Ekaterina Klimova, CAIA
Director, Product & Client Strategy
Experience
Ekaterina brings over eight years of experience across investor relations, product strategy, and institutional marketing within alternative investments in Canada. She combines a deep understanding of private-market structures with the ability to translate complex strategies into clear, investor-ready narratives.
Ekaterina holds an Advanced Diploma in Business Administration (Marketing) from Humber College in Toronto and is a CAIA charterholder. She is also completing a Bachelor’s Degree in Data Science from the London School of Economics (LSE), further strengthening her ability to apply data-driven insights to investor engagement and fund strategy.
Key Responsibilities
As Associate Director, Ekaterina acts as a bridge between investors and the portfolio management team - leading client engagement, communications, and product positioning initiatives.
As part of the Institutional Sales team, Ekaterina cultivates enduring relationships with allocators, translating complex credit strategies into clear, investor-focused value propositions and contributing to the development of differentiated, best-in-class private debt funds.