Kevin Lai

Analyst-Equity at

Empire Life Investments, Inc.

Finance

Consumer Services

Profile

Mr. Kevin Lai is a Senior Investment Analyst at Empire Life Investments, Inc. He joined the firm in 2023.
As a member of the Empire Life Investments Team, he is responsible for providing research on Canadian equities.
Prior to his current role, Mr. Lai served as an Equity Research Associate and Accounting Policy Specialist with a leading Canadian bank.
He holds a Bachelor of Accounting and Finance and Master of Accounting from the University of Waterloo.
He is also a CPA, CA and CFA charterholder.

Kevin Lai active positions

Companies	Position	Start
Empire Life Investments, Inc. Empire Life Investments, Inc. Investment ManagersFinance Empire Life Investments focuses on attractively valued, high-quality businesses, with a focus on downside protection. The firm’s equity investment process follows a rigorous five-step process: define universe, idea generation, analyze, fundamental analysis, and portfolio construction. When selecting fixed-income investments, Empire Life Investments employs an active, multi-strategy approach. They combine both a top-down macroeconomic analysis on interest rate and yield curve as well as a bottom-up credit research with a focus on undervalued securities and sectors.	Analyst-Equity	2023-04-30

All active positions of Kevin Lai

Former positions of Kevin Lai

Companies	Position	End
CIBC World Markets, Inc. CIBC World Markets, Inc. Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	2023-04-30

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Linked companies

Private companies	3
CIBC World Markets, Inc. CIBC World Markets, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
The University of Waterloo The University of Waterloo Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Empire Life Investments, Inc. Empire Life Investments, Inc. Investment ManagersFinance Empire Life Investments focuses on attractively valued, high-quality businesses, with a focus on downside protection. The firm’s equity investment process follows a rigorous five-step process: define universe, idea generation, analyze, fundamental analysis, and portfolio construction. When selecting fixed-income investments, Empire Life Investments employs an active, multi-strategy approach. They combine both a top-down macroeconomic analysis on interest rate and yield curve as well as a bottom-up credit research with a focus on undervalued securities and sectors.	Finance

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