PRESENTATION TITLE:
Be tax-efficient star-investor
PRESENTATION OBJECTIVES:
- List the differences between income-generating assets (Dividends vs Interest) and non-
income-generating assets - Evaluate risk levels for each asset types
- List tax-efficient structures to improve performance
SYNOPSIS:
As investment managers, we make decisions on assets to invest. We base our decisions on many factors. Among the most important ones are risk and tax-efficiencies and how they impact the individual investor. I will share with the audience how this is done behind the scenes.
BIO:
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 high profile markets in New York and London.
He is 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.
