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Deep value manager likes tobacco, booze, food
Philippe Brugère-Trélat, vice-president and portfolio manager for Toronto-based Franklin Templeton Investment Corp.'s Mutual Discovery Fund, discusses his strategies behind value investing and the fund's latest holdings. He spoke with Olivia Glauberzon of Investment Executive at the TMX Broadcast Centre in Toronto.
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Franklin Templeton managers share their value picks
Duration: 5 min 58
- July 28, 2010 1:32 PM EDT
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How the law treats KYC forms, email and note-taking
Duration: 5 min 57
Nigel Campbell, a partner at the legal firm Blake Cassels & Graydon LLP in Toronto, discusses the importance of congruence between clients accounts and Know-Your-Client forms, the danger of emails, and the usefulness of note-taking. He spoke at the TMX Broadcast Centre in Toronto.
Advisors’ Report Card: Advisors’ books rebounding after market slump
Duration: 6 min 31
Pablo Fuchs, senior editor at Investment Executive, and Clare O’Hara, staff reporter, discuss results from the 2010 Advisors’ Report card, a compilation and analysis of all IE report cards this year. They spoke at the TMX Broadcast Centre.
For more, see:
Deep value manager likes tobacco, booze, food
Duration: 5 min 58
Philippe Brugère-Trélat, vice-president and portfolio manager for Toronto-based Franklin Templeton Investment Corp.'s Mutual Discovery Fund, discusses his strategies behind value investing and the fund's latest holdings. He spoke with Olivia Glauberzon of Investment Executive at the TMX...
Sun Life’s Kazazian on improved advisor scores
Duration: 6 min 40
Vicken Kazazian, senior vice president of Sun Life Financial (Canada) Inc., discusses the firm’s improved scores in Investment Executive’s Insurance Advisors’ Report Card. He spoke with Gavin Adamson of Investment Executive at the TMX Broadcast Centre in Toronto. For more,...
DRC: DundeeWealth’s McIntyre on dealer’s big improvements
Duration: 4 min 19
Richard McIntyre, executive vice president for retail at DundeeWealth Inc., discusses the firm’s improved scoring in the 2010 Dealers’ Report Card, including scores in compensation and strategic focus. He spoke with Gavin Adamson of Investment Executive at the TMX Broadcast Centre in...
DRC: Investors Group’s Regan on topping full-service dealers
Duration: 5 min 58
Kevin Regan, executive vice president for financial services at Investors Group Inc., describes how the firm topped the full-service firms in the Dealers’ Report Card including a discussion of ethics, compensation and strategic focus. He spoke with Gavin Adamson of Investment Executive...
Dealers’ Report Card: Editors discuss results, part 2
Duration: 4 min 30
Investment Executive editorial staff describe the results of the 2010 Dealers’ Report Card including compliance, support services for financial planning and back office support. Pablo Fuchs and Clare O’Hara spoke at the TMX Broadcast Centre in Toronto.
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Dealers’ Report Card: Editors discuss results
Duration: 5 min 32
Investment Executive editorial staff describe the results of the 2010 Dealers’ Report Card including improved scoring at DundeeWealth Inc. and Investors Group Inc., and challenges at Assante Wealth Management (Canada) Ltd. and Global Maxfin Investments Inc. Pablo Fuchs and Clare O’Hara...
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