For the last handful of years, we have sent you an invite to attend a Client Presentation in early October. This was a time to come together to share important information and education pertaining to your investment portfolios and financial lives.
Given the necessary precautions, due to the COVID-19 pandemic, we still look to accomplish this, but in a means that is safe for everyone.
On Thanksgiving Monday, October 12th, we will release a video with a similar format to our previous Client Presentations. But we need your help!
Q & A with a Global Economist
The first part of our meeting will be our Chief Investment Officer, Greg Rodger, speaking directly with an Economist, David Onyett-Jeffries, from Guardian Capital. The Global Economic landscape has been altered by the demand and supply shocks brought on by the COVID crisis. We thought this would be an ideal time to have your questions answered directly by a Global Economist.
Please submit any questions you would like us to ask them via info@highviewfin.com or by emailing any of the HighView team.
Q & A with your Global Large Cap Equity Manager
The second part of our meeting will be Loren Francis & Greg Rodger of HighView speaking with Sri Iyer & Fiona Wilson of Guardian Capital, who manage your Global Large Cap Equity Mandate.
With the COVID crisis causing unprecedented volatility around the world, we thought it would be an ideal time to hear directly from your Global Equity manager. With this said, we also want to ask them your questions!
Please submit any questions you would like us to ask Sri & Fiona via info@highviewfin.com or by emailing any of the HighView team. Your question will be asked while using only your first name, so you know it is yours.
We look forward to sharing this new format with you, while still delivering the thought leadership and informative content you have come to expect.
Date of Release: Monday October 12th, 2020
Additional Information on Participants
Greg Rodger, CFA
Chief Investment Officer & Principal (HighView)
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 Onyett-Jeffries, CFA, MA
Vice President – Multi Asset Class Solutions – Guardian Capital LP
David joined GCLP in 2017 in this role and will be involved with all our multi-asset solutions and provide macro-economic guidance to the investment team. David began his career in the public sector before moving into the financial services industry in 2009 when he joined RBC Capital Markets as an Economist. Directly prior to joining GCLP, David was a Senior Economist with Gluskin Sheff + Associates. David holds a BA in Economics & Financial Management from Wilfrid Laurier University and a MA in Economics from York University. He is also a CFA® Charterholder.
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.
Sri Iyer, MBA
Managing Director – Head of i3 Investments – Guardian Capital LP
Srikanth (Sri) joined GCLP in 2001 to help lead the development and implementation of GCLP proprietary i3 Investments. His career in the financial services industry began in 1995, when prior to assuming his role at GCLP, he joined Global Value Investors in Princeton, New Jersey, and was responsible for a variety of portfolio management and financial engineering roles. Sri graduated from University of Bombay (1989) with a B.Comm and earned the Chartered Cost and Works Accountant (India) designation. He received a MBA in Applied Finance from Rutgers Graduate School of Management.
Fiona Wilson, MBA, CFA
Senior Portfolio Manager – i3 Investments – Guardian Capital LP
Fiona joined GCLP in 2011 in her current role. Her career in the financial services industry began in 1989 when she joined CIBC as an options trader. Prior to joining Guardian, Fiona was Portfolio Manager, Global Derivative Instruments with Ontario Municipal Employees Retirement System (OMERS). Previous roles included Head of Currency Options Marketing, South East Asia for Societe Generale with postings in Tokyo, Singapore and London. Her experiences included structuring classical and exotic option trading and hedging strategies for central banks, corporate and institutional clients throughout Asia. Fiona graduated from University of Western Ontario with a BA and obtained from University of Windsor an Honours Bachelor of Commerce and MBA. She is a CFA® Charterholder.
