Samad Hamidi

Background

About Samad Hamidi

A highly passionate, motivated and dedicated investment services professional with over 15 years of experience in various, multi-faceted roles ranging from Investment Fund Research, Product Development (Investment Funds) and Corporate Financial Analysis & Reporting. A strategic planner, out of box thinker with ability to bring about positive change are top three of my core strengths. I possess a CPA (Chartered Professional Accountant) designation, CGA (Certified General Accountant) designation, along with a Master of Finance (MFin) degree from Queen's Smith School of Business. I am also anticipated to complete CAIA (Chartered Alternative Investment Analyst) designation in 2024. Core areas of specialization would include Product Fund Research, Product Strategy, Product Development, Investment Analytics, Sales Reporting and Financial Analysis. I have excellent communication and coaching skills (both verbal and written) and a proven top performer at my current and previous tenures. Previously Completed Projects include: 1) Launch of iA Clarington Loomis Global Equity Opportunities, sub-advised by Loomis Sayles & Co, a top decile track record over the past decade in the Global Equity Universe and an Equity carve-out of IA Clarington Loomis Global Allocation Fund, a flagship and top performing Multi-Asset Fund. 2) Enhancement of iA Wealth's 3rd party Managed Suite. 3) Launch of iA Clarington Loomis US All Cap Growth Fund, managed by Aziz V. Hamzaogullari, CIO and founder of the firm’s Growth Equity Strategies (GES) Team with an impeccable performance track record over the last 12 years. 4) Launch of iA Wealth's low cost Fixed Income Pool, managed both internally and externally. 5) Launch of iA Clarington Global Risk Managed Income Portfolio and iA Clarington Global Dividend Fund, managed by IA Global Asset Management. 6) Conducted Sub-Advisor Research, Due Diligence and on-boarding of Loomis Sayles & Co and other 3rd Party Manufacturers such as Fidelity, PIMCO, Manulife, Dynamic, Mackenzie and Mackay Shields as part of enhancement of IA Wealth Managed Suite. 7) Launch of IA Clarington Active ETF Series on the TSX. 8) Automated HNW Pricing for affluent Investors and simplified our Fee Based Pricing Lineup with competitive flat fee model. 9) Fund Rationalization and other key strategic initiatives