Lee Goldman
Portfolio Manager-Fixed Income at CI Investments, Inc.
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, 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. | Portfolio Manager-Fixed Income | 2018-05-31 |
Former positions of Lee Goldman
Companies | Position | End |
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First Asset Investment Management, Inc.
First Asset Investment Management, Inc. Investment ManagersFinance First Asset Investment Management, Inc. (First Asset) is a registered investment adviser headquartered in Toronto, Ontario and was founded in 1996. The firm is a subsidiary of First Asset Capital Corp., itself a subsidiary of CI Financial Corp. (TSX: CIX). First Asset manages money for several closed-end investment products and mutual funds. | Portfolio Manager-Equities | 2018-05-31 |
First Asset Canadian Energy Convertible Debenture Fund
First Asset Canadian Energy Convertible Debenture Fund Investment Trusts/Mutual FundsMiscellaneous First Asset Canadian Energy Convertible Debenture Fund is a Open end Mutual Fund company founded on September 17, 2009 and is headquartered in Toronto, CA. | General Counsel | 2013-12-20 |
FA Management Corp. | Compliance Officer | 2018-05-31 |
First Asset Canadian Dividend Opportunity Fund
First Asset Canadian Dividend Opportunity Fund Investment Trusts/Mutual FundsMiscellaneous First Asset Canadian Dividend Opportunity Fund is a closed-end Investment Fund/Investment Trust. The company was founded on March 22, 2010 and is headquartered in Toronto, Canada. On April 19, 2012, the fund converted into an open-end mutual fund. | General Counsel | 2013-12-20 |
Canadian REIT Income Fund
Canadian REIT Income Fund Real Estate Investment TrustsFinance Canadian REIT Income Fund is a closed-end investment trust. The company invests in the portfolio of equity securities and convertible debentures of Canadian REITs and Real Estate Issuers. Its investment objective is to provide holders quarterly distributions and the opportunity for capital appreciation. The company was founded on August 29, 2011 and is headquartered in Toronto, Canada. | General Counsel | 2013-10-17 |
Training of Lee Goldman
University of Western Ontario | Undergraduate Degree |
York University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 23 |
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First Asset Investment Management, Inc.
First Asset Investment Management, Inc. Investment ManagersFinance First Asset Investment Management, Inc. (First Asset) is a registered investment adviser headquartered in Toronto, Ontario and was founded in 1996. The firm is a subsidiary of First Asset Capital Corp., itself a subsidiary of CI Financial Corp. (TSX: CIX). First Asset manages money for several closed-end investment products and mutual funds. | Finance |
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. | Finance |
First Asset PowerGen Fund
First Asset PowerGen Fund Investment Trusts/Mutual FundsMiscellaneous First Asset PowerGen Fund is a closed-end investment trust. Fund's portfolio consists of power generation and energy assets. Fund portfolio involves in the generation and sale of electricity, including hydro-electric, gas fired, coal fired, wind, biomass and biogas, among others, assets related to production of energy, and related energy infrastructure assets, which shall include construction, fuel reclamation, pipeline, trucking and other related services to the power generation industry. Fund was formed on May 23, 2000 and is located in Toronto, ON. | Miscellaneous |
First Asset Diversified Convertible Debenture Fund
First Asset Diversified Convertible Debenture Fund Investment Trusts/Mutual FundsMiscellaneous First Asset Diversified Convertible Debenture Fund is an investment fund which has an objective of providing holders with quarterly cash distributions and the opportunity for capital appreciation. The company was founded on November 10, 2000 and is headquartered in Toronto, Canada. | Miscellaneous |
Split REIT Opportunity Trust
Split REIT Opportunity Trust Investment Trusts/Mutual FundsMiscellaneous Split REIT Opportunity Trust is an investment trust. It has been created to provide investors with exposure to a portfolio of securities of real estate investment trusts (REITs). The Fund’s holdings included Allied Properties Real Estate Investment Trust, Artis Real Estate Investment Trust, Boardwalk Real Estate Investment Trust, Calloway Real Estate Investment Trust, Canadian Apartment Properties Real Estate Investment Trust, Canadian Real Estate Investment Trust, Chartwell Seniors Housing Real Estate Investment Trust, Cominar Real Estate Investment Trust, Crombie Real Estate Investment Trust and Dundee Real Estate Investment Trust. The manager of the Fund is First Asset Funds Inc. and the investment adviser of the Fund is First Asset Investment Management Inc. First Asset Funds Inc. is also the trustee of the Fund. The Company was founded in 2006 and is heaequartered in Toronto, ON. | Miscellaneous |
