Jeff Black

Lead Portfolio Manager AdaptiveETF

Jeff started his Investment Career with Merrill Lynch Canada in the fall of 1984. In August of 1990, Jeff joined Scotia Capital where he spent the next 17.5 years in a variety of mandates including Branch and Department management and finally as a Portfolio Manager in the Personal Investment Management Group. In April of 2008, Jeff became a Partner and Portfolio Manager in boutique Investment Counsel firm Crestridge Asset Management.  In October of 2017, Crestridge became part of Oakville based Bellwether Investment Management where he remains active as a Portfolio Manager and Lead Portfolio on the AdaptiveETF Tactical Global Equity Strategy.

Over the years, Jeff has served as a Volunteer Board Director, Investment Committee Chair and CIO for a variety of Not-for-Profit Foundations, Endowments and Charitable Entities’.

On the personal side, Jeff is a Father of 4 children and active in seasonal sports of Hockey, Skiing, Tennis and Golf.


All Sessions by Jeff Black

See Full Agenda

Day 1: May 12, 2022

Day 2: May 13, 2022

11:00 am

11:00 am

INDUSTRY EXPERT: ACTIVE INVESTMENT

How ETFs Can be Used to Diversity and Mitigate Risk

Spotting and responding to risk is even more vital now as continued cycles of Covid-19 create economic risks. Be vigilant to address new risks and opportunities as they emerge. Create an action plan to:

  • Develop a robust asset allocation across all regions and industries
  • Build a defensive growth portfolio to compound returns
  • Generate stable returns to maintain your mandate

Mitigate your risk exposure through better constructed portfolios