Eric Lafortune Email & Phone Number

Toronto

• Deliver a Capital Markets offering in the context of a Wealth Management platform to meet the needs of RBC’s Ultra High Net Worth global clients and Family Offices. • Manage the trading requirements for the Private Trading Office (PTO) clients across all asset classes including equities, options, fixed income, foreign exchange, futures, precious metals and money market products. • Advise PTO clients on multi-asset class bespoke strategies and solutions such as trading or hedging strategies.• Liaison to the senior coverage team and their clients providing capital markets expertise specific to their investment needs.• Cultivate strategic partnerships across RBC trading teams, external broker-dealers and third parties to explore new financial developments and innovative solutions on behalf of clients to drive business growth. • Monitor financial markets and economic developments, providing commentary and insight to clients through the dissemination of research notes to keep clients informed and identify investment opportunities as they develop.

Toronto, Ontario, Canada

• Co-chair of RBC InvestEase’s investment committee who has as a mandate the oversight of the investment of the assets and of the portfolio management process.• Author a weekly financial newsletter which highlights recent market developments and trends that is distributed to internal and external stakeholders.• Analyze the financial impact of economic factors on our investment portfolios, recommend investment solutions to our clients while reviewing and assessing their risk profiles.

Toronto, Canada Area

• Launched a private lending company focused on financing early stage, purposed-based construction projects across the Greater Toronto Area. • Involved in the full life cycle of relationships with over 20 developers. Generated leads through active networking and cold calling, involved in pitching and assessing deals, and closing new business. • Built financial models, developed sensitivity analysis, completed due diligence, structured loans, and determined funding profile with a minimum target IRR of 20%.

Toronto

• Generated $50 million of new sales by leveraging knowledge of investments across RBC’s balance sheet and advanced relationship management skills.• Collaborated with partners across RBC, including Private Banking and RBC Dominion Securities, as well as COIs, which allowed for the delivery of solutions to our clients.

Toronto

• Voting member of an investment committee that managed a fixed income portfolio. Security selection was a function of fundamental, technical, and relative value analysis. Holdings included Canadian investment grade, high yield and preferred shares.• Strong relationships with RBC’s Chairman Council (top 50) and Executive Council (top 250) investment advisors was critical to my success in this investment management role.

Toronto

•Rebuilt the Canadian equity financing desk resulting in the quadrupling of revenues over a 4-year period.

Toronto

• Fixed income trader with $28 billion in allocated balance sheet, covering hedge funds and Canadian pension funds. Traded products included repo, OIS, futures, F/X, and money markets.

Toronto

Managed Merrill Lynch Canada’s short term debt program ($2 billion shelf).

Greater New York City Area

C++ and VBA programming. Implemented a trading system that warehoused a $120 billion credit portfolio and a $40 billion MBS portfolio.