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February 2023 Chapter Meeting
February 9, 2023 @ 4:00 pm - 6:00 pm
$40TOPIC: Investing in the Low-Carbon Leaders of the Future
SPEAKER: Roger Mortimer, Portfolio Manager of KraneShares
SUMMARY:
Learn more about the emerging decarbonization leaders disrupting their industries and the companies enabling them:
• Can provide potential portfolio diversification, as climate-focused investments may act as a differentiated and non-correlated source
of return that are not driven by the economic cycle
• A liquid global thematic climate-aligned strategy, diversified by sector, geography, and market cap
• Active management allows for dynamic exposure in an evolving investible universe
• Tax efficiency – portfolio rebalancing does not incur tax impact from capital gains in actively managed portfolio
SPEAKER BIO:
Roger Mortimer joined KraneShares in 2022 as a Portfolio Manager. Roger is an experienced public-equity investor with over 20 years of experience investing globally in the energy, materials, industrial, and utility industries. He brings deep industry experience and specialized knowledge of clean energy technologies.
Before KraneShares, Roger was Senior Portfolio Manager/ Senior Vice-President with CI Global, where he restructured a C$10B equity mutual fund unit and was Portfolio Manager on C$6B+ in mutual fund assets. Prior to CI, Roger founded Parador Asset Management where he managed long-short capital; was an international equity portfolio manager at Capital Group Companies; and held multiple portfolio management roles with AIM Funds/ Amvescap (now Invesco) , including managing the C$1.6B AIM Canadian First Class Fund and $800 M in the AIM Opportunities I, II and III Funds. Roger’s career began in the corporate development group at Canadian Utilities. Roger has received recognition for managing top-performing strategies on numerous occasions.
Mortimer received a B.A. in Economics from the University of Western Ontario, holds an M.B.A. degree from the Ivey Business School, and earned a corporate governance certificate from Kellogg.
More Information
Ticket price includes: heavy appetizers, Starbucks coffee & decaf, hot water with Teavana teas, and Ice water & iced tea.
There is also a bar in the hotel lobby if attendees want to continue networking after the meeting.
1.0 pending CFP CEU is available for this session