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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 (Caldwell Investment Management Ltd. ). 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.Jennifer Radman, Senior Portfolio Manager, Caldwell Investment Management
Topic: Quantitative and Fundamental Analyses
*** Please note the Tuesday date and if able to attend please sign up online