Join our virtual events to get the information you need on the markets and our investment solutions, straight from investment managers across the Canada Life™ shelf. Our comprehensive event line-up features a range of viewpoints, investment philosophies and asset class expertise. Get the latest market outlooks and updates to see through the noise, so you can continue to help your clients focus on their financial plan – not the markets.
What can you expect?
Forward-looking views to inform your strategic perspective and individual viewpoints from investment managers.
A deep dive into the investment manager’s approach, from top-level strategies down to individual securities.
Opportunities to ask portfolio managers questions directly.
Capital Group – Global Equity fund
September 14 – 1 to 2 p.m. ET
Discover the power of global investing as we delve into the dynamic world of global equity funds. While it’s true that Canada has unique traits, a portfolio that ventures beyond the home base can have advantages – such as improved diversification and long-term growth potential – over those that don’t. Capital Group’s Kathrin Forrest will talk about their proprietary research and vast experience in global investing, while unveiling the secrets of developing a resilient return profile.
Access the expertise of Capital Group with Canada Life™ funds:
Equity Investment Specialist, Capital Group
Kathrin Forrest, Equity Investment Specialist at Capital Group, has 18 years of industry experience. Kathrin previously worked as Vice-President and Portfolio Manager at Sun Life Global Investments. Before that, she was Assistant Vice-President of Product and Strategy at Sun Life Investment Management. She holds a master's degree in economics from Wayne State University. She also holds the Chartered Financial Analyst® (CFA) designation. Kathrin is based in Toronto.
Cohen & Steers – Canada Life Diversified Real Assets Fund
October 12 – 1 to 2 p.m. ET
Head of Real Assets Multi-Strategy, Cohen & Steers
Vince Childers, CFA, Senior Vice-President, is Head of Real Assets Multi-Strategy and Portfolio Manager for Cohen & Steers’ real assets strategy. Prior to joining the firm in 2013, Vince was a portfolio manager for real asset strategies at Alliance Bernstein, where he co-managed a research team overseeing US$2.3 billion in assets. Previously, Vince was an associate in the financial advisory services department of Houlihan Lokey. He has an MBA from Carnegie Mellon University and a B.S. from Vanderbilt University. He’s based in New York.
Irish Life Investment Managers – Canada Life Risk-Managed Portfolios
November 9 – 11 a.m. to 12 p.m. ET
Darragh O’Dowd, Head of the Multi-Asset Solutions Team at Irish Life Investment Managers (ILIM), will join us for a deeper dive into the performance of Canada Life Risk-Managed Portfolios™. This single-fund solution offers your clients a blend of risk management strategies and traditional and non-traditional investments. It’s designed to let Canadians protect and grow their savings by helping to guard against volatility while still allowing them to participate in the markets.
Darragh will show how ILIM leverages its proprietary portfolio modelling framework to weather different economic scenarios. This framework includes considering forward-looking analysis, historical back-tested analysis and portfolio risk decomposition to manage risk and return profiles.
Access the expertise of Irish Life Investment Managers with Canada Life™ funds:
Head of Multi-Asset Solutions Team, Irish Life Investment Managers
Darragh is Head of ILIM’s Multi-Asset Solutions Team. He’s responsible for the overall design and management of Irish Life’s Multi Asset Portfolios, Ireland’s fastest-growing multi-asset retail solution. Darragh and his team also design a wide variety of portfolios for clients across all distribution platforms.
Darragh joined ILIM in 2007 as a Quantitative Analyst in the Quantitative Strategies Group and in 2016 was made Head of Portfolio Solutions. Darragh has lectured at the Michael Smurfit Graduate Business School at University College Dublin (UCD) for various finance programs. Prior to joining ILIM, he worked as a research assistant and lecturer for various courses at UCD, including corporate finance, econometrics and financial modelling.
Darragh earned a bachelor of commerce degree from UCD in 2000, a master’s degree in quantitative finance from UCD Michael Smurfit Graduate Business School in 2002, and a master’s degree in statistics from UCD in 2013. He holds both CFA and Chartered Alternative Investment Analyst (CAIA) designations.
Putnam Investments – Canada Life U.S. Value Fund
December 7 – 1 to 2 p.m. ET
Join Lauren B. DeMore, Portfolio Manager at Putnam Investments, for a walkthrough of this meticulously curated fund. This value-oriented strategy from Putnam Investments is focused on large market capitalization companies. Their team uses a differentiated process to identify relative value opportunities in each sector and capture growth from undervalued stocks. This fund can be a perfect complement to portfolios as a core investment, since the companies it invests in are typically transparent, distribute dividends and include stable blue-chip stocks.
Access the expertise of Putnam Investments with Canada Life™ funds:
Lauren B. DeMore
Portfolio Manager, Putnam Investments
Lauren B. DeMore is a Portfolio Manager for Putnam Investments’ U.S. Large Cap Value and Non-U.S. Value Equity strategies. She joined Putnam Investments in 2006 and has been in the investment industry since 2002. Previously at Putnam Investments, Lauren served as Assistant Portfolio Manager for its U.S. Large Cap Value and Non-U.S. Value Equity strategies, and as an analyst in the Equity Research group, covering the non-U.S. financials, telecommunications and utilities sectors. Prior to joining Putnam Investments, she was an Analyst at EnCapital from 2002 to 2006. Lauren earned a B.A. in economics from the University of California, Los Angeles.
Have a question about the events or any of the portfolio managers and their mandates? Contact your Canada Life wealth wholesaling team.
For technical assistance, please contact Upstream Productions.
This series is for advisors only. Please note that any event content or references to Canada Life funds pertains only to funds available to individual investors. CE accreditation for these streaming events is pending approval.
These funds are available through a segregated funds policy issued by The Canada Life Assurance Company or as a mutual fund managed by Canada Life Investment Management Ltd. offered exclusively through Quadrus Investment Services Ltd. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. A description of the key features of the segregated fund policy is contained in the information folder. Any amount allocated to a segregated fund is invested at the risk of the policyowner and may increase or decrease in value.
Canada Life and design, Canada Life Investment Management and design, and Canada Life Risk-Managed Portfolios are trademarks of The Canada Life Assurance Company.
Explore the realm of investment solutions that can thrive in inflationary environments. The Canada Life Diversified Real Assets Fund is a new multi-strategy mutual fund that invests in a blend of four real asset classes, together with short-term fixed income securities and real bonds. The strategies that make up this fund are strategically constructed and tactically managed to help the fund navigate market ups and downs.
Join Vince Childers as he unravels how the fund can provide investors with a competitive edge when navigating the challenges of inflation. This mandate will be available through a segregated funds policy in October 2023.
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