Portfolio Manager Insights
September 19th, 2018
Conference call from Wednesday September 19th at 4PM with Jeff Sujitno, Portfolio Manager and VP at IA Clarington Investments.
Jeff is the lead manager for the IA Clarington Floating Rate Income Fund which we hold across our model portfolios. We regard Jeff as the foremost expert on floating rate (senior) loans in Canada, and we are excited to have him share his expertise in the space with our clients.
If you would like to learn more about senior-loan floating rate products, please contact us.
February 7th, 2019
Conference call from Thursday February 7th with Kory Brewster, Director, Structured Solutions Group at National Bank.
Kory is a director with the Structured Solutions Group at National Bank. This department specializes in Auto Callable notes which use derivatives to add downside protection and offer market exposure for conservative investors who would not otherwise invest in underlying assets of that type.
If you would like to learn more about structured solutions and how derivatives can add protection to your portfolio, please contact us.