Kevin McCreadie, CFA®, MBA

CEO and Chief Investment Officer


All Sessions by Kevin McCreadie, CFA®, MBA

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Day 1: Oct 13, 2021

1:10 pm

1:10 pm

Industry Expert: AGF

Marco Session: Global GEOPolitics and investments

Identifying and responding to risk is even more vital now that Covid-19 is waning and the economy is opening up. Implement a plan to remain vigilant as new risks and opportunities begin to emerge. Strike a profitable balance between risk and reward by:

  • Developing a robust risk assessment process across all industries
  • Building a defensive portfolio that prioritizes growth
  • Generating above market returns while remaining true to your mission

Mitigate your risk exposure through actively managed portfolios.  

Day 2: Oct 14, 2021