In the third quarter U.S. AUM grew 10% to $4.7 billion on net sales of $300 million and market performance. Youre almost done. Since becoming CEO of CI Financial in 2019, Kurt MacAlpine has led the organization through a period of rapid acquisition and growth. And then the second piece is as it relates to the employees. When we look at your AUM right now it's like on the retail side like how much would you have even ballpark that would be sub-advised and therefore maybe at risk to being brought in-house at some point in the future? Others are not and reach out to us offline just given there's I guess an appeal of some firms just to transact with CI directly. Bloomberg Markets Americas. Kurt MacAlpine 's email & phone Current Position: Chief Executive Officer at CI Financial Location: Toronto, Ontario Experience: 17 years How to contact Kurt MacAlpine Get email address: xx@cifinancial.com Phone number: +1-xxx-xxx-5429 Last updated: 2021-04-29 Social media: Sign Up to Get Free Contacts Use a Browser Welcome to Barrons Advisor! And there could be opportunities for us to acquire specialized capabilities alternatives, as an example or something like that. This new approach allows us to deliver CI's full-scale to our clients, organize ourselves by investment capability, share information more freely throughout the organization, ideally leading to better problem-solving and investment outcomes, reduce complexity in our investment organization, creating a more client-friendly platform, create consistency in our objectives address gaps in our platform holistically and align the compensation model across teams. We just need a little more information to create your account. I believe that number right now in terms of the assets at risk is probably in the range of $2.50 billion to $3 billion total. All rights reserved. Is that a priority? Kurt currently lives at 254 Park Avenue S Apt 6b, New York, NY 10010. In the process, its drawn the ire of rivals who say CI has overpaid to take elite firms off the market. To ensure this doesnt happen in the future, please enable Javascript and cookies in your browser. Computershare Investor Services. Prior to Nortel, Mr. Kelterborn was a partner at McMillan Binch (now McMillan LLP), practising in the firms corporate/commercial and securities law groups. NEI Clean Infrastructure Fund expands NEIs suite of impact investment funds and helps investors ride the massive secular shift towards clean electricity infrastructure. He also previously worked at PwC LLP, where he performed audit and business advisory services for multinational and mid-sized broker dealers. We also passed a lot for cultural reasons because we think it's critically important in asset management and wealth management. I know it sounds like a minor distinction, but that is very different from us, doing an acquisition and saying, we're going to buy your business. First, on the U.S. wealth management initiative. Not so much. The size of that pool of assets, as I mentioned, is a lot smaller today than what it was before. At WisdomTree, MacAlpine was responsible for all client-facing functions and oversaw most of its international businesses. MacAlpine, who hails from Saint John, NB, has a commerce degree from Halifaxs Saint Marys University and an MBA from Queens University. If we were to do a wealth deal -- sorry an asset management deal, it would either be to acquire a capability we don't have or to expand the footprint to a market that we're not currently in. WebPURE Bioscience COO Tom Myers' 2022 pay slips 13% to $200K. 3% growth from a year ago. Finally Cabana Group, one of our U.S. RIAs launched $1 billion lineup of target drawdown strategy ETFs in September. The asset management we do look at things opportunistically, but it really has to fit what we're building on the integrated asset and wealth management side. Consistent with what I shared with you during the second quarter, I will provide an update on the magnitude of growth of new adviser assets on our wealth management platform. We reported total assets of $202.4 billion, up 4% from September and another all-time high for CI. But there does seem to be a lot of fund overlap when you look across the different legacy boutiques. Therefore the likely continued redemption rates that we've seen on a go-forward basis just based upon the size of the business and what's already moved is less likely to continue. WebWhat is the salary of Darie Urbanky? So historically, a lot of our flows and assets sit with legacy MFDA advisers that have been in the industry for an extended period of time. Because every -- the one thing is we see a lot of businesses as you could imagine given the number of transactions we've done, every single firm that we come across, I guarantee does something better than every other firm. But the major nuance is that it'll be done by the leaders of the business as opposed to done to the leaders of the business by CI. Mr. Lewis has over 20 years of global investing experience and has held senior leadership positions at several organizations, including two of the worlds largest institutional investors. Hi. So while we have experienced a couple of lumpy quarters of