Oliver Shao
Portfolio Manager-Aktien bei iA Global Asset Management, Inc.
Ursprung des Netzwerks ersten Grades von Oliver Shao
Einheit | Art der Einheit | Industrie | |
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iA Global Asset Management, Inc.
iA Global Asset Management, Inc. Investment ManagersFinance Part of iA Financial Corp., Inc., iA Global Asset Management, Inc. is a Canadian company that provides investment advice. The company is based in Quebec, Canada.
16
| Subsidiary | Investment Managers | 16 |
CWB Wealth Partners Ltd.
CWB Wealth Partners Ltd. Investment ManagersFinance CWB Wealth Partners Ltd. (CWB Wealth) is a Canadian investment management firm headquartered in Calgary, Alberta. Formerly known as CWB McLean & Partners Wealth Management Ltd., the firm was founded in 1999 and is a subsidiary of CWB Wealth Management Ltd., owned by Canadian Western Bank (TSX: CWB). CWB Wealth provides personalized investment strategies for high-net-worth individuals and families, institutions, small foundations, and not-for-profit organizations.
3
| Subsidiary | Investment Managers | 3 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Oliver Shao
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Industrial Alliance Investment Management, Inc.
Industrial Alliance Investment Management, Inc. Investment ManagersFinance Industrial Alliance Investment Management, Inc. (iAIM) is a mutual fund manager headquartered in Québec, Canada. They grew out of an alliance between La Compagnie Financière Edmond de Rothschild in Paris and Laurentian Bank in Montréal. The firm was founded in 2004 and is a subsidiary of Industrial Alliance Insurance & Financial Services, Inc., itself a subsidiary of iA Financial Corp, Inc. (TSX: IAG). iAIM manages general portfolios, segregated and mutual funds for the Industrial Alliance group. They also manage separate client-focused accounts. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Fixed Income Economist Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities | |
Université Laval | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Graduate Degree Masters Business Admin Undergraduate Degree | |
Concordia University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Scotia Capital, Inc. (Broker)
Scotia Capital, Inc. (Broker) Investment Banks/BrokersFinance Scotia Capital, Inc. (Broker) (Scotia Capital-Broker) is the broker-dealer division of Scotia Capital, Inc., a full-service financial services firm headquartered in Toronto, Canada. The firm is owned by The Bank of Nova Scotia (NYSE, TSE: BNS). Scotia Capital-Broker delivers a broad range of electronic trading products such as high-touch, low-latency, market access and a broad algorithmic trading suite for a wide range of clients globally. They publish monthly indexes to help investors track the performance of Canadian Hedge Funds and Alternative Mutual Funds. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
University of Sherbrooke | College/University | Graduate Degree Graduate Degree | |
Manulife Investment Management Ltd.
Manulife Investment Management Ltd. Investment ManagersFinance Manulife Investment Management Ltd. (MIML) is the global asset management arm of Manulife Investment Management Holdings (Canada) Ltd., ultimately held by Manulife Financial Corp. (NYSE, TSE: MFC) in Canada. The firm was founded in 1949 and formerly known as MFC Global Investment Management and as Manulife Asset Management Ltd. Headquartered in Toronto, MIML and their affiliates provide comprehensive asset management solutions for pension plans, foundations, endowments, financial institutions and other institutional investors worldwide, as well as for Manulife and John Hancock's wealth management and retirement products. | Investment Managers | Portfolio Manager-Fixed Income Corporate Officer/Principal | |
Richard Ivey School of Business | College/University | Masters Business Admin | |
Wilfrid Laurier University | College/University | Undergraduate Degree | |
BMO Capital Markets Corp. (Broker)
BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading. | Investment Banks/Brokers | Corporate Officer/Principal | |
Mackenzie Financial Corp.
