Lawrence Li Cfa

Lawrence Li, CFA, CIPM has extensive work experience in various roles within the finance industry. Lawrence is currently a Council Member for the Canadian Investment Performance Council (CIPC) at CFA Societies Canada, where they aim to improve investment performance standards in Canada. Lawrence has also served as a Business Mentor at both the Beedie School of Business at SFU and the Sauder School of Business at UBC.

In terms of their professional experience, Lawrence has held the position of Senior Manager of Investment Analytics at Connor, Clark & Lunn Financial Group (CC&L) since 2022. Prior to that, they were responsible for Performance Management and Analytics at HSBC Global Asset Management, where they also worked in Risk Management and Credit Approval and Risk Management roles. Lawrence has additionally held the role of Head of Investment Operations at HSBC Group Insurance from 2019 to 2020.

Earlier in their career, Lawrence worked as an Assistant Director at UBS Investment Bank and as an AVP at Merrill Lynch Investment Bank. Lawrence began their career at JPMorgan Securities, where they served as an Associate in Equity Derivative Sales Support. Lawrence also has experience with corporate banking as a Corporate Banking Relationship Manager and Product Delivery Specialist at Mitsubishi UFJ Bank.

Overall, Lawrence Li, CFA, CIPM has a diverse background in finance, with experience in investment performance, analytics, risk management, and mentoring future business professionals.

Lawrence Li, CFA, CIPM, obtained their Bachelor of Business Administration (BBA) degree in Finance and Management Science from Simon Fraser University from 1996 to 2000. Lawrence holds additional certifications including the CIPM obtained from the CFA Institute in January 2017 and the CFA Institute Certificate in ESG Investing obtained in February 2023. Lawrence Li is also a CFA Charter Holder, although specific details regarding the institution and the year obtained are unavailable.