redemptions, virtually all of those have come from bank and insurance-owned platforms that are moving those assets in-house, specifically to an in-house team doing essentially the same thing. In just two years, Toronto-based CI Financial has assembled, via acquisition, a $115 billion-asset independent RIA empire in the U. WebKurt MacAlpine Age : 41 Public asset : 3,482,494 USD Linked companies : CI Financial Corp. Summary Currently, Kurt MacAlpine occupies the position of Chief Executive He joined CI in 2016 from First Asset Investment Management, where he served as Senior Vice-President, Legal and Operations. Current Address: 254 Park Avenue S Apt 6b, New York, NY 10010 Has Lived In: 101 Canal Street Apt 512, Boston, MA 02114. As I said in the press release announcing this webcast, the last few weeks have been unprecedented, with the coronavirus having a significant impact on our society, our economy, and the global I would say in the auction process oftentimes there's an assumption that if you're in an auction process that the highest bidder ultimately is the winner. U.S. assets under management are reported separately as the revenues earned on those assets are part of an overall fee paid by clients for wealth management and are reported in the wealth segment. Understood. Once we started to do deals in this space we started to hit the radar of a lot of the banks that are working with these firms to help them transact. So you can't build a small platform or essentially build a large platform via small acquisitions and asset management. So Graham, in terms of the current run rate, it's hard to predict go-forward acquisitions based upon the current run rate. MacAlpines overhaul has included about 30 debt-fueled acquisitions, a New York Stock Exchange listing, a new US headquarters in Miami and a major restructuring of the companys Canadian fund-management arm. In particular, Kurt is familiar with using digital strategies to enhance efficiencies and build new services and businesses, a key plank in CIs strategic plans.. SG&A declined nearly $16 million, or 13% from a year ago, and was flat on a sequential basis despite on-boarding several new businesses. in theoretical physics and a B.Sc. Net debt increased $1.669 billion as cash was deployed to close the acquisitions of BDF and Congress and the net debt-to-EBITDA ratio rose to 2.1 times. Sure. Layan Odeh (Bloomberg) | Aug 30, 2022 The directors of CI Financial Corp. were looking for big change when they brought in Kurt MacAlpine as chief executive officer in 2019. WebThe name Kurt Macalpine has over 1 birth records, 0 death records, 0 criminal/court records, 2 address records, 0 phone records & more. And is there a portion of that AUM that you think would be unlikely to be brought in-house in the future? If not, we're pretty close. in mathematics and physics from Universit de Montral. We had another strong quarter as markets and our AUM continued to rebound. If you experience any issues with this process, please contact us for further assistance. CI Copyright 2023 Surperformance. This slide provides a snapshot of our new investment management organizations. Core average assets under management, which represent the assets managed by CI in Canada, and GSFM in Australia were up 5% in the quarter to $126.4 billion. in theoretical physics and a B.Sc. Copyright 1996-2023 KM Business Information Canada Ltd. They see the benefits of scale collaboration a national platform and cross-border referrals. These are human capital and people businesses and we want to make sure that we're excited about all the individuals that we're ultimately partnering with. I would say the vulnerabilities remain the vulnerabilities that we currently have. Thanks very much. So, we do pass a lot. Thanks. Mr. Urbanky holds an MBA from Rotman School of Business and a masters degree in computer science from University of Toronto and has attended leadership and management programs at Queens School of Business. I think that includes the cash consideration and the contingent payment. And then the question was well, which of the CI businesses would it ultimately come to? https://www.barrons.com/advisor/articles/ci-financials-kurt-macalpine-were-just-getting-started-51641580578. So take Harbour as an example. Jason joined CI last week from WisdomTree, where he was Head of Investor Relations. On the positive front, nine of our top-selling funds in the month are liquid alternatives and fixed income strategies. Kurt has worked with some of the largest asset managers in the world and has a thorough understanding of the industry, best practices and new developments, David Miller, director and chairman of CIs governance, human resources and compensation committee, said in a statement. Mr. Urbanky holds an MBA from Rotman School of Business and a masters degree in computer science from University of Toronto and has attended leadership and management programs at Queens School of Business. Hi. And we want to make sure that the individuals are excited about joining our platform, share our collective vision for creating something integrated differentiated unique and really working ourselves towards the path of being the most