by a group of professionals. CI Private Counsel provides investment management services to wealthy individuals and families. | Finance |
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 |
CIBC, Inc.
CIBC, Inc. Life/Health InsuranceFinance Part of Canadian Imperial Bank of Commerce, CIBC, Inc. provides health insurance services. | Finance |
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