Investment Outlook - Beyond the Pandemic

March 18, 2021 12:00 PM to 1:30 PMOnline - Mountain Time zone

Area of Interest: Pensions, Benefits, Investments, Networking Format: Web

An online seminar hosted by CPBI Southern Alberta Region

Please join us for an online seminar on March 18, 2021.

These unprecedented times have presented unique investment challenges and opportunities for institutional investors, both through the pandemic and beyond.

During this session Ian Riach, from Franklin Templeton Investments, will help us visualize beyond the pandemic by examining first principles that will be important a year + from now. These include:

Issues and opportunities including home county bias,
Diversifying in a low rate environment,
Renewable energy and
How cyclical markets could all contribute to our New Normal.

Mason Gregory, from MFS, will explore the forces shaping Environmental Social Governance (ESG) & sustainable investing, and what this changing dynamic means for major financial markets and leading economic sectors.

Cancellation Policy

This session will be presented by:

	Mason Gregory Senior Analyst, Investment Solutions Group MFS Investment Management® (MFS®) Mason Gregory is an associate director in the Investment Solutions Group of MFS Investment Management® (MFS®). In this role, he works with clients to develop solutions, communicate investment strategy and provide insights on ESG and sustainable investing.
Mason joined MFS in 2009 and previously held the role of RFP Manager for North America. He assumed his current role in 2017. Prior to joining the firm, he was a product specialist for public and private real estate equity strategies at The Tuckerman Group, where he was also responsible for ESG product development. Before that he served as a product analyst at State Street Global Advisors. He began his career in financial services with Northwestern Mutual. Mason earned a Bachelor of Arts degree in English literature and communications arts from St. Lawrence University.
	.
	Ian Riach CFA Senior Vice President, Portfolio Manager Franklin Templeton Investment Solutions Ian Riach joined Franklin Templeton in 1999 and is a senior vice president and portfolio manager for Franklin Templeton Investment Solutions (FTIS) and is a member of the FTIS Investment Strategy & Research Committee.
He has portfolio management responsibilities for all Canadian-based multi-asset products including the Franklin Quotential Portfolios, Private Wealth Pools, and Franklin LifeSmart Portfolios. He is also responsible for Institutional Balanced Portfolio Management. As the Chief Investment Officer of Fiduciary Trust Canada (part of Franklin Templeton Investments), Mr. Riach also oversees the investment management of Franklin Templeton's private wealth business. With over 30 years in investment industry, Mr. Riach holds a bachelor of commerce degree from the University of Calgary and is a Chartered Financial Analyst (CFA) Charterholder.

When

Thursday March 18, 2021
Noon to 1:00 pm - Presentation
1:00 pm - 1:30 pm - Questions and CE credit quiz

Where

Online Session

Registration Fee

CPBI Members: $20
Future Members: $55
Virtual Member Table of 4: $60
Virtual Future Member Table of 4: $165

GST #106865330 RT0007

Information

Krista Frayn
Phone: (403) 888-3185
[email protected]

Who Should Attend:

Plan Sponsors
Human Resource Professionals
Retirement Professionals
Consultants and Brokers
Insurers and Plan Providers

CE credits will be offered in partnership through the BC, Alberta, Saskatchewan, Manitoba and Ontario Insurance Councils. A short quiz must be completed at the conclusion of the seminar to qualify for credit.

AIC CE Credits Pending.

Kim Duxbury