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Event Details

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Event Sessions:

Cameron-Chamberlain-893x444-2275200

Cameron Chamberlain

Director, Portfolio Solutions

Cameron Chamberlain is Director, Portfolio Solutions, at Fidelity Canada. In this role, he leads the Fidelity Portfolio Solutions team consisting of subject-matter experts on portfolio construction. Fidelity Portfolio Solutions collaborates with financial advisors to help them analyze investment portfolios and create customized open-architecture model portfolios. The team conducts investment due diligence, helps track and monitor model portfolios and underlying strategies and reviews models regularly with clients as part of its portfolio construction process.

Prior to his current role, Cameron was a portfolio strategist at Fidelity Canada for four years. In this capacity he was a subject-matter expert on portfolio construction and provided lead support for Fidelity Portfolio Intelligence, a portfolio analytics tool with an emphasis on investment risk. Cameron joined Fidelity in 2017 as an investment analyst in the Product Research group. In this role he was responsible for product strategy, management and advocacy of Fidelity’s Canadian equity and fixed income funds.

Cameron earned a BComin economics and finance from the University of Guelph. He is also a Chartered Financial Analyst (CFA) charterholder.

David Tulk 3

David Tulk

Portfolio Manager

David Tulk is a Portfolio Manager in the Global Asset Allocation (GAA) group at Fidelity Investments. Prior to joining Fidelity in November 2016, David was Head of Global Macro Strategy at TD Securities. Previously, David worked in the Investment Strategy and Economics division of the Ontario Teachers’ Pension Plan and he started his career as an Economist focused on the US economy in the International Department of the Bank of Canada. David holds a Master’s degree in Economics from Queen’s University and a Hon.B.Sc in Economics (Quantitative Methods) from the University of Toronto. David is a Chartered Financial Analyst (CFA) charterholder.

FEATURED SPEAKERS

 

Cameron Chamberlain
Director, Portfolio Solutions

Cameron Chamberlain is Director, Portfolio Solutions, at Fidelity Canada. In this role, he leads the Fidelity Portfolio Solutions team consisting of subject-matter experts on portfolio construction. Fidelity Portfolio Solutions collaborates with financial advisors to help them analyze investment portfolios and create customized open-architecture model portfolios. The team conducts investment due diligence, helps track and monitor model portfolios and underlying strategies and reviews models regularly with clients as part of its portfolio construction process.

Prior to his current role, Cameron was a portfolio strategist at Fidelity Canada for four years. In this capacity he was a subject-matter expert on portfolio construction and provided lead support for Fidelity Portfolio Intelligence, a portfolio analytics tool with an emphasis on investment risk. Cameron joined Fidelity in 2017 as an investment analyst in the Product Research group. In this role he was responsible for product strategy, management and advocacy of Fidelity’s Canadian equity and fixed income funds.

Cameron earned a BComin economics and finance from the University of Guelph. He is also a Chartered Financial Analyst (CFA) charterholder.

 

David Tulk
Portfolio Manager

David Tulk is a Portfolio Manager in the Global Asset Allocation (GAA) group at Fidelity Investments. Prior to joining Fidelity in November 2016, David was Head of Global Macro Strategy at TD Securities. Previously, David worked in the Investment Strategy and Economics division of the Ontario Teachers’ Pension Plan and he started his career as an Economist focused on the US economy in the International Department of the Bank of Canada. David holds a Master’s degree in Economics from Queen’s University and a Hon.B.Sc in Economics (Quantitative Methods) from the University of Toronto. David is a Chartered Financial Analyst (CFA) charterholder.

WHO SHOULD ATTEND

Financial planners, advisors, insurance professionals, and anyone interested in elevating their ability to deliver integrated, client-focused solutions.

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