Geof Marshall

Head-Fixed Income Invts at

CI Investments, Inc.

Miscellaneous

Finance

Consumer Services

Profile

Mr. Geofrey Marshall, CFA, is a Senior Vice President, Head of Fixed Income & Lead at CI Investments, Inc. He joined CI GAM in 2006 and leads the fixed income team and private markets group.
Mr. Marshall is also the lead manager on CI GAM’s income strategies and co-manages the private markets and income & growth funds as well as a number of multi-asset fixed income portfolios.
He brings over 25 years of valued industry experience to his role at CI GAM, especially in asset allocation and analyzing, managing, and trading corporate bonds, leveraged loans, and private credit.
Prior to CI GAM, Mr. Marshall was a portfolio manager at Manulife Financial.
He holds a Bachelor of Arts from the University of Western Ontario and the Chartered Financial Analyst (CFA) designation.
He is a member of the Finance and Investment Committee at the Royal Ontario Museum.

Geof Marshall 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.	Head-Fixed Income Invts	2018-06-30

All active positions of Geof Marshall

Former positions of Geof Marshall

Companies	Position	End
Signature Diversified Value Trust Signature Diversified Value Trust Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust	Corporate Officer/Principal	2013-01-06
Skylon Global Capital Yield Trust Skylon Global Capital Yield Trust Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust	Corporate Officer/Principal	2012-07-30
MANULIFE FINANCIAL CORPORATION	Corporate Officer/Principal	2005-12-30
DDJ HIGH YIELD FUND	Corporate Officer/Principal	-
Elliott & Page Ltd.	Corporate Officer/Principal	-

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Training of Geof Marshall

Experiences
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Linked companies

Private companies	8
Manulife Financial Corp. Manulife Financial Corp. Life/Health InsuranceFinance Provides life, health insurance, annuities, pension, reinsurance and wealth management services	Finance
DDJ High Yield Fund DDJ High Yield Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
Skylon Global Capital Yield Trust Skylon Global Capital Yield Trust Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust	Miscellaneous
High Yield & Mortgage Plus Trust High Yield & Mortgage Plus Trust Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust	Miscellaneous
Elliott & Page Ltd.
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
Signature Diversified Value Trust Signature Diversified Value Trust Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust	Miscellaneous
University of Western Ontario University of Western Ontario Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services