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Toronto Chapter September Meeting

  • 24 Sep 2014
  • 4:30 PM - 6:00 PM
  • Strathcona Hotel, 60 York St., Toronto, Ontario
  • 30

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Speaker Profile: Jennifer Radman CFA

Jennifer Radman, Senior Portfolio Manager, Caldwell Investment Management

With an Introduction by William Chin, President, CSTA

Jennifer Radman is Vice President and Senior Portfolio Manager for Caldwell Investment Management ( www.caldwellinvestment.com ).  She also manages the Caldwell Canadian Value Momentum Fund and the equity allocations in the Caldwell Balanced Fund.

Jennifer has over 10 years of experience as a portfolio manager with a stellar track record and is the winner of a Lipper Award. She appears frequently on BNN.

Jennifer will present her approach to the Toronto Chapter, focusing on the Quantitative Model and the Investment Process in the Caldwell Canadian Value Momentum Fund -- with an introduction by William Chin, current President of the CSTA.

Jennifer has also developed a sophisticated and disciplined approach to fundamental analysis in stock selection, which should also be of interest to the CSTA members.

Join us for an interesting educational session followed by a joint Q&A (with Jennifer and William), including the telling of some war stories and examples of risk management and decision making.

Topic:  Quantitative and Fundamental Analyses

**Hot food and drinks, Sponsored by Caldwell Investment Management Inc., will be provided following the meeting. 

Register now - space is limited



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