Brexit, Trump and Institutional Investing - What You Need to Know
What impact will Brexit and the election of Donald Trump have on the financial markets in 2017 and beyond? Recent events signal a shift in sentiment toward increased barriers to trade and immigration.
It is remarkable what has occurred since the credit crisis with equity markets setting new record highs and bond yields at historical lows. To say that we are in uncharted waters is an understatement. Never have we seen something quite like this and investors have good reason to be unsettled.
Join us at the Toronto Board of Trade on May 3rd as our guests, Julie Cays (CIO at CAAT Pension Plan), Eric Lascelles (CIO at RBC Asset Management) and Kevin Hebner (Managing Director at Epoch Investment Partners) discuss the implication of recent events and provide important insight.
Claude Macorin, Managing Director at Macor Capital Management, will host this event and we expect that it will sell out quickly, so purchase your tickets today to avoid disappointment.
Julie Cays, CFA
Chief Investment Officer, CAAT Pension Plan
With more than 30 years of experience in the capital markets, Julie has been instrumental in shaping the CAAT Pension Plan’s investment portfolio to meet the Plan’s long term funding goals. She is the Chair of the board of directors of the Canadian Coalition for Good Governance, Chair of the investment advisory committee of the J.W. McConnell Family Foundation and is a past Chair of the Pension Investment Association of Canada (PIAC). She earned a bachelor’s degree in economics from the University of Waterloo and is a CFA charterholder.
Kevin Hebner, PHD
Managing Director, Global Portfolio Management, Epoch Investment Partners, Inc.
Kevin is a global investment strategist. Prior to joining Epoch in 2016, Kevin served as a senior FX strategist at J.P. Morgan Securities. Before J.P. Morgan, Kevin worked as a global investment strategist at Third Wave Global Investors, Citigroup Asset Management and Credit Suisse Asset Management. Prior to Credit Suisse, Kevin worked at the Bank of Japan. In addition, Kevin was a visiting professor at Kyoto University. Kevin earned a BA in Economics from the University of Toronto and graduated from Queen's University with a PhD in Financial Economics and a MA in Economics.
Chief Economist, RBC Global Asset Management Inc.
Eric maintains the firm’s global economic forecast and advises its portfolio managers on key themes and risks. Eric is also a member of the RBC Investment Strategy Committee (RISC), which is responsible for the firm’s global asset mix recommendations. He is also a frequent media commentator on global economic and financial trends, appearing regularly on CNBC, BNN and other networks. Eric’s written editorials have appeared in The Globe and Mail, National Post, The Wall Street Journal and Financial Times. Prior to joining RBC GAM, Eric spent close to a decade at another large financial institution. Before this, he was a Research Analyst at Statistics Canada. Externally, he serves on the C.D. Howe Institute’s Business Cycle Council, the group that dates recessions and other economic turning points in Canada.