integrated platform out there. LinkedIn is the worlds largest business network, helping professionals like Kurt MacAlpine discover inside connections There are very few -- I think our integrated platform is one of the five largest RIA platforms in the U.S. currently. Please go ahead. Financial industry executive Kurt MacAlpine will become the new CEO of independent asset management giant CI Financial Corp. MacAlpine, who takes over as chief executive from Peter Anderson on Sept. 1, was previously executive vice president and head of global distribution for WisdomTree Asset Management in New York. The next question will come from Tom MacKinnon with BMO Capital. To read this article, please provide the information below so we can confirm that you work in the industry. It just doesn't really fit in regards to what we're trying to build, which is ultimately the leading private wealth platform in the U.S. And then from there you'd have to determine, obviously, what percentage do you think ultimately will move. So I would say part of our institutional business is traditional institutional asset owners essentially and those that don't have capabilities themselves internally. To order presentation-ready copies for distribution to your colleagues, clients or customers visit http://www.djreprints.com. Why? WebKurt MacAlpine Chief Executive Officer and Director, CI Financial Mr. MacAlpine was appointed Chief Executive Officer and Director of CI Financial in September 2019. His responsibilities included strategic asset allocation, quantitative research and alternative indexing activities, as well as sitting on the executive and tactical asset allocation committees for its Strategy and Planning Department. We continue to scale our wealth management platforms in the U.S. having completed or announced 12 transactions for the year-to-date, representing nearly $22 billion of AUM. Comparable SG&A expenses, which excludes expenses from the acquisitions we have made this year were down $19.4 million, or almost 16% from the third quarter of 2019, and down $1.7 million sequentially. But instead of it being a one-and-done campaign, we're actually using the responses from the particular initial campaign to set up and structure a series of sequential campaigns. After submitting your request, you will receive an activation email to the requested email address. WebKurt MacAlpine is Chief Executive Officer at CI Financial Corp. See Kurt MacAlpine's compensation, career history, education, & memberships. It's a smaller portion of the line, Scott. Just a follow-up is on M&A but outside of the wealth business, can you describe what your appetite is for asset managements M&A or other businesses that you would view as being complementary to your growth strategy? I don't feel that it is imperative that we do it via major M&A. In October, we saw a 19% improvement in Canadian retail net sales and a 63% improvement in institutional net sales on a sequential basis. What differentiates you as you embark on this strategy? The board is confident that his deep industry knowledge, proven leadership and experience in developing and executing growth-oriented strategic initiatives will ensure that CI remains a leader in a rapidly changing business environment, he added. We don't break out the specific numbers. All lines are in a listen-only mode. MacAlpine takes over from Peter Anderson on Sept. 1. We retired $26 million of debt, and we paid $39 million in dividends. acquisitions we have made this year were down $19.4 million, or almost 16% from the third quarter of 2019, and down $1.7 million sequentially. I think our momentum continues to pick up on a month-by-month basis. An error has occurred, please try again later. We remain focused on controlling costs even as we continue to execute on our strategic priorities. Thank you for the question. Our signage has been changed and our websites are being transformed, which started with the new CI Financial website that we rolled out a couple of weeks ago. You can unsubscribe to any of the investor alerts you are subscribed to by visiting the unsubscribe section below. In his role as a Partner, he managed global consulting teams working with some of the largest asset and wealth managers in the world on topics related to strategy, distribution, marketing, international expansion, mergers and acquisitions, and product development. I would say our approach to capital allocation overall has been very dynamic. Prior to joining CI GAM in September 2021, Mr. Lewis was Head of Portfolio Construction at the Abu Dhabi Investment Authority (ADIA), one of the worlds largest sovereign wealth funds. And what's the difference between that and the institutional that might not be at risk? Prior to joining Claymore, Mr. Kelterborn was a lawyer with law firms in Toronto and Bermuda and served as Associate General CounselCorporate at Nortel Networks. Maybe if I could ask in another way then is -- so when you are in discussions with potential acquisition so obviously you may get pitched up or you may for whatever reason decide not to do it. He joined CI Financial in May 2021 from WisdomTree Investments, Inc., a publicly traded asset manager where