Travis Dowle

Founder and Portfolio Manager

Travis began his career in 1996 with MK Wong & Associates, which was later acquired by HSBC Asset Management. Travis left HSBC in 2007 to lead public market investments for a family office/private investment group, before he founded Maxam in 2009. Travis is a graduate of the University of Western Ontario, holds the Chartered Financial Analyst (CFA) designation and is a past guest instructor for Stalla’s CFA exam preparation course.

All Sessions by Travis Dowle

See Full Agenda

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
​ ​ ​

Next Speaker