Earning Trust in 2020: A Canadian Perspective on the State of Investor Confidence

Earning Trust in 2020: A Canadian Perspective on the State of Investor Confidence

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Hosted By: CFA Society Toronto and CFA Institute
Level: General
Format: Online (Please note that all times are EDT)

Overview

What does it take for someone to put their capital at risk and entrust their funds to someone else to manage? The concept of trust lies at the heart of this question and is the essential foundation of healthy capital markets.

Informed by the NEW fourth edition of the CFA Institute Earning Investors' Trust study, we examine how trust in the industry has evolved, while the essential characteristics of trust endure.

In this session you will learn to how to build trust and value with your clients in 2020 and beyond from one of the study’s authors and from two senior industry practitioners.

Moderator
Paul Hamilton, CFA, Vice President, Beutel Goodman

Panelists

Andrea V. Miljkovic, CFA, Vice President and Portfolio Manager, The RaeLipskie Partnership
Anish Chopra, CFA, Managing Director and Portfolio Manager, Portfolio Management Corporation
Rebecca Fender, CFA, Senior Director, Future of Finance, CFA Institute

Who Should Attend
Investment Advisors/Counsellors


Registration Deadline: 27 July - 11:59 PM

Details

  • When

  • Wednesday, July 29, 2020
    11:30 AM - 12:30 PM
    Eastern Time

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