Dan Lavric Email & Phone Number

Guelph

Responsible for asset mix decisions and tactical asset allocation for clients with total AUM of +$10B. Portfolio construction and management for total return mandates and LDI. Research of innovative investment strategies and asset classes.Due diligence and selection of private equity/infrastructure/venture funds, as well as serving as representative on LP advisory committees.Member of the Credit and Risk Committee, overseeing exposures to alternative asset classes and real estate financing transactions.Working with client risk teams on various transformational projects (product launch, IFRS changes, etc)

Manager of the corporate bond portfolios and research team.Active bond portfolio management and ALM. Credit and rates trading. Relative value trading among different capital structures. Contributor to asset mix decisions, Co-manager of Equitable’s Active Balanced Funds. Cross-asset class research and design of new investment strategies to meet return objectives.Participation in selected project finance deals. Work with complex covenants.Design of portfolio management and trading analytics for fixed income and cross-asset class.

Chartered Financial Analyst

Master'S Degree, Finance

Double Major In "International Business" And "Banking And Capital Markets" (Studies In English)

Graduated Magna Cum Laude, Dean's List (Top 10% of Graduating Class)

Fundamentals Of Running A Private Or Public Foundation In Canada

Investment Management - Process Re-Engineering