Lee Goldman

Portfolio Manager-Fixed Income at

CI Investments, Inc.

Miscellaneous

Finance

Consumer Services

Profile

Mr. Lee Goldman, CFA MBA, is a Senior Vice President & Portfolio Manager at CI Investments, Inc. He is a portfolio manager with a successful long-term track record of managing real estate assets.
Mr. Goldman joined Signature Global Asset Management, a division of CI, in 2018 following 12 years as a Lead Manager at the former First Asset Investment Management Inc. He holds a Bachelor of Science (Statistics) degree from the University of Western Ontario and a Master of Business Administration (Finance) degree from York University.
He also holds the Chartered Financial Analyst (CFA) designation.

Lee Goldman active positions

Companies	Position	Start
CI Investments, Inc. CI Investments, Inc. Investment ManagersFinance CI Investments offers an array of mutual funds, including over 90 core funds. These funds include a range of portfolio managers who cover the full spectrum of investment styles and strategies focusing on various regions, asset classes and industries. Rather than offering just one investment style, the firm has engaged leading money managers in all disciplines: value, blend (growth at a reasonable price) and growth. CI Investments believes that their approach to responsible investing is aligned with the six principles that comprise the United Nations Principles for Responsible Investing.	Portfolio Manager-Fixed Income	01/06/2018

All active positions of Lee Goldman

Former positions of Lee Goldman

Companies	Position	End
First Asset Investment Management, Inc. First Asset Investment Management, Inc. Investment ManagersFinance First Asset works on a consultative basis with advisors providing comprehensive and individualized service to ensure they are best able to position client portfolios. To create innovative, low cost, solution-oriented funds, the firm teams up with high quality investment firms.	Portfolio Manager-Equities	01/06/2018
First Asset Canadian Energy Convertible Debenture Fund First Asset Canadian Energy Convertible Debenture Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	General Counsel	21/12/2013
FA Management Corp.	Compliance Officer	01/06/2018
First Asset Canadian Dividend Opportunity Fund First Asset Canadian Dividend Opportunity Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	General Counsel	21/12/2013
Canadian REIT Income Fund Canadian REIT Income Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust	General Counsel	18/10/2013

See the detail of Lee Goldman's experience

Training of Lee Goldman

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Lee Goldman's experience

Connections

1st degree connections

1st degree companies

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Female

Members of the board

Executives

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Linked companies

Private companies	25
Mackenzie Financial Corp. Mackenzie Financial Corp. Investment ManagersFinance Mackenzie Investments uses different methods of analysis depending on the account's mandate including fundamental analysis, technical analysis, cyclical investing and charting. They offer a wide range of investment strategies including Canadian and global growth and value strategies across all market-caps, a Canadian Bond strategy, a North American large-cap growth strategy, Canadian balanced large-cap, large-cap growth and all-cap value strategies, and Canadian and global resources strategies. The majority of their US and non-North American equity investments are run by outside money managers.	Finance
First Asset PowerGen Fund First Asset PowerGen Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust	Miscellaneous
First Asset Diversified Convertible Debenture Fund First Asset Diversified Convertible Debenture Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
Triax Diversified High-Yield Trust Triax Diversified High-Yield Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
First Asset Energy & Resource Fund First Asset Energy & Resource Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
First Asset Active Credit Fund First Asset Active Credit Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust	Miscellaneous
Global 45 Split Corp. Global 45 Split Corp. Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust	Miscellaneous
First Asset Pipes & Power Income Fund First Asset Pipes & Power Income Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust	Miscellaneous
Split REIT Opportunity Trust Split REIT Opportunity Trust Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust	Miscellaneous
First Asset Canadian REIT Income Fund First Asset Canadian REIT Income Fund Real Estate Investment TrustsFinance Closed-End Investment Fund/Investment Trust	Finance
Preferred Share Investment Trust Preferred Share Investment Trust Investment Trusts/Mutual FundsMiscellaneous Operates as a closed-end investment trust	Miscellaneous
Canadian Convertible Debenture Fund /Old/ Canadian Convertible Debenture Fund /Old/ Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust	Miscellaneous
First Asset Canadian Convertibles Fund First Asset Canadian Convertibles Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
Canadian Convertibles Fund Canadian Convertibles Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
First Asset North American Convertibles Fund First Asset North American Convertibles Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
First Asset Canadian Dividend Opportunity Fund II First Asset Canadian Dividend Opportunity Fund II Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Miscellaneous
First Asset Canadian Dividend Opportunity Fund First Asset Canadian Dividend Opportunity Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Miscellaneous
First Asset Canadian Energy Convertible Debenture Fund First Asset Canadian Energy Convertible Debenture Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Miscellaneous
CI Investments, Inc. CI Investments, Inc. Investment ManagersFinance CI Investments offers an array of mutual funds, including over 90 core funds. These funds include a range of portfolio managers who cover the full spectrum of investment styles and strategies focusing on various regions, asset classes and industries. Rather than offering just one investment style, the firm has engaged leading money managers in all disciplines: value, blend (growth at a reasonable price) and growth. CI Investments believes that their approach to responsible investing is aligned with the six principles that comprise the United Nations Principles for Responsible Investing.	Finance
First Asset Management, Inc. First Asset Management, Inc. Investment ManagersFinance Provides portfolio management and investment advisory services	Finance
First Asset Investment Management, Inc. First Asset Investment Management, Inc. Investment ManagersFinance First Asset works on a consultative basis with advisors providing comprehensive and individualized service to ensure they are best able to position client portfolios. To create innovative, low cost, solution-oriented funds, the firm teams up with high quality investment firms.	Finance
York University York University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Western Ontario University of Western Ontario Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
FA Management Corp.
Canadian REIT Income Fund Canadian REIT Income Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust	Miscellaneous