Jacoline Loewen: Exempt Market Dealers Association offers 1.5 CE credits Course

May 12, 2011

Exempt Market Dealers Association offers 1.5 CE credits Course

Private Equity: Opportunities in Canada and Beyond

Presented by CFA Society Supported by Exempt Market Dealers Association EMDA

The Canadian Private Equity industry is more vibrant than ever, and is increasingly seeing greater deal volumes and variety. Speakers at this session will provide insights stemming from their active involvement with private equity deals that range from small to super-large, and related to investing across Canada and globally.

Date:	Tuesday May 17, 2011
Time:	11:30 AM - 2:00 PM
Location:	The National Club Main Dining Room 303 Bay Street Toronto

CE Credits:	Eligible for 1.5 CE credits

David Austin, CFA (Northleaf Capital Partners), Jacoline Loewen (Loewen & Partners ), Kamal Pastakia (OMERS Private Equity), and Gerhard Pries (Sarona Asset Management ) will share their knowledge and experiences in the sector, highlight opportunities/constraints and discuss future prospects for Canadian private equity investment in Canada and internationally.

Who Should Attend

Professionals involved or interested in the private equity and alternative investment space. Private equity practitioners, portfolio managers, analysts, private client investment professionals, wealth managers, investment advisers, consultants, family office professionals, and private bankers.

Registration Details

Register here or email eventregistration@torontocfa.ca to receive the CFA Society member rate of $65 ($85 registration fee for non-members)

Learn More (This is an embedded link to the CFA Society event page)

No comments:

WEALTH

The question every wealthy person asks themself is "What does wealth mean to me?" The full and rich answer can take years to come to full light. In the meantime, money needs to be managed.in order to focus on wealth preservation and risk mangement.

In particular, we understand the entrepreneur and busines owner who has gone through transition and is now managing their sudden wealth. We assist them gain insight into their values and goals. From this foundation, we look to achieve a diversified portfolio with room to please their risk appetite, but also ensuring wealth for their family.

We build and execute your wealth strategy:

- Establish meaningful objectives
- Design up tailored portfolio strategies
- Select measurements to assess performance
- Culture of an open-mind

Our advice and process will intrigue you and help you:

-Work toward reaching your self-defined life goals
-Measure your progress to make better decisions
-Create a system that revolves around you, your family, your community

Twitter @JacolineLoewen

On LinkedIn

Facebook by name.

Invited as expert on BNN The Pitch, CBC, Dragons' Den and published by National Post, Globe & Mail, Leadership, Business Entrepreneurs, The Journal, Women's Post, as well as author of three books.

Money Magnet by J. Loewen - Book Review

The feedback we have had about using the steps in Money Magnet is that business owners are surprised by how simple it is to understand, how much more money they can invest and earn and how shockingly few of their lawyers and accountants were aware of the benefits.

- Get factual case studies about the power of succession planning with strong life style goals. Do you want to retire rich - then understand the ROI of your business compared to the ROI of an investment portfolio.

- Know why selling your business is not the first option.

- Learn the Four Brutal Questions every Business Owner needs to know to attract investors.

- Find out how to know how much you need to fit your business, your lifestyle and your goals for wealth.

Other books by J B Loewen:
The Power of Strategy
Business e-Volution

See Jacoline Loewen on BNN TV Show The Pitch

Amazon.ca Widgets

SERVICES

For 150 years, people have been trusting UBS to manage their wealth. We provide investment advice based on critical thinking and thoughtful research once we fully understand what you want to accomplish. Together, we create an all-encompassing strategy for your investments, estate and tax planning, risk management, and borrowing.
Our Focus: We build custom investment portfolios and wealth management strategies that draw upon UBS's global knowledge.
Our Clients: We work with individuals, families, and organizations with investable assets greater than $2,000,000
Our Services: At a minimum, you can expect quarterly performance reviews, ongoing investment management, and comprehensive Estate and Tax Planning services
Our Fees: Our typical all-inclusive tax deductible annual fee ranges between 1% - 1.5% of the money you invest depending on complexity
Our Process: We apply a prudent approach.

Rick Spence, National Post, review

"A lot of business people still have trouble with the concept of strategic planning. They wonder who should do it, and what it's for. I just encountered a great explanation of strategy. It comes from a book, The Power of Strategy by Jacoline Loewen.

"I think that strategy is very similar to the search for the Holy Grail. Renowned knights traveled great distances and overcame severe hardship in the struggle to find this sacred relic, the chalice used by Jesus at the Last Supper. Finally, Sir Galahad was the one who discovered that the Holy Grail is, in fact, within us. There is no right or wrong answer -- it is the journey that provides the learning, not the Holy Grail itself.

In strategy, it is the process of people going through the questioning and thinking that ingrains the strategy into their everyday actions, not the plan itself."

You can read a much longer excerpt from Loewen's book at

post by Rick Spence, Canadian Entrepreneur

Wealth Management

May 12, 2011

Exempt Market Dealers Association offers 1.5 CE credits Course

No comments: