42nd Annual Forecast Dinner
January 23, 2020
With over 20 years of investment experience, Steven Eisman is one of the most knowledgeable and respected analysts on Wall Street today. Eisman started his career at Oppenheimer & Co., one of Wall Street's largest firms, where he was ranked as an All-Star Analyst by both Institutional Investor and The Wall Street Journal on multiple occasions. Steven later served as Partner and Senior Portfolio Manager at FrontPoint Financial Services Fund, where he made the biggest impact of his career. These incredible events are chronicled in Michael Lewis's The Big Short, which tells the story of the unlikely investors who predicted the 2008 financial crisis before it happened. The film features Steve Carell portraying Steven as the outspoken hedge fund manager who, along with three other men, predicted the housing crash of 2008. The film was nominated for five Academy Awards and won for Best Adapted Screenplay.
Today, Eisman serves as a Managing Director at Neuberger Berman and a Portfolio Manager for the Eisman Group, within Neuberger Berman's Private Asset Management division.
Andrew Sweeney, CFA
Andrew is a portfolio manager specialized in equity and multi-asset portfolios for institutional clients. He is a thought leader on environmental, social and governance (ESG) developments in the industry. Andrew joined PH&N Institutional in 2007, having previously managed Canadian equity portfolios for a large, well-respected Canadian asset manager. Since entering the industry in 1995, Andrew has held broad analytical research responsibilities within the Canadian equity market and, as a result, has acquired a strategic, long-term outlook on capital markets. Andrew is a CFA® charterholder.
Kelly Woodall, CFA
Kelly Woodall is a founding partner of Vancouver-based Seymour Investment Management Ltd., an employee-owned investment boutique that was formed in 2010. Seymour provides discretionary investment management for private clients, foundations, endowments, and family offices.
Kelly began her investment management career in Vancouver in private client investment management in 1997. From 2000 – 2006, Kelly worked as an equity research analyst at UBS Securities (Montreal & Toronto) and Raymond James Ltd. (Vancouver), where she provided research coverage of a variety of stocks and industry sectors. In 2007, Kelly joined Vancouver-based Cypress Capital Management Ltd., where she worked as an equity analyst and portfolio manager until 2010.
Kelly is a member and past director of CFA Society Vancouver, a graduate of UBC (B.Comm., Finance, 1997), and holds the Chartered Financial Analyst (CFA) designation. Kelly currently serves as a member of the Investment Committee of the Vancouver Foundation.
Matt Shandro is the President and
Portfolio Manager of Fulcra Asset Management.
Mr. Shandro entered the investment management business in 1997 as a high
yield analyst with Deans Knight Capital Management. Matt moved to Toronto in 2001 to work with Marret
Asset Management, a credit oriented fixed income management firm where he began
implementing alternative credit strategies.
He later moved to CI Investments where he was lead portfolio manager for
CI Investments high yield bond portfolio.
In 2006, Matt was hired as a portfolio manager at Great Pacific Capital
Corp, a subsidiary of Jim Pattison Ltd.
Matt has a Bachelor of Arts from the University of British
Columbia. Matt has been married for 24
years to his wife Shannon and they have 2 daughters and a son. Living in North Vancouver, Matt contributes
to the community as a member of the Lions Gate Hospital
Foundations’ Investment Committee.
At the Canadian Hedge Fund Awards
in October 2019, the Fulcra Credit Opportunities Fund was awarded first place
for Best 3 Year Return and third place for Best 5 Year Return in the Credit
Our emcee is familiar to many of you as the voice of
business reports on NEWS 1130 radio and the face of money news on CITY TV’s
Breakfast Television. Richard Dettman switched from a career in “regular” news
to the business beat because he enjoyed it, and still does! As Business Editor
of NEWS 1130 for more than 15 years, Richard has provided his audience with
insight into the global financial crisis, the Great Recession, the European
financial crisis, Brexit, trade wars, central banks and government policies
among many topics.
January 23, 2020
Vancouver Convention Centre
1055 Canada Place
Individual Tickets $175
Tables (10 Guests) $1,750
A portion of the registration fees will be donated to the Young Investors Program (Vancouver).
4:30 pm - 5:30 pm Cocktail Reception
5:45 pm - 6:30 pm Dinner Service
6:30 pm - 6:45 pm Welcome Remarks
6:45 pm - 7:30 pm Panel Discussion
7:30 pm - 8:30 pm Keynote Speaker, Steve Eisman
8:30 pm - 8:45 pm Closing Remarks
8:45 pm - 10:30 pm Dessert Bar/After Party