Investing in the New Unknown - A post-lockdown conversation

Join us on Wednesday, July 22^nd as we host a virtual discussion with Robert Almeida (Global Investment Strategist & Portfolio Manager at MFS Investment Management) and Sachin Gupta (Global Portfolio Manager of the Flexible Global Bond Fund at PIMCO). This discussion will be moderated by Sheila Wilson-Kowal, CFA (Vice-President, Cardinal Capital Management).

Interest rates in many bond markets have hit rock-bottom while many agree that capital market prices have soared beyond reasonable valuations.  Extraordinary fiscal and monetary policy responses to COVID-19 and an unprecedented flurry of unknowns have led to a rush of investor speculation. Robert Almeida, MFS Investment Management will join the discussion to lend his insights as an equity manager, while Sachin Gupta, PIMCO will offer his perspective as a fixed income manager, as we discuss what present trends mean and what the future may hold for both equity and fixed income investors.

Register Now! 

The direct dial in number for the call is below:

Passcode: 94469968#  

Canada +1 888-985-9146

Guest Speaker Biographies:

Robert M. Almeida, Global Investment Strategist, MFS®

Robert M. Almeida is an investment officer and global investment strategist for MFS Investment Management® (MFS®), offering insight and perspective on cyclical and secular trends impacting investors. He serves as lead portfolio manager on multi-asset income and alternative strategies and is a member of MFS' Fixed Income Strategy and Fixed Income Risk and Opportunities groups.

Rob joined MFS in 1999 and served as an institutional portfolio manager for the Fixed Income Department from 2007 through 2009. He joined the US Growth Equity team in 2009 and became a portfolio manager in 2014. He added additional portfolio management responsibilities in 2018 and assumed his current strategist title in 2019.

Rob is a graduate of the University of Massachusetts and earned his Master of Science degree in finance from the Sawyer Business School.

Sachin Gupta, Global Portfolio Manager, PIMCO

Mr. Gupta is a managing director in the Newport Beach office, global portfolio manager and head of global desk at PIMCO. He is a member of the Asia-Pacific Portfolio Committee and Emerging Markets Portfolio Committee. Previously, he was in PIMCO's London office managing European liability driven investment (LDI) portfolios and served on the European Portfolio Committee. Before that, he was part of PIMCO’s global portfolio management team in the Singapore office. In these roles, he focused on investments in government bonds, foreign exchange and interest rate derivatives across global markets. Prior to joining PIMCO in 2003, he was in the fixed income and currency derivatives group at ABN AMRO Bank.

Mr. Gupta has 23 years of investment experience and holds an MBA from XLRI, India. He received an undergraduate degree from Indian Institute of Technology, Delhi. He is a director of The Global Foodbanking Network, an international nonprofit that is working towards a hunger-free future in more than 30 countries.

Moderator Biography:

Sheila Wilson-Kowal, CFA, Vice-President, Investments and Portfolio Manager, Cardinal Capital Management Inc.

Sheila joined Cardinal in 2008 and spent over six years as a Financial Analyst with a focus on the consumer, healthcare and fertilizer sectors before she became a Portfolio Manager with the firm in 2015. Prior to joining Cardinal, Sheila worked as Manager, Capital Markets with the Canadian Wheat Board for five years. Sheila also worked as a Financial Analyst with IGM Financial.

Sheila is a graduate of the University of Manitoba with a Bachelor of Commerce (Honours) degree majoring in Finance, and holds the Chartered Financial Analyst designation.

More Information:

This virtual discussion will be followed by a live Question & Answer period. CFA Society Winnipeg members will have the opportunity to submit questions before and during the speech. The Webinar link, passcode and details for submitting a question will be sent to registered participants before the event.