David Newman
Portfolio Manager
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About
Experienced Capital Markets professional with a diverse background across the sellside and buyside of the industry.
As Managing
Director, Institutional Equity Sales at Desjardins Capital Markets, continue to leverage previous experience as a top-ranked Equity Research Analyst and Portfolio Manager. Proven track record of alpha generation with a fundamental process driven investment philosophy. An independent thinker and proactive team player who “thinks” like clients, providing value-added advice to generate strong returns for clients through focus, discipline and rigorous analysis of publicly-traded equities.
Experience
Experienced Capital Markets professional with a diverse background across the sellside and buyside of the industry.
As Managing
Director, Institutional Equity Sales at Desjardins Capital Markets, continue to leverage previous experience as a top-ranked Equity Research Analyst and Portfolio Manager. Proven track record of alpha generation with a fundamental process driven investment philosophy. An independent thinker and proactive team player who “thinks” like clients, providing value-added advice to generate strong returns for clients through focus, discipline and rigorous analysis of publicly-traded equities.
Education
Chartered Financial Analyst (CFA), CFA Institute, member of Toronto CFA Society
Chartered Professional Accountant (CPA, CMA), Chartered Professional Accountants of Ontario
Certified Investment Manager (CIM), Canadian Securities Institute
Fellow of the Canadian Securities Institute (FCSI), Canadian Securities Course (CSC), Conduct and
Practices Handbook (CPH), Partners, Directors and Officers (PDO), Canadian Securities Institute
FINRA Series 37, 86, 87, The Financial Industry Regulatory Authority
Bachelor of Commerce (BCom), University of Toronto
