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Menahem Lousky, ASA, ACIA
Manager Selection and Monitoring at Desjardins Global Asset Management
Professional Background
Menahem Lousky is a distinguished actuary and financial consultant dedicated to assisting clients in navigating the complex landscapes of asset and liability management. With a robust foundation in actuarial science and substantial experience in investment and risk management, Menahem has developed a reputation for delivering optimal financial outcomes for his clients. His expertise is rooted in a comprehensive understanding of risk management techniques, which he applies effectively across various sectors, ensuring that clients maximize their financial potential while minimizing potential risks.
Menahem's career is marked by significant roles at respected organizations, where he honed his skills in portfolio management, investment consulting, and risk assessment. With a commitment to excellence and integrity, he has consistently provided insightful analysis and strategic recommendations to help clients achieve their financial goals.
Education and Achievements
Menahem Lousky’s academic journey has been pivotal in shaping his professional expertise. He earned a Bachelor of Arts (B.A.) in Actuarial Science from Concordia University, where he gained critical knowledge in mathematics, statistics, and financial theory. This rigorous educational background enabled him to develop strong analytical and problem-solving skills that are essential in the field of actuarial science.
Earlier in his educational pursuits, he studied Social Science and Psychology at Dawson College. This diverse academic foundation allows Menahem to approach financial consulting with a unique perspective, emphasizing the behavioral aspects of financial decision-making and risk perception.
Throughout his career, Menahem has held several pivotal positions that underscore his expertise in investment and risk management.
Professional Experience
Menahem's professional journey began at LifeWorks, where he served in various capacities, starting as an Actuarial Analyst and progressing to Senior Analyst, and eventually to Associate Consultant in Asset and Risk Management. His work involved assessing financial data, conducting sophisticated analyses, and developing risk management strategies that helped clients mitigate potential losses.
Menahem's foray into investment management began at WTW (Willis Towers Watson) where he made significant contributions as a Lead Associate and later as a Senior Associate. In these roles, he played a vital part in portfolio selection and performance monitoring, applying his actuarial acumen to evaluate investment opportunities and risks comprehensively. His responsible approach to risk assessment in investment management ensured that clients were well-prepared to adapt to market fluctuations.
After his tenure at WTW, Menahem transitioned to Eckler Ltd. as a Senior Consultant, where he continued to leverage his expertise in investment and risk management. Here, he worked closely with various stakeholders to customize investment strategies that aligned with clients’ specific objectives and risk tolerances.
At Desjardins, Menahem held the position of Associate Portfolio Manager, focusing on manager selection and monitoring. His analytical skills and keen eye for identifying high-performing investment managers allowed him to make informed decisions that enhanced the overall performance of client portfolios.
Achievements
Menahem Lousky is recognized for his ability to synthesize complex financial data into actionable insights, which has made him a sought-after consultant in the field of risk management. He has a track record of guiding both individuals and organizations toward strategic financial decisions that yield positive returns and secure financial stability.
His success is not only attributed to his technical prowess but also to his commitment to understanding each client’s unique needs. Menahem's philosophy centers around the belief that effective financial management requires a deep understanding of risk as well as the objectives and behavioral dynamics of clients. By applying this philosophy, he has achieved considerable success in his consulting engagements, leading to long-term relationships built on trust and mutual success.
Menahem is continually advancing his knowledge and skills to stay abreast of the latest trends in the finance and investment sectors. His active role in professional organizations and commitment to ongoing education enables him to provide cutting-edge advice that helps his clients thrive in an ever-evolving financial landscape.
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Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
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