We hope that our Virtual Fall Client Presentation was informative as well as user-friendly and we wish to duplicate this experience on Family Day Monday (February 15th).
This presentation will feature An Engaging Conversation on Investor Behaviour & A Discussion on Canadian Small Cap Investing.
Investing is not just the study of finance, but the study of how people behave with money. Our very own Dan Hallett will interview Preet Banerjee, an expert on behavioural finance and investor behaviour.
The Canadian Small Cap Equity landscape has been an interesting arena to invest in. We will dive deeper with your Canadian Equity Small Cap Manager to discover the opportunities they have found. Two members of HighView’s Portfolio Strategy Committee will interview Laurus Investment Counsel.
On Family Day Monday (February 15th) we will release a video with both of these interviews. We will keep the link on the video live until the end of March, so you can watch it when convenient.
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 February 15th, 2021
Additional Information on Participants
An Engaging Conversation on Investor Behaviour
Dan Hallett, CFA, CFP
Vice-President, Research & 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. He has contributed research to Morningstar Canada, the Globe & Mail’s websites, Canadian MoneySaver magazine, Advisor’s Edge magazine, and Advisor’s Edge Report. He has also served as a contributor to, or reference for, several best-selling personal finance and investment books.
Preet Banerjee,
Personal Finance Expert & Keynote Speaker
Originally trained as a neuroscientist followed by a brief foray as an aspiring racecar driver, Preet Banerjee landed in the world of finance, now a consultant to the wealth management industry with a focus on the commercial application of behavioural finance research and fin-tech. He hosted a TV show on the Oprah Winfrey Network, was a financial panelist on CBC’s The National with Peter Mansbridge for seven years, and is a regular contributor to The Morning Show on Global Television.
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A Discussion on Canadian Small Cap Investing
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.
Linda Lebrun, CFA
Chief Investment Officer – Laurus Investment Counsel
Linda was one of the initial founders of Laurus. Appointed to the role of Chief Investment Officer in 2018, Linda is responsible for the strategy and direction of Laurus portfolios within their risk framework. She previously served as Portfolio Manager of US Equities at a wealth management firm in Toronto and as an equity analyst at a Toronto boutique brokerage. Linda is a CFA charterholder and has completed numerous courses in the CICBV’s Chartered Business Valuator program.
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.
Raymond Lam, CFA
Vice President, Canadian Equities – Laurus Investment Counsel
Raymond joined Laurus in March 2015 as a small cap portfolio analyst, becoming a portfolio manager in 2016. Prior to Laurus, he was with Manulife Financial for seven years, most recently as Director, Investment Research and Analysis managing a platform of investment strategies for institutional and retail markets, including investment consulting to the company’s pension plans. Raymond earned a Bachelor of Commerce and Masters in Finance from the University of Toronto. Raymond is a CFA charterholder.
