Stuart Morrow’s industry experience
- Date
- November 17, 2020
- Time
- 6:30 PM EST - 7:30 PM EST
- Open To
- Students currently enrolled in FIN65 only. Use class zoom link
The link is the FIN65 course Zoom link already provided to the students.
Real-life learning in equity research, analysis, selection, and management through hands-on experience with a real-money portfolio. Students manage funds in the TRSM’s Student Managed Investment Fund. The investment objective is to generate a reasonable long-term return on the Fund’s assets given suitable investment risks. The Fund will invest in a broadly diversified portfolio of mid-to-large capitalization stocks that provide capital gains or income.
More details on the nature and practices of the Fund are available in the document titled “Statement of Investment Policies and Procedures of the Student Managed Investment Fund” (SIPP), appended to this course outline. Further, any terms used in this course outline which are not clearly defined in the course outline will be further defined in the SIPP.
Guest speaker
Stuart Morrow
Vice-President & Head of Investments, RBC Phillips, Hager & North Investment Counsel Inc.
Stu Morrow is Vice President, Head of Investments at RBC PH&N Investment Counsel. He chairs the RBC PH&N Investment Committee including investment platform strategy, providing guidance on portfolio construction and thought leadership, as well as the review of proprietary and sub-advised recommendations of Global Asset Management (RBC GAM) and Global Manager Research. Stu holds an Honours Bachelor of Commerce from Ryerson University and is a Chartered Financial Analyst. Actively involved in the community, he has been an Advisory Board member of Ted Rogers School of Management at Ryerson University since 2015 and is the Head Coach of his twin sons’ hockey team in Vaughan, Ontario.