Philip Coté
Directeur
Philip est directeur chez bfinance Canada, soutenant les investisseurs institutionnels de toute la région par des services de conseil. Avant de rejoindre le cabinet en 2019, il avait travaillé dans les services financiers pendant plus de 16 ans à travers des rôles de conseil en investissement, de recherche de gestionnaires et de développement de produits. Plus récemment, il était directeur chez Pavilion Alternatives Group, où il a dirigé la recherche de gestionnaires et la due diligence sur les marchés non cotés, en mettant l'accent sur l'immobilier, les infrastructures et la dette privée. Plus tôt dans sa carrière, Philip a travaillé chez CIBC Asset Management et à la Banque Nationale. Philip est titulaire des certifications CFA et FRM. Il a obtenu un baccalauréat en commerce à l'Université Concordia et un certificat d'études supérieures à l'Université McGill.
Market intelligence:
Diagnosis: Opportunity? Direct Lending in Healthcare
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...
Manager Intelligence and Market Trends - November 2024
bfinance’s quarterly report in November 2024: read the team’s latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major...
Forget Hedge Fund Strategy Labels – Here Are Three Groups that Matter
Conventional hedge fund classifications, as taught by bodies such as the CFA Institute and CAIA, are based on asset managers’ investment techniques, processes and instruments: equity hedge,...
Seeking Diversity from Investment Managers
Diversity (or the lack of) has been a hot topic across the asset management industry for decades. However, a growing number of investors are seeking managers who encourage and display high levels of...
Energy Transition and the Commodity Investment Conundrum
‘Energy transition’ tailwinds should, it is often argued, boost the prices of particular commodities in the years ahead.
Investors Should Re-evaluate Fees in the ‘Turbulent Twenties’
In a new macroeconomic environment, cost management requires fresh attention from investors. Inflation and higher-for-longer rates have created upward pressure on expenses in a variety of areas,...
Investor Spotlight: AIMCo CIO Goes for ‘Game-changing’ Business Transformation
A major shift is underway at Alberta Investment Management Corporation. The provincially-owned investment manager has commenced a comprehensive overhaul of systems that will support ‘total portfolio...
Global Sukuk: Sector in Brief
The Global Sukuk market has evolved significantly in recent years, as investors search for new and innovative routes to positive returns while navigating a landscape riddled with economic and...