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CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services. Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members.
DUAL North America is a prominent independent underwriting organization based in the United States, part of the global DUAL Group. Established in 2013, it has become a leading program administrator in the insurance sector. The company operates under the Howden-owned DUAL Group, which is recognized as one of the largest managing general agents worldwide, with a presence in 21 countries and over $3.5 billion in gross written premium. The company specializes in expert underwriting solutions across various insurance lines, including commercial property, casualty, financial lines, and surety. DUAL North America offers more than 40 unique products tailored to meet diverse client needs. It also features a robust online platform that enables appointed producers to quote, bind policies, and manage documents digitally. With a network of over 11,000 brokers globally, DUAL North America serves a wide range of clients, from small businesses to large fleets, particularly in regions like California and Texas.
Blue Matter Consulting is a management consulting firm dedicated to the life sciences industry, particularly in pharmaceuticals and biotechnology. Founded in 2012, the company has grown from a single office to a global presence with locations in the United States, Europe, and India. The leadership team, including managing partners Ashwin Dandekar, Emily Hua, and George Schmidt, guides the firms strategic growth. The firm offers a wide range of services to help life sciences companies maximize value. These services include new product planning, launch strategy and management, commercial strategy for existing products, market access strategy, corporate strategy, transaction support, and organizational design. Blue Matter also focuses on specific therapeutic areas such as oncology and rare diseases, providing tailored strategies and solutions. With a diverse client base of over 250 companies, including many top global biopharmaceutical firms, Blue Matter Consulting is recognized for its strategic expertise and personalized service in the life sciences sector.