he served as Executive Vice President and CFO since 2008. However, our institutional business struggled as banks and insurance companies move mandates to their in-house teams. And that's a major nuance for a lot of firms that are selling and looking to stay in the business. He holds a PhD in theoretical physics from Pierre and Marie Curie University (now Sorbonne University), and an M.Sc. In this series of videos and articles, TD Wealth professionals share practical strategies that helped them build rewarding careers. The Canadian equity and Canadian balance categories are two of the three most redeemed categories in the industry year-to-date. At WisdomTree, a global asset manager and exchange-traded fund sponsor based in New York, Mr. MacAlpine was responsible for all client-facing functions globally, including distribution, marketing, data intelligence and strategy, business development and client solutions. Please go ahead. Mr. MacAlpine holds a Bachelor of Commerce degree from Saint Marys University and an MBA from Queens University. Mr. MacAlpine holds a Bachelor of Commerce degree from Saint Marys University and an MBA from Queens University. Prior to that, he held a variety of roles in the financial technology industry at companies such as DST Systems (now IFDS). The next question will come from Gary Ho with Desjardins Capital Market. Earnings per share of $0.62, was up $0.06 per share from the second quarter and up $0.02 from the third quarter last year. And then on top of that if you look at the marketplace, I'd say somewhere around $0.90 on the dollar ex-CI of money in the space right now is private equity or private equity related. CI Financial Corp. (OTCPK:CIFAF) Q3 2020 Earnings Call Transcript November 12, 2020 10:00 AM ET. As Head of Investment Management, Mr. Lewis leads a team of more than 100 investment professionals at CI Global Asset Management and oversees the continued development of the firms integrated global investment platform. Is that something that is -- well how does that prioritize for you? Kurt Macalpine . REGISTRAR & TRANSFER AGENT. And that was really the next tranche of deals. And that's really important to us because these are people businesses and the ultimate goal of them is to deliver great investment and planning outcomes for clients. CI's SG&A in the third quarter was $108.8 million down from $109 million last quarter and $124.6 million in the third quarter last year. Kurt MacAlpine, CI Financial May 17, 2021 CEO CI FINANCIAL Since becoming CEO of CI Financial in 2019, Kurt MacAlpine has led the organization through On a year-over-year basis our flows have declined primarily -- driven primarily by our large asset base in Canadian equity and Canadian balance categories, which accounted for the majority of our redemptions. I don't like to give guidance on anything as I think oftentimes it's just guessing. As everyone knows M&A in and of itself is quite lumpy. There will be over time, but that wasn't really the focus of the effort. [Operator Instructions] Please take note of the cautionary language regarding forward-looking statements, and the non-IFRS measures on the second page of the presentation. The next question will come from Geoff Kwan with RBC Capital Markets. In our Canadian business alone, we have financial advisory relationships with over 300,000 families many of whom have assets in the U.S. today. But as we naturally work through it, if there's opportunities to deliver a better client experience through consolidation, it's something we will look at as we would look at all opportunities across our businesses. Thank you for the question. Mr. MacAlpine you may begin. We expect the cross-listing to increase CI's corporate profile in the U.S., expand our investor base and allow us to offer U.S. dollar-denominated shares in future U.S. RIA acquisitions. And if I take the total of the three segments, am I correct in the $10 billion to $15 billion estimate? So that really seems to be where our institutional business has experienced the vast majority of our redemptions over the past year. Mr. Muni is a graduate of Pace University in New York and is a Certified Public Accountant. Would those be. Our daily newsletter is FREE and keeps you up-to-date with the world of wealth. WebThe name Kurt Macalpine has over 1 birth records, 0 death records, 0 criminal/court records, 2 address records, 0 phone records & more. Yes. Kurt MacAlpine, a Canadian with experience in management consulting and exchange-traded funds (ETFs), will take over CI on Sept. 1. So I remain very optimistic. So as it relates to the total AUM size of CI in its current standing very small, but that's essentially a little bit of more information in terms of what's remaining getting those specific criteria. To opt-in for investor email alerts, please enter your email address in the field below and select at least one alert option. One of the I guess, call it more minor reasons based upon interest from RIAs is the ability to take stock as part of the transaction. Last week, we announced our application to cross-list our common shares on the New York Stock Exchange. And as a result, typically their clients are in natural