Summary
Overview
Work History
Education
Skills
Timeline
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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, QC

Chartered 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
Kon-Yu Lau CFA, FRM