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Jason Li
Analyst-Festverzinsliche Wertpapiere bei Connor, Clark & Lunn Investment Management Ltd.
Ursprung des Netzwerks ersten Grades von Jason Li
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Connor, Clark & Lunn Investment Management Ltd.
![]() Connor, Clark & Lunn Investment Management Ltd. Investment ManagersFinance Connor, Clark & Lunn Investment Management Ltd. (CC&L) is an investment advisory firm headquartered in Vancouver, British Columbia with an additional office in Toronto. The firm was founded in 1982 and is a subsidiary of Connor, Clark & Lunn Investment Management Partnership, itself a subsidiary of Connor, Clark & Lunn Financial Group Ltd. CC&L provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, businesses and private investment funds.
35
| Subsidiary | Investment Managers | 35 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Jason Li
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
Sun Life Assurance Company of Canada
![]() Sun Life Assurance Company of Canada Multi-Line InsuranceFinance Sun Life Assurance Company of Canada provides life insurance and other financial services. It offers saving, retirement and pension products and life and health insurance to individuals and groups through its operations in Canada, the United States, the United Kingdom and Asia. The company was founded in 1865 by Mathew Hamilton Gault and is headquartered in Toronto, Canada. | Multi-Line Insurance | Corporate Officer/Principal | |
Washington University in St. Louis | College/University | Doctorate Degree | |
Hawaiian Airlines, Inc.
![]() Hawaiian Airlines, Inc. AirlinesTransportation Hawaiian Airlines, Inc. engages in providing air transportation services. It offers transportation of passengers, cargo and mail. The company operates daily jet flights between the Hawaiian Islands. It also provides in-flight, airport, and online services, as well as special needs, children and infants, pets, and other travel services. The company was founded on January 30, 1929 and is headquartered in Honolulu, HI. | Airlines | Director/Board Member | |
Kingdon Capital Management LLC
![]() Kingdon Capital Management LLC Investment ManagersFinance Kingdon Capital Management LLC (Kingdon) is an independent, SEC-registered investment advisor and alternative investment management firm headquartered in New York City. The firm was founded by Mark Kingdon in 1983. Kingdon provides investment advisory services to pooled investment vehicles sponsored by Kingdon or third parties. | Investment Managers | Corporate Officer/Principal | |
OMERS Administration Corp.
![]() OMERS Administration Corp. Investment ManagersFinance OMERS Administration Corp. (AC) is a Canadian pension fund manager headquartered in Toronto, Ontario. The firm manages the assets of the Ontario Municipal Employee Retirements System (OMERS) which was founded in 1962. Formerly known as the Ontario Municipal Employees Retirement Board, AC is responsible for pension services and administration, investments, and plan valuation on behalf of active, deferred and retired employees of nearly various municipalities, school boards, libraries, police and fire departments, and other local agencies in communities across Ontario. | Investment Managers | Corporate Officer/Principal | |
TD Asset Management, Inc.
![]() TD Asset Management, Inc. Investment ManagersFinance TD Asset Management, Inc. (TDAM) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of the Toronto-Dominion Bank (NYSE: TD), a Canadian chartered bank regulated by the Office of the Superintendent of Financial Institutions. Founded in 1987, TDAM provides discretionary investment management services to corporations, investment companies, pension funds/plans, endowments and foundations. | Investment Managers | Analyst-Equity | |
CELESTICA INC. | Electronic Components | Corporate Officer/Principal | |
Merrill Lynch Canada, Inc.
![]() Merrill Lynch Canada, Inc. Investment Banks/BrokersFinance Merrill Lynch Canada, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. They are a subsidiary of Midland Walwyn, Inc. and their ultimate parent is Bank of America Corp. (NYSE: BAC). The firm offers brokerage and investment banking services as well as commercial lending, global high-yield debt, global equity, and M&A services to institutional and retail clients. | Investment Banks/Brokers | Economist | |
WestWind Partners LLC | Corporate Officer/Principal | ||
AllianceBernstein LP
![]() AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | Corporate Officer/Principal | |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Market Strategist | |
The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree | |
Harvard University
![]() Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree | |
UBS Asset Management (Canada) Inc.
![]() UBS Asset Management (Canada) Inc. Investment ManagersFinance UBS Asset Management (Canada) Inc. (UBSC) is a Canadian portfolio manager headquartered in Toronto, Ontario. The firm is an indirect wholly-owned subsidiary of UBS AG, which is owned by UBS Group AG (SWX: UBSG) in Switzerland. UBSC offers investment strategies and services to a broad range of clients and their investment consultants which includes: corporate, public and Taft-Hartley pension plans, endowments and foundations, insurance companies, and, financial institutions. They also provide dedicated advisory, investment and training solutions for sovereign clients such as governments and central banks. | Investment Managers | Corporate Officer/Principal | |
Imperial College London | College/University | Undergraduate Degree | |
Grant Thornton LLP
![]() Grant Thornton LLP Miscellaneous Commercial ServicesCommercial Services Grant Thornton LLP provides accounting, tax and business consulting services. It offers advisory, business consulting, business risk, enterprise technology and innovation, transaction services, data analytics, cyber risk, and data integrity services. The firm serves the construction, real estate and hospitality, consumer and industrial products, energy, financial services, health care and life sciences, not for profit organizations, private equity, public sector, and technology industries. The company was founded in 1924 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
CIBC World Markets, Inc.
![]() CIBC World Markets, Inc. Investment Banks/BrokersFinance CIBC World Markets, Inc. is a full-service Canadian brokerage and investment banking firm headquartered in Toronto, Ontario. The firm was founded in 1961 and is a subsidiary of the Canadian Imperial Bank of Commerce (TSE, NYSE: CM). CIBC World Markets provides alternative investment managers with premier prime brokerage that brings together trade execution, reporting, research and capital introduction with a view to enhancing efficiencies and profitability. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
TD Securities, Inc.
