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The 21st Annual Sharing of Knowledge Learning Series
This spring, TD Global Investment Solutions (TDGIS) travelled to eight cities across Canada for the 21st annual Sharing of Knowledge Learning Series. This in-person regional event featured institutional leaders from TD Asset Management Inc. (TDAM) and Epoch Investment Partners, Inc. (TD Epoch) sharing thought provoking insights and the latest industry trends.
This year's topics focused on two key areas: what AI developments will mean for investors and how to structure private infrastructure deals. To view the speakers and learn more about the Sharing of Knowledge and Learning Series presentations, see below.
AI is the New Macro: Implications for Investors
Artificial Intelligence (AI) will reshape the next decade as a key investment theme, offering both challenges and opportunities for investors. This presentation provided insights into the labour and productivity transformations AI is expected to bring, the implications for markets, and strategies for making investment decisions in the ever-evolving digital economy.
Kevin Hebner, PhD, Managing Director, Global Portfolio Management,TD Epoch |
The Road Ahead: Sourcing and Structuring Infrastructure in a Competitive Market
This presentation highlighted the resilience and importance of private real assets like infrastructure, emphasizing their role in providing diversification and stable returns. Valuable insights for navigating the competitive private infrastructure market were discussed, as well as strategies for uncovering unique deals, structuring transactions, and maximizing opportunities in the current investment landscape.
Carl Elia, CFA, |
Scott Henshaw, CFA, |
Chi-Wei Danny Hong, CPA, CA, |
Special Guest Speakers
In Montréal, we had the pleasure of hearing from guest, John Parisella, as he discussed Beyond Borders: Examining U.S.-Canada Relations Amidst the 2024 Presidential Race.
John was also joined by Naoum Tabet and Pierre Wehbi for a special panel discussion.
John Parisella |
Naoum Tabet |
Pierre Wehbi, CFA, ASA |
Please refer to the event synopsis for a full recap of the insights shared.
For more information about this year's Sharing of Knowledge Learning Series, please contact your TDGIS Relationship Manager.
For Canadian institutional investment professionals only. Not for further distribution.
本文所包含的資訊僅供參考。內容乃出自可靠之來源匯編而成。圖表僅供解說之用,並不反映任何投資的未來價值或未來表現。本文並不提供任何財務、法律、稅務或投資建議。 Particular investment, tax or trading strategies should be evaluated relative to each individual's objectives and risk tolerance.
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This document may contain forward-looking statements ("FLS").FLS反映了目前可用數據對未來事件及/或結果的現有期望和預測。由於可能會出現在構想時未曾預料或未考慮的事件,導致實際結果與明示或暗示的結果大相徑庭,因此這類預期和預測在未來可能被證明是錯誤的。FLS並不保證未來的表現,請勿過度依賴FLS。
TD全球投資方案代表道明資產管理有限公司 (簡稱「TDAM」) 和Epoch Investment Partners, Inc. (簡稱「TD Epoch」)。道明資產管理有限公司和TD Epoch均為道明銀行的附屬機構和全資擁有的附屬機構。
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