Canadian Society of Technical Analysts

CSTA Toronto Downtown Chapter Meeting - February

  • 08 Feb 2018
  • 12:30 PM - 2:00 PM
  • CFA Toronto Society Suite 2205A, 120 Adelaide St. W (Note the change in floor with the CFA Society moving into its new office)
  • 13


Registration is closed

Toronto Downtown Chapter of The Canadian Society of Technical Analysts

Chapter meeting

Speakers: Margaret Samuel CFA, Enriched Investing Inc. 

Topic: Combining Fundamental, Quantitative and Technical Analysis to Optimize Portfolio Management

Summary: In this presentation, Margaret will discuss the use of fundamental, quantitative and technical analysis techniques in making investment decisions and managing portfolios.

Bio: Margaret Samuel is President, Chief Executive Officer and Portfolio Manager of Enriched Investing Incorporated. Over a period of more than twenty-seven years, Ms. Samuel has developed a disciplined approach to portfolio management at major Canadian investment institutions. Ms. Samuel has analyzed, traded and managed money market, fixed income, common equity and derivative hedging instruments and portfolios, gaining in-depth experience in fundamental, technical and quantitative disciplines.

Founded in 1989, Enriched InvestingTM is a well-respected discretionary portfolio management firm with offices in Toronto and Belleville Ontario.  Owned and managed by industry veterans, their expertise centers around building low volatility portfolios designed to grow capital and provide a dependable, growing stream of income for small pension funds, endowment funds and high net worth individuals.

Recommended For: Members who are interested in portfolio management and a multi-disciplinary approach to investing.

To be held at: CFA Toronto Society

                           Suite 2205A, 120 Adelaide St. W

                           **(Note the change in floor with the CFA Society moving into its new office)

**Members unable to attend in person are invited to join remotely.  Register for details here

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