Mackenzie Financial Corp. Investment ManagersFinance Mackenzie Financial Corp. (dba Mackenzie Investments) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1967 and is a direct subsidiary of Mackenzie, Inc., ultimately held by Power Corp. of Canada (TSE: POW). Mackenzie Investments provides discretionary investment advisory services to Canadian mutual funds, such as exchange-traded funds, Separately Managed Accounts, and one closed-end fund listed on the Toronto Stock Exchange. | Investment Managers | Analyst-Equity | |
University of Pennsylvania | College/University | Undergraduate Degree | |
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. | Investment Managers | Analyst-Equity | |
IA Private Wealth, Inc. (Broker)
IA Private Wealth, Inc. (Broker) Investment Banks/BrokersFinance IA Private Wealth, Inc. (Broker) (IA Private Wealth-Broker) is the brokerage division of IA Private Wealth, Inc., wealth management firm headquartered in Montreal, Canada. The firm is a subsidiary of Industrial Alliance Insurance & Financial Services, Inc., which is owned by iA Financial Corp., Inc. (TSE: IAG). IA Private Wealth-Broker offers brokerage services in stocks, bonds and mutual funds to individuals and institutions. | Investment Banks/Brokers | Analyst-Equity | |
Rotman School of Management | College/University | Masters Business Admin | |
University of Toronto | College/University | Undergraduate Degree | |
Bishop's University | College/University | Undergraduate Degree | |
University of Manitoba | College/University | Undergraduate Degree | |
University of South Florida | College/University | Masters Business Admin | |
Goldman Sachs Asset Management LP
Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Investment Managers | Corporate Officer/Principal | |
SECOR Capital Advisors LP
SECOR Capital Advisors LP Investment ManagersFinance SECOR Capital Advisors LP is the hedge fund management subsidiary of SECOR Asset Management LP. Headquartered in New York City, the firm was founded in 2011 and provides comprehensive and customized solutions to a wide array of institutional clients, ranging from multi-national US and European corporate pensions to endowments and foundations. | Investment Managers | Analyst-Equity | |
Dalhousie University | College/University | Undergraduate Degree | |
IA Clarington Investments, Inc.
IA Clarington Investments, Inc. Investment ManagersFinance IA Clarington Investments, Inc. (IA Clarington) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded in 1999 and is a wholly owned subsidiary of Industrial Alliance Insurance and Financial Services, Inc., owned by iA Financial Corp., Inc. (TSX: IAG). IA Clarington offers individual investors, through their advisors, a wide range of investment solutions such as actively managed mutual funds, portfolio solutions, Active ETF Series and socially responsible investments. | Investment Managers | Portfolio Manager-Equities | |
Montréal Exchange, Inc.
Montréal Exchange, Inc. Investment Banks/BrokersFinance Montréal Exchange, Inc. engages in the operation and development of market and clearing services for Canadian and international clients and to commercialize internally developed technology solutions. The Group operates in two segments, namely, Exchange and Clearing House. The Exchange segment acts as the only standardized financial derivatives exchange in Canada, providing a complete range of equity, index and interest rate derivatives. The Clearing House segment acts as clearing house and guarantor for derivative instruments traded at the MX and certain other derivative instruments from the over-the-counter market. The company is headquartered in Montreal, Canada. | Investment Banks/Brokers | Corporate Officer/Principal | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal | |
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. | Investment Managers | Investment Committee Member | |
Desjardins Securities, Inc.
Desjardins Securities, Inc. Investment Banks/BrokersFinance Desjardins Securities, Inc. is the broker/dealer arm of the Desjardins Holding Financier, Inc., ultimately held by Le Mouvement des caisses Desjardins in Canada. Founded in 1991, the firm is headquartered in Montréal and has an additional office in Toronto. Desjardins Securities offers businesses and institutions with a complete range of securities brokerage products and services through its investment advisors and its Disnat Online Brokerage division. The firm is an approved participant on the Montreal Exchange and the Toronto Stock Exchange, as well as a participating member of the TSX Venture Exchange. In addition, Desjardins Securities is a member of both the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). | Investment Banks/Brokers | Analyst-Equity | |
National Bank Financial, Inc. (Broker)
National Bank Financial, Inc. (Broker) Investment Banks/BrokersFinance National Bank Financial, Inc. (Broker) (NBF-Broker) is the broker/dealer division of National Bank Financial, Inc., a Canadian mutual fund manager headquartered in Montréal, Quebec. The firm was founded in 1902 and is a direct subsidiary of National Bank Acquisition Holding, Inc., ultimately owned by National Bank of Canada (TSX: NA). NBF-Broker provides retail advisory and brokerage services with institutional brokerage, investment banking, corporate finance and securities clearing services for third parties. The firm has a substantial presence in all regions of Canada, as well as operations in the US and Europe. | Investment Banks/Brokers | Analyst-Equity | |
Université du Québec à Montréal | College/University | Undergraduate Degree | |
University of Windsor | College/University | Masters Business Admin | |
University of Quebec | College/University | Graduate Degree |
Statistik
International
Kanada | 27 |
Vereinigte Staaten | 7 |
Hong Kong | 2 |
Sektoral
Finance | 19 |
Consumer Services | 16 |
Operativ
Portfolio Manager-Equities | 28 |
Undergraduate Degree | 17 |
Portfolio Manager-Fixed Income | 16 |
Analyst-Equity | 11 |
Masters Business Admin | 8 |
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