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