Confessions d'un courtier institutionnel vétéran / Confessions of a sell-side veteran

Members remember to login to receive discounted member pricing.

Chapter
Quebec Chapter
Start Date
Tuesday June 20, 2017 – 4:30 PM
End Date
Tuesday June 20, 2017 – 6:29 PM
Speakers

Marc-André Nantais est vice-président chez Connor, Clark & Lunn Gestion Privée. Il met à profit ses années d’expériences dans l’industrie financière pour aider la clientèle fortunée et les organisations caritatives à atteindre leurs objectifs financiers. En mettant l’accent sur l’écoute des besoins de ses clients, Marc-André est en mesure de travailler avec eux pour formuler les stratégies d’investissement appropriées à l’environnement financier actuel. Il a développé son expertise en occupant différents postes, notamment chez Goldman Sachs et Bank of America Merrill Lynch, à New-York et Toronto. Gradué du HEC où il a obtenu un baccalauréat en administration des affaires, Marc-André détient aussi le titre de CFA.

============================================================

Marc-André Nantais is a Vice President at Connor, Clark & Lunn Private Capital Ltd. He uses his financial industry experience to guide high-net-worth individuals, families and charitable organizations towards meeting their financial goals. By placing a priority on listening to his clients in order to fully understand their unique needs and circumstances, Marc-André is able to work closely with them to create appropriate investment strategies for today’s challenging financial market conditions. Marc-André gained his industry expertise in positions at Goldman Sachs and at Bank of America Merrill Lynch, in New York and Toronto. A graduate of HEC with a Bachelor of Business Administration (BBA) specializing in Finance, Marc-André is also a CFA charter-holder.

Location
St-James Club 1145 Union Avenue, Downtown Montreal

Pour s'inscrire : / To register:   ciriqc@ciri.org  
Renseignements : / Information: Catherine Zemelka, 514 992-0449  

Registration is closed for this event

 

Event Description

UN ÉVÉNEMENT GRATUIT, POUR MEMBRES SEULEMENT
Rafraîchissements et bouchées seront servis.

Depuis plusieurs années, le fonctionnement des marchés financiers s’articule autour de la relation entre les investisseurs et les émetteurs. Cette relation est cimentée par la présence des intermédiaires que sont les banques d’affaires, ainsi que les courtiers. Mais les lois et les règlements changent, les tendances s’adaptent et les activités des banques et des courtiers se concentrent autour des activités les plus profitables.

Quels sont ces changements? Quels impacts génèrent-ils sur les banques, les courtiers et les services proposés? À quoi un gestionnaire des relations avec les investisseurs doit-il s’attendre et comment cela changera-t-il ses façons de faire?  

Afin de répondre à ces questions, joignez-vous à nous pour entendre notre vétéran de la rue, monsieur Marc-André Nantais, vice-président – Gestion privée, chez Connor, Clark & Lunn Financial Group Ltd.

============================================================

A FREE EVENT, FOR MEMBERS ONLY
Refreshments and appetizers will be served.

During the past several years, financial markets have functioned with a focus on the relationship between investors and issuers. This relationship has been complemented by the presence of financial intermediaries—banks and brokers. But laws and regulations are changing and the trends are shifting. Banks and brokers are concentrating on their most profitable activities.

What are these changes? What are the implications for banks, brokers and the services they offer? What can we expect, and how will these changes affect the approaches and methods of Investor Relations?

For answers to these questions, join us for an insightful presentation by hands-on expert Marc-André Nantais, Vice President – Private Banking, at Connor, Clark & Lunn Financial Group Ltd.

 

Back

This is an invitation-only event. If you have received an invitation from CIRI, please refer to your emailed invitation and enter the access code.

Submit

Download CIRI's Spring Event Calendar

Collapse

Here's Why You Should Join Us...

I maintain my CIRI membership as it is the best way for me to stay current with issues and new developments in the always evolving delivery of investor relations programs, and for the opportunity to interact with those who set great examples for excellence in investor relations. ”

Greg Waller
Vice President, IR & Strategic Analysis, Teck Resources

  • Thank You To CIRI's 2010 National Strategic Partners
This is a member's only publication. If you are not a member, join CIRI today.