Organized by AIMA Canada in collaboration with CFA Montréal and IFSID Institute
Challenges ahead for the institutional investing community
A luncheon event, Tuesday, June 27th, 2017
Venue
Club Saint James
1145 Avenue Union
Montréal (Québec)
Background: Majors trends & developing events
On June 27, several of these themes will be up for reassessment:
- Trump will have completed his first 100 days;
- French presidential and legislative elections will be over;
- German election season will be in full swing;
- President Trump will come to Europe for G7 summit;
- Relations between China and the new U.S. administration will have greater clarity;
- Brexit negotiations will begin in May.
Given the above – what will the world look like on June 27, 2017 ? Implications for the investment community
- Asset Allocation Strategies in a world of paradigm shifts
- All weather strategies? Long term vs short term
- If politics is here to stay as an investment methodology, what should investors do?
PROGRAM
Politics & Investing: From Risk To Fundamental Strategy
Mario Therrien (Senior Vice-President, External Portfolio Management – Public Markets, CDPQ)
Marko Papic (Chief Geopolitical Strategy BCA)
Global risks & evolution of populist and its consequences/impact on global investment climate
Yanick Desnoyers (Deputy Chief Economist, CDPQ)
Pablo Calderini (CIO, Graham Capital – A Global Macro manager)
All weather investing in the volatile Trump Era ?
Chen Zhao (Former Co-Head of Macro Research, Brandywine Global Investment Management)
For more information click here