Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Donna Peters-Imbrogno

Toronto,ON

Summary

As Assistant Vice President and Senior Portfolio Manager at Manulife Financial, I played a pivotal role in overseeing the fixed income investments for the General Account, helping to manage a substantial $70 Billion in fixed income assets. My responsibilities included closely monitoring market dynamics, identifying potential risks, and implementing strategic measures to optimize portfolio performance. Seasoned chairperson with superb critical-thinking and collaborative skills contributing to a successful CBIA Board.

Overview

6
6
years of professional experience
1
1
Certification

Work History

AVP and Senior Portfolio Manager

Manulife Financial
Toronto, ON
1987 - 10.2023
  • Skillfully managed portfolios with diverse benchmarks while coordinating with Asset Liability Management (ALM) to align investment strategies with the company's long-term objectives.
  • Strategically purchased and swapped foreign bonds to enhance portfolio diversification and mitigate risk.
  • Managed a marketed private debt fund and interfaced with clients and the marketing team.

VOLUNTEER EXPERIENCE Past Chair/Chair/Board Treasurer

CBIA (Canadian Bond Investor Association)
Toronto, ON
04.2018 - Current
  • The CBIA is a not-for-profit member-driven advocacy and educational organization that aims to be the leading voice of institutional fixed income investors in the Canadian dollar bond and money markets.
  • Established in 2011 and represents over 50 of the largest fixed-income institutional investor organizations in Canada with over $2.8 Trillion in fixed income assets under management.
  • Advocates for positive change like improving covenants and transparency, addresses key issues with legislators and regulators and provides a forum for discussion, and provides webinars and an annual conference.

Education

Bachelor of Arts - Finance And Economics

University of Western Ontario
London, ON
04.1987

Skills

  • Portfolio Management Strategic Planning
  • Economic Analysis Regulatory Compliance

Certification

  • Chartered Financial Analyst, September 1990

Timeline

VOLUNTEER EXPERIENCE Past Chair/Chair/Board Treasurer

CBIA (Canadian Bond Investor Association)
04.2018 - Current

AVP and Senior Portfolio Manager

Manulife Financial
1987 - 10.2023

Bachelor of Arts - Finance And Economics

University of Western Ontario

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Donna Peters-Imbrogno