Carl actively participates in the development of the Active Duration strategy and is responsible for its implementation. He also co-leads the firm’s corporate bond strategy and heads the Montréal Corporate Bond team. Carl also participates in the management of specialized and alternative strategies bond mandates.
Member of:
- Active Duration Investment Committee
- Investment Committee
Career:
- Addenda Capital: Vice President, Fixed Income and Co-Head, Corporate Bonds (since 2021); Senior Portfolio Manager, Fixed Income and Co-Head, Corporate Bonds (2018-2021); Portfolio Manager, Corporate Bonds (2009-2018)
- Desjardins Global Asset Management: Analyst, Corporate Credit (2006-2009)
- Cristallin Management: Assistant Vice-President, Portfolio Management (2005)
- CDP Capital: various roles (1996-2004), including Manager of a diversified tactical derivatives portfolio
Education:
- Master’s degree in Administration with a specialization in Finance from Université de Sherbrooke
- Honours Bachelor of Commerce in Finance and International Management from the University of Ottawa
- Chartered Financial Analyst (CFA) designation
- Completed the Canadian Futures Exam from the Canadian Securities Institute