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:
AI, hyperscalers and corporate bond indices: signal or narrative?
We ask what record hyperscaler issuance means for investment-grade benchmarks, and where it matters for investors.
Tsao: building a credible impact equity allocation
Impact investing in listed equities is often treated as the hard case compared with private markets. Critics argue that buying shares in the secondary market creates little...
Platform complexity: what still earns its place for wealth managers?
A wealth firm can apply rigorous governance to every investment, fund or strategy that it offers and still, over time, end up with a platform that no one would deliberately build today.
CLO debt: Solvency II changes the capital equation for insurers
A bfinance poll of EU insurers points to a material increase in CLO debt allocations through 2027.
Navigating semi-liquid private markets in a world of closed-end data
Investors considering today’s expanded landscape of semi-liquid or evergreen vehicles for private market investing face a key challenge.
Portfolio resilience: rethinking the foundations
The ground beneath the idea of portfolio resilience has shifted in the ‘turbulent twenties’ – how can allocators adjust?
Private credit and the asset allocation challenge
Increasingly, asset allocation models are treating Private Credit as a strategic asset class with its own clearly defined profile, rather than an implementation solution within a fixed income or...
bfinance Platform: real assets, UK open-ended property funds in five charts
M&A activity, such as the recent news of the combination of the Columbia Threadneedle and PATRIZIA UK property funds fits a neat narrative.
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