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Title

Presentation by GMO

Event Description

Description:

GMO will present their 7-year outlook for asset classes based on their proprietary forecasting framework. They will also discuss where they see the most attractive opportunities today, with a particular focus on emerging markets and liquid alternatives.

 

GMO is an investment management firm headquartered in Boston with offices in various locations around the world. They manage a total of $74 billion in client assets using a combination of top-down and bottom-up approaches that blend traditional fundamental analysis with innovative quantitative methods to identify undervalued asset classes and securities. Their valuation-based approach embeds several key factors, including: a long-term investment horizon, discipline, conviction, and a commitment to research. Their research emphasizes not only identifying and exploiting pricing dislocations but also understanding the long-term drivers of return in the markets where they invest. Their client base is comprised of institutions, including corporate and public defined benefit and defined contribution retirement plans, endowments, foundations, and financial intermediaries.

www.gmo.com

 

Speaker Bio:

Catherine LeGraw, Asset Allocation Portfolio Strategist, Partner

Ms. LeGraw is a member of GMO’s Asset Allocation team. Prior to joining GMO in 2013, she worked as a director at BlackRock. Previously, Ms. LeGraw was an analyst at Bear, Stearns & Co. She received her B.S. and her B.A. in Economics from the University of Pennsylvania. She is a CFA charterholder.


Date: February 27, 2019 

Time: 12:00pm – 1:30pm

Location: Rideau Club, 99 Bank Street, 15th floor

Time: 11:45 Registration

          12:00 Lunch starts

          12:15 Presentation

 

CE Credits:  1

​REGISTER HERE​​ 

Registration:  Registration deadline is February 15, 2019.  Advance registration is required.

 

Busines dress (suit and tie) is mandatory.

Speaker

Catherine LeGraw, Asset Allocation Portfolio Strategist, Partner

Event Type

Society

Education Topic

Portfolio Management

Start Time

2/27/2019 11:45 AM

End Time

2/27/2019 1:45 PM

Event City

Ottawa

Event State/Province

ON

Event Country

Canada

Event Region

Americas

Location Info

Rideau Club, 99 Bank Street, 15th floo​r

CE Credits

1

SER Credit

 

Currency

CAD

Member Price

25

Non-Member Price

35

Candidate Price

25

Registration

All Day Event

 

Recurrence

 

Date

2/27/2019

Attachments

Content Type: MyCFA Calendar
Created at 1/8/2019 2:18 PM by admin@cfaottawa.ca
Last modified at 1/8/2019 2:20 PM by admin@cfaottawa.ca