redemption mode as they navigate through retirements. We have no further questions at this time. CEOs radical remake accompanied by staff exodus, higher debt, Chairman says of employee complaints: I could care less. How can we help you? It has also been leading the way in innovation, making plans to launch the worlds first Ether ETF, in addition to launching the CI Galaxy Bitcoin ETF (BTCX.B and BTCX.U) in March. In his role as a Partner, he managed global consulting teams working with some of the largest asset and wealth managers in the world on topics related to strategy, distribution, marketing, international expansion, mergers and acquisitions, and product development. Copyright 2023 Dow Jones & Company, Inc. All Rights Reserved. Obviously, you're very active on the wealth side, but on the asset management side. December 23, 2022 It also just to continue to reiterate wasn't planned redemptions. As a reminder, here is a quick review of our three strategic priorities which are modernizing asset management, expanding wealth management and globalizing our company. Please go ahead. In conjunction with the rebranding of CI Investments, CI Global Asset Management, we are phasing out the brands associated with our investment boutiques and moving to an integrated investment management platform under the CI Global Asset Management name. We are making these changes while protecting the elements of our investment platform that make us unique. And then over the subsequent months, just as the markets have improved and as the M&A market, and our story has continued to resonate, we've leaned in a little bit more to acquisitions. Finally, I will discuss changes that we've made to our investment function. The $2.5 billion to $3 billion as I mentioned is what we determined could potentially be at risk. People want to stay around and operate the businesses on an ongoing basis. So we rolled out the first -- just for reference for others on the call that might not be familiar with what Scott is referencing. Introductory comments for a webcast by Kurt MacAlpine, Chief Executive Officer, CI Financial: Good afternoon and thank you for joining me today. And it really depends upon the quality of platforms that are coming to market, and then how fast or slow those processes ultimately move. Please go ahead. And there is a few firms that fit this mold and may be called serial aggregators or something like that. Are making these changes while protecting the elements of our institutional business as... 10 billion to $ 3 billion as I mentioned, is a Certified Public Accountant you can unsubscribe any! Officer at CI Financial Corp. see Kurt MacAlpine 's compensation, career,! Tom MacKinnon with BMO Capital sales of $ 202.4 billion, up 4 % from and... This article, please try again later week from WisdomTree, where he performed audit and business services... Jones & Company, Inc. all Rights Reserved 13 % to $ 4.7 billion on net sales of $ billion... Think oftentimes it 's hard to predict go-forward acquisitions based upon the current run rate ETFs! Our top-selling funds in the field below and select at least one alert option organization through period. Our redemptions over the past year York Stock Exchange typically their clients are in natural redemption mode they. Your colleagues, clients or customers visit http: //www.djreprints.com that are selling and looking stay. That something that is -- well how does that prioritize for you aggregators or like. Ny 10010, TD wealth professionals share practical strategies that helped them build careers... He also previously worked at PwC LLP, where he was Head of investor Relations any issues this. A Canadian with experience in management consulting and exchange-traded funds ( ETFs ), take... Corp. ( OTCPK: CIFAF ) Q3 2020 Earnings Call Transcript November 12, 2020 10:00 ET., nine of our top-selling funds in the future us unique try again later just guessing it imperative. What we determined could potentially be at risk lot of Fund overlap you. Ceos radical remake accompanied by staff exodus, higher debt, Chairman says employee! Are selling and looking to stay around and operate the businesses on an basis. Call Transcript November 12, 2020 10:00 AM ET in New York, NY 10010 total of... Our New investment management organizations was really the focus of the line, Scott funds in the industry world! Email address in the industry year-to-date exodus, higher debt, and we $! Coo Tom Myers ' 2022 pay slips 13 % to $ 3 billion as I mentioned is what determined... 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Discuss changes that we 've made to our investment platform that make us unique, up 4 % September... Cross-List our common shares on the wealth side, but on the New York and is graduate... It via major M & a that it is imperative that we 've made to our investment function then second!, one of our New investment management organizations current run rate itself is quite lumpy in September towards. Saint Marys University and an MBA from Queens University management consulting and exchange-traded funds ( ETFs ) and. And cookies in your browser helps investors ride the massive secular shift towards electricity... Article, please enable Javascript and cookies in your browser ride the massive secular shift towards electricity. Geoff Kwan with RBC Capital markets build a small platform or essentially build a platform. Off the market $ 39 million in dividends from Gary Ho with Desjardins market... 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Made to our investment platform that make us unique third quarter U.S. AUM grew 10 % to 200K! To continue to execute on our strategic priorities we just need a little more information to your. Your browser that you think would be unlikely to be brought in-house in the year-to-date... One alert option care less for CI market performance and there is a lot smaller than... Fixed income strategies so I would say our approach to Capital allocation overall has been very dynamic us unique the. Changes that we currently have ( ETFs ), will take over CI on Sept. 1 the elements of investment. A month-by-month basis 3 billion as I mentioned, is a graduate of Pace University in New York Stock.... Management side he holds a Bachelor of Commerce degree kurt macalpine married Saint Marys University and an MBA from Queens University say! Tom MacKinnon with BMO Capital that kurt macalpine married n't feel that it is imperative that we 've made to our function! Question will come from Geoff Kwan with RBC Capital markets to order presentation-ready copies for distribution to your,. Certified Public Accountant client-facing functions and oversaw most of its international businesses York and there... From Pierre and Marie Curie University ( now Sorbonne University ), will take over CI on 1. So I would say our approach to Capital allocation overall has been dynamic. For multinational and mid-sized broker dealers across the different legacy boutiques month are alternatives... Was well, which of the CI businesses would it ultimately come to investor email alerts, please enable and... You 're very active on the positive front, nine of our top-selling in... Investor alerts you are subscribed to by visiting the unsubscribe section below net sales $... Request, you will receive an activation email to the employees business experienced. December 23, 2022 it also just to continue to reiterate was n't planned.... Small acquisitions and asset management side month-by-month basis this article, please contact us further! Tom MacKinnon with BMO Capital AUM continued to rebound 26 million of debt, Chairman says of employee:! And articles, TD wealth professionals share practical strategies that helped them build careers... Consideration and the contingent payment them build rewarding careers two of the line, Scott Certified Public Accountant who... Business alone, we have Financial advisory relationships kurt macalpine married over 300,000 families many of have... Selling and looking to stay around and operate the businesses on an basis. Alert option 300 million and market performance in-house teams the massive secular shift towards Clean Infrastructure... Another all-time high for CI our institutional business has experienced the vast majority of our funds. Provide the information below so we can confirm that you work in industry... Part of our redemptions over the past year in theoretical physics from Pierre and Marie University... Our strategic priorities from Peter Anderson on Sept. 1 changes while protecting the elements of our redemptions over the year. A Bachelor of Commerce degree from Saint Marys University and an MBA from University... Bioscience COO Tom Myers ' 2022 pay slips 13 % to $ 200K kurt macalpine married give on... And oversaw most of its international businesses firms that are selling and looking to stay around operate... Select at least one alert option email address large platform via small acquisitions asset. Rivals who say CI has overpaid to take elite firms off the market we had another quarter! Phd in theoretical physics from Pierre and Marie Curie University ( now University... Institutional that might not be at risk, as I think our momentum continues pick... Institutional that might not be at risk, education, & memberships be called serial aggregators or something like.... Take over CI on Sept. 1 to continue to execute on our strategic.... Stay in the U.S. today assets, as an example or something like that an activation email to requested! Apt 6b, New York Stock Exchange struggled as banks and insurance companies mandates... Build rewarding careers of itself is quite lumpy want to stay around and operate businesses! Over CI on Sept. 1 I take the total of the line, Scott and. Experience in management consulting and exchange-traded funds ( ETFs ), will over... Now Sorbonne University ), and we paid $ 39 million in dividends collaboration a national platform and cross-border.. Below so we can confirm that you work in the $ 2.5 billion to $ 3 billion as think... 'S compensation, career history, education, & memberships assets of $ 300 million and performance. We also passed a lot smaller today than what it was before may be called aggregators! Benefits of scale collaboration a national platform and cross-border referrals major nuance for a lot of overlap!
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