The Currency Conundrum

Please join us for Mawer’s annual Insight Event. Key speakers from Mawer’s Research team will be providing commentary that focuses on the complexity of navigating currency in our current investment environment.

Discussion Topics

  • Understanding the currency triangle and how each can impact your portfolio returns:
    • Trading Currency
    • Revenue Currency
    • Cost Currency
  • What are Reserve Currencies and what role do they play in global markets?
  • Does currency hedging add values to my investment portfolio?
  • How does Mawer manage currencies? 

 

Download a Summary (PDF 1.1MB)


Edmonton

Key Speakers
Paul Moroz, CFA, Deputy Chief Investment Officer
James Redpath, CFA, Portfolio Manager
Peter Lampert, CFA, Equity Analyst

Thursday, November 19, 2015
4:30pm – Registration, Refreshments & Appetizers
5:30pm – Presentation & Panel Discussion
7:00pm – Conclusion

Art Gallery of Alberta – Ledcor Theatre
2 Winston Churchill Square
Edmonton, AB  T5J 2C1 (map)

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Calgary

Key Speakers
Jim Hall, CFA, Chief Investment Officer
James Redpath, CFA, Portfolio Manager
Peter Lampert, CFA, Equity Analyst

Thursday, November 26, 2015
4:30pm – Registration, Refreshments & Appetizers
5:30pm – Presentation & Panel Discussion
7:00pm – Conclusion

Hyatt Regency Calgary – Imperial Ballroom
700 Centre Street SE
Calgary, AB  T2G 5P6 (map)

This event has past.

2015 Speakers

  • Hall Jim
    Jim Hall
    CFA, MBA
    Chairman, Chief Investment Officer, Portfolio Manager, Large Cap Cdn Equity
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    Jim Hall, CFA, MBA

    Chairman, Chief Investment Officer, Portfolio Manager, Large Cap Cdn Equity

    Jim Hall is Chairman of the Board and Chief Investment Officer at Mawer Investment Management Ltd., which he joined in 1997. He is lead manager of the Mawer Canadian Equity Fund and co-manager of Mawer Global Equity Fund. As Chief Investment Officer, he has broad responsibility for the research and analysis of global equities and fixed income securities.

    In 2015, Mr. Hall received the prestigious Domestic Equity Fund Manager of the Year award at the Morningstar Awards, an honour he was also the recipient of in 2010.

    Prior to joining Mawer, Mr. Hall was employed by Wood Gundy Inc. in Vancouver from 1994 to 1997.

    Mr. Hall is a Chartered Financial Analyst charterholder with investment experience since 1994. He has a Master of Business Administration obtained from the University of British Columbia, and a Bachelor of Economics and Political Science obtained from the University of Toronto in 1990.

    Mr. Hall is a member of the Calgary CFA Society.

  • Lampert Peter
    Portfolio Manager, Emerging Markets, International Equity
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    Peter Lampert, CFA

    Portfolio Manager, Emerging Markets, International Equity

    Peter Lampert is a Portfolio Manager at Mawer Investment Management Ltd. Mr. Lampert manages the Mawer Emerging Markets Equity Fund and co-manages the firm’s International equity mandates, including the Mawer International Equity Fund.

    The Mawer International Equity Fund has been recognized by the Morningstar Awards as best International Equity Fund on numerous occasions over the past decade.

    Mr. Lampert joined Mawer as an Equity Analyst in 2008 with research responsibilities across all sectors and geographies. During 2013 to 2015 he relocated to Singapore to establish a research presence and to deepen the firm’s investment capabilities in Asia.

    Mr. Lampert received his Bachelor of Business Administration from Wilfrid Laurier University and his Bachelor of Mathematics from the University of Waterloo in 2008. He is a Chartered Financial Analyst charterholder.

  • Moroz Paul
    Deputy Chief Investment Officer, Portfolio Manager, Global Equity
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    Paul Moroz, CFA

    Deputy Chief Investment Officer, Portfolio Manager, Global Equity

    Paul Moroz is the Deputy Chief Investment Officer and a Director at Mawer Investment Management Ltd., which he joined in 2004. He is the lead manager of the Mawer Global Small Cap Fund and the Mawer Global Equity Fund. As Deputy Chief Investment Officer, he has broad responsibility for the research and analysis of global equities and fixed income securities.

    Mr. Moroz relocated to Singapore in 2016 and is currently the CEO and a Director of Mawer Investment Management Singapore Pte. Ltd.

    In December of 2013, Mr. Moroz won the prestigious Morningstar Foreign Equity Fund Manager of the Year award at the 19th annual Morningstar Awards.

    Prior to joining Mawer, Mr. Moroz was employed by Alberta Investment Management and Merrill Lynch Canada Inc.

    Mr. Moroz is a Chartered Financial Analyst charterholder. He earned a Bachelor of Commerce degree from the Haskayne School of Business at the University of Calgary.

    Mr. Moroz is a member of the CFA Institute and the Singapore CFA Society.

  • Redpath James
    Portfolio Manager, Fixed Income
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    James Redpath, CFA

    Portfolio Manager, Fixed Income

    James Redpath is a Portfolio Manager at Mawer Investment Management Ltd., which he joined in 2010. Mr. Redpath is the lead manager of the Mawer Global Bond Fund and co-manager of the Mawer Canadian Bond Fund and the Mawer Canadian Money Market Fund. His primary responsibilities are the research, management and trading of the Firm’s fixed income strategies. 

    Prior to joining Mawer, Mr. Redpath worked at the ANZ Bank in New Zealand. During this time, he was responsible for trading and managing the risk of the commercial paper portfolio, fixed income sales, and proprietary trading of global foreign exchange, fixed income and derivatives. 

    Mr. Redpath received his Bachelor of Business Administration with a concentration in Finance from the University of Portland, Oregon, while on a NCAA Division I tennis scholarship. Mr. Redpath is a Chartered Financial Analyst charterholder.