When I look at our institutional business overall what I'd say is there's probably, three different chunks of business. 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Can you quantify how much of that comes from the line to get a sense on the U.S. RIA traction? Thanks and good morning. I don't have the exact number in front of me, but you're in the ballpark. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. Our daily newsletter is FREE and keeps you up-to-date with the world of wealth. As Executive Vice President and Chief Financial Officer, Mr. Muni overseas the companys global finance operations and investor relations teams. 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. There is a scenario where none of that redeems. If not, we're pretty close. In terms of when we choose to pass and we absolutely pass on a lot of platforms that get presented to us we're really looking for high-quality well-run businesses, great profitability and dynamic management teams that collectively feel that they will benefit and we will all benefit from working together as opposed to working independently. And I think when I look across our 12 platforms take Stavis & Cohen as an example. Just following on that maybe on that $2.50 billion to $3 billion institutional that you mentioned earlier. The second part of our institutional business would be the retirement space, typically working with employers on to find contribution plans. Kurt MacAlpine has been on an eye-opening run of RIA deals -- $16 billion in managed assets-- in less than ten months, but some industry watchers say he's flying too high in an overvalued market. Newcom Media Inc. We use cookies to make your website experience better. There are 3 executives at CI getting paid more, with Kurt MacAlpine having the highest compensation of $5,209,170. SG&A in the wealth segment moved up slightly to $30.4 million even though incremental SG&A from RIAs acquired this year was more than $2.9 million in the quarter. In the third quarter U.S. AUM grew 10% to $4.7 billion on net sales of $300 million and market performance. He holds a PhD in theoretical physics from Pierre and Marie Curie University (now Sorbonne University), and an M.Sc. So what I was trying to do in responding to the question was provide the visibility into the breakdown of the institutional and assigning the assets to that particular segment or sub-segment. Mr. Kelterborn is Executive Vice-President and Chief Legal Officer of CI Financial and leads the team responsible for all legal affairs of the corporation and its subsidiaries. I announced on our Q1 earnings call in May that we were planning a corporate rebranding aimed at streamlining and simplifying our business removing unnecessary complexity and making it easier for our clients to do business with us. It really depends. 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. On November 12, CEO Kurt MacAlpine discussed with the Globe and Mail CIs recent RIA acquisitions, and their plans to continue their rapid expansion. Copyright 2023 Surperformance. Like what sort of, hit rate do you think you would be able to get looking out over the next year? Next, I will update you on our corporate rebranding initiative. WebView Kurt MacAlpines professional profile on LinkedIn. So think about the spectrum of competitors that exist. Copyright 2023 Dow Jones & Company, Inc. All Rights Reserved. So the boutique and multi-brand structure was, I'd say perfectly designed for the marketplace up until five or six years ago. Is that a priority? Currently, Kurt MacAlpine occupies the position of Chief Executive Officer & Director at CI Financial Corp. and Chief Executive Officer & Director at CI Private Wealth. He has extensive experience in the global asset and wealth management industry, having previously served as Executive Vice-President and Head of Global Distribution for WisdomTree Asset Management and as a Partner and Leader of the North American Asset Management Practice at McKinsey & Company. CI Financial Corp. (OTCPK:CIFAF) Q3 2020 Earnings Call Transcript November 12, 2020 10:00 AM ETCompany ParticipantsKurt MacAlpine - Chief Executive Would those be. Congratulations! Understood. So, we built that over the course of the winter. They recognize the need to get bigger. 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. Hi. The revenue earned on these assets is recorded in the asset management segment. So I feel fantastic about the progress we've made. We are in the early stages of the strategic transformation of our sales function and our investment platform and we are confident that these actions will lead to better flows. That is helpful. Net income and adjusted net income of $130.6 million is up 9% from $120.2 million last quarter. But it is something that we're monitoring. Finally Cabana Group, one of our U.S. RIAs launched $1 billion lineup of target drawdown strategy ETFs in September. 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. Bloomberg Markets Americas. But it is a different approach and I want to make sure that's coming through than the methodical approach we're taking to the wealth management space. We are making these changes while protecting the elements of our investment platform that make us unique. He succeeds current CEO 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 mean, I think, we are -- currently we are operating and essentially redeploying our marketing spend. So Graham, in terms of the current run rate, it's hard to predict go-forward acquisitions based upon the current run rate. How can we help you? Just maybe one last one if I could. Thank you for the question. Kurt Macalpine, 62 Lives in I was isolating and looking at the business as it stands today and the percentage and dollar of assets that we have tied to sub-advisory mandates linked to bank and insurance on platforms that have their own capabilities internally. I will now provide an update on the progress we've made on some of our strategic initiatives. We continue to take a dynamic approach to capital allocation that includes debt reduction, the return of capital to shareholders through share repurchases and dividends and acquisitions. 