December 3, 2019 Full Day Event

There will be seven topics covered during this event and in addition to hearing great speakers and topics, you will earn 8.5 PD hours. Registration for the full day includes dinner and attendance at the evening event. Please click the above link to see the complete schedule for the day.


3 Dec 2019, 8:30 AM

8.5 CPD hours

$225

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Course Description

Please note that this is a full day event and will be held at the Donalda Club. The structure of the event is as follows:

  • Registration – 8:30 a.m. to 9:00 a.m.


1. Economic Update (9:00 a.m. to 10:00 a.m.)

   Speaker: Matt Barasch, CFA of RBC Wealth Management

2. TBA (10:05 a.m. to 11:05 a.m.)

   Speaker: Shawn Huelin of Discovernet

3. Choosing the Right Technology (11:10 a.m. to 12:10 p.m.)

What does it take to get ready to adopt technology – including finding the most suitable solution(s) for your company and how to decide which is the right one. 

   Speaker: Claudia Mamros, PMP, MCBA of iCinfo

Lunch & Networking (12:15 p.m. to 1:15 p.m.)

4. (1:15 p.m. to 2:15 p.m.)

5. (2:20 p.m. to 3:20 p.m.)

6. (3:25 p.m. to 4:25 p.m.)

7. (4:30 p.m. to 5:20 p.m.)

 

The cost of the seminar and lunch is $225 (+tax), which you can pay by any credit card. You will earn 8.5 hours of PD credits when you attend a session. We are pleased to offer an easy, inexpensive and enjoyable way to meet your PD requirements. 

If you can't make the event, your registration fee entitles you to unlimited access to the event webinar that will be posted shortly after the event and, of course, the PD certificate from listening to the webinar.  If you prefer a refund, please ensure that you give us at least 48 hours notice. 

We look forward to seeing you at our upcoming events.  Should you have any ideas for topics, speakers, or anything else, feel free to contact Melanie Russell, CPA, CA, CBV, CIM, CFE, CFF, ABV at 416-488-9590 x 225. 


Course Walkthrough

  • Certificate: December 3, 2019 Full Day Event
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About the Instructor(s)

Picture of Matt Barasch
Matt Barasch

Matt has spent the bulk of his 17-year career advising retail and institutional investors on how to best position their portfolios through a very challenging investment landscape.

For 14-years, he was a member of RBC Dominion Securities Portfolio Advisory Group (PAG), first as a US Portfolio Advisor, then as a Canadian Portfolio Advisor and eventually as the head of the group. PAG is an internal think-tank within RBC Dominion Securities tasked with advising the ~1,500 RBC DS investment advisors on portfolio construction, individual stock recommendations, and the impact of macroeconomic and global affairs on Canada and the Canadian investment landscape.

In his role as Head of PAG, Matt served as Chair of the RBC Capital Markets Investment Strategy Committee, which among other things, sets the recommended asset mix for RBC Dominion Securities and manages the prestigious RBC Canadian Focus List, a 20 to 30 stock portfolio of Canadian stocks that is the oldest of its kind in Canada (30+ year history) and is widely followed by RBC Dominion Securities and its investment advisors.

For the past two-years, Matt served as Chief Canadian Strategist for RBC Capital Markets where he was tasked with providing RBC’s view on the Canadian equity market as well as contributing to the Firm’s view on the direction of the Canadian dollar, commodities and interest rate policy. In this role, in addition to continuing to serve as Chair of the Investment Strategy Committee, Matt advised instutional investors from the largest pension funds and mutual fund companies in Canada and the United States, as well as a trusted advisor to CIOs of some of Canada’s largest companies.

In his 14-years with PAG and 2-years with RBC CM, Matt was the featured speaker in over 300 client events for RBC DS advisors and their clients, a frequent guest on BNN and Bloomberg Television, and appeared in the pages of Fortune Magazine, the Globe and Mail, the Financial Post and many other publications.

In his five-years as Chair of the Investment Strategy Committee, Matt imparted his strong belief in the value of identifying good businesses with strong management teams, well-defended competitive advantages, long-term track records of compounding shareholder wealth and striking the proper balance between returning capital to shareholders through dividends and share buybacks and reinvesting in the business. This approach paid off as the Focus List generated a compounded annual total return of 13.2% over the period that Matt was Chair vs. 8.7% for the S&P/TSX, despite taking on significantly less risk than the broader market.

Matt was the most accurate forecaster of the S&P/TSX in 2017 amongst institutional forecasters, missing his year-end target of 16,300 by less than 1%. He turned decidedly more bearish toward the Canadian market in late 2017, earning the nickname – “the Bear of Bay Street”.

Matt has a Bachelor of Arts degree from the University of Buffalo, a Master Degree in Business from the Rotman School of Management at the University of Toronto and has been a CFA charterholder since 2004.


Picture of Shawn Huelin
Shawn Huelin

Shawn Huelin is the CEO and founder of Discovernet. 

Discovernet's main focus is to make sure technology is an asset to your business, not a cost centre. For 20+ years, they have focused on application development and Security. Shawn brings a common sense sense business approach to help companys protect themselves their clients and their data.


Picture of Claudia Mamros
Claudia Mamros

Claudia Mamros, PMP, MCBA

President & CEO, iCinfo

As a business architect, Claudia Mamros specializes in helping companies formulate business automation solutions which control their most valuable asset – their information.

Her consultative approach began in 1999 with KPMG and has been honed with years of professional experience in helping organizations develop and implement systems to increase efficiency and profitability.

Claudia has experience in a variety of industries including automotive, aerospace, banking and financial, construction, professional services, non-profit, retail franchising, and municipal government.


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