In 2017, Founding Partner of JKD Capital, Seth Daniels, shared his short selling case on Canadian Housing with CFA Society Vancouver. Two years later, Seth is returning to outline why the state of today's current housing market is not merely a slowdown, but rather still just the beginning to a much larger correction.
Join us on July 10th to hear how the Canadian Housing Bubble fits in the context of global housing, how we arrived at this point, where we are now and possible scenarios for how it will unfold from here.
- What Caused this Confluence of Housing Bubbles?
- How Do We Analyze Housing Bubbles?
- Why is This a Compelling Investment Opportunity?
- What is the Timing?
- How Do We Navigate House Bubbles?
- A Look Back On Previous Views in 2017
Founding Partner, JKD Capital
Seth Daniels is the founding partner of JKD Capital. Seth has 19 years of institutional investment management experience. Most recently he was a Research Analyst at Clough Capital Partners. Prior to that, Mr. Daniels held Research Analyst positions at Essex Investment Management, Off Wall Street Consulting Group, and Andesite. Mr. Daniels taught Equity Analysis as an Adjunct Professor at Reykjavik University in the M.S. in Investment Management program and guest lectured at Boston University.
Mr. Daniels graduated from Dartmouth College with a B.A. in Economics and earned a M.S. in Investment Management from the Boston University Graduate School of Business.