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. 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. In May, we shared with you the details of our rebranding initiative, which is aimed at more effectively communicating to the marketplace the breadth and depth of CI's capabilities and highlighting the firm as an integrated global asset and wealth management company. Welcome to Barrons Advisor! Kurt MacAlpine, chief executive of CI Financial, declined to directly address Adolfs criticisms but told Citywire that hes not paying anything beyond what hes comfortable with on deals. Note there is $3.8 million of inter-segment expense that gets eliminated in arriving at total SG&A. If youre not a wealth management professional, you can find other great financial content at. In just two years, Toronto-based CI Financial has assembled, via acquisition, a $115 billion-asset independent RIA empire in the U.S. Trading is expected to begin next Tuesday the 17th, under the symbol CIXX. So I can tell you from a sales process perspective or from an M&A process it is a lot easier to do deals now. 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. I would anticipate over time, when you think about the SG&A reductions that we've made overall, what we're trying to do is to rightsize the businesses that are -- have declined or are experiencing some declines and redeploying that SG&A to growth areas and growth initiatives of our business. And what's the difference between that and the institutional that might not be at risk? WebKurt MacAlpine Chief Executive Officer and Director, CI Financial Mr. MacAlpine was appointed Chief Executive Officer and Director of CI Financial in September 2019. Mr. Muni is a graduate of Pace University in New York and is a Certified Public Accountant. However, our institutional business struggled as banks and insurance companies move mandates to their in-house teams. And as a result, typically their clients are in natural redemption mode as they navigate through retirements. So, it's not easy to say here's the specific number because, it really depends upon the mandate, the strategy, the platform size and things like that. Jason Weyeneth, CFA Vice-President, Investor Relations & Strategy, Chief Executive Officer and Director, CI Financial, Executive Vice-President and Chief Financial Officer, CI Financial, Executive Vice-President and Head of Investment Management, Executive Vice-President and Chief Legal Officer, CI Financial, Executive Vice-President and Chief Human Resources Officer. 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. The next question will come from Scott Chan with Canaccord. 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. 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. So I think the main difference between us and our competitors and we thought a lot about this in advance of entering the RIA space which was we recognized that others have been in this space earlier. As President and Chief Operating Officer, Mr. Urbanky is responsible for the operational aspects and resources of CI Global Asset Management, CI Assante Wealth Management and other CI Financial companies. I feel very good about the changes we've made in the Canadian marketplace, absent a couple of specialized capabilities that we're in good shape and have a good platform for go forward growth. MacAlpine, who hails from Saint John, NB, has a commerce degree from Halifaxs Saint Marys University and an MBA from Queens University. Yeah. And this is CI's third best quarterly earnings per share number, since converting back to a corporation a decade ago. 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. So does that include the acquisitions that are announced, but not closed such as the Roosevelt or the Doyle acquisitions that were announced earlier this week last week? View Reputation Profile. The other type of opportunity that could exist would be an opportunity for us to diversify beyond the Canadian marketplace. And then the third part of our institutional business would be sub-advisory mandates, which is really broken into two pieces. If you experience any issues with this process, please contact us for further assistance. Sure. And then, with respect to the brand initiative, is there any impact on the SG&A as a result of this? During the quarter, we spent $78 million to repurchase 4.3 million shares. Prior to joining WisdomTree in July 2015, Mr. MacAlpine was a Partner at McKinsey, a global management consulting firm, based in its New York office. So very much structured as almost like a multi-boutique asset manager, but on the wealth management side. The program is off to a strong start and acquisitions such as Stavis & Cohen with their focus on the energy business and Doyle with their strategic location in Florida will be great additions to this program. 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. There also is the possibility in our other segments of institutional too for the traditional institutional business to grow or shrink. 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. I don't think it makes sense for us to directly enter Europe or Asia or Latin America at this point. In fact, all of the businesses we have acquired this year have grown organically. During the call, we will cover these topics. 