COVID 19 has impacted the entire investment world and the assumptions for how and where to invest for individuals, corporations, pension sponsors, and foundations. What has changed, what must change, and what will be the new factors to apply in portfolio construction from the viewpoint of investment counsellors? Is financial security an achievable goal in future portfolio construction?
Our guest speaker is Jerry Koonar, Portfolio Manager with Leith Wheeler Investment Counsel in Calgary. Jerry joined the firm in 2011 and provides investment management services for private clients and charitable foundations in western Canada.
Jerry will be joined by Dalyce Seitz, Portfolio Manager and Greg Chant, Associate.
Our speakers will challenge the assumptions that have applied to now, such as asset class correlation, asset class return assumptions, risk management, time horizons and alternative market investments in improving risk-adjusted returns.
This talk will address the critical steps in portfolio construction following the global impact of COVID 19, changes to the IPS process and investor profiles due to the rapidly changing economic facts in investment markets.
Participants will be able to ask questions of the speakers during the presentation for guiding your client advisory services in 2020 and beyond.
Event Time: 12:00 PM - 1:00 PM Mountain Time
Cost: $0 - This is a free webinar for our members and guests.
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| Jerry Koonar | Dalyce Seitz | Greg Chant |
The biographies of our talented speakers can be found here.
Russell Todd, R.F.P. (Retired),
Program Chair
Last updated: 28 May 2020 9:45 PM
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