Monday Minute

FEATURED TOPIC

Breaking Down (And Building Back Up) Your Fixed Income Allocation

AIR DATE

November 22, 2024 | 12:00 PM, EST

If you have any questions regarding access, email us.

DISCUSSION HIGHLIGHTS

In this Monday Minute, Breaking Down (And Building Back Up) Your Fixed Income Allocation Aaron Young and Andrew Michalak will discuss how traditional views on fixed income often overlook the diverse risks inherent in bond investments. By dissecting fixed income allocations into various factors encompassing interest rates and credit, asset owners can better understand and optimize their portfolio exposures.

Aaron Young

Aaron Young
Client Portfolio Manager
CIBC Asset Management

About Aaron
Andrew

Andrew Michalak
Director, Funding, Liquidity and Trading, Total Portfolio Management
OPTrust

About Andrew
FEATURED TOPIC
The Future of Energy in a Net Zero World
AIR DATE
October 24, 2022 | 12:00 PM, EDT
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If you have any questions regarding access, email us.
DISCUSSION HIGHLIGHTS
While the global energy transition has given rise to new technologies and sectors focused on carbon reduction, it has also created a good deal of uncertainty for investors, particularly in countries like Canada where the energy industry plays a significant economic role. In this Monday Minute, we will look at the role policy can have in supporting the sectors and technologies that will help the world achieve Net Zero. We also dig into the data and how investors can identify real gamechangers — and avoid greenwashing.
DOWNLOADABLE RESOURCES
Listed Infrastructure Offers Breadth and Liquidity
Deirdre Cooper
Deirdre Cooper
Head of Sustainable Equity
Ninety One
About Deirdre
Monday Minute Chats are available to senior decision-makers within Canadian pension funds who are currently subscribed to the CLC Newsletter.
Access to the Monday Minute provides you the link to view at your leisure or share with your team.
FEATURED SPEAKERS
Aaron Young

AARON YOUNG
Client Portfolio Manager | CIBC Asset Management

A member of CIBC Asset Management’s Fixed Income team, Aaron is responsible for the expert design and management of solutions for fixed income investors.

He has been in the investment industry for 13 years. Prior to rejoining CIBC in 2023, Aaron was a Portfolio Manager at RPIA on the portfolio management and research team. He began his career at CIBC Asset Management in 2010 in institutional client servicing, and as an Associate Client Portfolio Manager with the Fixed Income team.

Aaron has published numerous research papers on fixed income, credit, and ESG investing, and has been a featured speaker at many Canadian and global investment forums.

He holds a Bachelor of Arts degree from the University of Toronto. Aaron is also a CFA charterholder and a member of the CFA Society of Toronto.

Andrew

ANDREW MICHALAK
Director, Funding, Liquidity and Trading, Total Portfolio Management  |  OPTrust

Andrew Michalak is Director of the Funding, Liquidity and Trading desk at OPTrust in the Total Portfolio Management Group. He is responsible for active portfolio management of the fixed income portfolios, cross asset tactical trading strategies and execution across all asset classes in the public markets.

Prior to joining OPTrust in April 2017, Andrew spent 13 years at Deutsche Bank and Bank of America in Toronto where he worked in the capital markets division trading interest rate derivatives and fixed income bonds.

Andrew has a Bachelor of Mathematics from the University of Waterloo and a Master in Mathematical Finance from the University of Toronto.

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