Relationships with the street are critical to the IRO’s success. During this informal discussion with the sell- and buy-side, as well as your peers, you will hear how best to build these relationships, what insights you can expect to garner from these stakeholders and what they expect of you. This event is intended for IROs who are earlier in their career. This event is eligible for 2 CEUs.
Date: August 11, 2021
Time: 11:30 AM - 12:30 PM ET
Cost: $12, CIRI members only
Speakers
Jeannine LiChong, Executive Vice President, Portfolio Manager, Waratah Capital Advisors
Jeannine joined Waratah Capital Advisors in 2018 after a successful 22-year career at a Canadian money manager. Jeannine is a Portfolio Manager for the Waratah Income Fund and is on the Summerhill Resorts Ltd. Investment Committee. She is also a member of the firm’s Executive Committee.
In her previous role, she was an Executive Vice President and Portfolio Manager in Canadian Equities, responsible for managing $2.6 billion, and a member of both its Management and Asset Mix Committees. Early in her career, she was in the management training program at Canadian Pacific, and also worked at Deloitte. She is currently a trustee of the Toronto Symphony Foundation and is a past board member of the Royal Conservatory of Music. Jeannine received an Honours Bachelor of Arts and a Master of Accounting degree from the University of Waterloo, and also holds CPA, CA, and CFA designations.
Aaron MacNeil, Research Analyst, TD Securities
Aaron leads TD's equity research coverage of the Renewable Natural Gas and Oil & Gas Services space covering a number of small and mid-cap services companies in Canada. In 2019, he received Refinitiv's Starmine Analyst award for the top earnings estimator in the Canadian Oilfield Services space, and ranked second overall across all Canadian subsectors, in this same category Aaron joined TD in 2017 and was previously an Equity Research Analyst at AltaCorp Capital. Prior to that Aaron held various roles in operations, equity research and accounting at CanElson Drilling, Peters & Co., and KPMG. Aaron is a Chartered Professional Accountant and holds a Bachelor of Commerce from the University of Calgary.