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KWPMP investment seminars

KW students have the opportunity to attend weekly seminars given by industry professionals. The program offers them direct access to professionals with diverse backgrounds who are successful in their respective careers in capital markets.

A question-and-answer session during each seminar provides students with an added opportunity to delve into topics in depth and learn more about the speakers on a higher personal level who are generous with their thought-provoking advice.

INTRODUCTION TO CAPITAL MARKETS
Marc-André Nantais, Senior Private Portfolio Manager
Jarislowsky Fraser

SUSTAINABILITY & PORTFOLIO CONSTRUCTION
François Bourdon, Managing Partner
Nordis Capital

ESG INVESTING
Tamara Close, Founder and Managing Partner
Close Group Consulting

LONG/SHORT STRATEGY
Mathieu Boisvert, Founding Partner & CEO
Bastion Asset Management Inc.

GROWTH BY ACQUISITION
Irena Petkovic, Investment Analyst
Burgundy Asset Management Ltd.

PATH TO NET ZERO
Mark Van Clieaf, Managing Director
Future Zero

ASSET ALLOCATION STRATEGY
Wayne Kozun, Chief Investment Officer
Forthlane Partners

IMPACT INVESTING
Michel Brutti, Founder and CEO
Clear Skies Investment Management

FARMLAND MANAGEMENT
Anthony Faiella, Senior Vice President
AGinvest Farmland Properties Canada Inc.

INTRODUCTION TO OPTIONS
Roma Colwell, Associate Principal/Investor Education
Options Industry Council

SIN STOCKS, FOSSIL FUEL DIVESTMENT, AND INVESTMENT LESSONS
Juan Correa-Ossa, Associate Vice President
BCA Research

EXPLORING PRIVATE EQUITY
David Aiken, Managing Partner
Brookfield Asset Management

LESSONS IN ASSET MANAGEMENT
Andrew Iu, Portfolio Manager and Director of Research
Irena Petkovic, Investment Analyst
Burgundy Asset Management Ltd.

THE FIELD OF EQUITY RESEARCH
Naji Baydoun, Director, Equity Research Analyst
iA Capital Markets

INTRODUCTION TO INVESTMENT BANKING
Charles-Antoine Dénommée, Director of Investment Banking
BMO Capital Markets

THE IMPORTANCE OF CASH FLOWS
Stephen Hui, Portfolio Manager
Pembroke Management Ltd.

LONG-TERM STEADFAST INVESTMENT PHILOSOPHY
Samir Jhaveri, Director of Global Equities
Black Creek Investment Management

HUMAN RELATIONSHIPS AND MARKET DYNAMICS IN FINANCE

Marc-André Nantais, Portfolio Manager

Jarislowsky Fraser

 

AN INTRODUCTION TO HEDGE FUNDS

Mathieu Boisvert, Founding Partner & CEO

Bastion Asset Management

 

AN INTRODUCTION TO BMO CAPITAL MARKETS

Michael Frances, Investment Banking Analyst

Alexandra Tremblay, Investment Banking Analyst

Eduardo Lafleur Velasco, Investment Banking Associate

Nikolas Asselin, Investment Banking Vice President

Valerie Vermette, Investment Banking Director

BMO Capital Markets

 

ANATOMY OF A GREAT INVESTOR

Salman Ahmed, Co-CIO

Steadyhand

 

VALUATION TECHNIQUES AND PERFORMANCE MEASUREMENTS

Matt Kacur, President

FSA Valuation Service Ltd.

 

INSIGHTS ON INVESTMENT STRATEGIES AND MARKET TRENDS

Jeffrey Kobernick, Co-Founder & Managing Partner

NewEdge Wealth

 

INVESTING WITH STRATEGIC PARTNERSHIPS AND TACTICAL EXPERTISE

Christophe Truong, Head of Private Market Co-Investments

Trans-Canada Capital

 

INVESTING IN THE ENERGY TRANSITION

Ken MacKinnon, Managing Partner

MacKinnon Bennett and Co.

