Investment Insights
April 03 2023

Meet this Year's Speakers: 2023 Sharing of Knowledge Learning Series

10 min read

TD Global Investment Solutions is pleased to be visiting 9 cities across Canada for our 20th annual Sharing of Knowledge Learning Series (SOKLS). This year's SOKLS theme, Reinventing Globalization: Navigating the New Investment Regime, is centered around how globalization has changed its course and the investment implications of the new regime. Globalization’s golden age began in the 1980s and since then, it has manifested in different ways. How can investors manage these historic changes and prepare for the unknown?

Join us and learn from TD Asset Management Inc. (TDAM) and Epoch Investment Partners Inc. (TD Epoch) institutional investment leaders as they discuss how globalization over the next 20 years will look very different from what we're used to and the importance of portfolio construction in an ever-changing environment.

We look forward to seeing you at one of the following cities:


       April 18 – Vancouver

       May 3 – Québec

       April 19 – Calgary

       May 4 – Montreal

       April 20 – Regina

       May 9 – Winnipeg

       April 26 – Edmonton

       May 11 - Toronto

       April 27 – Saskatoon



Note: In Québec and Montreal, headsets will be available for simultaneous French interpretation of the event.


Featured Speakers:


Kevin Hebner, PhD, Managing Director, Global Portfolio Management, TD Epoch

Kevin is a global investment strategist at TD Epoch. He held previous roles in global investment strategy at several firms, including FX strategy. Kevin spent time in Japan where he worked at a bank and was also a visiting professor at Kyoto University.

William W. Priest, CFA, Executive Chairman, Co-Chief Investment Officer and Portfolio Manager, TD Epoch

Bill is the Executive Chairman and Co-Chief Investment Officer of TD Epoch where he is a portfolio manager for global equity investment strategies and leads the Investment Policy Group, a forum for analyzing broader secular and cyclical trends that TD Epoch believes will influence investment opportunities.

Jafer Naqvi, CFA, Vice President & Director, Lead of Institutional Asset Allocation Team, TDAM

Jafer leads the Institutional Asset Allocation Team and is a Portfolio Manager for several funds. He is accountable for designing strategic asset mix, fund selection and tactical asset allocation within active balanced funds and custom fund-of-fund solutions for institutional investors.

Nicole Lomax, CFA, Vice President, TD Asset Management Inc.

Nicole is a Portfolio Manager on the Institutional Asset Allocation Team, and is accountable for designing strategic asset mix, fund selection and tactical asset allocation within active balanced funds and custom fund-of-fund solutions for institutional investors.


Special Guest Speakers – Toronto Only:


Bruce Cooper, Chief Executive Officer of TD Asset Management Inc., Senior Vice President of TD Bank Group

Bruce is responsible for all the company's business, including investment management, mutual funds, operations, risk management and distribution. He has managed Canadian, U.S., and global equities across a variety of mandates in Toronto and the U.K.

Kim Parlee, Vice President, TD Wealth

Kim is the host of CTV and BNN Bloomberg's MoneyTalk and editor-in-chief of MoneyTalk's online magazine ( Prior to joining TD in 2012, she was a well-known broadcast journalist on BNN Bloomberg. During her time at BNN Bloomberg, Kim led the network's breaking news coverage, provided complete North American equity coverage and conducted more than 15,000 interviews with CEOs, political leaders, and economists.


Beata Caranci, Senior Vice President & Chief Economist, TD Bank Group

Beata is the Chief Economist and Senior Vice President for TD Bank Group. She leads three economic teams that deliver forecasts, presentations, and research for TD clients, regulatory requirements across Canada and the U.S., and a team that supports TD's Environmental, Social and Governance objectives. Beata serves on several committees, including the C.D Howe's Monetary Policy Council and the Economic Advisory Committee of the American Bankers Association.


Priya Misra, Head of Global Rates Strategy, TD Securities

Priya is head of Global Rates Strategy at TD Securities in New York where she is responsible for the U.S. and global interest rate markets and provides investment advice for clients. Her team includes analysts in New York, Toronto, London, and Singapore. Priya ranked in the top three for Federal Agency Debt Strategy in Institutional Investor's All-America Fixed Income Research team surveys in 2014-2021 and from 2003-2008.


For more information about the event or how to register, please contact your TDGIS Relationship Manager.


TD Global Investment Solutions represents TD Asset Management Inc. ("TDAM") and Epoch Investment Partners, Inc. ("TD Epoch"). TDAM and TD Epoch are affiliates and wholly-owned subsidiaries of The Toronto-Dominion Bank.

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