Upcoming events - Registration Detail

15 Nov 2017 11:30 AM • Rideau Club, Sir John A. MacDonald Room, 99 Bank Street, 15th Floor, Ottawa, Ontario (Registration and Networking 11:30AM: Lunch served at 12:05PM) *Business Attire
16 Jan 2018 11:30 AM • Rideau Club, Main Dining Room, 99 Bank Street, 15th Floor, Ottawa, Ontario (Registration and Networking 11:30AM: Lunch served at 12:05PM) *Business Attire

Asset Mix Trends & Demystification

  • 18 Oct 2017
  • 11:30 AM - 1:30 PM
  • Rideau Club, Sir John A. MacDonald Room, 99 Bank Street, 15th Floor, Ottawa, Ontario (Registration and Networking 11:30AM: Lunch served at 12:05PM) *Business Attire
  • 11

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Asset Mix Trends & Demystification

Low yielding fixed income investments has led to increased attention on asset mix. The complexity and uncertainty of market forecasting often leads to unproductive committee discussions when reviewing asset mix. This session will demystify asset mix and help investors overcome the challenges by providing: 

  • An appreciation of forecast merits and shortcomings;

  • Complementary analysis to traditional mean-variance optimization approaches; and

  • An overview of a structured process to committee discussions.

Keynote Speaker:

Peter Muldowney

Senior Vice-President, Institutional Strategy, Connor, Clark & Lunn Financial Group

Having worked in Canada, the U.S. and the United Kingdom over his 25 plus years in the investment management and consulting industry, Peter spent his early years in consulting which culminated in leading two of the major investment consulting firms in Canada and globally.

After joining one of the leading Canadian insurance companies to start up a new business venture, he pioneered the first buy-in annuity in Canada. In 2011, he joined Connor, Clark & Lunn Financial Group as Senior Vice-President, Institutional Strategy, to work collaboratively with plan sponsors and consultants in finding effective ways to develop and execute investment and risk management solutions.  

Please click here to register by 12:00PM on Thursday, October 12th, 2017.                                        

Please advise any food allergies or restrictions directly to Katie LeBlanc, Program Committee Member (E-Mail: KatieLeBlanc@cunet.carleton.ca).

Cancellation Policy: Cancellations require a minimum 24 hours notice otherwise attendees will be invoiced. 

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Please do not hesitate to contact our Membership Co-Chairs: Neal Tejwani (E-Mail: neal.tejwani@canadapost.postescanada.ca) or Neil Lobo (E-Mail: neil.lobo@bmo.com) if you have any questions.

   

                             

 

 

P.O. Box 889 Station B, Ottawa, Ontario, K1P 5P9


 

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