TD Asset Management’s Post

WM Nexus Summer Round Table Discussions- Spotlight on Equities   We are pleased to announce the line up for our Spotlight on Equities Round Table Discussions on 27 June. We have fabulous speakers with a specific focus on equities:   Will Dobbs from Charles Stanley – equity specialist – moderating and providing an equities market overview Bill Smead from Smead Capital Management – industry veteran with 43 years experience at some of the leading managers – discussing US Value Kaushik Suresh and Michael McBrinn from Generation Investment Management, founded by Al Gore and David Blood and specialising in providing both sustainability and financial returns – covering Asian Equities with an impact lens M Burguet from Marlowe Capital – Portfolio Manager at Marlowe Capital, a macro investment fund focused on banks equities, specialist on macro dynamics applied to the financial sector and research associate at the Systemic Risk Centre of the a London School of Economics - focusing on the macroeconomic situation in the western world and its impact on banks   The Summer Round Tables are for an exclusive guest list of UHNWs, Family Offices, Wealth Managers & Family Office Advisors. For more information, please message us. #equities #asianequities #impactinvesting #USValueEquities #banking #macroeconomics #economicrecovery #familyoffices #wealthmanagement #privateclient #investmenttrends

In the latest #Perspectives, David Jane, fund manager of the Premier Miton Macro Thematic Fund range, explains how market volatility is a feature that disciplined investors can take advantage of to improve outcomes. https://bit.ly/4dPqjCr For investment professionals only. Capital at risk. #investing #naturalincome #income

Our Morning Panel at the Australian Investment Summit just got even better! We're delighted to welcome Ritchie Balmer, CFA to our already stellar lineup. Join us on July 10th at the London Stock Exchange as Ritchie Balmer shares their invaluable insights on Navigating the Future of Global Trade & Capital Markets, alongside our esteemed panelists: Tom Attenborough, Michael Dawes and Jack Colreavy, CFA. Don’t miss this chance to gain knowledge from some of the industry’s top minds and connect with fellow professionals! #AustralianInvestmentSummit #NewSpeaker #MorningPanel #GlobalTrade #CapitalMarkets #Networking #BusinessGrowth #AIS

The rising generation of investors looks quite different than their predecessors. 👪 Last week Stephanie Luedke, CFA, Head of NB Private Wealth, joined a panel of distinguished Wealth Management leaders at the Bloomberg Invest Summit to discuss #TheGreatWealthTransfer. The conversation was led by Hema Parmar of Bloomberg and included Aron Kershner of Goldman Sachs Private Wealth Management and Clark Cheng, CFA, FRM, CAIA of Merrimac Corp, who shared their perspectives on the differentiated needs and behaviors of this new population. Learn more about the Great Wealth Transfer in our Thematic Currents series by clicking the link below: https://lnkd.in/esybiH8C

"Immaculate disinflation" or not? Join the discussion: https://lnkd.in/em2KRkqN Moderator: Lindsey Sichel Rubinstein, Chief Marketing & Investor Relations Officer, Opus Capital Panelists: R. Scott Henderson, CFA, CIMA®, Portfolio Specialist, Calamos Crit Thomas, CFA, CAIA, Global Market Strategist, Touchstone Investments Stephen Bartolini, Portfolio Manager, T. Rowe Price #cfainstitute #CFASocietyNewYork #marketoutlook #marketstrategy #equitymarkets #bondmarkets #investmentmanagement #investmentstrategy #cfa #cfaprogram #globaleconomy #economicoutlook

Titan Investors Private Active Exchange: Brooklyn, New York March 21st ,2024 Eric Mancini, CFA, CFP, CAIA, spoke on a panel discussing a range of macro-economic topics including: - The stock market index composition - Best investment ideas for the current environment, and - Alternative/private investments Roughly 75 other large wealth managers were in attendance, while the Private WEF had roughly 150 large wealth managers, family offices, and institutions in attendance. #InvestmentResearch #titaninvestors #financialservices #TraphagenCPAsWealthAdvisors

Soft landing, crash landing, or worse-inflation? Join the discussion: https://lnkd.in/em2KRkqN Moderator: Lindsey Sichel Rubinstein, Chief Marketing & Investor Relations Officer, Opus Capital Panelists: R. Scott Henderson, CFA, CIMA®, Portfolio Specialist, Calamos Crit Thomas, CFA, CAIA, Global Market Strategist, Touchstone Investments Stephen Bartolini, Portfolio Manager, T. Rowe Price #cfainstitute #CFASocietyNewYork #marketoutlook #marketstrategy #equitymarkets #bondmarkets #investmentmanagement #investmentstrategy #cfa #cfaprogram #globaleconomy #economicoutlook

Soft landing, crash landing, or worse-inflation? Join the discussion: https://lnkd.in/em2KRkqN Moderator: Lindsey Sichel Rubinstein, Chief Marketing & Investor Relations Officer, Opus Capital Panelists: R. Scott Henderson, CFA, CIMA®, Portfolio Specialist, Calamos Crit Thomas, CFA, CAIA, Global Market Strategist, Touchstone Investments #cfainstitute #CFASocietyNewYork #marketoutlook #marketstrategy #equitymarkets #bondmarkets #investmentmanagement #investmentstrategy #cfa #cfaprogram #globaleconomy #economicoutlook

In the latest episode of “Taking Stock After The Bell” our hosts Jonathan Raymond CFA and James Hughes are joined by Investment Manager Poppy Fox Chartered FCSI to take stock of where we are in markets and the economy, following a positive start to the year for investors. Listen now: https://bit.ly/3V2pjEd #QuilterCheviot Capital at risk

What is Equities Research? What does a day in the life look like? What is the difference between Buy-Side and Sell-Side Research? How does the skill set differ between Buy-Side and Sell-Side Research? What exit opportunities are there out of Sell-Side Research? We answer all of these questions in our interview with Stephen Haggerty, former head of Equities Research in both New York and Hong Kong at Bank of America Merrill Lynch here: https://lnkd.in/gP58aDrE