Triax Diversified High-Yield Trust
Triax Diversified High-Yield Trust Investment Trusts/Mutual FundsMiscellaneous Triax Diversified High-Yield Trust operates as a closed-end investment fund/investment trust. It seeks to provide investors with consistently superior income equal to or exceeding the yield on ten year government of Canada bonds; and capital appreciation. The company was founded on February 6, 1997 and is headquartered in Toronto, Canada. | Miscellaneous |
First Asset Energy & Resource Fund
First Asset Energy & Resource Fund Investment Trusts/Mutual FundsMiscellaneous First Asset Energy & Resource Fund operates as a closed-end investment fund, which focuses on capital appreciation. It invests in portfolio of securities, providing service and support to businesses active in the exploration, production, transportation, and distribution of energy and natural resources. The company was founded on August 9, 1996 and is headquartered in Toronto, Canada. | Miscellaneous |
Preferred Share Investment Trust
Preferred Share Investment Trust Investment Trusts/Mutual FundsMiscellaneous Preferred Share Investment Trust is a closed-end investment trust. The fund invests in an actively managed portfolio comprised primarily of investment grade preferred shares and to a lesser extent investment grade corporate debt and convertible bonds in order to provide unit holders with the opportunity for growth of their investment value through any capital appreciation of the portfolio and distributions. Its investment objectives are to provide unit holders with quarterly distributions; and with the opportunity for capital appreciation from the performance of the portfolio. Preferred Share Investment Trust was founded on March 11, 2009 and is headquartered in Toronto, Canada. | Miscellaneous |
Canadian Convertible Debenture Fund /Old/
Canadian Convertible Debenture Fund /Old/ Investment Trusts/Mutual FundsMiscellaneous Canadian Convertible Debenture Fund is a Closed-End Investment Fund/Investment Trust. The company was founded on September 17, 2009 and is headquartered in Toranto, Canada. | Miscellaneous |
First Asset Active Credit Fund
First Asset Active Credit Fund Investment Trusts/Mutual FundsMiscellaneous First Asset Active Credit Fund is a closed-end investment fund/investment trust. The trust's investment objectives are to provide Unitholders with a stable stream of tax efficient monthly distributions consisting of capital gains and return of capital; and preserve and enhance the Net Asset Value per Series A Unit and Net Asset Value per Series B Unit. It was founded on July 30, 2003 and is headquartered in Toronto, Canada. | Miscellaneous |
First Asset Canadian Dividend Opportunity Fund
First Asset Canadian Dividend Opportunity Fund Investment Trusts/Mutual FundsMiscellaneous First Asset Canadian Dividend Opportunity Fund is a closed-end Investment Fund/Investment Trust. The company was founded on March 22, 2010 and is headquartered in Toronto, Canada. On April 19, 2012, the fund converted into an open-end mutual fund. | Miscellaneous |
First Asset Pipes & Power Income Fund
First Asset Pipes & Power Income Fund Investment Trusts/Mutual FundsMiscellaneous First Asset Pipes & Power Income Fund is a closed-end Investment Fund/Investment Trust. The company was founded on January 27, 2010 and is headquartered in Toronto, Canada. | Miscellaneous |
First Asset Canadian Energy Convertible Debenture Fund
First Asset Canadian Energy Convertible Debenture Fund Investment Trusts/Mutual FundsMiscellaneous First Asset Canadian Energy Convertible Debenture Fund is a Open end Mutual Fund company founded on September 17, 2009 and is headquartered in Toronto, CA. | Miscellaneous |
First Asset Canadian Convertibles Fund
First Asset Canadian Convertibles Fund Investment Trusts/Mutual FundsMiscellaneous First Asset Canadian Convertibles Fund is a closed-end investment fund. Its investment objective is to provide holders of units, which include quarterly tax-advantaged distributions and the opportunity for capital appreciation. The company was founded on December 10, 2010 and is headquartered in Toronto, Canada. | Miscellaneous |
First Asset Management, Inc.
