Institutional Investing
 

TDAM Talks Institutional Podcast

Welcome to the TDAM Talks Institutional Podcast with your host, Mark Cestnik, Managing Director, TD Asset Management

TD Asset Management (TDAM) brings new thinking to your most important challenges.

The TDAM Talks Institutional podcast series explores the most current and relevant investment topics, providing institutional investors with new insights and innovative ideas from our leading investment professionals.

Hosted by Mark Cestnik, Managing Director and Head of Institutional Distribution, the TDAM Talks Institutional Podcast will air monthly with a rotating roster of guests including TDAM's most experienced Portfolio Managers.

 

Date Posted

Podcast

March 2020


5th Edition: Global Real Estate: A TDAM Advantage

 

 

TDAM Talks Institutional with Mark Cestnik

  (click image to play podcast)


We invite you to listen to the TDAM Talks Institutional Podcast as our host Mark Cestnik sits down with Colin Lynch, Vice President & Director, Global Real Estate Investments at TDAM

  • Why clients should invest in global real estate? (1:00)
  • How should institutional investors consider investing in global real estate (5:30)
  • What does machine learning bring to the table? (9:40)
  • What are some of the core principals driving the construction of the Global Real Estate portfolio? (8:00)
  • Describe the research process that the global real estate team has built (14:00)


 


February  2020


4th Edition: Machine Learning - How to Build Progressive Portfolios

 

 

TDAM Talks Institutional with Mark Cestnik

  (click image to play podcast)


We invite you to listen to the TDAM Talks Institutional Podcast as our host Mark Cestnik sits down with Yuriy Bodjov, Vice President & Director at TDAM and architect of TD Asset Management's low volatility strategies.

  • What is Machine Learning? (1:00)
  • How is the asset management industry using machine learning today (2:45)
  • What does machine learning bring to the table? (9:40)
  • How do machine learning forecasts compare to those made by the risk models in terms of accuracy? (17:30) 


 


January  2020


3rd Edition: Sustainable Investing 

 

 

TDAM Talks Institutional with Mark Cestnik

  (click image to play podcast)


Mark Cestnik, Managing Director and Head of Institutional Asset Management, TD Asset Management and Damian Fernandes, Vice President and Director, portfolio manager Fundamental Equity Team: 

  • Define what ESG (Environmental, Social, Governance) stands for and how it fits within the investing framework  (1:45)
  • What are the challenges of implementing ESG screening? (7:15)
  • How ESG is integrated into the investing framework? (10:00)
  • Is there a price to pay to invest responsibly? (12:20) 


 


December  2019

2nd Edition: Infrastructure Investing for Institutional Investors 

 

TDAM Talks Institutional with Mark Cestnik

  (click image to play podcast)


Mark Cestnik, Managing Director and Head of Institutional Asset Management, TD Asset Management and Louis Belanger, Vice President and Director, Fixed Income and Lead Portfolio Manager for Private Debt funds, discuss: 

  • Why institutional investors should consider investing in Infrastructure (1:15)
  • How are opportunities sourced and what does the due diligence process look like? (2:45)
  • HornSea Windfarm: an example of an Infrastructure Opportunity (5:35)
  • What is the outcome that investors should be seeking when investing in Infrastructure? (10:00) 


 

 

November  2019

1st Edition: The evolution of the Corporate Bond Market – Implications and Opportunities | Featuring: Robert Pemberton, Managing Director and Head of Fixed Income at TD Asset Management  


 

TDAM Talks Institutional with Mark Cestnik

  (click image to play podcast)


In this inaugural edition, Mark Cestnik sits down with Robert Pemberton to explore how the corporate bond market has changed over the past decade, as well as the potential inherent risk and opportunities that institutional investors face today. 

 


Discussion Points:

  • The main sources of compensation for risk in the corporate bond space (1:08)
  • The influences shaping the Canadian corporate bond market (2:55)
  • TDAM views on the impact of geopolitical risk on BBB credit fundamentals, as well as how we evaluate and manage against downgrade risks (7:00)
  • Some of the opportunities emerging in the corporate bond market (11:15)
  • What should institutional investors consider focusing on going forward (13:15)   

 

April 2020

6th Edition: Opportunities in Real Estate

 

Coming soon

 

 


 

 

 

 

    July 12, 2020