Philip Coté

Philip Coté, CFA, FRM

Director

Philip ist Director bei bfinance Canada und unterstützt institutionelle Anleger in der Region mit Beratungsdienstleistungen. Bevor er 2019 zu bfinance kam, war er mehr als 16 Jahre lang im Finanzsektor in den Bereichen Anlageberatung, Manager Research und Produktentwicklung tätig. Zuletzt war er Direktor bei der Pavilion Alternatives Group, wo er das Manager-Research und die Due-Diligence-Prüfung in privaten Kapitalmärkten leitete, mit Schwerpunkt auf Immobilien, Infrastruktur und Private Debt. Zuvor war Philip bei CIBC Asset Management und der National Bank tätig. Philip ist CFA-Charterholder und hat den FRM-Titel. Er absolvierte einen Bachelor of Commerce an der Concordia University und ein Graduiertenzertifikat an der McGill University.


Weitere Veröffentlichungen der Spezialisten:

bfinance’s quarterly report in February 2025: read the team’s latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major...

The ‘Impact Private Debt’ sector has undergone a significant phase of expansion during the past two years. This report presents an overview of currently available strategies, while an illustrative...

‘Energy transition’ tailwinds should, it is often argued, boost the prices of particular commodities in the years ahead.

With an eye on recent difficulties in real estate portfolios, we ask: what has separated high-performing real estate managers from their weaker counterparts? And should investors consider adjusting...

Asset owners are now grappling with fundamental tensions within equity portfolio design. The runaway performance of tech titans has led to fears of market over-concentration. At the same time,...

A new survey of more than 300 investors (Global Asset Owner Survey, November 2024) indicates that more than 40% believe ‘like-for-like’ fees for Private Equity managers have decreased in the past...

A secular macroeconomic transition has created an unenviable series of choices—and potential traps— for pension funds, insurers, endowments, foundations, family offices and other ‘asset owners’...

Private debt investors are eyeing apparently superior returns in healthcare lending, with funds’ net IRR targets suggesting a premium of more than 300bps versus conventional direct lending...