We are excited to announce our 2022 Fall Client Presentation for October 18, 2022.
For those that cannot attend we will attempt to record the individual presentations, and circulate via video one week following the event.
The Topics Covered
Interest Rates and Inflation
Interest rates and inflation continue to dominate the headlines and move the markets. The Federal Reserve and the Bank of Canada continue their fight against stubborn inflation numbers with rising rates – how far will rates climb? When will inflation begin to moderate? What does this all mean for our portfolios? We look forward to discussing these questions with Sue McNamara, SVP, Fixed Income Beutel Goodman.
Loren Francis with Sue McNamara (Beutel) (7:00pm to 7:45pm)
Loren Francis, MBA, FCPA, FCA, CIM
Vice President & Principal (HighView)
Loren has worked in the capital markets for 24 years as a relationship and portfolio manager and as an investment banker. Loren is a Fellow of the Institute of Chartered Professional Accountants of Ontario (FCPA/FCA), holds the Canadian Investment Manager (CIM) designation and completed her MBA at the University of Toronto. She has been advising high net worth clients and foundations since 2003.
Sue McNamara, CFA
Senior Vice President, Fixed Income (Beutel)
Sue joined Beutel Goodman in 2006 and has over 25 years of investment experience. She is a portfolio manager and strategist with additional responsibilities for credit analysis and product design. In addition, she leads the fixed income team’s responsible investing efforts. Prior to joining Beutel Goodman, Sue worked as a Research Analyst for several of the large brokerage houses, most recently BMO Nesbitt Burns. Sue is a graduate of the University of Western Ontario and a CFA charterholder.
The Importance of Alternatives within your Asset Allocation
In a year of rising interest rates and declining stock prices many alternative investments have lived up to their promise of delivering portfolio diversification benefits – by generating positive returns. But should we expect it to continue? We will be discussing with David Kaufman, Chair & Co-CEO Westcourt Capital exactly what alternative investments are and the key attributes that can make them a great investment in our current environment.
Greg Rodger with David R. Kaufman (Westcourt) (7:45pm to 8:30pm)
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.
David R. Kaufman, JD, CAIA
Chair & Co-CEO (Westcourt)
David brings over 25 years of experience in the legal, real estate and investment fields to his role as Co-Chief Executive Officer of Westcourt Capital Corporation. He sits on Westcourt’s Executive and Investment Committees. David is a Chartered Alternative Investment Analyst (CAIA) Charterholder, and is a member of the Law Society of Upper Canada.
Presentation Details
Date: Tuesday, October 18th, 2022
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.
