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Walter Scott US Market Update Virtual Presentation
Location To Be Determined
We are extremely excited to invite you to a virtual presentation featuring Murdo Maclean, Client Investment Manager from Walter Scott Investment Management.
Murdo joined Walter Scott in 2006 and spent 12 years in the Research team focused on Japanese and US equities and then joined the Client Service team in January 2019.
Prior to joining Walter Scott, Murdo lived and worked in Japan for six years. He holds a BA (Hons) in Japanese and Marketing from the University of Stirling and level 1 Japanese language proficiency test.
The USA accounts for less than one-quarter of Global GDP, but 70% of Global Equity Markets –Murdo will examine the opportunities that investors are potentially overlooking by focusing too much on the USA in the presentation.
Event: Walter Scott US Market Update Virtual Presentation
Date: Wednesday, June 12th
Time: 10:00 am Pacific Time
Presentation Link: to be provided prior to the webinar
As a note, we will be starting the presentation at 10:00 am, so please log in 5-10 minutes prior to the start of the presentation as a courtesy to all participants.
We would like to extend the invitation to your family and friends. If you would like to invite them, please provide us with their contact information so we are able to send them the virtual presentation details with a link to access.
If you are interested but not yet registered, please RSVP by Friday, June 7th 2024.
Investing in Healthcare for Defensive Growth and Consistent Income Virtual Presentation
Location To Be Determined
We would like to extend an invitation to a virtual presentation featuring Dean Orrico, President and CEO of Middlefield.
Dean Orrico joined Middlefield in 1996 and brings over 25 years of investment experience to his role as President and Chief Executive Officer. Dean is a respected member of the investment management community, having spent many years educating financial advisors on the trends and developments in the capital markets in Canada and abroad. Dean is a regular speaker at investment panels, seminars, has been a guest host on BNN Bloomberg TV and is frequently interviewed both in Canada and in the UK for his perspectives on the market.
Deanwill discuss the various subsectors and interesting developments within the Healthcare sector. Healthcare is off to a strong start in 2024, and we believe it represents the early stages of a multi-year period where this sector can outperform. Dean will also discuss how the Firm’s actively managed healthcare strategies have outperformed the benchmark this year and how innovation is creating new opportunities in the Healthcare space.
Event: Investing in Healthcare for Defensive Growth and Consistent Income Virtual Presentation
Date: Wednesday, March 27th, 2024
Time: 11:00 am – 12:00 pm, Pacific Time
Presentation Link: to be provided prior to the webinar
As a note, we will be starting the presentation at 11:00 am, so please log in 5-10 minutes prior to the start of the presentation as a courtesy to all participants.
Opportunities in the Small-Cap Market and Market Outlook for 2024
Location To Be Determined
Jason Donville, President & CEO | MBA, CIM
Before founding Donville Kent in 2008, Jason had an illustrious career as an award-winning analyst in both Asia and Canada. While at Sprott Securities in Toronto as an analyst, Jason was consistently ranked as one of the best financial services analysts in the country.
Previously, Jason served as the head of equity research at Credit Lyonnais Securities Asia in Jakarta and research director at Credit Suisse First Boston in Singapore and Jakarta.
Jason also spent several years in the navy after obtaining a BA from the Royal Military College of Canada. He earned an MBA from the Richard Ivey School of Business at Western University. Jason is also a certified Portfolio Manager and holds the ICD.D designation.
Jesse Gamble, Sr. Vice President & Portfolio Manager | MBA, CIM
Jesse has been with Donville Kent for over 13 years, joining after he graduated with a B.Sc. degree from the Dyson School of Economics at Cornell University. Under founder Jason Donville’ tutelage, Jesse sharpened his financial analysis skills. Today, he works alongside Jason to co-manage the DKAM Capital Ideas Fund.
Jesse earned an MBA from the Richard Ivey School of Business at Western University. He also holds the Certified Investment Manager designation and is a certified Portfolio Manager.
Event: Opportunities in the Small-Cap Market and Market Outlook for 2024
Date: Monday, February 26th, 2024
Time: 10:00 am – 11:00 am, Pacific Time
Presentation Link: to be provided prior to the webinar
Join Jason and Jess as they delve into the potential opportunities within the small-cap market moving forward. They will also share their top stock picks for 2024 and provide insights into the market outlook for the year.