Jeff Carrie

Outsourced Chief Investment Officer

Jeff Carrie graduated with a BA in Finance and Economics from the University of Western Ontario. His career began as a Financial Planner with the Bank of Montreal and progressed to Manager of Business Development for Western Canada with BMO Nesbitt Burns Managed Asset Division. Jeff spent 10 years as an Investment Advisor and founded his own Institutional Consulting Company in 2017. In 2018, he earned his Chartered Investment Manager designation


All Sessions by Jeff Carrie

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Day 1: Oct 13, 2021

Day 2: Oct 14, 2021

11:30 am

11:30 am

Industry Expert: Bonds are not Enough

Modernize your Asset Allocation to reflect the end of the 40-year Bond Bull Market

Foundations and Endowments are dedicated to achieving their goals. For the next decade, they must act now to update their investment allocations to ensure they reached their targeted returns. Acquire key insights into how you can:
  • Invest in Alternatives until Interest Rates return to levels that offer compelling risk-adjusted returns. (Yields 3.5%+)
  • Assess your current Asset and Strategy Mix and challenge your Return Expectations for the next 7-10 Years
  • Utilize Alternative Solutions to counter the difficult problem of generationally low investment yields.
Uncover Key Strategies for Capitalizing on the available opportunities in Alternative Assets