In this second webinar, equities experts Paul Martin and Andrew Sweeney offer insights and analysis informed by their experience developing different equity-based strategies over many years to address specific institutional needs. Their presentation will touch on ESG considerations, low volatility, fossil fuel free, and emerging markets strategies, as well as opportunities in these areas for Canadian institutional investors.
Paul Martin: Paul is an institutional portfolio manager with in-depth knowledge of equity markets. In addition to working directly with institutional clients, he is responsible for developing institutional investment solutions that harness the expertise of all investment teams within RBC GAM. Prior to joining PH&N Institutional in 2010, he spent 13 years in institutional sales with a large bank-owned investment dealer and a predecessor firm, where he was responsible for relationships with Western Canadian institutional equity investors.
Karen Kerr: Karen is an institutional portfolio manager on the Fixed Income Specialty Team at PH&N Institutional where she is responsible for specialty portfolios including Universe, Long Bond, Corporate Credit and LDI mandates. She joined PH&N Institutional in 2005 as a Canadian equities associate analyst. Previously, Karen had been a research analyst of Canadian, U.S. and international equities at a top performing asset management firm based in eastern Canada.
Andrew Sweeney: Andrew is an institutional portfolio manager who specializes in equity and multi-asset portfolios. He is also a capability specialist on the institutional team with respect to the integration of ESG considerations. Andrew joined PH&N Institutional in 2007, having previously managed Canadian equity portfolios for a large, well-respected Canadian institutional asset manager. Since entering the investment industry in 1995, he has had analytical research responsibilities for most sectors within the Canadian equity market.