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CIC Hamilton: Global Market Update
February 16, 2016 @ 7:00 pm - 9:00 pm EST
Join the branch for an enlightening conversation with John Stephenson.
John Stephenson is the president and chief executive officer of Stephenson & Company Capital Management, where he is responsible for overall firm direction. He is a multiple award-winning portfolio manager having been recognized by Brendan Wood International (BWI) as one of Canada’s 50 best portfolio managers (Platinum Class Top Gun Investment Mind) for five years in a row (2009-2013). He is also the recipient of the prestigious Fundata A Award (January 2014) for his top quintile three-year track record as the lead manager of the First Asset Utilities Plus mutual fund.
Prior to creating Stephenson & Company Capital Management, John was a senior vice president and portfolio manager at First Asset Investment Management Inc. At First Asset he was responsible for heading all of the equity mandates as well as being instrumental in creating and leading the portfolio management team and in growing the assets under management of the firm from $565 million to more than $3 billion.
John was the lead manager of the firm’s flagship equity fund, the Morningstar Five Star rated First Asset Dividend Opportunity Fund, which posted top decile performance for four years running (April 2009 to May 2014), besting more than 350 funds in this category.
Prior to joining First Asset in April 2006, Mr. Stephenson led a team managing a fund of income trusts and in designing and managing a long/short North American equity/commodities strategy focused on the North American energy and utilities sectors and was a partner and co-founder of a New York-based long/short North American equity fund company.
John is the author of The Little Book of Commodity Investing (John Wiley & Sons-2010), which has been translated into six languages and Shell Shocked: How Canadians Can Invest After the Collapse (John Wiley & Sons-2009).
John holds a degree in Mechanical Engineering from the University of Waterloo, an MBA from INSEAD, as well as the Chartered Financial Analyst (CFA), Financial Risk Manager (FRM) and Chartered Investment Manager (CIM) designations.
Mentorship Wealth Management
Date and Time
Tuesday February 16, 2016
7:00pm to 9:00pm
Mandeville Private Client Inc.
168 Jackson St. W
Hamilton, ON L8P 1L9
Please click the button below to register online.
Paul Lee-Chin | email@example.com | (905)577-6960