Investment Management Part 2

Investment Management Part 2
Municipal Reserves, Capital Markets and the Path Forward

Webinar Overview:
Amidst continuing market fluctuation and political change, how does an investor navigate this inherent uncertainty? As we continue to witness changes in the world around us, investors who approach the market with a disciplined and informed approach will be better positioned to manage through the volatility and capitalize on the opportunities that inevitably arise.

Amidst continuing market fluctuation and political change, how does an investor navigate this inherent uncertainty? As we continue to witness changes in the world around us, investors who approach the market with a disciplined and informed approach will be better positioned to manage through the volatility and capitalize on the opportunities that inevitably arise. Join PH&N Institutional, investment manager for ONE Investment’s Prudent Investor offering, for a timely update on current market challenges and opportunities, both nationally and internationally. We will also explore the benefits of diversification and the development of a strategic asset allocation that address the unique circumstances of a municipality.

What You will Learn: Several key learning areas are to be touched upon in this webinar, which include:
  • Recent economic developments and key drivers influencing the capital markets now;
  • The risk and reward theory: how it shapes your investment thinking;
  • Portfolio diversification to manage risks;
  • Strategic asset allocation for short-term and long-term portfolios; and
  • Investment options for a municipality’s reserves.

Who Should Attend:
  • Municipal staff responsible for investments and financial planning
Benefits of Attending: Participants can expect to:
  • Gain insights into the current economic backdrop and capital markets behaviour;
  • Have an understanding of the investment frameworks available to municipalities;
  • Study the importance of a long-term investing mindset amid short-term volatility

About your Panel Moderators:

Martin Leclair, CFA, is a vice-president and institutional portfolio manager at PH&N Institutional

Paul Purcell, CFA, is a managing director and institutional portfolio manager at PH&N Institutional

They both assume leadership in the development of multi-asset solutions for institutional investors and play key roles in the development and execution of the ONE Investment’s Prudent Investor offering to municipalities of Ontario. They both have more than 30 years of experience
When
12/3/2025 12:00 PM - 1:00 PM
Where
Online

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