What’s the key to investing in an age of disruption?

What’s the key to investing in an age of disruption?

Investing in an age of disruption

Client demands are changing fast. In the quest for better returns, today’s mainstream institutional and high-net-worth clients are interested in exploring the alternative marketplace through hedge funds and private equity. On the other side of the business, asset managers are being forced to reassess virtually every aspect of their business, from fees and operating models to diversifying the products in their portfolios. Expanded offerings include a wider asset class – ETFs, long/short strategies and private equity.

Investing in an age of disruption requires unprecedented flexibility; being nimble enough to capitalize on opportunity as the landscape shifts. To achieve this, firms are relying on emerging technology to allow them to pivot and adapt quickly. They’re finding effective ways to apply big data analytics and artificial intelligence to stay ahead of the curve and generate returns.

On April 10 at the BC Middle Market Growth Conference, we’ll be talking strategies for investing in the age of disruption during our highly-anticipated panel moderated by David Sung, President of Nicola Wealth Management.  Meet our esteemed panelists below:



Dave Barr, President, CEO and Portfolio Manager, PenderFund Capital Management

Dave began his investing career in 2000. He initially worked in private equity, which gave him a unique background for investing capital. At the end of 2007, he became a partner at PenderFund Capital Management Ltd., and was appointed Chief Investment Officer with the objective of launching Pender’s mutual fund business. In April 2016, Dave was appointed President and CEO of Pender. The Pender Small Cap Opportunities Fund, managed by Dave, has won a Lipper Fund Award for Best Canadian Small/Mid Cap Fund over both three and five year performance periods for the last three consecutive years. The Pender Small Cap Opportunities Fund has also received Fundata’s FundGrade® A+ Award for the last six consecutive years. Dave holds a Bachelor of Science degree from the University of British Columbia and an MBA from the Schulich School of Business. He earned his Chartered Financial Analyst (CFA) designation in 2003 and is an active member of the Vancouver chapter. He is a past President of CFA Vancouver, having also served on its Board of Directors for four years.

Chad Danard, Managing Director, TriWest Capital Partners

Prior to joining TriWest in 2005, Chad worked at Morgan Stanley in the Global Energy and Utility Group in New York and in the Canada Group in Toronto. While at Morgan Stanley, he was involved in a variety of M&A-related strategic advisory assignments, equity offerings and both private and public debt financings. Chad also spent time in India, where he co-managed the day-to-day operations for the investment banking division of Morgan Stanley Advantage Services. Chad currently serves as a board member for the Calgary Chapter of the Association for Corporate Growth. He holds a Bachelor of Commerce degree (finance concentration) from the Queen’s School of Business, where he graduated at the top of his class.

Francis D’Andrade, Vice President, Private Client Services & Associate Portfolio Manager, Forstrong

Francis D’Andrade joined Forstrong Global in 2013 as Vice President, Private Client Services and brings almost 30 years financial services experience to his role. Prior to joining Forstrong Francis owned Financial Outcomes, an investment services consultancy that specialized in the delivery and distribution of financial products and services. Previously, he owned and operated a financial planning boutique in Markham Ontario that integrated investment and insurance solutions for business owners, executives and professionals. Francis was responsible for many industry innovations during his 15 years at Altamira Investment Services, where he was a Vice President and Managing Director, Sales, Marketing and Distribution.

Only a few days left until BC Middle Market Growth Conference!

This event will be sold out. Some tickets are still available by clicking here.

We look forward to seeing you there!

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