• Canadian Deposits and Wealth Management in the Time of COVID-19 (July 21, 2020)

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    Description: This session explores how the pandemic crisis has influenced investor and advisor preferences for different investment products, how money has been allocated and reallocated across risk profiles and what deposit-takers and wealth managers could expect in the near future and in the longer term.

    Presenter Bio:
    Carlos Cardone
    As the Senior Managing Director at Investor Economics, an ISS MI Business, a premier Toronto consulting firm specializing in the financial services industry, Carlos Cardone leads a team of 14 professionals heavily immersed in the research of investment funds globally, deposit products and Canada’s wealth market. He is one of the key contributors to the Household Balance Sheet Report, a research service that tracks (and forecasts) the financial holdings of Canadian households.
    With his team, Mr. Cardone is responsible for the Insight Report, which focuses on investment funds; SIMFUND Canada, a web-based decision-making tool for mutual fund companies; the ETF and Index Fund Report and the Deposit and Fixed Income Advisory Service among other research services. Mr. Cardone also leads Investor Economic’s global research service, which tracks developments in the investment funds industry, distribution and regulation in Europe and Asia.
    Mr. Cardone joined Investor Economics in 2004. Trained as a market analyst, he has several years’ experience in the automotive industry in South America. He graduated from the Social Sciences School, University of Buenos Aires, in Argentina. He is a native Spanish speaker, and as you might anticipate, a soccer fan.