CPBI Ontario Economic Outlook 2023 Breakfast Seminar (in person)

CPBI Ontario Economic Outlook 2023 Breakfast Seminar (in person)

January 25, 2023 7:30 AM to 11:00 AMVantage Venue, Toronto, Ontario
Area of Interest: Investments, Networking Format: In Person

** Cancellations will be accepted until 11:00pm of January 13, 2023. Non-shows or cancellations received after this time will not be reimbursed.

CPBI's 2023 Economic Outlook will review how the current and prospective market landscape will impact us as individuals and our investments. Our speakers will share insights on key economic themes impacting world markets and your portfolio construction.

This in-person event offers attendees the opportunity to reconnect with over 100 colleagues and industry professionals and hear perspectives from a leading economist, investment manager and a plan sponsor.

Stay tuned for more details on topics and presenters.

EVENT AGENDA

7:30 am - 8:00 am
Registration

8:00 am - 9:00 am 

Breakfast & Networking
9:00 am - 10:30 am
Opening remarks and Panel Discussion
10:30 am - 11:00 am
Q&ATime & Closing Remarks
  

1.5 CE credit hours will be offered through the Institute. This seminar complies with CEBS CPE policy guidelines, and the content can be reported for application for CPE credit.

 Do you have questions? Contact our Regional Admin Cristina by email [email protected] or call the toll-free number 888 788-3185   

Fees and Registration
Membership TypesRegular PricePlan Sponsor Price
Regular membership$90.00 CDN$75.00 CDN
Plan Sponsor Individual Membership$90.00 CDN$75.00 CDN
Associate$90.00 CDN$75.00 CDN
Student$75.00 CDN -
Non Member$140.00 CDN$140.00 CDN
Member PriceNon Member Price
Round table of 8$630.00 CDN$980.00 CDN
Cancellation Policy

SPEAKERS

      

Michael A. Mullaney, Director of Global Markets Research, Boston Partners

  

Michael is the director of global markets research for Boston Partners.

He rejoined the firm from Fiduciary Trust Company where he was chief investment officer with responsibilities that included setting the firm’s overall investment policy practices and establishing both strategic and tactical asset allocation targets for client portfolios.

Prior to that, Mr. Mullaney was the director of fixed income with Boston Partners Asset Management.

Prior to joining Boston Partners, Michael was managing director and senior investment strategist at Putnam Investments, specializing in portfolio strategy and key account portfolio management.

Before that, he was a senior consultant with Chase Econometrics/ Interactive Data Corporation, focusing on quantitative methodologies in fixed income and equity management. Mr. Mullaney holds a B.S. degree (Cum Laude) in biological sciences from Boston University and an M.B.A. in Finance from Babson College.

He has a total of forty-one years of investment experience.

Aaron Bennett, Chief Investment Officer, University Pension Plan Ontario (UPP)

 

Aaron Bennett is UPP’s Chief Investment Officer and leads all aspects of UPP’s global investment strategy and operations.

A seasoned portfolio manager, Aaron brings over 16 years of investment experience, with expertise in strategic asset allocation and responsible investing.

Across his roles at Jarislowsky Fraser Global Investment Management, Ontario Teachers’ Pension Plan, and mid-sized Canadian investment banks, Aaron has supported systemic and robust investment analysis, policy formulation and strategic implementation across portfolios and asset classes.

Aaron holds a B.Sc Honours (Biology) from Queen’s University, an MBA from the Ivey School of Business Western University, and is a CFA Charterholder.


John Bai, CFA, Senior Vice President, Chief Investment Officer

 

John joined NEI in May of 2019 and is responsible for the firm’s asset allocation and investment strategy, sub-advisor research and due diligence, and is a key partner in building strong relationships with our advisor community in both the Credit Union and Intermediary channels.

John brings more than 25 years of investment industry experience, having worked for some of Canada’s top financial institutions. Prior to joining NEI, John led product and investment teams at Merrill Lynch Canada, TD, Dynamic Mutual Funds and HollisWealth.

There he founded and chaired asset allocation and investment portfolio committees, led manager oversight activities and was responsible for research teams that covered equities, fixed income, mutual funds, ETFs and alternative products.

John holds a Bachelor of Commerce degree in Finance and Economics from the University of Toronto and is a CFA Charterholder.

 


  

 
 
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