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The Game Plan – Insights and strategy from our portfolio managers
At Assante, we are committed to providing clients with timely investment information on an ongoing basis. Through our relationships with some of the most seasoned and respected portfolio managers in Canada and around the world, The Game Plan webcasts give participants regular access to valuable insights and expertise directly from the teams managing the United Financial portfolio solutions.
We want you to be confident knowing your investments are in good hands. With The Game Plan, you can learn more about the opportunities our managers are seeing in the market and some of the strategies they are implementing on your behalf.
The Game Plan library
2011
2011-05-05 The Game Plan webcast with QV Investors Inc.
Click here to listen to this webcast (mp3) QV Investors Inc. is a Calgary-based portfolio management firm specializing in small and mid-cap portfolio management. QV opened for business in November 1996. The company is 100% owned by the managers and nearly all of each manager’s financial assets are invested in QV funds. Management has more than 80 years of combined investment industry experience. Joe Jugovic, VP, Investments & Portfolio Manager, currently has eight years investment management experience. He worked as an investment analyst at a Calgary-based investment management firm before joining QV Investors Inc. in February 2000. Joe's primary responsibilities are the management of the small cap institutional portfolios. Along with the research team, he is responsible for equity selection and portfolio risk monitoring. Joe is a member of the Association for Investment Management and Research and the Calgary Society of Financial Analysts. QV Investors manages: United Canadian Equity Small Cap, and Canadian Equity Alpha Corporate Class. |
2011-02-03 The Game Plan webcast with Tetrem Capital Management Ltd.
Click here to listen to this webcast (mp3) Tetrem Capital Management Ltd. is an independent investment management firm based in Winnipeg, Manitoba and founded by Portfolio Manager Daniel Bubis and his associates. Daniel Bubis the President and Chief Investment Officer of Tetrem Capital Management, is one of the most successful investment managers in Canada today – largely because of his disciplined adherence to a value-based, contrarian investment philosophy. Mr. Bubis has been the portfolio manager for the Optima Strategy Canadian Equity Value Pool since its inception in 1993. Mr. Bubis holds a Charted Financial Analyst (CFA) designation and has an Honours Business Administration degree from the Richard Ivey School of Business at University of Western Ontario. Tetrem manages: United Canadian Equity Value Pool, United Canadian Equity Value Corporate Class and United US Equity Alpha Corporate Class. |
2010
2010-11-04 The Game Plan webcast with William Sterling of Trilogy Global Advisors
Click here to listen to this webcast (mp3) Trilogy Global Advisors, LLC is a New York-based investment firm that manages global equity, balanced and income-oriented portfolios. The team of 18 investment professionals, led by Chief Investment Officer William Sterling and Portfolio Managers Robert Beckwitt and Greg Gigliotti. William Sterling, Chief Investment Officer of Trilogy Global Advisors, LLC, has 18 years of Wall Street experience. He has worked on the staff of General Motors as Senior Economist with the Competitive Analysis Group, and at Merrill Lynch as Chief International Economist. He was Global Strategist and Portfolio Manager for BEA/Credit Suisse Asset Management before founding Trilogy Global Advisors. He is co-author of Boomernomics, a book advising how to integrate demographics and investing. Trilogy Manages: United Global Fixed Income Pool and United Emerging Markets Equity Pool. |
2010-08-05 The Game Plan webcast with William Priest of Epoch Investment Partners, Inc.
Click here to listen to this webcast (mp3) Epoch Investment Partners, Inc. is a New York-based investment management firm that employs a value-based, bottom-up strategy to investing and manages large-cap and small-cap portfolios. The team of 52 investment professionals is led by Wall Street veteran William Priest, who has more than 45 years of investment management experience. Epoch manages more than $12 billion in assets. William Priest, Chief Investment Officer, Chief Executive Officer and co-founder of Epoch Investment Partners Inc., has more than 45 years of Wall Street experience. Before founding Epoch, Mr. Priest was Senior Partner and Portfolio Manager at Steinberg Priest Capital Management, LLC, which he joined in 2001. Prior to that, he was Chairman and CEO of Credit Suisse Asset Management Americas and CEO and Portfolio Manager of its predecessor firm BEA Associates, which he co-founded in 1972. During his tenure at BEA, Mr. Priest developed the firm into a well-recognized investment manager with over $35 billion US under management. Epoch manages: US Equity Value Pool, US Equity Value Corporate Class, US Equity Small Cap Pool, US Equity Small Cap Corporate Class, the value and small-cap portions of the Institutional Managed US Equity Pool and a portion of the value mandate of the Institutional Managed International Equity Pool. |
Podcasts
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This is intended solely for information purposes. It is not a sales prospectus, nor should it be construed as an offer or an invitation to take part in an offer. The United Financial brand of solutions are managed by CI Investments Inc. ("CI"). Neither CI, nor its affiliates, or their respective officers, directors, employees or advisors are responsible in any way for damages or losses of any kind whatsoever in respect of the use of this information. United Financial and/or United Financial and design are trademarks of CI Investments Inc. These commentaries reflect the views of the portfolio managers and do not necessarily reflect the views of CI.
