Investment Management

Investment Management
Municipal Reserves, Market Instability 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 weather the storms and capitalize on the opportunities that 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 the drivers of current market volatility;
  • The fundamental risk and reward relationship;
  • The importance of diversification;
  • How strategic asset allocation are developed for short-term and long-term portfolios; and
  • What the investment options are 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;
  • Understand the opportunities of long-term investing 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 OCIO 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 working alongside institutional investors across Canada at both asset management firms and consultancies.

Note: stay tuned for more webinars from PH&N Institutional coming later in 2025
When
5/28/2025 12:00 PM - 1:30 PM
Where
Online

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