We are excited to announce our 2023 Fall Client Presentation for October 18, 2023.
For those that cannot attend we will attempt to record the individual presentations, and circulate via video one week following the event
Presentation Details
Date: Wednesday, October 18th, 2023
Time: Drinks and appetizers will be served at 6:30 PM.
Presentations to run from 7:00 PM to 8:30 PM.
Location: Oakville Golf Club, 1154 Sixth Line, Oakville, ON L6H 6M1 (click here for map)
Additional Information on Participants
Dan Hallett, CFA, CFP
Vice President & Principal (HighView)
Dan Hallett is responsible for manager research, portfolio construction, and investment program design at HighView. With more than 20 years of industry experience, Dan is recognized as an investment expert. His views and opinions are regularly featured in print, TV, radio, and online media. Dan holds a Bachelor of Commerce degree from the Odette School of Business at the University of Windsor. He is also a Certified Financial Planner (CFP) licensee and a Chartered Financial Analyst (CFA) charterholder. Dan is a member of the CFA Institute and the Toronto CFA Society.
Jason Pomatto
Managing Director – Kayne Anderson Rudnick (KAR)
Mr. Pomatto has approximately 29 years of experience in the investment management industry. Before joining Kayne Anderson Rudnick in 2021, Mr. Pomatto worked at bfinance U.S. for four years as Managing Director where he spearheaded the launch of the U.S. division for the investment consulting firm. Mr. Pomatto also worked at Driehaus Capital Management for 20 years in a variety of roles, most recently as Vice President Institutional Sales. Mr. Pomatto earned a B.S in Finance from Northern Illinois University and his M.B.A. from Northwestern University, Kellogg School of Management.
Greg Rodger, CFA
Chief Investment Officer & Principal (HighView)
Moderator
Greg Rodger has over 25 years of experience in the Canadian wealth management industry. His experience has encompassed nearly every aspect of the investment management business, including portfolio management, equity and fixed income research, economic analysis, real estate, private lending, and private equity. Greg has served in senior management roles as well as worked directly with private clients, trusts, and foundations. Currently responsible for the overall design of the portfolio solutions offered at HighView, he has a true passion for working with clients to design portfolios aligned with their needs.
Jason Davis, CFA
Portfolio Manager (Canso)
Jason graduated from the University of Toronto with a Bachelor of Commerce, Finance Specialist. Jason joined Canso in November 2012 and was awarded his CFA charter in 2015.
Presentation Details
Date: Wednesday, October 18th, 2023
Time: 7:00pm – 8:30pm.
Location: Oakville Golf Club, 1154 Sixth Line, Oakville, ON L6H 6M1 (click here for map)
How to Register
Submit the form on the right-hand side of this page.
