Nadeem Kassam, Cfa, Mba Email & Phone Number

Canada

Toronto, Ontario, Canada

• Provide comprehensive investment and business advising and consultancy services to financial advisors overseeing approximately $1billion in assets under administration (AUA)
• Conduct meticulous analysis of financial goals, risk tolerance, and investment preferences to craft bespoke investment solutions tailoredto their unique needs
• Foster close collaboration with financial advisors to develop and refine investment strategies, optimizing portfolios, diversifying assets,and strategically maximizing returns while prudently managing risk
• Conduct rigorous research and due diligence on a diverse range of investment products, including equities, fixed income securities,mutual funds, and alternative investments, ensuring informed decision-making aligned.
• Serve as a dependable resource and advisor to financial advisors, delivering expert guidance on investment and asset allocation bestpractices, alongside strategic counsel on business development initiatives such as the.

Toronto, Ontario, Canada

• Led a team responsible for publishing thought-provoking and engaging portfolio strategy, asset allocation, and market insights using arigorous, data-centric, and model-driven approach for a high net-worth (HNW) retail.
• Formed and chaired the Raymond James Ltd. Asset Allocation committee, composed of global institutional research analysts/economists, who were collectively responsible for publishing high-quality, actionable, and timely.
• Lead Portfolio Manager of ten North American equity-only and fund-of-fund SMA strategies (assets under management: +$500 million)
• Co-managed and marketed the Raymond James Ltd, The Advantaged Investor Podcast - with many episodes rising to the top 10-15%status of the most played podcasts across streaming platforms (e.g. Spotify, Google, etc.)
• Led the strategic launch of impactful firm-wide initiatives, implementing top-tier portfolio management practices, onboarding technologypartners, and rebranding marketing materials.
• Successfully introduced a widely attended quarterly client webinar, featuring expert panelsand fostering cross-departmental collaboration through global working groups and introduced data gathering and analytic.

Toronto, Ontario, Canada

• Developed and implemented a rigorous investment due diligence process leveraging top-down/bottom-up best practices to drive portfolio out performance and scalability of firm-level separately managed account (SMA) model.
• Using the aforementioned methodology, launched the first large-cap U.S. equity SMA strategy with a GARP/quality style tilt for theRaymond James Ltd. high net worth channel (AUA of ~$70 billion).
• Responsible for conducting all company due diligence, rebalancing, marketing, communication and trading related tasks for the strategy
• Co-Portfolio Manager of five North American equity-only SMA strategies

Toronto, Ontario, Canada

• Publish timely and insightful research on companies within our coverage universe along with industry and thematic research while alsostaying abreast of developments across multiple sectors, assets classes, and the.
• Conduct fundamental and financial due diligence on the coverage universe and company peers, develop robust financial models, andmaintain relationships with coverage companies, investors and RBC Capital Markets teams
• Manage the launch of new company coverage, including 1) building financial models; 2) conducting fundamental and financial analysis; and, 3) writing initiating coverage and industry reports

Toronto, Canada Area

• Co-managed six North American equity-only and balanced strategies (assets +$3.0 billion) with top-quartile performance, led all marketingand promotional initiatives to win new business (7x over 7-years) and managed the.
• Managed a team of associates who were responsible for all day-to-day support functions for the ISG including publishing research onNorth American equities and Canadian preferred shares, managing the firm’s risk-rating.
• A member of the CIBC Wood Gundy Asset Allocation Committee, which published quarterly strategic and tactical asset allocationrecommendations for the investment committee and CIBC advisors
• Published high-quality and insightful research (on equities, preferred shares, interest rates, asset allocation, etc.) in addition to conductingportfolio reviews/construction for high-net-worth clients

Toronto, Canada Area

• Support the Investment Strategy Committee with company and industry research
• Build, maintain, and update the Investment Strategy Committee’s financial models and financial templates
• Contribute to the Investment Strategy Group’s morning retail call (+100 listeners) by providing insights into overnight macro-economicdevelopments, earnings releases, recommendation changes and top ideas
• Contribute to regular Investment Strategy Group research publications with actionable equity ideas

Toronto, Canada Area

• Contributed to regular Investment Strategy Group publications with investment recommendations, market commentaries, technical and fundamental research summaries, and equity recommendations
• Supported the Investment Strategy Committee with investment research, portfolio back-testing, and risk-return analysis
• Collaborated with senior management to help develop a firm wide five-tier risk rating policy for each security class

Toronto

• Worked alongside the U.S. Repo desk to trade, execute, and settle between US$1-3 billion in daily U.S. Repo/Reverse Repo trades in a fast-paced and high-pressure environment; Coordinated with counterparties.

Master Of Business Administration (Mba)

Bachelor Of Administrative Studies, Honours Finance

Activities and Societies: National Financial Students Association - Director of External Relations

Cfa Charterholder