Dan Lavric
Portfolio Manager-Fixed Income at Addenda Capital, Inc.
Profile
Mr. Dan Lavric, CFA, is a Portfolio Manager of Core Fixed Income at Addenda Capital, Inc. He contributes to the development and implementation of various core bond strategies, with focus on insurance assets and hedging strategies.
Mr. Lavric also supports credit analysis and monitoring of corporate bond portfolios.
He is a member of the Credit Committee.
Mr. Lavric was previously employed as a Director, Credit Portfolio Management (2013-2015), a Portfolio Manager, Credit (2010-2013), an Investment Analyst (2006-2010) at Equitable Life Insurance Company of Canada and an Equity Research Analyst (2004-2005) at Spelman Research.
He received both a Bachelor of Commerce degree and a Master's degree with a major in Finance and Banking from the Academy of Economic Studies of Moldova.
Dan Lavric active positions
| Companies | Position | Start |
|---|---|---|
Addenda Capital, Inc.
 Addenda Capital, Inc. Investment ManagersFinance Addenda Capital, Inc. is an investment management firm headquartered in Montréal, Quebec, Canada. The firm was founded in 1996 and is a subsidiary of Co-operators Financial Services Ltd., which is owned by The Co-Operators Group Ltd. Addenda Capital provides solutions to its institutional and private high net worth clients. | Portfolio Manager-Fixed Income | 2015-08-31 |
Former positions of Dan Lavric
| Companies | Position | End |
|---|---|---|
Spelman Research Associates Ltd.
 Spelman Research Associates Ltd. Investment Banks/BrokersFinance Spelman Research Associates Ltd. is a research firm headquartered in New York City. The firm offers fundamental research on under-followed growth public companies. Their research coverage allows publicly traded companies bias free three party analyst coverage. Spelman reports and recommendations are used by both institutional and individual investors. The firm provides independent research for public companies without the built in conflicts of interest that permeate the research community in this ever-changing regulatory climate. | Analyst-Equity | - |
Training of Dan Lavric
| Academy of Economic Studies of Moldova | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Spelman Research Associates Ltd.
Spelman Research Associates Ltd. Investment Banks/BrokersFinance Spelman Research Associates Ltd. is a research firm headquartered in New York City. The firm offers fundamental research on under-followed growth public companies. Their research coverage allows publicly traded companies bias free three party analyst coverage. Spelman reports and recommendations are used by both institutional and individual investors. The firm provides independent research for public companies without the built in conflicts of interest that permeate the research community in this ever-changing regulatory climate. | Finance |
Addenda Capital, Inc.
Addenda Capital, Inc. Investment ManagersFinance Addenda Capital, Inc. is an investment management firm headquartered in Montréal, Quebec, Canada. The firm was founded in 1996 and is a subsidiary of Co-operators Financial Services Ltd., which is owned by The Co-Operators Group Ltd. Addenda Capital provides solutions to its institutional and private high net worth clients. | Finance |
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