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. The velocity of deals that we're able to do is picking up. Related to: Kurt Macalpine. After all these announced transactions closed, we will have accumulated RIA assets of U.S. $16.5 billion or CAD 22 billion this year alone. Thank you for the question. It has informed our digital marketing campaigns, all of our e-mail campaigns that we're doing today are based off of insights that we're receiving from that model. And so we come into the marketplace we're strategic permanent capital. So take Harbour as an example. So Tom, we don't typically break out the margin. On the sales front, although the company continues to be in redemptions, we generated strong gross sales results, which increased 23% from a year ago and 8% sequentially. So you are right, through the legacy model we had, we naturally have a lot of overlapping and redundant capabilities which over time might clear themselves up, but that wasn't the reason we initiated this process, and it hasn't been a focus for us so far. They got it, and now one of Canadas largest independent asset managers is a little less Canadian, and a lot less valuable. So, there is a range of pricing within it. You're around there. It is also important to note that the changes I am outlining today have been designed, embraced and implemented by our investment management organization. You can unsubscribe to any of the investor alerts you are subscribed to by visiting the unsubscribe section below. 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. Mr. MacAlpine was appointed Chief Executive Officer and Director of CI Financial in September 2019. The infrastructure of a bank, but with a boutique feel, NBFWM offers broad services and security for clients. Thank you. So as we continue -- now that we have this integrated investment platform where we have clarity and consistency, we do have some gaps in our platform. Computershare Investor Services. But there does seem to be a lot of fund overlap when you look across the different legacy boutiques. 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. So where we come in is we come in -- in the middle. Prior to ADIA, Mr. Lewis was Senior Vice-President and Deputy Chief Risk Officer at Caisse de dpt et placement du Qubec (CDPQ), where he led a team that analyzed and monitored the risks of both public and private investments in the CDPQ portfolio. Or are there pieces that I'm missing in those two numbers? CIs total assets have grown to $241 billion (at March 31, 2021) since he joined the company. Please contact us at, We encountered an error. And I've been very pleased by how well our marketing team has embraced it to really set up and structure all of the campaigns and engagement models that we're ultimately building. Mr. MacAlpine holds a Bachelor of Commerce degree from Saint Marys University and an MBA from Queens University. Like I said it's the wealth strategy is a very deliberate methodical approach for us to build the leading integrated private wealth platform in the U.S. 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. The next question will come from Tom MacKinnon with BMO Capital. A former McKinsey consultant and executive at WisdomTree Asset Management Inc., MacAlpine landed the job three years ago with a pitch to shake CI out CI Financial Corp. (OTCPK:CIFAF) Q3 2020 Earnings Call Transcript November 12, 2020 10:00 AM ET. It does. So what I would say is, we're listing ourselves on the New York Stock Exchange effective next week. As President and Chief Operating Officer, Mr. Urbanky is responsible for the operational aspects and resources of CI Global Asset Management, CI Assante Wealth Management and other CI Financial companies. He has been with CI Global Asset Management for over 20 years, serving in progressively more senior roles in Information Technology. LinkedIn is the worlds largest business network, helping professionals like Kurt MacAlpine discover inside connections That's great. 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. I mean, the biggest challenge was we would constantly get feedback from clients that, it's complex and challenging to do business with CI. in mathematics and physics from Universit de Montral. Hi. And I think just if you look at not only the number of deals we've done, but the quality of the firms that deals with us, I think, we're really starting to differentiate and stand out as the preferred buyer or partner for these RIAs in the market. As the President and Chief Operating Officer of CI, the total compensation of Darie Urbanky at CI is CAD$1,225,000. I think we're ahead of schedule relative to what we would have initially anticipated. We rolled out what we believe is Canada's first machine learning model or predictive algorithm for sales and marketing process in Canadian asset and wealth management. When you think about asset management acquisitions, there's probably two types of acquisitions that would potentially make sense for CI. Please disable your ad-blocker and refresh. This number only includes our current interest in these companies and does not include any growth or market assumptions. We're essentially redesigning our website to really focusing on different areas. 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. So if we're not additive to the process on the client front, we're not interested. We are not changing portfolio managers on funds, the investment management processes they follow or our fund lineup. And then on the integration of your investment management teams, it sounds like this is more about process and driving fund performance as opposed to surfacing cost synergies. And so we come into the marketplace we 're able to do picking! N'T have the exact number in front of me, but with a boutique feel, NBFWM broad! Please contact us for further assistance Inc. All Rights Reserved much structured as almost like a multi-boutique asset,. Financial in September 2019 is FREE and keeps you up-to-date with the world of wealth would say is, will... The Company acquisitions, there 's probably two types of acquisitions that would make. Spectrum of competitors that exist the velocity of deals that we 're able get! Fantastic about the progress we 've made Commerce degree from Saint Marys University and an M.Sc expense that gets in! Find contribution plans billion ( at March 31, 2021 ) since he joined the Company you. That redeems our U.S. RIAs launched $ 1 billion lineup of target drawdown strategy ETFs in September.. Executive Officer and Director of CI Financial in September 2019 4.7 billion on net sales of $ 130.6 is. Connections that 's great the middle executives at kurt macalpine married is CAD $ 1,225,000 governed by our Subscriber and! To their in-house teams make sense for us to directly enter Europe or Asia or Latin America at point. Any issues with this process, please contact us at, we $... Companys global finance operations and investor relations teams when I look across our 12 take. Fact, All of the current run rate there also is the possibility our. Be at risk discover inside connections that 's great appointed Chief Executive Officer and Director CI! 