HighView’s Global Small Cap strategy has proven to be an excellent contributor to your risk-adjusted returns. More specifically, this small cap strategy has lowered volatility and contributed to the overall yield of your portfolio. To help explain their investment approach and processes, we are pleased to host our Global Small Cap manager Mawer Investment Management.
HighView believes in broad diversification across various types of public market securities and private alternative investments. One of our private alternative strategies is Commercial Real Estate, which acts as a critical component to your portfolio for the enhancement of yield and reducing overall portfolio volatility. To reiterate the importance of this strategy, we have asked Guardian Capital, our Commercial Real Estate partner, to present.
Greg Rodger with Rob Campbell (Mawer) (7:00pm to 7:45pm)
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.
Rob Campbell, CFA
Institutional Portfolio Manager, Mawer Investment Management Ltd.
Expert
Rob Campbell is an institutional portfolio manager at Mawer Investment Management Ltd., which he joined in 2016. He is responsible for the management and servicing of institutional clients and their portfolios.
Prior to joining Mawer, Mr. Campbell was an investment product specialist with MFS Investment Management, where he communicated investment policy, strategy and positioning; performed portfolio analysis; and led product development.
Mr. Campbell received a Bachelor of Arts in economics from Harvard University. He is a Chartered Financial Analyst (CFA) charterholder with investment experience since 2009.
He is a member of the CFA Institute and CFA Society Toronto. He is also a Canadian Ski Instructor’s’ Alliance (CSIA) Level 4 instructor.
Frank Bartello & Josh Hamer (Guardian Capital) (7:45pm to 8:30pm)
Frank Bartello is Senior Vice President, Acquisitions and Asset Management for Guardian Capital Real Estate Inc. (GCRE). He joined GCRE in 2015 when he was appointed to his current role. Frank has over 23 years of experience across all facets of the real estate industry including investments, asset management, development, leasing and finance. He has responsibility for the overall growth of the Guardian Capital Real Estate Fund, as well as acquiring, and managing, the assets for the core portfolio.
Joshua Hamer is Vice President, Acquisitions & Asset Management for Guardian Capital Real Estate Inc. (GCRE). He joined GCRE in 2014 as Director of Acquisitions and Asset Management. He has responsibility for executing property transactions and providing strategic management for GCRE portfolio assets.
His career in the real estate industry began in 2008 when he joined Sparrow Group, a commercial property development firm. Prior to joining Guardian, Josh was an asset manager at GPM Investment Management for three years, managing $260 million of property across Canada.
Presentation Details
OAKVILLE
Date: Tuesday February 4th, 2020
Time: 7:00pm – 8:30pm.
Location: Oakville Golf Club, 1154 Sixth Line, Oakville, ON L6H 6M1 (click here for map)
TORONTO
Date: Wednesday February 5th, 2020
Time: 7:00pm – 8:30pm.
Location: 4141 Yonge St., Toronto, ON M29 2A8 (click here for map)
How to Register
Submit the form on the right-hand side of this page.
