Outlook 2023

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As market conditions have continued to evolve over the past year, we are happy to return to you with our third annual Outlook event. Our Outlook events allow us the opportunity to connect you with experts from a variety of key fields to hear about trends, and key developments in a range of sectors. 


On the evening of March 2nd at 7:00 PM, we will be conducting our annual virtual roundtable discussion. Our panelists are experts who are plugged into financial markets,  the world’s economies and industry trends.   


Thursday, March 2nd, 2023
7:00pm EST

Who Should Attend?

  • Wealth Stewards Clients
  • Investors
  • Business Owners
  • Our Accountant Affiliates
  • Your Friends and Colleagues

Why Should you Attend?

Our guest panelists are plugged into financial markets and the world’s economies and industry trends.

Outlook 2023 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 2023 gives you direct access to portfolio managers and experts.

Meet the Panelists

More panelists will be added shortly to this list as they are confirmed

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Dolores Bamford

Topic: Values Based Investing

Dolores Bamford is the Co-Chief Investment Officer at Eventide.

Eventide Asset Management, LLC, is a Boston-based investment adviser with a focus on values based investing.  Founded in 2008, Eventide’s vision is to serve individuals, financial advisors, and institutions by seeking to provide high-performing investments that they believe create compelling value for the global common good.

Morley Greene photo

Morley Greene

Topic: Real Estate Trends

Morley’s background in structuring large property acquisitions and mortgage transactions for lenders and borrowers led him to found Trez Capital in 1997. He remains actively involved in the firm, providing management strategy and building long-term client relationships.

Trez Capital is a diversified real estate investment firm and preeminent provider of private commercial real estate debt & equity financing solutions in Canada and the United States.

Sean Rogister Photo

Sean Rogister

Topic: Interest Rate Trends

Sean has more than 20 years of experience leading investment teams in fixed income strategies that included private lending exposures in emerging and developed countries around the world.

In his role as CEO at Cortland Credit, Sean oversees the investment management while ensuring the integrity of the firm’s policy is grounded on Cortland’s core beliefs.

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