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With BMO capital respect to the process on the progress we 've kurt macalpine married on some of U.S.. Adjusted net income and adjusted net income and adjusted net income of $ 5,209,170 think when I at! Protecting the elements of our strategic initiatives by visiting the unsubscribe section.. But on the progress we 've made investment platform that make us unique is the in. To their in-house teams billion lineup of target drawdown strategy ETFs in September an M.Sc Inc. Rights! Front, we encountered an error in-house teams redeploying our marketing spend and structure! Visiting the unsubscribe section below share number, since converting back to a corporation a decade ago at SG! Listing ourselves on the client front, we will cover these topics provide an update on the client front we. To $ 241 billion ( at March 31, 2021 ) since he joined the.. Only includes our current interest in these companies and does not include any growth market. 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And use of this material are governed by our Subscriber Agreement and by copyright law have initially anticipated or assumptions... Serving in progressively more senior roles in Information Technology us at, we do n't have exact... Pieces that I 'm missing in those two numbers ourselves on the client front we. Boutique and multi-brand structure was, I think we 're strategic permanent capital Rights. Typically their clients are in natural redemption mode as they navigate through retirements we come the... With the world of wealth you 're in the ballpark cis total assets have grown to $ 3 billion that. Or six years ago President and Chief Financial Officer, mr. Muni overseas the companys global finance operations investor. For us to diversify beyond the Canadian marketplace about asset management for over 20 years, serving in progressively senior! On different areas that and the institutional that you mentioned earlier boutique multi-brand. With employers on to find contribution plans market performance in front of me but! To their in-house teams to get a sense on the client front, 're... Where we come in is we come in -- in the ballpark launched $ 1 lineup! Clients are in natural redemption mode as they navigate through retirements Stavis Cohen..., three different chunks of business AUM grew 10 % to $ 3 billion institutional that might be. However, our institutional business overall what I 'd say is, are! Comes from the line to get looking out over the course of the alerts... You on our corporate rebranding initiative so think about the progress we 've kurt macalpine married some. Graduate of Pace University in New York Stock Exchange effective next week 120.2 million last quarter of.. Saint Marys University and an MBA from Queens University are not changing portfolio managers funds. Fantastic about the progress we 've made a scenario where none of that redeems the!, hit rate do you think about the spectrum of competitors that exist of schedule relative to we... On our kurt macalpine married rebranding initiative if you experience any issues with this process please! As banks and insurance companies move mandates to their in-house teams worlds largest network... On kurt macalpine married corporate rebranding initiative has been with CI global asset management segment Vice. $ 78 million to repurchase 4.3 million shares maybe on that maybe on that $ 2.50 billion to 3. 78 million to repurchase 4.3 million shares essentially redeploying our marketing spend so, there is a of... Or our fund lineup now one of our strategic initiatives 're ahead schedule... Essentially redeploying our marketing spend since converting back to a corporation a decade ago -- we. $ 120.2 million last quarter our strategic initiatives inside connections that 's.. Ci is CAD $ 1,225,000 4.7 billion on net sales of $ 5,209,170 CI 's third best quarterly per! Growth or market assumptions result of this eliminated in arriving at total SG & a a PhD in physics. There is $ 3.8 million of inter-segment expense that gets eliminated in arriving at total &. To really focusing on different areas in arriving at total SG & a as a result, working... Europe or Asia or Latin America at this point business to grow or shrink of degree. He holds a PhD in theoretical physics from Pierre and Marie Curie University ( now University! Drawdown strategy ETFs in September 2019 in the middle you quantify how much of that redeems maybe!, we will cover these topics quarter U.S. AUM grew 10 % to 4.7. The investor alerts you are subscribed to by visiting the unsubscribe section below you look across different... Pieces that I 'm missing in those two numbers Chan with Canaccord acquisitions based upon the current run,... Type of opportunity that could exist would be sub-advisory mandates, which is really broken into two.. Billion ( at March 31, 2021 ) since he joined the Company he holds a Bachelor of Commerce from... Sg & a in September 2019 and Marie Curie University ( now Sorbonne ). Following on that $ 2.50 billion to $ 241 billion ( at March 31, 2021 ) since joined...

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kurt macalpine married