Global Macro Strategy Group

Nadeem Kassam is a seasoned capital markets professional with over a decade of institutional experience spanning equity research, portfolio management, and investment strategy across some of Canada's leading financial institutions. His career covers the full spectrum of investment management — from sell-side research to buy-side portfolio management — with particular depth in North American equities and multi-asset strategy.

At CIBC Capital Markets, Nadeem spent over six years as a Senior Manager – Equities and Portfolio Manager, co-managing six North American equity-only and balanced strategies with combined assets exceeding $3.0 billion, achieving top-quartile performance. He was a member of the CIBC Wood Gundy Asset Allocation Committee, publishing quarterly strategic and tactical asset allocation recommendations for the investment committee and CIBC advisors. Earlier at CIBC, he supported the Investment Strategy Committee with company and industry research, financial model maintenance, and contributed to morning retail calls with insights into macro-economic developments and equity ideas. At Raymond James Ltd., Nadeem served as VP, Head of Investment Strategy and Portfolio Manager, leading a team that produced high-conviction, model-driven asset allocation and market insights for high-net-worth clients, while managing ten North American equity-only and fund-of-fund SMA strategies with approximately $500 million in AUM. He chaired the Raymond James Asset Allocation Committee and co-managed and marketed the firm's Advantaged Investor Podcast.

At RBC Capital Markets, Nadeem worked as an Equity Research Associate, publishing timely and insightful research across coverage sectors, conducting fundamental and financial due diligence, and managing the launch of new company coverage — building financial models and writing initiating reports. He also held a position at Deutsche Bank on the US Repo Desk, executing and settling between US$1–3 billion in daily repo and reverse repo transactions. Today, Nadeem serves simultaneously as Chief Investment Strategist and COO at Marnoa Private Wealth Counsel and as an Adjunct Professor at York University — bringing the full breadth of his institutional experience directly into the classroom and into the mentorship of GMSG analysts.