TORONTO, Oct. 29 /CNW/ - United Financial Corporation announced today that the next edition of "The Game Plan" webcast, featuring portfolio management teams Tetrem Capital Management Ltd. and Trilogy Global Advisors, LLC, will be held on Thursday, November 5 at 2 p.m. Eastern Time.
Presentations will be given by Daniel Bubis, Chief Investment Officer of Winnipeg-based Tetrem, and William Sterling, Chief Investment Officer for Trilogy, which is headquartered in New York. Tetrem manages United Financial's Canadian equity value and U.S. equity alpha mandates, while Trilogy manages the global fixed-income and emerging markets mandates.
Both managers will talk about their current economic outlook and discuss the strategic and tactical steps that their investment teams are taking to manage United Financial's client portfolios. Mr. Bubis also will give his insight on Canadian investment opportunities, while Mr. Sterling will provide a global perspective.
United Financial is committed to providing advisors and clients with timely investment information on an ongoing basis. Through United Financial's relationships with some of the most seasoned and respected portfolio managers in Canada and around the world, "The Game Plan" webcasts give participants regular access to valuable insights and expertise directly from the teams managing United Financial's portfolio solutions.
The webcast is accessible by visiting www.unitedfinancial.ca or www.assante.com and clicking on The Game Plan. Investors may submit questions by e-mail during the webcast.
About United Financial Corporation
United Financial Corporation is a Canadian investment management and wealth planning firm. It provides customized managed portfolio solutions for individuals, families and businesses through the Private Client Managed Portfolios, Evolution Private Managed Accounts, Optima Strategy, Institutional Managed Portfolios and Artisan Portfolios programs distributed through advisors with Assante Wealth Management. United Financial is on the Web at www.unitedfinancial.ca.
United Financial is a subsidiary of CI Financial Corp. (TSX: CIX), an independent, Canadian-owned wealth management firm with approximately $93.8 billion in fee-earning assets as of September 30, 2009. CI is on the Web at www.ci.com/cix.
SOURCE UNITED FINANCIAL CORPORATION
For further information: For further information: Murray Oxby, Director, Communications, (416) 681-3254