Yvonne Davidson, Cfa, Dms, Scr® work email
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Yvonne Davidson, Cfa, Dms, Scr® personal email
• Solutions-oriented, service-focused investment professional with 26 years of global institutional asset management experience.• Extensive experience researching and representing a myriad of strategies, both Public and Private Alternative Investments including Infrastructure, Agriculture, Real Estate, Private Equity and Debts.• Leadership experience in roles as Head of Manager Due Diligence, Relationship Management, Portfolio Specialist, Product Management and Development in complex, diverse, and multi-jurisdiction (Canadian, U.S. and global) settings.• Strong relationships with large institutional clients and investment consultants globally, demonstrated through successful client retention, up-selling and cross-selling.
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Managing DirectorBgoToronto, On, Ca -
PrincipalBgoToronto, On, Ca -
PrincipalBgo Oct 2022 - PresentNew York, New York, UsCapital Raising & Investor Relations
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Principal, Delegated SolutionsMercer Feb 2021 - Oct 2022New York, Ny, UsOutsourced CIO service - managed DB pension plans, foundations and endowments across Canada -
Institutional Client BusinessBlackrock 2020 - 2021New York, Ny, Us -
Senior Vice-President, Global Distribution Strategy & Private Alternative InvestmentsFiera Capital Apr 2019 - Jul 2020Montreal, Quebec, Ca• Responsible for guiding and supporting the alignment of global distribution strategies, investment resources and product prioritization across Fiera Capital’s divisions. • Support Private Alternative CIO office (Real Assets, Private Debts and Asian Alternative Credits) - investment oversight includes strategy performance, manager and investment deal reviews. • Provided quantitative and qualitative strategic support on the firm’s M&A strategy, including: deal sourcing, due diligence, execution and integration.• Led Manager Research for U.S. Private Wealth’s Open Architecture Investment Platform. -
Vice-President, Strategic Development & Private Alternative InvestmentsFiera Capital Mar 2018 - Apr 2019Montreal, Quebec, Ca• Provided strategic decision-making and analytical support for Fiera's Mergers & Acquisitions• Support Private Alternative CIO office.
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Vice-President, Strategic Development And Head Of Manager Due Diligence (Global Private Debts)Fiera Capital Jan 2015 - Mar 2018Montreal, Quebec, Ca• Provided strategic decision-making and analytical support for Fiera's Mergers & Acquisitions. • Led the Global Private Debt Manager Due Diligence and portfolio management – developed rigorous manager research process and scorecard, conducted over 600 manager research, led the successful launch and management of Fiera Global Diversified Lending Fund.
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Vp, Global Head Of Institutional Client RelationsMackenzie Investments 2012 - 2014Toronto, Ontario, Ca -
Vice-President, Global Institutional Client RelationsAgf Investments 2010 - 2012Toronto, Ontario, Ca -
Vice-President, Head Of Portfolio Specialist GroupAgf Investments 2009 - 2010Toronto, Ontario, Ca- Managed a team of four portfolio specialists- Act as principal spokesperson for AGF Global Equity, Emerging Equity and Asian Equity strategies
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Director, Institutional Product ManagementAgf Investments 2007 - 2009Toronto, Ontario, Ca
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Institutional Sales & ServiceFranklin Templeton 2005 - 2007San Mateo, California, Us -
AnalystRussell Investments 2000 - 2005Seattle, Wa, Us
Yvonne Davidson, Cfa, Dms, Scr® Education Details
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University Of TorontoPsychology And Sociology (Double Minor)
Frequently Asked Questions about Yvonne Davidson, Cfa, Dms, Scr®
What company does Yvonne Davidson, Cfa, Dms, Scr® work for?
Yvonne Davidson, Cfa, Dms, Scr® works for Bgo
What is Yvonne Davidson, Cfa, Dms, Scr®'s role at the current company?
Yvonne Davidson, Cfa, Dms, Scr®'s current role is Managing Director.
What is Yvonne Davidson, Cfa, Dms, Scr®'s email address?
Yvonne Davidson, Cfa, Dms, Scr®'s email address is ys****@****ers.com
What schools did Yvonne Davidson, Cfa, Dms, Scr® attend?
Yvonne Davidson, Cfa, Dms, Scr® attended University Of Toronto.
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