National Bank Investments

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Date: February 22, 2022
Time: 11 AM EST

Making the case for emerging market equities

This webinar is intended for advisors, asset owners, family offices, alternative managers, and wholesalers.


After a flat 2021, Ian Smith and Paul Birchenough, our portfolio manager partners at Newton Management, will make the case for emerging markets (EM) in 2022 and beyond. They will discuss some of the key observable trends and opportunities, including:
  • the global energy transition and the vital role of EM in that transition
  • the inherent opportunities within India;
  • the possible positive catalysts in navigating China.

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Host

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  • Alain Samson

    Regional Vice President, Western Canada

Alain has over 20 years of experience across different roles in the financial services industry. His background as a Certified Financial Planner and Registered Retirement Consultant lends an overall understanding of how to improve client centricity. He is leading the Western Canadian sales team and works at evolving the team as our market keep growing and changing. Alain holds a bachelor’s degree in commerce from Laval University, a Certified Financial Planner and Registered Retirement Consultant designations. He likes reading, camping and biking in his spare time..


Speakers

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  • Ian Smith

    Portfolio manager, Equity Opportunities team

Ian is a member of Newton’s equity opportunities team. Ian joined Newton in October 2020 to manage global emerging markets portfolios. Prior to joining Newton, Ian was a global emerging market equity portfolio manager at AXA Investment Managers, where he had worked since February 2012. Prior to joining AXA Investment Managers, Ian was a research analyst covering Asian financials at Matrix Group. Before joining Matrix Group, Ian was a research analyst covering emerging market financials at Nevsky Capital. Ian has a BA in Economics and Politics from Durham University and gained ACA qualification in 2003.

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  • Paul Birchenough

    Portfolio manager, Equity Opportunities team

Paul Birchenough is a member of Newton’s equity opportunities team. Paul joined Newton in October 2020 to manage global emerging markets portfolios. Prior to joining Newton, Paul was a global emerging market equity portfolio manger at AXA Investment Managers, where he had worked since April 2011. Prior to joining AXA Investment Managers, Paul was a research analyst at Nevsky Capital. Before joining Nevsky Capital, Paul held various roles at KPMG, including positions in corporate finance, transaction services and audit. Paul has a BSc (Hons) in Mathematics from Nottingham University and is an Associate Chartered Accountant.


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