Thu, Nov 21|
The Caboto Centre
FREE Seminar: Market Update & Family Wealth Preservation
A market overview identifying current economic opportunities & headwinds followed by a discussion on preserving and protecting family values, wealth & legacy.
Time & Location
Nov 21, 2019, 7:00 p.m. – 9:00 p.m.
The Caboto Centre, 1055 Wilkes Avenue
About The Event
We’re hosting a great event that will both inspire and educate.
Don't miss these great topic points:
- Market Review - what lies ahead for capital markets and the economy
- Investment income challenges – how to successfully invest in a low interest rate environment
- Strategies for engaging important family discussions on asset transfer in the creation of a legacy
Capital Markets and the Economy - Opportunities and Headwinds by Alfred Lam, CFA, Senior Vice-President and Chief Investment Officer, leads the CI Multi-Asset Management team.
Alfred will provide an update on the current state of the economy and market conditions. In particular, he will address potential headwinds and strategies for protecting investment wealth and effectively managing capital market risk. As well, Alfred will provide investment strategies for income investors and address the key challenge facing clients who prefer conservative income investments at a time where interest rates continue to be at historic lows.
Succession and Stewardship: Preserving and protecting family values, wealth and legacy by Doug Towill, Senior Vice-President,. Strategic Business Development
The transfer of wealth is a major concern for Canadians. What will help a family avoid squandering its wealth and instead build a legacy that endures multiple generations? One key solution is the family meeting.
Advisors are stepping in to help facilitate these critical sessions aimed at preventing inheritance dissipation, and helping the next generation become wealth stewards. For many, “wealth” entails more than money or the things it can provide; but few know how to establish a glide path for their heirs to land safely with their inheritance intact.
Our expert panelist
Alfred Lam, CFA, Senior Vice-President and Chief Investment Officer, leads the CI Multi-Asset Management team.
Alfred has over 18 years of experience specializing in portfolio design, asset allocation, manager and fund selection, and risk management. While at CI, he has brought unique ideas and processes to the management of the team’s multi-asset strategies, including a mean-reversion currency management strategy, the concept of investing in concentrated and benchmark-agnostic portfolios, and a new approach to risk management. In addition to the CFA designation, Mr. Lam holds an MBA from York University’s Schulich School of Business, and is a member of the CFA Institute and the Toronto CFA Society.
Doug Towill, , Senior Vice-President, CI Financial, Strategic Business Development.
An articulate and dynamic presenter, Doug has addressed countless audiences across Canada on industry trends. He takes an in-depth look at the issues investors face and how advisors, as trusted professionals, can best help them. His views have been published in the Globe and Mail, Investment Executive and other industry publications.