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2021 speakers


Segmenting a broad investment universe

Sean Yuile, Investment Analyst and Portfolio Manager
Manitou Investment Management Ltd


An introduction to hedge funds

Mathieu Boisvert, Managing Director
Formula Growth Limited


Library resources for analysts

Michael Groenendyk, Digital Scholarship Librarian
Concordia University


The keys to effective financial planning

Christine Lengvari, President and CEO
Lengvari Financial Inc


The importance of critical thinking

Martin Pépin, SVP and Portfolio Manager, General Funds
IA Financial Group - Industrial Alliance


Overview of private wealth management

Ted Conrod, President & Founder, Portfolio Manager
Focus Asset Management


The evolution of capital markets, ETFS and SPACS

Steven Foley, Vice-Chairman, Global Markets
RBC Capital Markets


Capital markets: current trends & outlook

James Burron, President, Canadian Association of Alternative Strategies & Assets­
Fred Pye, Executive Chairman & CEO, 3iQ Corp.
Bei Huang, CFO and Chief CCO, Maison Placements Canada Inc.
Timothy J Burgess, Co-Founder & CEO, WealthAgile Inc.
Andrea Lavergne, Vice President, Connor, Clark & Lunn Private Capital


Compliance for portfolio management

Riccardo Romeo, Portfolio Manager and Chief Compliance Officer
Summus Investment Management Inc


Introduction to global markets

Eric Flaim, Institutional Sales, European Equity Sales
Exane BNP Paribas


Performance measurement and shareholder value

Matt Kacur, President
FSA Financial Science and Art Ltd


Investing for the long-term

David Stenason, Managing Director
Rempart Asset Management


Financial reporting: statements under a microscope

Anthony Scilipoti, President and CEO
Veritas Investment Research


Fixed income: portfolio management & beating your benchmark

David Klug, Senior Analyst, Montgomery Fixed Income
Wells Fargo Asset Management


Reflecting on the past to become a better investor

Geoff Heward, Portfolio Manager, Director and Senior Vice-President
Heward Investment Management


Benefits of being an investment analyst

Raymond Lai, Portfolio Manager
1832 Asset Management


Best practices in sustainable investing

Jennifer Bent, Director & Portfolio Manager
Jarislowsky Fraser Global Investment Management


Strategic macroeconomic outlook and market discussion

Rob Edel, CIO & Portfolio Manager
Nicola Wealth Management


Insight on economics and capital markets

Tom Bradley, Chair, Chief Investment Officer and Co-Founder
Steadyhand Investment Funds


The evolution of hedge funds and rise of retail investing

Nelson Cheung, Managing Director
Formula Growth Limited


Contact us

Sukyong Yang, Director
Kenneth Woods Portfolio Management Program
Tel: 514-848-2424, ext. 5102
sukyong.yang@concordia.ca

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