Carl actively participates in the development of the Active Duration strategy and is responsible for its implementation. He also leads the firm’s corporate bond strategy and heads the Montréal and Guelph Corporate Bond teams. Carl is also lead manager of the impact fixed income mandates and takes part in the management of specialized and alternative strategy bond mandates.
Member of:
- Active Duration Investment Committee
- Investment Committee
Career:
- Addenda Capital: Vice President, Fixed Income and Head, Corporate Bonds (since 2023); Vice President, Fixed Income and Co-Head, Corporate Bonds (2021-2023); 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