National Webinar - Fixed Income Paradigm Shift

March 27, 2014 1:00 PM to 2:00 PMBroadcasted Webinar, Eastern Time Zone (EST)
Area of Interest: Investments Format: Web
*This webinar is free of charge for CPBI Members. The non-member fee is $65 + taxes.
Fees and Registration
Membership Types Regular Price
Regular membership $0.00 CDN
Associate $0.00 CDN
Student $0.00 CDN
Non Member $65.00 CDN
Cancellation Policy
Continuing Education Requirements for CPBI National Webinars: CE credits will be offered through partnerships with provincial insurance councils across Canada, The Institute for Advanced Financial Education (Advocis) and La Chambre de sécurité financière. Participants are required to Login to the live session by entering their Full Name as per CPBI profile;
Participants must be present for the duration of the session; Participants will be asked to remain online following the presentation to complete a short test comprised of 3 to 4 questions as a proof of attendance. The test will be offered during the live session; participants who do not attend the live session will not be permitted to take the test or qualify to receive CE credits.


The Canadian fixed income space has entered a new environment as the post-crisis environment, defined by sluggish global growth, may last for the foreseeable future. In the light of this new reality, investment committees should consider revisiting their “investment belief system”, and contemplate an active fixed income management approach in order to generate material excess, risk-adjusted returns in a low-return environment.

Join us for this webinar on March 27, where Carlo DiLalla, Vice-President Institutional Advisory Group – Fixed Income, CIBC Asset Management will discuss current market efficiency and the opportunity for available inefficiencies that active managers can systematically exploit to add value.  

In this session you will:
  • Gain an historical perspective of Canadian fixed income manager performance and how it has influenced investment beliefs;
  • Learn about the current market environment and its impact on interest rates as well as what can be expected in the future;
  • Explore some of the structural inefficiencies in the Canadian fixed income market that skilled portfolio managers can exploit;
  • Discover what fixed income strategies are available to institutional investors to address current market conditions.

Who should attend?

  • Plan trustees
  • Administrators
  • Trustee of private pension plan
  • Investment committee members
  • Actuaries and investment consultants
  • Others who provide services or who are involved in the overall management and investment of pension funds in Canada

 
Carlo DiLalla, CFA
Vice-President
Institutional Advisory Group – Fixed Income

Carlo DiLalla joined CIBC Asset Management Inc. in July 2012. Carlo actively stewards the institutional fixed income business by embracing client prospect and consultant needs to forge deeper partnerships with them. Carlos is a CFA charterholder and has obtained a Master of Business Administration from Niagara University (New York State) and a Bachelor of Commerce from Concordia University (Montreal).
Former positions include: Principal, leader of Canadian fixed income manager research, at Mercer Investments (Toronto) from 2007 to 2012; Senior Analyst at Watson Wyatt Investment Consulting (Toronto) from 2006 to 2007; Investment Analyst, Fixed Income, at Mackenzie Financial (Toronto) from 2004 to 2006; Investment Analyst, Fixed Income, at Royal & SunAlliance Investments (Toronto) from 2000 to 2004; Portfolio Manager, Private Investment Counsel, at TD Asset Management (Toronto and Montreal) from 1995 to 2000.