Our webinars are for our clients and subscribers only. For sales subscription inquiries, please contact Chris Davidge.
February 1, 2021
Telus International : Agents of Change
With Desmond Lau
Desmond’s pre-IPO webinar covered:
• Can TI’s strong culture be considered a moat?
• How does a compensation scorecard similar to Telus’ lead to high employee engagement and low attrition?
• What logical adjustment to FCF does TI need to make that would reduce this metric?
• Is a “material weakness” in internal controls cause for concern?
• Should investors be concerned about TI’s net debt?
January 31, 2021
Manulife Financial : Mispriced and Misunderstood
With Nigel D'Souza
Click here to view the presentation slide deck
Nigel discusses MFC’s strong capital position, limited COVID impact on its insurance business and a return of core investment gains. MFC’s invested assets are also well-diversified with high-quality holdings.
January 28, 2021
2021: Investment Themes and Ideas Webinar
With Anthony Scilipoti and Darryl McCoubrey
Anthony and Darryl provided an overview of some of the macro indicators that we’re watching closely as well as the firm's TOP PICKS.
2020
December 16, 2020
Canadian Banks Webinar: Looking ahead to 2021
With Nigel D'Souza
A review of 2020 for the banks and what to look for in 2021, including what we see coming for loan growth, credit losses and capital markets, as well which banks we think will have the highest earnings volatility and earnings growth.
December 11, 2020
Airbnb's IPO Webinar: Know Before You Travel
With Howard Leung & Jeffrey Craig
Howard and Jeff dove into the S-1. They discussed:
• A new way to think about Airbnb’s edge when comparing it with online travel competitors.
• Accounting policies to watch out for, including peer comparisons.
• Management compensation