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Eric Theoret, Cfa, Cmt Email & Phone Number

Global Macro Strategist with experience in FX strategy, energy trading, central bank reserve management, and prime brokerage.
Location: Toronto, Ontario, Canada 9 work roles 2 schools
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Role
Global Macro Strategist with experience in FX strategy, energy trading, central bank reserve management, and prime brokerage.
Location
Toronto, Ontario, Canada

Who is Eric Theoret, Cfa, Cmt? Overview

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Eric Theoret, Cfa, Cmt is listed as Global Macro Strategist with experience in FX strategy, energy trading, central bank reserve management, and prime brokerage. based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Eric Theoret, Cfa, Cmt.

Eric Theoret, Cfa, Cmt previously worked as Global Macro Strategist at Manulife Investment Management and FX Strategist - Director at Scotiabank Global Banking And Markets. Eric Theoret, Cfa, Cmt holds Hba, Finance from Richard Ivey School Of Business.

Profile bio

About Eric Theoret, Cfa, Cmt

Capital markets professional with 15 years of experience across global macro & asset allocation, G10 FX strategy, energy trading, central bank reserve management, and prime brokerage. Global Macro Strategist analyzing global macroeconomic trends to generate trade ideas for tactical asset allocation. FX Strategist covering G10 currencies, enhancing FX sales coverage of a wide range of institutional, corporate and commercial clients, including major central banks across Latin America. Extensive media experience across print, radio, and television in both the U.S. and Canada. Analytical process combines fundamental research and development of fair value models to guide market views, as well as technical analysis of market trends.

Listed skills include Capital Markets, Hedge Funds, Financial Markets, Commodity, and 6 others.

9 roles

Eric Theoret, Cfa, Cmt work experience

A career timeline built from the work history available for this profile.

Global Macro Strategist

  • Analyzed global macroeconomic trends (combining fundamental and technical analysis) to generate trade ideas for alpha generation as part of the tactical asset allocation process.
  • Developed fair value models to guide market views and inform portfolio adjustments.
  • Originated and collaborated on thought leadership content, and actively engaged with media (primarily print and television). Have appeared on Yahoo Finance, TD Ameritrade network, Bloomberg radio, and Canadian media.
Apr 2020 - Jun 2023

Fx Strategist - Director

Toronto, Canada Area

  • Leveraged fundamental and technical analysis for actionable short-term trades and long-term hedging strategies. Trade ideas regularly lead to revenue generation and were well received by colleagues and clients.
  • Authored and co-authored a variety of publications, and collaborated with Scotiabank marketing to create thought leading video content. Media engagement included print, radio, and television (including CNBC).
  • Actively engaged with FX Sales across Canada, the U.S., and Latin America to meet with institutional, corporate, and commercial clients as well most major central banks in the region.
  • Actively participated in campus recruiting, mentorship, and diversity initiatives.
Nov 2016 - Apr 2020

Analyst - North American Gas & Power

Bp

Calgary, Canada Area

Jun 2008 - Jul 2010

Summer Analyst - Exchange Fund Account

May 2007 - Aug 2007
2 education records

Eric Theoret, Cfa, Cmt education

FAQ

Frequently asked questions about Eric Theoret, Cfa, Cmt

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What is Eric Theoret, Cfa, Cmt's role at their current company?

Eric Theoret, Cfa, Cmt is listed as Global Macro Strategist with experience in FX strategy, energy trading, central bank reserve management, and prime brokerage..

Where is Eric Theoret, Cfa, Cmt based?

Eric Theoret, Cfa, Cmt is based in Toronto, Ontario, Canada.

What companies has Eric Theoret, Cfa, Cmt worked for?

Eric Theoret, Cfa, Cmt has worked for Manulife Investment Management, Scotiabank Global Banking And Markets, Bmo Capital Markets, Bp, and Bank Of Canada.

How can I contact Eric Theoret, Cfa, Cmt?

You can use AeroLeads to view verified contact signals for Eric Theoret, Cfa, Cmt, including work email, phone, and LinkedIn data when available.

What schools did Eric Theoret, Cfa, Cmt attend?

Eric Theoret, Cfa, Cmt holds Hba, Finance from Richard Ivey School Of Business.

What skills is Eric Theoret, Cfa, Cmt known for?

Eric Theoret, Cfa, Cmt is listed with skills including Capital Markets, Hedge Funds, Financial Markets, Commodity, Securities Lending, Fx Strategy, Fx Options, and Bloomberg.

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