The Telfer Executive MBA Alumni Board of Directors invites you to a special presentation: Market Outlook 2021 with special guests from Fidelity Investments and the Charron Gagnon Group.

The global pandemic and the resulting social distancing policies have profoundly impacted the global economy. To avoid the worst-case scenarios, governments and their central banks have ventured into the world of Modern Monetary Theory (MMT). Asset markets including stocks, bonds and real estate are already feeling the effects of this coordination between fiscal and monetary stimulus.

But what are the longer-term implications of MMT? Should we worry about inflation? Could this monetary tool be used to finance the fight against climate change?

Join us to learn more about the world of global finance and investing. In this session we will explore:

• Implications of Modern Monetary Theory.
• Long-term outlook on interest rates and valuations.
• Asset inflation and the importance of diversification.
• Considerations of a Biden/Harris presidency.
• Understanding the transformational nature of secular decarbonization.

* A question-and-answer period will follow the presentation.

** A copy of the presentation will be shared with all participants.

*** This event is open to Telfer Executive MBA Alumni and Candidates Only

ABOUT OUR SPEAKERS:

Ghislain Maillet, District Vice-President, Quebec Fidelity Investments

Ghislain Maillet is District Vice-President for Fidelity Investments, one of the world’s largest investment companies and a leading provider of financial services in Canada. In this role, Mr. Maillet oversees a team of sales professionals, providing investment brokers in Quebec with support, timely information on Fidelity’s financial solutions, market opportunities, investment and business-building strategies.

Mr. Maillet joined Fidelity Investments in 1999, bringing a solid experience as part of the managing sales team and his previous employer Renault (France). He joined the Montreal office in October 2001 as business building team leader. In October 2002, he was appointed District Vice-President.

Mr. Maillet received a Bachelors degree in Business Administration from the University of Moncton (NB) and a Masters Degree in Economics from the École Supérieure de Commerce d’Amiens (France).

Marc-Antoine Gagnon, Investment Advisor, Charron Gagnon Group

Marc-Antoine Gagnon is an Investment Advisor with the Charron Gagnon Group, a team of financial professionals working with Desjardins Securities. Along with his partners Luc Charron & Alexandre Charron, the team oversees 300M$ in assets for high net worth families in the Ottawa/Gatineau region.

The Charron Gagnon Group is recognized for its personalized wealth management approach. Always up on the latest market trends, their clients count on them to ensure optimal portfolio management with the ultimate goal of living a comfortable retirement. Alexandre Charron completed his MBA thesis on the impact of ESG investments on the profitability of an investment portfolio, making him ideally suited to answer questions on the subject of socially responsible investing.

Lifelong resident of Ottawa, Marc-Antoine obtained his bachelor of commerce from Telfer School of Management. He also completed his Chartered Investment Manager (CIM®) designation in 2015.

Telfer Executive MBA Alumni Board of Directors

https://telfer.uottawa.ca/en/emba/alumni/alumni-association-and-networking/