Everyone refers to the 60/40 (equity/bonds) asset allocation as set in stone – studies revel in its efficacy and investment committees see it as a North Star (why would you veer?) in terms of at least initial allocations. But what is its origin and how will it perform for investors going forward?

This presentation and panel discussion will speak to this as well as how a new idea – replacing the bond allocation with something else – can quite possibly be the only thing that prudent investors should seriously consider when deciding initial and on-going allocations.

Date: Wednesday, May 15, 2019

Location: The Cambridge Club, 100 Richmond St W, 11th Floor, Toronto, ON M5H 3K6 (map)

Time:
4:30pm Registration & Arrival
5pm Overview of “What of the 40?” by James Price
5:15pm Panel of Manager Perspectives begins
6pm Reception
7pm Session Ends

Related reading: What of the 40? Fixed Income in Portfolio Building & the Alternatives that are Often Substituted (read the paper, HERE)

Speakers (click for more information)

James PricePortfolio Manager, Richardson GMP

Brian D’Costa, Founding Partner & PresidentAlgonquin Capital

Kerry Stirton, Managing Partner, Alignvest Investment Management

Registration (click for more information)

CAASA Members: $40 +HST

Non-members: $50 +HST

Registration is required as capacity is limited.

For more information, please contact Caroline at caroline@caasa.ca or 647-953-0737.