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 DowleSee Full Agenda
Day 1: Oct 13, 2021
Day 2: Oct 14, 2021
Industry Expert: Bonds are not Enough
Modernize your Asset Allocation to reflect the end of the 40-year Bond Bull Market
- 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.