[On-demand webinar] Winning Fund Strategies in Unprecedented Times

Listen to Bob Jenkins, Global Head of Research, and Clare O’Hara, Wealth Management Reporter of The Globe and Mail speaking with a panel of 2020 Canada Lipper Fund Award winners who have been outperforming their peer groups while also focusing on the unique circumstances we are currently seeing trending in the market. They discuss:

  • The primary drivers contributing to successfully navigating the landscape and leading to their out-performance
  • Challenges they experienced and foresee as we move through the rest of the year
  • Overall market outlook for 2021 and beyond

WEBINAR INFO

Date:  Now Available on Demand

Speakers:

  • Robert Jenkins, Global Head of Research, Refinitiv
  • Clare O'Hara, Wealth Management Reporter, The Globe and Mail
  • Hugo Lavallée, Portfolio Manager, Fidelity
  • Noah Blackstein, Vice President and Senior Portfolio Manager, 1832 Asset Management L.P.
  • René Fantin, Vice President, Investments, Stone Asset Management Limited

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Meet the Speakers
Robert Jenkins
Global Head of Research, Refinitiv

Bob has over 20 years’ experience in Financial Services and consulting across firms such as Fidelity Investments and McKinsey & Company.  Before assuming his current role as Global Head of Research for Refinitiv/Lipper he served as the President & CEO of Financial Research Corporation (FRC). 

Bob earned an MBA in Finance and Entrepreneurial Management from the Wharton School, University of Pennsylvania.
Clare O'Hara
Wealth Management Reporter, The Globe and Mail

Clare O’Hara is the wealth management reporter at The Globe and Mail. Prior to that, Clare was a staff writer at Investment Executive, a national newspaper for financial service industry professionals. She has an undergraduate degree in media information from University of Western Ontario and a journalism degree from the University of King’s College in Halifax.
Noah Blackstein
Vice President and Senior Portfolio Manager, 1832 Asset Management L.P.

Noah started at Dynamic in 1997 when he became a founding member of the Growth team. Since then, he has established himself as a successful U.S. and global growth fund manager, a reputation that’s strengthened by a 25-year-plus track record of success and numerous industry awards. Alongside his mutual funds, Noah manages two hedge funds – Dynamic Alpha Performance Fund, a conservatively managed hedge fund designed to protect capital wealth, and Dynamic Global Growth Opportunities Fund, which is managed with the goal of delivering risk-adjusted long-term equity or equity-related returns. He also manages the Dynamic Alpha Performance II Fund, a liquid alternative version of the Dynamic Alpha Performance Fund.


Hugo Lavallée
Portfolio Manager, Fidelity

“I’m a contrarian investor seeking value in out-of-favour stocks.”

JOINED FIDELITY: 2002
INDUSTRY EXPERIENCE: 17 years
CAREER EXPERIENCE: Equity research analyst, Fidelity Investments
EDUCATION: BCom, McGill University
FUNDS MANAGED:

PORTFOLIO MANAGER:
Fidelity Canadian Opportunities Fund and Class
Fidelity Greater Canada Fund and Class
SUBPORTFOLIO MANAGER
Fidelity Canadian Asset Allocation Fund and Class – equities
René Fantin
Vice President-Investments, Stone Asset Management Limited

René rejoined Stone Asset Management Limited in May 2015. He is a member of the Asset Mix, Canadian Equity (all cap) and Canadian Total Return Groups. Previously, he worked in product management and analytics roles at President’s Choice Financial and as a Research Analyst at Stone Asset Management. René received an Honours Bachelor of Arts degree (Economics) and a Masters of Business Administration degree from York University. He received his Chartered Financial Analyst designation in 2014.
Refinitiv, is one of the world’s largest providers of financial markets data and infrastructure. Serving more than 40,000 institutions in approximately 190 countries, we provide information, insights, and technology that drive innovation and performance in global markets. Our 160-year Reuters heritage of integrity enables customers to make critical decisions with confidence, while our unique open platform, best-in-class data, and cutting-edge technology bring greater opportunity to our customers. By advancing our customers, we drive progress for the entire financial community.
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