![Kevin Lai](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
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.
Aktiva positioner av Kevin Lai
| Företag | 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 | 2023-05-01 |
Tidigare kända positioner av Kevin Lai
| Företag | Position | Slut |
|---|---|---|
CIBC World Markets, Inc.
 CIBC World Markets, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 2023-05-01 |
Kevin Lais utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
88
Första gradens relationer
3
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 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 |
