Compass Road Show 2017 ​

Calmar AB

Jan 17, 2017

Get ready for the Compass Roadshow 2017

Twitter handle: #compass2017

We are excited to use Whova as our event management solution.

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James Chisholm

Vice-President, ATB

Bio: Before joining ATBIS in 2014, James was vice president and portfolio manager for Fiduciary Trust (Franklin Templeton), where he was the service lead for 110 high-net-worth client relationships. Prior to this, he was with Norrep Investments as vice president of business development. James is currently the vice president of the CFA Society Calgary Board of Directors. He served as a coach, facilitator and evaluator for over 200 candidates in CMA Alberta's Strategic Leadership Program until the recent CPA merger. In his role with ATBIS, James develops and implements strategies that build on our history and take our high-net-worth investment counseling and institutional portfolio management services to new heights.

Chandra Crawford

Speaker, TBD

Chris Turchansky

President, ATB Investor Services

Cory Boddy

Moderator, ATB Investor Services

Darren Dansereau

Vice President & Portfolio Manager, QV Investors Inc.

David Ragan

Director, Portfolio Manager, Mawer Investment Management

Gene Hochachka

Chief Investment Officer, ATB Investor Services

Laura Brown

Olympian, Canfunds

Sherri Wright-Schwietz

Head of Talent and Mastery, ATB Investor Services

Ursula Holmsten

VP, Finance & Chief Financial Officer, ATB Investor Services & the Compass Portfolios

Travis Higgins

Associate Investment Counselor, ATB Investment Management Inc.

Attendees please download Whova event app, to access the information of all 11 speakers.

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We are excited to use Whova as our event platform. Attendees please download Whova event app, to access the documents and handouts shared by the organizers.