![]() TD Securities, Inc. Investment Banks/BrokersFinance TD Securities, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm is a subsidiary of The Toronto-Dominion Bank (NYSE, TSE: TD). TD Securities provides a wide range of capital market products and services to corporate, government and institutional clients. Their services also include the underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and divestitures and executing daily trading and investment needs. The firm’s equity group provides research coverage of various sectors. Their fixed-income group provides a full range of underwriting sales and trading products for Canadian, US and European debt issuers and investors. | Investment Banks/Brokers | Analyst-Equity | |
University of British Columbia | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Victoria | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
The University of Waterloo | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
Simon Fraser University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
University of Toronto | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
McMaster University | College/University | Masters Business Admin Undergraduate Degree | |
University of London | College/University | Graduate Degree Graduate Degree | |
University of Wisconsin | College/University | Doctorate Degree | |
Heriot-Watt University | College/University | Undergraduate Degree | |
Peking University
![]() Peking University Other Consumer ServicesConsumer Services Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China. | College/University | Undergraduate Degree | |
École des Hautes Études Commerciales du Nord | College/University | Graduate Degree | |
Université de Lille II | College/University | Graduate Degree | |
University College London | College/University | Undergraduate Degree | |
University of Alberta | College/University | Undergraduate Degree | |
British Columbia Institute of Technology | College/University | Undergraduate Degree | |
Richard Ivey School of Business | College/University | Undergraduate Degree | |
University of Calgary | College/University | Undergraduate Degree | |
Brock University | College/University | Undergraduate Degree | |
London School of Economics & Political Science | College/University | Graduate Degree | |
Raymond James Financial, Inc. (Broker)
![]() Raymond James Financial, Inc. (Broker) Investment Banks/BrokersFinance Founded in 1962, Raymond James Financial, Inc. (NYSE: RJF) is a diversified holding company headquartered in St. Petersburg, Florida. The firm provides services to individuals, corporations and municipalities through their wholly-owned subsidiaries: Raymond James & Associates, Raymond James Financial Services and Raymond James Ltd. Raymond James operates through eight segments: Private Client Group (PCG); Capital Markets; Asset Management; Raymond James Bank (RJ Bank); Emerging Markets; Securities Lending; Proprietary Capital; and Other. The Private Client Group segment provides securities transaction and financial planning services to client accounts through the branch office systems of the company's subsidiaries. The Capital Markets segment's activities consist primarily of equity and fixed income products and services. The Asset Management segment provides asset management services for individual investment portfolios and mutual funds. The RJ Bank segment provides corporate, residential and consumer loans, as well as Federal Deposit Insurance Corp. insured deposit accounts, to clients of the company's broker-dealer subsidiaries and to the general public. The Emerging Markets segment operates securities brokerage, investment banking, asset management and equity research businesses. The Securities Lending segment conducts its business through the borrowing and lending of securities from and to other broker-dealers, financial institutions and other counterparties. The Proprietary Capital segment consists of the company's principal capital and private equity activities, including various direct and third-party private equity and merchant banking investments. Raymond James' capital markets reach within the financial institutions segment focuses on community and regional banks and thrifts including equity research, sales, trading and investment banking resources and services. Raymond James is one of the largest research organizations in the brokerage industry and serves institutional investors domestically and abroad. The firm's capital markets activities are based on insightful, timely and comprehensive equity research. They publish research on over 1,000 companies in their core industries. Raymond James seeks attractive niches within broader industries and then covers these sectors deeply to develop differentiated sector expertise and relationships. Although their focus is mid- and small-cap companies, their coverage includes large, medium and small companies across each sector. Raymond James' Institutional Trading division is organized into 3 specialty departments: Sales Trading, Principal trading and Agency Trading. Their Sales Trading division covers over 800 domestic and 1,300 international financial institutions throughout North America and Europe. The firm's Principal Trading division consists of industry-focused teams and their OTC Principal Trading department makes markets in over 680 domestic stocks, 85% of which are covered by Raymond James Institutional Research department. Their Agency Trading department services the trading needs of over 5,500 financial advisors located in 2,500 retail offices across the US. | Investment Banks/Brokers | Corporate Officer/Principal | |
Queen's University | College/University | Masters Business Admin | |
University of Western Ontario | College/University | Masters Business Admin | |
Jawaharlal Nehru Technological University | College/University | Undergraduate Degree | |
University of Cape Town | College/University | Undergraduate Degree |
Statistik
International
Kanada | 23 |
Vereinigte Staaten | 12 |
Vereinigtes Königreich | 6 |
Frankreich | 3 |
China | 2 |
Sektoral
Consumer Services | 28 |
Finance | 13 |
Transportation | 2 |
Electronic Technology | 2 |
Commercial Services | 2 |
Operativ
Undergraduate Degree | 34 |
Analyst-Equity | 27 |
Portfolio Manager-Equities | 18 |
Corporate Officer/Principal | 11 |
Graduate Degree | 8 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Ryan Elliott | 7 |
Gary Baker | 6 |
John Paul Novak | 5 |
Carolyn Kwan | 4 |
Samba Chunduri | 4 |
Paul Kim | 4 |
Uzair Noorudin | 4 |
Mark Stewart Bridges | 3 |
Remy Lucas | 3 |
Simon Mo | 3 |
Michael Cao | 3 |
Simon MacNair | 3 |
Brian Eby | 3 |
Jocelyn Chu | 3 |
Glen Roberts | 3 |