EXCEEDING EXPECTATIONS
We focus on exceeding our clients’ expectations by:
- Having a unique, modern lineup of investment strategies
- Offering a range of investment vehicles
- Focusing on delivering bespoke solutions created to achieve our clients’ objectives
INVESTMENT CAPABILITIES
Our investment solutions leverage one of the deepest investment platforms in Canada, providing you with access to a range of portfolio management teams offering domestic and global equity, fixed income, listed and private real assets, and multi-asset capabilities.
We put our core investment capabilities to work by providing customized solutions which target client-specific outcomes.
We offer institutional asset owners a choice of investment vehicles to utilize, from institutional pooled funds to segregated account management.
Investment capabilities include:
Equity
Fixed Income
Listed Real Assets
Private Real Assets
Multi-Asset
INSTITUTIONAL TEAM
We have a long history of helping institutional investors navigate capital markets to achieve their long-term objectives. Through a broad platform of traditional and alternative capabilities, we draw on our well-resourced investment division that has diversified expertise through multiple market cycles.
Today, we are entrusted with managing over $7 billion of client assets, with a client base that spans pension plans, endowments and foundations, First Nations, family offices and financial intermediaries.
Verede Bendavid, ASA, CFA
Vice-President, Institutional
Verede is responsible for business development and relationship management aspects of CI GAM's institutional business, covering Quebec and Atlantic Canada. She joined the Institutional Asset Management team in 2017 and has over 16 years of experience in the financial services industry.
Prior to joining CI GAM, Verede worked for 11 years with Mercer Investment Consulting where she focused on asset liability management, performance monitoring, investment structure reviews and manager research reports.
Verede graduated from the University of Montreal with a bachelor’s in actuarial science. She is a Chartered Financial Analyst (CFA®) charterholder, is an Associate of the Society of Actuaries (ASA) and a member of CFA Society Montreal.
Sandip Chowdhury
Associate Director, Institutional
Sandip is responsible for business development aspects of CI GAM's institutional business, covering capital accumulation plans nationally, and working closely with group benefits consultants. He joined the Institutional Asset Management team in 2018 and has over seven years of experience in the financial services industry.
Prior to joining CI GAM, Sandip was an associate investment advisor at HollisWealth.
Sandip holds a B.Sc. in actuarial science from Western University and has completed the Canadian Securities Course.
Bran Kalmar, CFA
Vice-President, Institutional
Bran oversees a team of professionals responsible for institutional business development, relationship management and client service relations. He is responsible for consultant and manager research relations. He has over 16 years of experience in the financial services industry.
Prior to joining CI GAM in 2020, Bran was Director, Investment Product Specialist at MFS Investment Management’s Canadian division. In his role, Bran delivered product leadership to institutional clients, both domestically, as well as internationally, covering direct asset owners, professional buyers and sovereign wealth funds.
Bran holds an Honours Bachelor of Administrative Studies degree from York University. He is a Chartered Financial Analyst (CFA®) charterholder and is a member of CFA Society Toronto.
Terry Krinsky, CIM
Vice-President, Institutional
Terry is responsible for business development and relationship management aspects of CI GAM's institutional business covering Ontario, the Prairies, West Coast and the Territories. He has over 20 years of experience in the financial services industry.
Prior to joining CI GAM in 2015, Terry worked for Aon Canada's investment consulting practice for four years as an Associate. There, he focused on performance monitoring, investment option reviews and manager research reports for defined benefit and defined contribution pension plans, endowments and foundations.
Terry graduated from the Marketing and Communications program at the British Columbia Institute of Technology and holds the Chartered Investment Manager (CIM®) designation.
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