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As the new year approaches it is the perfect time to begin reflecting on the past year and look forward to the next. At Portfolio Stewards, we are reviewing our investment strategies for the upcoming year, analyzing every strategy, interviewing every investment manager and checking in on their outlook for the upcoming year in order to position every portfolio for success. We manage some of our portfolios directly but for others we hire external managers. These experts do more than just manage a portion of your portfolio. When they are brought on, we are hiring their specific knowledge, experience and expertise. It is essential for us to maintain an open line of ongoing communication with these managers.
On the evening of January 19th at 7:00 PM, we will be conducting a virtual roundtable discussion with four celebrated portfolio managers, each of who manage parts of our portfolios, in order to tap into their views about the upcoming year.
Following the roundtable, we will be discussing the Portfolio Stewards investment portfolios – how they performed in 2020, the changes we have made and how we are positioned for 2021.
Tuesday, January 19, 2021
Who Should Attend?
- Wealth Stewards Clients
- Business Owners
- Our Accountant Affiliates
- Your Friends and Colleagues
Why Should you Attend?
2020 was a tumultuous year for investors, businesses, employees, business owners and our families. COVID-19 has changed our lives and the way businesses operate and will continue to operate well into 2021 and beyond. Our guest panelists are plugged into financial markets but also into the world’s economies and industry trends.
Outlook 2021 is not a sales pitch but a roundtable featuring some great minds (both Canadian and International) discussing trends and how they will affect world economies and financial markets. Rather than getting information second hand from our Wealth Advisors, Outlook 2021 gives you direct access to portfolio managers who manage parts of your portfolios.
Meet the Panelists
Paul Sandhu is President and CEO of Marret Asset Management Inc. and is lead manager of the Marret Alternative Absolute Return Bond Fund and ETF. He has over 30 years of domestic and international fixed-income experience. Prior to joining Marret in 2009, Paul was responsible for the global distribution of Canadian fixed-income and money market products at BMO Capital Markets. Through offices in Toronto, Montreal, Vancouver, New York, London and Hong Kong, Paul was directly responsible for advising some of the world’s largest fixed-income asset managers on portfolio strategy, asset mix, and security selection. Paul’s career also includes positions with Goldman Sachs and Citibank in Europe, the U.S. and Canada.
Paul holds a BA in Economics and Political Science from the University of British Columbia and a Master of Public Administration from the University of Victoria.
Even though he is a fixed income strategist, he can help us by providing a unique perspective about financial markets and the economy.
Kate MacDonald is Vice-President, Portfolio Management and Portfolio Manager of Signature Global Asset Management and manages the CI First Asset Canadian REIT ETF. She joined Signature in 2018 as a portfolio manager responsible for a number of dedicated real estate funds as well as real estate allocations across various strategies.
Prior to joining Signature, Kate managed award-winning real estate portfolios at CI First Asset. Kate holds a Masters in Finance from Queen’s University, the Chartered Investment Manager designation, and the Chartered Financial Analyst designation. In 2020, Brendan Wood International recognized Kate as a TopGun Investment Mind, an award that singles out individual investment professionals as being the most accomplished professionals in the Canadian investment industry.
James Tsinidis joined Australian-based Munro Partners, a firm that manages the Munro Alt Global Growth ETF and fund, as a Portfolio Manager in November 2016 and is responsible for championing stock ideas and managing positions within the Munro Global Growth Fund. James has previously worked as a portfolio manager when he was based in both Melbourne and Edinburgh, and was entirely focused on the U.S., European and Asian stock markets. Having worked previously with the other members of the Munro investment team, James is well versed in evaluating investment ideas using Munro’s proprietary growth-focused process. Key career highlights include: Over 12 years of financial services experience- 2013-2016: Portfolio Manager/Senior Investment Analyst on the K2 Select International Absolute Return Fund- 2012-2013: Research Manager – Alternatives at Zenith Investment Partners. James holds a Bachelor of Commerce from La Trobe University and a Postgraduate Certificate of Applied Finance from Macquarie University.
David L. Fingold is Vice President & Senior Portfolio Manager at Dynamic Funds. He has been a key member of Dynamic Funds’ Investment team since his arrival in 2002. David is lead portfolio manager for a number of US and Global strategies including the Dynamic Global Dividend Fund in which we invest.
David has over 30 years of business, operational and investment experience including senior positions in corporate finance, sales, purchasing and marketing in the manufacturing, transportation and distribution industries. Prior to joining Dynamic, he spent seven years as part of a team actively managing equity portfolios for a privately owned merchant bank.
David’s work has been widely acknowledged with a number of industry awards. His strong performance record, notable contributions to the firm and management of flagship funds led to his appointment as Vice President and Senior Portfolio Manager in 2018.
Graduating in the top decile of his class, David earned a Bachelor of Science with High Distinction in management from Babson College in Wellesley, Massachusetts, in 1988.
Paul Ashworth is a Chief North America Economist at Capital Economics with overall responsibility for coverage of the US and Canada. He joined Capital Economics from the National Institute of Economic and Social Research (NIESR) where he worked on their world economy model after taking degrees in Economics and Mathematics at Strathclyde and Warwick and completing a PhD on monetary policy.
Paul has significant expertise as a modeller and econometrician. He has analysed and forecast the US economy since 2001. In 2008, Paul was placed fifth in the Wall Street Journal rankings of US economic forecasters. In 2010, Paul was named Wall Street Journal forecaster of the year.