PRESENTATION TITLE:
How portfolios are built?
PRESENTATION OBJECTIVES:
- Understanding the different types of asset classes
- Identifying the individual risk of an investment vehicle
- Proper allocation in a portfolio
Christian is a former fixed income trader with experience in Canadian and International bond markets.
This specialized concentration made for an ideal fit in managing the fixed income needs of portfolios such as those of charitable foundations, pensions, municipalities and public institutions. Having managed over $2 Billion in volume trading per year on various Capital Market desks he has shown a track record of understanding and managing the world of global interest rates, debt and foreign exchange.
After studying Accounting at Sheridan College, Christian decided the world of capital markets was of more interest to him and joined the trading desk at RBC Capital Markets as an intern in 1994. He quickly picked up the nuances of trading and interest rate volatility and was promoted to higher profile markets in New York and London, finishing his trading career on the Emerging Markets Fixed Income trading desk in 2008.
During this time, Christian helped manage the fixed income portfolios of various trusts and endowment foundations from the Caribbean and Asia. This type of real market experience is rarely found among advisors. Christian moved on from the trading desk to portfolio management in 2008.
Christian is an Associate Portfolio Manager and is fluent in both English and Spanish and limited French.
