CFA Society Toronto’s Post

📣 Attention Investors! 📣 We have another exciting opportunity to meet with one of our valued Fund Managers, Michael Rabb, Senior Research Analyst and Co-Portfolio Manager at Sands Capital. The firm was created with a sole mission ‘to add value and enhance the wealth of our clients with prudence over time’. So why not join us to find out more about long-term investment strategies and take a deep dive into the performance of our Sands Capital Fund. Darren Johnson, Senior Investment Manager at St. James’s Place will be hosting this virtual event and will shape his discussion with Michael around the questions you would like to ask. We hope you can join us for another engaging session where we aim to shed light on some of the more complex investment solutions. Register your place here> https://bit.ly/3QAKuvz The value of your investment can go down as well as up. You could get back less than you invested. #MeetTheFundManager #InvestmentStrategies #FinancialPlanning Stringer Mann Chartered Financial Planners is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) The `St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 24/04/2023

📣 Attention Investors! 📣 We have another exciting opportunity to meet with one of our valued Fund Managers, Michael Rabb, Senior Research Analyst and Co-Portfolio Manager at Sands Capital. The firm was created with a sole mission ‘to add value and enhance the wealth of our clients with prudence over time’. So why not join us to find out more about long-term investment strategies and take a deep dive into the performance of our Sands Capital Fund. Darren Johnson, Senior Investment Manager at St. James’s Place will be hosting this virtual event and will shape his discussion with Michael around the questions you would like to ask. We hope you can join us for another engaging session where we aim to shed light on some of the more complex investment solutions. Register your place here> https://bit.ly/457mB3b The value of your investment can go down as well as up. You could get back less than you invested. #MeetTheFundManager #InvestmentStrategies #FinancialPlanning Stringer Mann Chartered Financial Planners is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) The `St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 24/04/2023

Register today for Canada Life Investment Management's upcoming Portfolio Manager Connect Series! #CanadaLife #CLIML #PMConnectSeries

The Canada Life Portfolio Manager Connect Series returns this fall. Get monthly insights from investment managers like Capital Group and Irish Life Investment Managers that’ll help you guide your clients through uncertain markets with confidence. Register now 👇  Why attend?   ✅ Hear forward-looking views on the markets ✅ Get the latest on each investment manager’s approach, from top-level strategies to stocks ✅ Engage directly with portfolio managers for answers to your questions https://vidurl.ca/nt3ek

📣 Attention Investors! 📣 We have another exciting opportunity to meet with one of our valued Fund Managers, Michael Rabb, Senior Research Analyst and Co-Portfolio Manager at Sands Capital. The firm was created with a sole mission ‘to add value and enhance the wealth of our clients with prudence over time’. So why not join us to find out more about long-term investment strategies and take a deep dive into the performance of our Sands Capital Fund. Darren Johnson, Senior Investment Manager at St. James’s Place will be hosting this virtual event and will shape his discussion with Michael around the questions you would like to ask. 👉️We hope you can join us for another engaging session where we aim to shed light on some of the more complex investment solutions: https://lnkd.in/dXGWECeg The value of your investment can go down as well as up. You could get back less than you invested. #MeetTheFundManager #InvestmentStrategies #Financialplanning Cockbain & Associates Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) The `St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 24/04/2023

What is happening in private markets this week? How are asset managers and investors looking at alternatives and how do they plan to navigate the markets? In this latest edition of The Valt Journal, we capture the latest reports and research on #privatemarkets published in last two weeks. We cover the latest #reports, #articles and #podcasts across #privateequity #privatecredit #macro #assetallocation #realestate and #climatefinance. Find out what the best in the business have to say about private markets in the current environment. Featured in this edition: KKR BlackRock Barings Alternative Credit Council AIMA - The Alternative Investment Management Association Benefit Street Partners Alcentra CAMRADATA PIMCO Crescent Capital Group LP The TCW Group Morgan Stanley Blackstone Neuberger Berman Nomura Asset Management StepStone Group State Street HarbourVest Partners Amundi Boston Consulting Group (BCG) Insight Partners Impax Asset Management UBS CBRE Juniper Square M&G Investments CAIS GIC Institutional Investor Pensions & Investments 🔗 Access the full list here with direct links to the reports: https://lnkd.in/dcUeppBr 🔎 The Valt Journal is your single stop for the best and latest research. Subscribe to receive the latest research directly in your inbox. https://lnkd.in/d6tj2UYX #thevaltjournal #valt #alternativeinvestments #privatemarkets #finance #investments #assetmanagement

Wondering why Alternative Investments are showing up in the news more and more lately? Are you ready to learn more about this diverse and growing asset class? Join us next Thursday, June 20 at 2:00 pm EDT, to hear from seasoned wealth advisor Lawrence Barocas, CPWA, CRPS from Snowden Lane Partners, and leading alternative investment manager executives; C. Jay Steigerwald III from Ashford Securities LLC and Michael Crimmins from Madison Capital Markets. Learn more about why Alts have been in the news so much lately and how advisors are currently utilizing Alts in their practice. There will be time for questions; register today: https://lnkd.in/eB47hg4f #AlternativeInvestments #investmentmanagement #WealthManagement #RIA #FinancialAdvisors #registeredinvestmentadviser