Lunch : Prévisions économiques 2020 (2822)

January 16, 2020 11:30 AM to 2:00 PMCentre Mont-Royal, Montréal, Québec
Area of Interest: Investments Format:

This event will be presented mostly in French. To see the full details, click on the FR link on top. 



     

Where

Centre Mont-Royal 

Schedule
  • 11:30 to 12:00:   Registration
  • 12:10 to 12:40:   Lunch  
  • 12:30 to 13:30:   Presentations   
  • 13:40 to 13:55:   Questions period  
  • 13:55:                Closing remarks  

 

SPEAKERS:  
  


Michael Greenberg, CFA, CAIA
Vice President and Portfolio Manager
Franklin Templeton Multi-Asset Solutions

Michael Greenberg is a vice president, portfolio manager for Franklin Templeton Multi-Asset Solutions. He is a member of the FTMAS Investment Strategy & Research Committee specializing in fixed income strategy and has co-portfolio management responsibilities for all Canada-based managed programs, including Franklin Multi-Asset ETF Portfolios, Franklin Quotential Portfolios and Franklin LifeSmart Portfolios. He also manages institutional mandates in North America and Asia.

Mr. Greenberg joined Franklin Templeton Investments in 2006 and has 15 years of experience in the financial services industry. Prior to that, he was responsible for business development, product development and research for an alternative investment boutique Tricycle Asset Management in Toronto. He began his career at Fidelity Investments based in Toronto working with group retirement plans.

Mr. Greenberg holds a bachelor of commerce degree from the University of Ottawa. He is a Chartered Financial Analyst (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA) charterholder.




Maxime Lemieux
portfolio manager, managing Fidelity True North® Fund.
Fidelity Investments Canada

Maxime joined Fidelity in 1996 as a research associate and member of Team Canada, Fidelity’s Canadian equity research team. From 1996 to 1999, Max covered Canadian securities in the entertainment, broadcasting and forest products sectors. He was also responsible for selecting Canadian securities in the technology sector, as well as small-capitalization companies.

From July 2000 until August 2008, Maxime managed Fidelity Canadian Opportunities Fund, and from December 2006 to August 2008, he managed Fidelity Canadian Growth Company Fund. Between 2002 and 2008, he managed Fidelity Canada Fund, available to U.S. investors.

 


  

 

3 SPEAKER TBA


  
   
MODERATOR
:  
  
 
 

Daniel Conti, CFA
Principal
HarbourVest

Daniel Conti joined HarbourVest’s investor relations team in 2018 and focuses on coordinating, monitoring, and enhancing relationships with new and existing Canadian investors and consultants.

Dan joined the Firm from CI Institutional Asset Management, where he was most recently a vice president responsible for institutional business development and client service for consultants, pension plans, foundations, family and multi-family offices as well as banks and insurance company platforms. Prior to this, he was an investment counsellor for CI’s Private Counsel division. His prior experience includes roles for a single family office and a multi-family office in Eastern Canada.

Dan received a Bachelor of Commerce degree in Finance and Economics from École des Hautes Études Commerciales de Montreal. He holds the Chartered Financial Analyst and Certified Financial Planning designations. Dan currently serves as co-director of the CFA Montreal Mentoring Program.


   


 Registration fees


Individual   
Table of 6 Tables of 8
CPBI Membre    70.00 $ 390.00 $ 520.00 $
Student Membre   40.00 $ N/A N/A
Non-Membre  115.00$ 630.00$ 840.00 $
 
Cancellation Policy
CE Credits have been asked to the CSF for this event.