Experience

PGM Global Inc.

• Canada
• Financial Services
• 1 - 100 Employee

• Head, Global Macro Strategy & Research

  • Sep 2018 - Present

• Global Macro Strategist

  • Oct 2015 - Sep 2018



Mentored by former head of trading, Goldman Sachs

• London, United Kingdom

• Investment strategy/structuring

  • Oct 2014 - Oct 2015

  • Devise profitable global macro trades using foreign exchange and all deep, liquid futures products. • Minimize the impact of economic/market events on commodity, equity, and fixed income portfolios. • Devise profitable global macro trades using foreign exchange and all deep, liquid futures products. • Minimize the impact of economic/market events on commodity, equity, and fixed income portfolios.



CIBC Capital Markets

• Capital Markets
• 700 & Above Employee

• Senior Manager, Wholesale Banking

  • Sep 2014 - Sep 2015

  • Develop capital efficient strategies to immunize European trading/loan portfolios against economic/political events (EU debt crisis; breaking of currency pegs; low commodity prices). • Conduct/overlay credit/economic analyses to improve expected return of investment strategies. • Assess credit fundamentals of investment targets and selected trading/loan counterparties. • Develop capital efficient strategies to immunize European trading/loan portfolios against economic/political events (EU debt crisis; breaking of currency pegs; low commodity prices). • Conduct/overlay credit/economic analyses to improve expected return of investment strategies. • Assess credit fundamentals of investment targets and selected trading/loan counterparties.



CIBC

• Canada
• Banking
• 700 & Above Employee

• Senior Manager, Country Strategy

  • 2011 - Sep 2014

  • Directed global investment allocation via in depth global macro research and credit analysis of developed and emerging market economies. • Presented investment decisions to business heads, including CEOs of subsidiaries. • Designed models to forecast how structural shifts in economic/demographic variables would impact financial markets (i.e. Japan’s ageing population and debt sustainability). • Built a country-rating model to make economic/political analysis and investment decisions less subjective. • Modeled key economic variables (fiscal/external balances, GDP) to anticipate credit events and changes in the investment climate and key economic sectors of emerging markets. Show less



FD Technologies

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Portfolio Construction Consultant

  • 2010 - 2011

  • Devised asset allocation and concentration limits for buy-side institutions. • Expanded profits and built client base via sales meetings with existing and prospective clients. • Devised asset allocation and concentration limits for buy-side institutions. • Expanded profits and built client base via sales meetings with existing and prospective clients.



CIBC Mellon

• Canada
• Financial Services
• 700 & Above Employee

• Senior Portfolio/Investment Analyst

  • 2007 - 2010

  • Assessed and selected fixed income securities for portfolio/assisted Portfolio Manager. • Ensured asset-liability matches by modeling yield curve changes on fixed income portfolios. • Enhanced a fixed income risk model and managed its implementation; this model maximized revenue and minimized risk by increasing trading limits, and encouraging counterparties to pledge higher quality fixed income/cash/equity collateral. • Assessed and selected fixed income securities for portfolio/assisted Portfolio Manager. • Ensured asset-liability matches by modeling yield curve changes on fixed income portfolios. • Enhanced a fixed income risk model and managed its implementation; this model maximized revenue and minimized risk by increasing trading limits, and encouraging counterparties to pledge higher quality fixed income/cash/equity collateral.



University of Waterloo

• Canada
• Higher Education
• 700 & Above Employee

• Political Economy Researcher

  • 2006 - 2007

  • Presented research on international investment and economic development at global conferences. • Presented research on international investment and economic development at global conferences.