May 23, 2024, A Summer Evening at the Pearle Hotel. Please RSVP.

A Summer Evening at the Pearle

Please join us for a private client event with James and two highly experienced Asset Managers
to discuss the markets, recent historic events, and their future implications for investors and possible investment solutions in this evolving environment.

Thursday May 23, 6:30PM to 9PM, The Pearle Hotel & Spa, 3 Elizabeth St, Burlington, ON L7R 0G3
Cocktails will be served at 6:30PM. Dinner and discussions will commence at 7PM sharp at the Pearle Hotel's Isabelle Restaurant.

Our Guest Speakers

Aubrey Basdeo

Aubrey is the Head of Canadian Fixed income for Guardian Capital where he manages $8B of Fixed Income solutions for the firm's cross section of institutional and retail clients. These solutions include portfolio management, risk management, development of new strategies, coordinating with non-domestic bond teams, product development and managing (and mentoring) and the company's fixed income team.

Prior to Guardian, Aubrey was the Managing Director of Fixed Income Strategy at BlackRock Canada (formerly Barclays) where he managed the Investment Strategy team executing product development, business development and thought leadership. During his tenure, fixed income assets grew from $12B to $50B by focusing on client needs and leading the firm's global fixed income platform of investment solutions.

Previous to Barclays, Aubrey was the head of Macro Rates at the Ontario Teachers Pension Plan where he built and managed the Portfolio Management team responsible for all active and index fixed income mandates. Aubrey has appeared on BNN, Globe and Mail, Financial Post, and is very pragmatic speaker in all areas of fixed income, interest rates and Canada's economy.

Tim McElvaine

Tim McElvaine is the Founder and President of McElvaine Investment Management Ltd. Tim developed his value-oriented philosophy during his twelve year career with renown investor Peter Cundill where, amongst other capacities, he served as Manager of the Cundill Security Fund (1992-1996), Co-Manager of the Cundill Value Fund (1998-2003) and Chief Investment Officer (1998-2003).

Tim has served on the Board of Directors of several publicly listed companies including Sun-Rype Products Ltd, Humpty Dumpty Snack Foods Inc, Rainmaker Entertainment Inc., Glacier Media Inc, We Commerce Holdings Ltd. and Bastion Square Partners Inc.

Tim speaks regularly at value investing conferences around the world including The Ben Graham Centre's Value Investing Conference in Toronto. Tim has appeared on BNN, Globe and Mail, Financial Post, Outstanding Investor Digest, Manual of Ideas and has been featured in the investment book Stock Market Superstars.

Seating will be limited. Please reserve your seat today!

To RSVP, please give us a call at 905-336-1364 or Toll Free at 866-336-1364

You may also email Esther direct: [email protected]

If you have any friends or family who would be interested in joining us, please let us know so we may reserve their seats as well.

We look forward to seeing you.
JAMES

The Pearle Hotel & Spa
3 Elizabeth St, Burlington, ON L7R 0G3

James M. DiCenzo
Fellow of the Canadian Securities Institute (FCSI®)
Portfolio Manager Chartered Investment Manager (CIM®)
Senior Investment Advisor
Telephone, Direct: 905-336-1364
Toll Free: 866-336-1364
Fax: 905-336-9836
[email protected]

Esther Smith
Licensed Assistant
Telephone: 866-336-1364
[email protected]

"An investment in knowledge always pays the best interest."
Benjamin Franklin

James M. Di Cenzo FCSI® Portfolio Manager CIM® | Senior Investment Advisor | Telephone: 905-336-1364 or Toll Free: 866-336-1364
Email: [email protected]

Burlington Main Office: 1001 Champlain Ave, Suite 201, Burlington, ON L7L 5Z4
Toronto Office: 26 Wellington St E, Suite 900, Toronto, ON M5E 1S2

Feel free to contact us. All personal consultations are completely confidential.

"If everyone is moving forward together, then success takes care of itself." Henry Ford

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Private Client Event

Aubrey Basdeo

Tim McElvaine

Seating will be limited. Please reserve your seat today!