TORONTO, Jan. 22 /CNW/ - United Financial Corporation announced today
that its annual Window on the Market event, in which leading portfolio
managers provide their expert perspectives on the markets, will take place
February 4-7 in eight cities across Canada.
"Window on the Market is an extremely popular event for advisors and
clients, as it gives them an opportunity to hear first-hand from some of the
finest portfolio managers in North America," said Joe Canavan, Chairman and
Chief Executive Officer of United Financial. "The managers will present their
views on the markets, their outlook for the year ahead and how they have
positioned their portfolios. The event gives participants valuable insight
into the current investment climate and the management of United Financial's
United Financial uses a rigorous selection process to choose the best
independent portfolio managers for its investment solutions.
Portfolio managers from AllianceBernstein, Tetrem Capital Management and
Altrinsic Global Advisors will present on February 4 in Saskatoon, February 5
in Edmonton, February 6 in Burnaby, B.C., and February 7 in Calgary.
The locations above will include the following speakers:
- Christopher Nikolich, Senior Vice President and Lead Portfolio
Manager, AllianceBernstein L.P.
AllianceBernstein is one of the largest publicly traded global asset
management firms in the world, providing diversified, global
investment management services that include growth and value
equities, blend strategies and fixed-income services to
institutional, high net worth and retail clients.
- Daniel Bubis, President and Chief Investment Officer, Tetrem Capital
Daniel Bubis is known for his outstanding results as portfolio
manager of United's Canadian Equity Value Pool, which he has managed
since it adopted its current mandate in March 1993. Tetrem offers
money management services to institutional clients, such as pension
funds and foundations, as well as to high net worth individuals
through its relationship with United Financial.
- Andrew Waight, Principal and Portfolio Manager, Altrinsic Global
Altrinsic was established in 2000 and focuses on global and
international investment management. Andrew Waight uses his 12 years
experience in the investment industry, and his specialized knowledge
of the health care, biotechnology and technology sectors in the
analysis and selection of Canadian and international securities.
Portfolio managers from QV Investors, Trilogy Global Advisors and Picton
Mahoney Asset Management will present on February 4 in Halifax, February 5 in
Montreal, February 6 in Mississauga, Ont., and February 7 in Winnipeg.
The locations above will include the following speakers:
- Joe Jugovic, Vice-President of Investments and Portfolio Manager,
QV Investors Inc.
QV Investors' investment professionals collectively have more than 80
years of investment industry experience. Joe Jugovic's
responsibilities include the management of small company portfolios,
as well as equity selection and portfolio risk monitoring.
- David Runkle, Director of Quantitative Research, Trilogy Global
Trilogy Global Advisors manages global equity, balanced and
income-oriented portfolios. As an employee-owned asset management
firm that invests in global assets on behalf of clients, Trilogy's
investment process is based on innovative research and a disciplined
approach to investing. David Runkle has 20 years of investment
experience and is an award-winning professor in finance, accounting
- David Picton, President, Chief Investment Officer and Portfolio
Manager North American Equities, Picton Mahoney Asset Management
Picton Mahoney was founded by David Picton and Michael Mahoney in
2004 as a hands-on portfolio management boutique. They have
established an enviable reputation for their stock-picking expertise.
David Picton brings 17 years of investment experience, including
eight years as a top-ranked analyst and head of quantitative research
at a major Canadian financial institution.
Members of the media may arrange to attend one of the sessions by calling
Vicky Cugliari at 416-681-6648.
United Financial is committed to ensuring advisors and clients benefit
from the expertise and insights that its investment managers have to offer.
Through portfolio manager roadshows and timely conference calls, advisors are
equipped with practical tools and knowledge to help support them in delivering
meaningful investment solutions to their clients. A recording of the latest
conference call held on January 9, featuring four investment managers, is
available at www.unitedfinancial.ca/firm/news. The portfolio managers on the
call were Bill Sterling of Trilogy Global Advisors, Daniel Bubis of Tetrem
Capital Management, Christopher Nikolich of AllianceBernstein and James Corl
of Cohen & Steers Capital Management.
United Financial Corporation is a Canadian investment management and
wealth planning firm with approximately $9.3 billion in assets under
management. It provides customized managed portfolio solutions for
individuals, families and businesses through the Artisan Portfolios,
Institutional Managed Portfolios, Optima Strategy, and Private Client Managed
Portfolios programs distributed through advisors with Assante Wealth
Management and Stonegate Private Counsel LP. United Financial is on the Web at
United Financial is controlled by CI Financial Income Fund (TSX: CIX.UN),
an independent, Canadian-owned wealth management firm with approximately
$67 billion in assets under management and $104 billion in total fee-earning
assets as of December 31, 2007. CI is on the Web at www.ci.com/cix.
For further information:
For further information: Vicky Cugliari, Assante Wealth Management,
Phone: (416) 681-6648, E-mail: firstname.lastname@example.org