First Asset Management, Inc. Investment ManagersFinance First Asset Management Inc. is independent asset management firms.It's operations include pension funds, foundations and endowments, high net worth private clients, as well as investment and financial advisory services. | Finance |
Canadian Convertibles Fund
Canadian Convertibles Fund Investment Trusts/Mutual FundsMiscellaneous Canadian Convertibles Fund operates as a closed-end investment fund/investment trust. Its investment objective is to provide security holders with the opportunity for capital appreciation by investing in an actively managed portfolio comprised primarily of convertible debentures of Canadian issuers. The company was founded on December 10, 2010 and is headquartered in Toronto, Canada. | Miscellaneous |
FA Management Corp. | |
First Asset North American Convertibles Fund
First Asset North American Convertibles Fund Investment Trusts/Mutual FundsMiscellaneous First Asset North American Convertibles Fund is a closed-end investment fund and trust. It engages in the provision of quarterly distributions, opportunity for capital appreciation, and risk adjusted way to invest. It also invests in a diversified portfolio comprised primarily of convertible debentures of Canadian, U.S, and global issuers. The company was founded on April 19, 2011 and is headquartered in Toronto, Canada. | Miscellaneous |
Global 45 Split Corp.
Global 45 Split Corp. Investment Trusts/Mutual FundsMiscellaneous Global 45 Split Corp. is a closed-end investment fund/investment trust. It invests in investment trusts and closed-end funds for long term capital growth. The firm also invests in a portfolio comprised of the following industry sectors: basic materials, communications, consumer-cyclical, consumer non-cyclical, energy, financials, industrial, technology and utilities. Global 45 Split was founded on March 29, 2004 and is headquartered in Toronto, Canada. | Miscellaneous |
First Asset Canadian Dividend Opportunity Fund II
First Asset Canadian Dividend Opportunity Fund II Investment Trusts/Mutual FundsMiscellaneous First Asset Canadian Dividend Opportunity Fund II is a closed-end investment fund. First Asset Investment Management, Inc. will act as the manager, portfolio manager and trustee of the fund and will provide all administrative, investment advisory and portfolio management services required by the fund. The fund was founded in January 2012 and is headquartered in Toronto, Canada. | Miscellaneous |
Canadian REIT Income Fund
Canadian REIT Income Fund Real Estate Investment TrustsFinance Canadian REIT Income Fund is a closed-end investment trust. The company invests in the portfolio of equity securities and convertible debentures of Canadian REITs and Real Estate Issuers. Its investment objective is to provide holders quarterly distributions and the opportunity for capital appreciation. The company was founded on August 29, 2011 and is headquartered in Toronto, Canada. | Finance |
First Asset Canadian REIT Income Fund
First Asset Canadian REIT Income Fund Real Estate Investment TrustsFinance First Asset Canadian REIT Income Fund operates as a closed-end investment fund/investment trust. Its investment objectives are to provide unitholders with the benefits of high monthly cash distributions together with the opportunity for capital appreciation through the active management of a portfolio of REITs and real estate corporations that are listed on Canadian stock exchanges. The company's portfolio provides diversification among types of real estate holdings, including apartment buildings, shopping centers, office buildings and nursing/retirement homes, among others. First Asset Canadian REIT Income Fund was founded on October 28, 2004 and is headquartered in Toronto, Canada. | Finance |
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. | Finance |
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