Eric Theoret, Cfa, Cmt personal email
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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.
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Global Macro StrategistManulife Investment Management Apr 2020 - Jun 2023• 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. -
Fx Strategist - DirectorScotiabank Global Banking And Markets Nov 2016 - Apr 2020Toronto, 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. -
Fx Strategist - Associate DirectorScotiabank Global Banking And Markets Dec 2013 - Oct 2016Toronto, Canada Area -
Fx Strategist - AssociateScotiabank Global Banking And Markets Apr 2011 - Nov 2013Toronto, Canada Area -
AnalystBmo Capital Markets Oct 2010 - Mar 2011Toronto, Canada Area -
Analyst - North American Gas & PowerBp Jun 2008 - Jul 2010Calgary, Canada Area -
Summer Analyst - Exchange Fund AccountBank Of Canada May 2007 - Aug 2007 -
Summer Analyst - Prime Brokerage - SalesScotiabank Global Banking And Markets May 2006 - Aug 2006London, United Kingdom -
Summer Analyst - Prime Brokerage - Securities LendingScotiabank Global Banking And Markets May 2005 - Aug 2005Toronto, Canada Area
Eric Theoret, Cfa, Cmt Skills
Eric Theoret, Cfa, Cmt Education Details
Frequently Asked Questions about Eric Theoret, Cfa, Cmt
What is Eric Theoret, Cfa, Cmt's role at the current company?
Eric Theoret, Cfa, Cmt's current role is Global Macro Strategist with experience in FX strategy, energy trading, central bank reserve management, and prime brokerage..
What is Eric Theoret, Cfa, Cmt's email address?
Eric Theoret, Cfa, Cmt's email address is er****@****ail.com
What schools did Eric Theoret, Cfa, Cmt attend?
Eric Theoret, Cfa, Cmt attended Richard Ivey School Of Business, The University Of Western Ontario - Richard Ivey School Of Business.
What skills is Eric Theoret, Cfa, Cmt known for?
Eric Theoret, Cfa, Cmt has skills like Capital Markets, Hedge Funds, Financial Markets, Commodity, Securities Lending, Fx Strategy, Fx Options, Bloomberg, Financial Analysis, Corporate Finance.
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