Guest Speakers

Lori Pinkowski,
Senior Vice President Private Client Group
Portfolio Manager
Raymond James Ltd.

Lori is a Senior Vice President Private Client Group and Portfolio Manager at Raymond James and is also a founding partner of the Pinkowski-Allen Financial Group. With more than ten years experience in the investment industry, she takes a more conservative approach to managing her clients’ portfolios by actively trading individual stocks, bonds and income trusts and using risk reduction strategies such as stop losses and a tactical investment style.  As a Portfolio Manager, she is also able to offer discretionary management, looking after the day-to-day investment decisions on her clients behalf.  As a well-known financial expert, she has a regular segment on CKNW/980, "Making Cents of the Market", every Friday at 5:35pm, has been featured in the North Shore Magazine and is a regular financial columnist in the North Shore News since 2001 where her column, "Making Cents," is distributed to over 60,000 residents in North and West Vancouver.

 
Jon McComb,
Host of The World Today

A man whose voice has been an integral part of CKNW’s rich history, Jon McComb has had a hand in nearly every facet of what has built CKNW to the position of BC’s News Leader. Jon’s entire career has been personified by a few words which still ring very true to him today "Journalism is a never-ending search for the truth". And it’s this dedicated quest for the truth which has given Jon the ability to ask the hard questions when needed, but still bring them home to the people who they affect earnestly and with empathy. Jon is a trusted voice for Vancouver and has earned a reputation for excellence in reporting important news issues to the listeners.

Sandy McIntyre,
President and Chief Investment Officer
Sentry Investments

Michael Mahoney,
Managing Director and Portfolio Manager
Picton Mahoney

Michael co-founded Picton Mahoney in 2004 and uses his 20 years of experience and Picton Mahoney’s proprietary tools and analysis to identify companies going through fundamental change. Their returns are not usually dependant on what the overall stock market is doing, providing investor with true diversification. Their market neutral fund has been positive every year since inception and is one of the only funds that remained positive in 2008, a demonstration of their proven risk management strategies.

 
Matthew Wood,
Founding Partner and Director

Mr. Matthew Wood is a founding partner and director of Vertex One Asset Management. Mr. Wood has overall responsibility for the investment and trading decisions affecting the Vertex Managed Value Portfolio, Vertex Value Fund and Vertex Enhanced Income Fund. He has operated as the lead manager of the Managed Value Portfolio since its inception on April 3, 1998.  Mr. Wood has over 20 years’ experience investing in equities, fixed income and derivatives. His career began as an analyst, later becoming a Financial Advisor, with Royal Trust. He was a Portfolio Manager with HSBC Asset Management before co-founding Vertex One Asset Management. Mr. Wood holds the professional designation of Chartered Financial Analyst (CFA) and is a member of the Institute of Chartered Financial Analysts.

David Burrows,
President and Chief Investment Strategist
Barometer Capital Management

As Chief Investment Strategist at Barometer Capital, David leads the Barometer team’s top-down, market and sector risk strategies. A frequent guest as a market commentator on CTV, CBC and BNN, he believes that "market volatility creates opportunity" and utilizes Barometer’s Disciplined Leadership Approach to weather volatility, protect capital and identify market opportunities. With over 20 years of experience, he works to identify the changing market leadership themes. As one of the most active managers in the industry, he was up to 70% cash before Lehman Brother’s failed in 2008 thereby escaping most of the waterfall crash later that year . His active management aims to prevent big losses and has resulted in his income fund being ranked as one of the top five years since July 31st, 2011.

Returns gross of fees

*Raymond James Separately Managed Account, Rogerscasey returns gross of fees as of July 31, 2011

**GlobeFund Annualized returns net of fees as of July 31, 2011

Commissions, trailing commissions, management fees and expenses all may be associated with mutual funds. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.