Raymond Busato, CFA

Experience

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  Softball Canada

  May 1990 - Aug 1995

  Level I Umpire
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  Mercer

  Apr 2000 - May 2003

  Executive Compensation Analyst

  I benchmarked the compensation of leading Canadian executives and investment professionals. In addition, I designed incentive compensation plans taking into account taxation, employee retention and desired performance metrics. Other duties included the creation of peer groups of comparable companies, the evaluation of corporate governance and executive compensation practices and the preparation of cost projections for various compensation programs.

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  RBC Capital Markets

  Jun 2003 - Sept 2005

  Equity Research Associate

  I worked for Cherilyn Radbourne (Equity Research Analyst, Special Situations, TD Securities). My duties included: i) monitoring news and market conditions; ii) determining how recent developments will impact the outlook, valuation and risk profile of companies under coverage ; iii) assisting in the preparation of comments and research reports destined for institutional investors; iv) fielding calls from investment professionals; and v) building and maintaining financial models.

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  Scotiabank

  Oct 2005 - Oct 2006

  Equity Research Associate

  I worked for Cherilyn Radbourne (Equity Research Analyst, Special Situations, TD Securities). My duties included: i) monitoring news and market conditions; ii) determining how recent developments will impact the outlook, valuation and risk profile of companies under coverage ; iii) assisting in the preparation of comments and research reports destined for institutional investors; iv) fielding calls from investment professionals; and v) building and maintaining financial models.

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  BMO Nesbitt Burns

  Oct 2006 - Jun 2016

  VP, Equity Specialist (Analyst)

  The Portfolio Advisory Team assists BMO’s network of investment advisers in making investment decisions for their clients. With a focus on Canadian and large-cap U.S. equities, my duties included: 1) generating investment ideas using fundamental, quantitative and technical/relative-strength analyses; 2) communicating ideas/views through written publications, conference calls, one-on-one client meetings, group presentations and speaking engagements; 3) conversing with sell-side analysts and corporate executives; and 4) reviewing client portfolios.In addition, I was a member of a small team responsible for the management of the firm's Guided Portfolios (GPs). Assets following the GP process were last estimated at over $3 billion. There are four GPs, specifically: 1) Canadian; 2) U.S.; 3) North American; and 4) Dividend. Each GP is comprised of 20 large-cap stocks, equally weighted, and are ideally suited for investment advisers (IA) seeking to deliver a well-diversified collection of individual equities via the firm's discretionary account or fee-for-service platforms. Show less

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  Scotiabank

  Feb 2018 - now

  Director, Supervisory Analyst

  Review and sign off on equity research publications and other communications, ensuring adherence to regulatory guidelines. Ensure consistency throughout equity research publications including models, investment theses and supporting arguments. Work closely with Research Analysts and Associates to ensure that a clear message is conveyed in all publications. Review equity research reports for content, grammar usage and application of editorial styles. Ensure appropriate disclosures are included in research publications. Show less