 

A FORMER OIL AND GAS INVESTMENT RESEARCHER ON ENERGY TRANSITION

Terry Peters, Energy Investment Research Analyst (Retired)

 

A MACROECONOMIC OUTLOOK AND AN OVERVIEW OF EMERGING MARKETS INVESTMENTS

Tommy Nguyen, Manager & Head of Global Equities

Hao Feng Zhong, Portfolio Manager

Desjardins Global Asset Management

 

LESSONS IN WEALTH MANAGEMENT

Peter Mann, President & Co-CEO

Grayhawk Investment

 

EXPLORING THE POTENTIAL OF EMERGING MARKETS

Marc Novakoff, Managing Director & Portfolio Manager

Jarislowsky Fraser

 

AN OVERVIEW OF THE INVESTING BUSINESS AND CAREER MANAGEMENT

John Wilson, Co-CEO & Managing Partner

Ninepoint Financial Group

 

VALUE AND QUALITY-ORIENTED INVESTING IN EMERGING MARKETS

Ching Chang, Portfolio Manager

Burgundy Asset Management

 

EXPLORING THE ECONOMIC CYCLE AND CONCRETE ACTIONABLE IDEAS FOR INVESTORS

Martin Roberge, Portfolio Strategist & Quantitative Analyst

Canaccord Genuity

 

MANAGING GEOPOLITICAL RISK IN A PORTFOLIO

Lawrence Lai, Managing Partner & Senior Portfolio Manager

Van Berkom Global Asset Management

 

THE IMPORTANCE OF UNDERSTANDING FINANCIAL MODELS AND OPERATIONS

John Bennett, Chairman

MacKinnon Bennett and Co.

 

INSIGHTS AND STRATEGIES FOR SUCCESS AMIDST A CHANGING MARKET ENVIRONMENT

Gabriel Dechaine, Managing Director of Canadian Banks & Insurance Analyst

National Bank Financial

 

INVESTING IN GLOBAL SMALL-CAP EQUITIES

Serge Depatie, Portfolio Manager

Global Alpha Capital Management

 

AN INTRODUCTION TO SUSTAINABLE GROWTH INVESTING

Vishal Patel, Vice President & Portfolio Manager

1832 Asset Management

Segmenting a broad investment universe

Sean Yuile, Investment Analyst and Portfolio Manager
Manitou Investment Management Ltd

An introduction to hedge funds

Mathieu Boisvert, Managing Director
Formula Growth Limited

Library resources for analysts

Michael Groenendyk, Digital Scholarship Librarian
Concordia University

The keys to effective financial planning

Christine Lengvari, President and CEO
Lengvari Financial Inc

The importance of critical thinking

Martin Pépin, SVP and Portfolio Manager, General Funds
IA Financial Group - Industrial Alliance

Overview of private wealth management

Ted Conrod, President & Founder, Portfolio Manager
Focus Asset Management

The evolution of capital markets, ETFS and SPACS

Steven Foley, Vice-Chairman, Global Markets
RBC Capital Markets

Capital markets: current trends & outlook

James Burron, President, Canadian Association of Alternative Strategies & Assets­
Fred Pye, Executive Chairman & CEO, 3iQ Corp.
Bei Huang, CFO and Chief CCO, Maison Placements Canada Inc.
Timothy J Burgess, Co-Founder & CEO, WealthAgile Inc.
Andrea Lavergne, Vice President, Connor, Clark & Lunn Private Capital

Compliance for portfolio management

Riccardo Romeo, Portfolio Manager and Chief Compliance Officer
Summus Investment Management Inc

Introduction to global markets

Eric Flaim, Institutional Sales, European Equity Sales
Exane BNP Paribas

Performance measurement and shareholder value

Matt Kacur, President
FSA Financial Science and Art Ltd

Investing for the long-term

David Stenason, Managing Director
Rempart Asset Management

Financial reporting: statements under a microscope

Anthony Scilipoti, President and CEO
Veritas Investment Research

Fixed income: portfolio management & beating your benchmark

David Klug, Senior Analyst, Montgomery Fixed Income
Wells Fargo Asset Management

Reflecting on the past to become a better investor

Geoff Heward, Portfolio Manager, Director and Senior Vice-President
Heward Investment Management

Benefits of being an investment analyst

Raymond Lai, Portfolio Manager
1832 Asset Management

Best practices in sustainable investing

Jennifer Bent, Director & Portfolio Manager
Jarislowsky Fraser Global Investment Management

Strategic macroeconomic outlook and market discussion

Rob Edel, CIO & Portfolio Manager
Nicola Wealth Management

Insight on economics and capital markets

Tom Bradley, Chair, Chief Investment Officer and Co-Founder
Steadyhand Investment Funds

The evolution of hedge funds and rise of retail investing

Nelson Cheung, Managing Director
Formula Growth Limited

Contact us

Sukyong Yang, Director
Kenneth Woods Portfolio Management Program
Tel: 514-848-2424, ext. 5102
sukyong.yang@concordia.ca

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