upcoming webinar schedule
East Coast Asset Management Q3 Portfolio Update & Outlook
Date:
September 18, 2023 @ 3pm EST
Topics:
– Expectations, forecast & positioning for Q3 and Q4 2023
– Portfolio & Strategy Update
– Update on Fixed income markets: Credit, Interest Rates, etc.
– How Alternative Credit Strategies can help Fixed Income Portfolios
– Q&A
Speakers:
Mike MacBain
Founding Partner & Chief Investment Officer, East Coast Asset Management SEZC
Mike MacBain
Founding Partner & Chief Investment Officer, East Coast Asset Management SEZC
Mike MacBain has over 30 years of experience in the financial services industry in various trading and senior management roles for leading investment dealers. Previously he was the Managing Director, Head of Global Debt Markets, RBC Capital Markets (2008-2009) and President of TD Securities (2002-2006) after holding senior management roles focused on derivatives, fixed income, money markets and foreign exchange globally. In 2004, he was awarded Canada’s “Top 40 Under 40 Business Person.” Mike has completed the Executive Management Program at Stanford University and earned his BA, Honours Economics and Finance, from McGill University.
Exemplar Growth & Income Fund Q3 Portfolio Update & Outlook
Date:
September 28, 2023 @ 2pm EST
Topics:
– Portfolio & Strategy
– Update on the Canadian & U.S. Markets: Inflation & GDP
– How the Fund will be navigating Q3 & Q4
– Q&A
Speaker:
Ted Whitehead, CFA
Senior Portfolio Manager
Ted Whitehead, CFA
Senior Portfolio Manager
Ted Whitehead is a Senior Portfolio Manager with Arrow Capital, bringing over 30 years of experience in the Financial Industry. Prior to joining Arrow, Ted spent 20 years at Manulife Asset Management as a Senior Portfolio Manager managing Small/Mid and All Cap Portfolios. Previously he was a Trader at Credit Suisse and Investment Advisor at both RBC Dominion Securities and Walwyn Stodgell Cochran Murray.
Arrow Liquid Alt’s Q3 Portfolio Update & Outlook
Date:
October 5, 2023 @ 2pm EST
Topics:
– Portfolio & Strategy Update
– Update on the Global Markets: Inflation, GDP, Jobs, etc.
– Current Trends in the Market & How Alt Strategies can help portfolios
– Q&A
Speakers:
Jim McGovern
CEO, Senior Portfolio Manager
Jim McGovern
CEO, Senior Portfolio Manager
FUNDS:
Mr. McGovern founded Arrow Capital Management in 1999, bringing over 25 years of related experience. Previously he was President and Chief Executive Officer at BPI Financial Corporation (Canada), a publicly traded company that he co-founded thirteen years prior and which managed or administered over $6bn. Mr. McGovern is a founding and past Chairman of the Canada National Group of the Alternative Investment Management Association. Mr. McGovern graduated from the University of Toronto with a Bachelor of Commerce and Finance degree. He is active in charitable organizations, including Hedge Funds Care Canada and University Health Network.
Chung Kim, CIM
Portfolio Manager
Chung Kim, CIM
Portfolio Manager
FUNDS:
Chung joined Arrow in April, 2020. Prior to Arrow, Chung spent 15 years in Institutional Equity Sales, with the most recent stint as Executive Director at CIBC, largely covering Canadian Alternative Managers. Chung holds a Bachelor of Science from the University of Toronto, and an MBA from the Schulich School of Business.