PEER ENGAGEMENT
Current Trends Impacting Alternative Investments Today
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Take the pulse of the alternative sector with a 360-degree overview of current trends for the market and operations. Senior executives and portfolio managers will share their perspectives on key topics, including:
•Strategic asset allocation trends to hedge funds, private debt, private equity and more
•Alignment of interests between managers and investors
•Institutional trends (ESG, co-investment, customization, tech) and the impact on retail business models
•Diversity & Inclusion and the importance of culture for long-term success
Following the discussion, network with your peers - and members of AIMA - over cocktails and hors d’oeuvres.
This is an exclusive event for members of 100WF Toronto, in partnership with AIMA. All are welcome, whether or not you will attend the AIMA Canada Investor Forum 2019.
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5:00 PM Registration
5:30 PM Event Begins
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The program will begin
promptly
at
5:30 PM
; please allow time to get through building security and to register before the event begins. Those arriving after registration has closed may not be admitted.
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Networking reception will follow.
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Scotiabank Conference Centre
40 King Street West, 2nd Floor, Scotia Plaza
Toronto
, ON , Canada
Directions
Access via the escalators near Starbucks
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Davee Gunn
Prime Quadrant
Jeannine LiChong
Waratah
Louise Pitt Brindle
RPIA
Julie Cowan
Moderator
Scotiabank
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If you have any questions about this event, please contact the
Toronto Education
committee.
Visit your
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to confirm your event registration.
If you have no-show fees or access fees due, the system cannot register you for an event. You can view and pay for any outstanding fees on your
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. If you have any membership questions, please contact the
Membership Committee
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Davee Gunn
Principal & Managing Director, Prime Quadrant
Davee is Principal & Managing Director at Prime Quadrant and a veteran of the securities industry in Canada having held a number of senior executive positions over the past 30+ years. Prior to joining Prime Quadrant, Davee was President & CEO of Hahn Investment Stewards & Company Inc. (acquired by Industrial Alliance in 2013). Davee started her career at Richardson Securities, subsequently served as an officer, director and shareholder of Yorkton Securities, then co-founded Allied Canadian Development Corporation in 1988, a diversified real estate corporation that engages in the acquisition and development of commercial properties in Canada – Allied Properties REIT (TSX:AP.UN). Prior to Hahn, she was Vice Chair of Abria Financial Group, a firm recognized as a leader in the alternative investment business in Canada. Davee has served on the Education Committee and as an instructor for the Canadian Securities Institute, the Sales Practices Committee of the Canadian Chapter of the Alternative Investment Management Association (AIMA) and is frequently cited for her education-based approach in the investment community. She is the past co-Chair and member of the board of Shalom Village, a Long Term Care Organization affiliated with McMaster University Faculty of Health Sciences and was actively involved in the $3 million capital campaign for Rose Cherry’s Home – now the Darling Home for Kids.
Jeannine LiChong
Executive Vice President & Portfolio Manager, Waratah
Jeannine joined Waratah Capital Advisors in 2018 after a successful 22-year career at a Canadian money manager. She is a shareholder and a member of the firm’s Executive Committee. Jeannine is a Portfolio Manager for the Waratah Income Fund and is on the Summerhill Resorts Ltd. Investment Committee. In her previous role, she was an Executive Vice President and Portfolio Manager in Canadian Equities, responsible for managing $2.6 billion, and a member of both its Management and Asset Mix Committees. Early in her career, she was in the management training program at Canadian Pacific, and also worked at Deloitte. She is currently a trustee of the Toronto Symphony Foundation and is a past board member of the Royal Conservatory of Music. Jeannine received an Honours Bachelor of Arts and a Master of Accounting degree from the University of Waterloo, and also holds CPA, CA, and CFA designations. Waratah Capital Advisors is a Toronto based alternative asset management company, focused on protecting capital by generating returns with low volatility that avoid major drawdowns. Waratah currently manages $1.5 billion in assets for Canadian and global high net worth families, foundations and institutional investors.
Louise Pitt Brindle
Head of Research, RPIA
Louise brings to the firm a deep expertise in analyzing global financial institutions. She spent 17 years at Goldman Sachs in London and New York and had been a Managing Director there since 2005. Covering Global Financial Institutions both from the publishing and desk analyst perspective, she has a specialty in European Financials, which she began covering in 1998. Louise began her career in London at JP Morgan in a trading and research role, moving to Credit Suisse First Boston after 4 years as the Senior Analyst covering European Financial institutions. She is one of the most respected analysts in her field among issuers and investors globally and will continue to cover these sectors at RPIA, in addition to overseeing four credit analysts who make up RPIA's research team. Louise is a British citizen and has a B.A. (Hons) degree in Hispanic and Latin American Studies from the University of Bristol. She is Chair of the Board of Music for Autism in the US and is also a member of the Advisory Board of the IBP Institute.
Julie Cowan
Managing Director, Scotiabank
As a seasoned capital markets professional with over 20 years of experience, Julie has held a number of client-facing and people management roles. Julie’s sales and management experience spans the UK, Europe, and Canada, including multi-asset derivatives, prime services and financing products. Client responsibilities have included pension plans, hedge funds, wealth managers, banks, and corporates. Julie was the Co-Chair of True Patriot Love’s all-female Baffin Island Expedition (2019), is on the Toronto Committee of 100WF and previously chaired WCM’s Mentorship Program as well as Scotiabank’s GBM Mentorship Program. Julie holds the CFA designation, an MBA from London Business School and an Honours BA (Co-Op, Economics) from the University of Waterloo.
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Scotiabank
Scotiabank is Canada's international bank and a leading financial services provider in the Americas. We are dedicated to helping our more than 25 million customers become better off through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. With a team of more than 100,000 employees and assets of over $1 trillion (as at July 31, 2019), Scotiabank trades on the Toronto Stock Exchange (TSX: BNS) and New York Stock Exchange (NYSE: BNS).
AIMA
The Alternative Investment Management Association (AIMA) works to grow the alternative investment industry to benefit the world’s economy, savers and investors. To achieve this, we strengthen the links between fund managers, investors, regulators and industry service providers.
Our thirty-year heritage means AIMA understands our members’ priorities, who access our resources to grow their businesses, create lasting connections using our events and benefit from the effect our advocacy work has on the environment in which they must operate. Since our formation the industry has grown by 60 times.
AIMA’s capacity to deliver local support across the globe has made us connected, knowledgeable and influential, and means our 2,000 members are now based in over 60 countries.
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100 Women in Finance
100 Women in Finance's
more than 15,000 members strengthen the global finance industry by empowering women to achieve their professional potential at each career stage. Its members inspire, equip and advocate for a new generation of industry leadership, in which women and men serve as investment professionals and executives, equal in achievement and impact. Through Education, Peer Engagement and Impact, the organization furthers the progress of women who have chosen finance as a career, and enables their positive influence over pre-career young women.
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This event is
NOT FOR ATTRIBUTION
. All 100WF events are private events and we require that no one reports publicly on any aspect of them
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Space is limited. No walk-ins will be permitted.
100WF No-Show Fee
Admission is free, but there is a 25 CAD charge if you register and cancel OR do not show up OR arrive after registration is closed. Proceeds from No-Show Fees are donated to the beneficiary of 100WF's philanthropic initiatives.
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