Annual Investment Outlook 2017 featuring Ian Russell, David Rosenberg and Jonathan Lewis
Thursday, January 5, 2017
The speeches are free of charge but please note that the Empire Club of Canada retains copyright. Neither the speeches themselves nor any part of their content may be used for any purpose other than personal interest or research without the explicit permission of the Empire Club of Canada.
Annual Investment Outlook 2017
Annual Investment Outlook 2017 featuring Ian Russell, President and Chief Executive Officer, IIAC; David Rosenberg, Chief Economist, Gluskin Sheff and Associates Inc.; Jonathan Lewis, Chief Investment Officer, Fiera Capital
Ian Russell is President and Chief Executive Officer of the Investment Industry Association of Canada, IIAC, a position he has held since its inauguration in April 2006.
Prior to his appointment at the IIAC, Mr. Russell was Senior Vice President, Industry Relations and Representation, at the Investment Dealers Association of Canada, IDA. In his 20 year tenure with the IDA and the IIAC, he has participated actively in many committees and working groups involved in regulatory and tax issues related to the securities industry and capital markets. He is a frequent commentator in the media, a regular columnist in industry publications and a sought after speaker on industry issues and developments. In January 2014, Mr. Russell was appointed Chair of the International Council of Securities Associations, ICSA.
Mr. Russell has an Honours degree in Economics and Business from the University of Western Ontario, and a postgraduate degree, MSc Economics, from the London School of Economics and Political Science. He has completed the Partners, Directors and Senior Officers Qualifying Examination and is a Fellow of the Canadian Securities Institute.
David Rosenberg is the Firm’s Chief Economist and Strategist with a focus on providing a top down perspective to the Firm’s investment process and Asset Mix Committee. Mr. Rosenberg received both a Bachelor of Arts and Masters of Arts degree in Economics from the University of Toronto. Prior to joining Gluskin Sheff in the spring of 2009, Mr. Rosenberg was Chief North American Economist at Merrill Lynch in New York for seven years, during which he was consistently ranked in the Institutional Investor All Star analyst rankings. Prior thereto, he was Chief Economist and Strategist for Merrill Lynch Canada, based out of Toronto.
Mr. Rosenberg is also the author of Breakfast with Dave, a daily distillation of his economic and financial market insights.
Jonathan E. Lewis is the Chief Investment Officer for Fiera Capital’s U.S. division, chairs the Fixed Income Investment Committee, and is a member of the Management and Tactical Asset Allocation Committees. Jonathan manages fixed income portfolios for high net worth individuals and institutions and is lead manager for the Fiera Capital STRONG Nations Currency Fund. Prior to its acquisition by Fiera Capital, Jonathan was a cofounder, Chief Investment Officer, and Managing Principal of Samson Capital Advisors LLC. 2002 to 2004, OFFIT Investment Group, a Wachovia Subsidiary, Managing Director of Fixed Income for Evergreen Private Asset Management, Chief Fixed Income Strategist. Management Committee Member, Evergreen Customized Fixed Income, Overseeing more than $100 billion in fixed income assets.
1999 to 2002, OFFITBANK, Portfolio Manager, Member of the Investment Committee.
1988 to 1999, Skandia Insurance and Asset Management, VP, Head of Fixed Income. PM.
1986 to 1988, Dean Witter Reynolds, trader: money markets, T Bill and Euro dollar futures.
Author of Spy Capitalism; co author of CIA Deputy Director Richard Bissell’s memoirs; Reflections of a Cold Warrior, Yale University Press.
Former trustee: Scarsdale Board of Education; JDRF Westchester, former President
BA, University of North Carolina at Chapel Hill, Phi Beta Kappa; MA in History, New York University; MBA in Finance and Management, Columbia University.