Kon-Yu Lau CFA, FRM
Thornhill,ON
Summary
Experienced Fixed Income Portfolio Manager with proven track record co-managing $8 billion in fixed income mandates for insurance, institutional, retail, and wealth management clients. Lipper Award winner, achieved first decile performance over last 20 years. Skilled in conducting detailed credit analysis and research. Adept at developing and implementing investment strategies. Recognized as approachable and cooperative amongst sell-side analysts and traders. Enjoy client interaction to deliver consistent financial performance
Overview
12
12
years of professional experience
Work History
VP and Senior Fixed Income Portfolio Manager
Fiera Capital
08.2019 - 07.2025
- Managed fixed income portfolios worth $8 billion with various mandates (insurance, Short, Universe, and Long duration credit strategies).
- Responsible for quarterly commentary and client presentations.
- Developed and implemented investment strategies that increased portfolio returns and performance.
- Conducted detailed credit analysis and research on potential fixed income investments.
VP and Senior Fixed Income Portfolio Manager
Foresters Asset Management
09.2016 - 08.2019
- Co-managed $10 billion in fixed income assets across various mandates.
- Performed detailed credit analysis and research on current and potential issuers.
- Analyzed market trends and economic indicators to identify investment opportunities.
- Performed in-depth financial modeling and valuation of fixed income securities, leading to informed investment decisions
- Monitored and reported on portfolio performance.
Portfolio Manager Fixed Income
AEGON Capital Management Inc
05.2013 - 09.2016
- Assisted in management of $9 billion in fixed income portfolios.
- Supported analysts in credit research and security analysis, enhancing portfolio quality.
- Maintained and updated financial models for forecasting and investment analysis, resulting in improved accuracy of projections and informed decision-making.
Education
Bachelor of Commerce - Finance And International Business
McGill University
Montreal, QCChartered Financial Analyst (CFA) -
CFA Institute
01-2006
Financial Risk Manager (FRM) -
GARP Global Association of Risk Professionals
01-2004
Skills
- Portfolio Risk Management
- Trading Execution Skills
- Continuous learning mindset
- Trade Negotiation Abilities
- Client Presentations
- Mentoring and Collaboration
Timeline
VP and Senior Fixed Income Portfolio Manager
Fiera Capital
08.2019 - 07.2025
VP and Senior Fixed Income Portfolio Manager
Foresters Asset Management
09.2016 - 08.2019
Portfolio Manager Fixed Income
AEGON Capital Management Inc
05.2013 - 09.2016
Bachelor of Commerce - Finance And International Business
McGill University
Chartered Financial Analyst (CFA) -
CFA Institute
Financial Risk Manager (FRM) -
GARP Global Association of Risk Professionals
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