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KWPMP investment seminars

KW students have the opportunity to attend weekly seminars given by industry professionals. The program offers them direct access to professionals with diverse backgrounds who are successful in their respective careers in capital markets.

A question-and-answer session during each seminar provides students with an added opportunity to delve into topics in depth and learn more about the speakers on a higher personal level who are generous with their thought-provoking advice.

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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