Upcoming Events

Systematic Equity Lunch & Learn: CFA Society Ottawa and Franklin Templeton

Join us for an engaging lunchtime presentation  exploring the role of Systematic Equity investing in today's uncertain market environment . Michael Greenberg, Head of Americas Portfolio Management and Portfolio Manager at Franklin Templeton Investment Solutions will discuss how technology-driven systematic equity factor portfolio construction can help enhance portfolio resilience and efficiency. Michael will also showcase real-world case studies on customizable ESG integration and innovative approaches to capturing alpha and beta. REGISTER

Webinar: The Great Debate for Credit Investors: Public vs. Private vs. Alternative?

REGISTER Fixed income remains a core component of portfolio construction for most investors, but the choices investors have today for generating stable income span from traditional public bonds to a variety of private market and hedge-fund-type alternatives. Hanif Mamdani, Managing Director and Head of Alternative Investments at RBC Global Asset Management Inc., weighs in on how investors should assess the ever-growing list of fixed income options. Join Hanif, to learn about his approach to navigating the ever-evolving credit markets. Honed through four decades of experience, his insights bring a seasoned practitioner’s perspective to the credit markets, touching on several timely themes including: ·        Public vs. Private Credit – are you getting paid for reduced liquidity and less transparency? ·        Liquid “Alternative” Bond Funds – are they worth the complexity and higher cost? ·        Financing the once-in-a-generation AI build-out - a compelling credit opportunity or a looming risk? Event Details Date: September 29, 2026 Time: 1:00-1:45 PM EST Cost:   Members (incl. Candidate Members) - complimentary   Non-Members - $10.00+GST Please register by:   September 24, 2026 Eligible for 1 Professional Learning (PL) credit.

Career Connections

2027 Annual Forecast Dinner