Advisors, we invite you to register for our upcoming Digital Roadshow: Navigating Through the Age of Instability, featuring five unique webinars focused on investment opportunities available across asset classes, regions and segments.
Guardian Capital LP is home to seasoned investment teams well-versed in global equities and fixed income investing. Our portfolio managers will provide you with their comprehensive views on today’s global markets and the pathways they look at to optimize that exposure amidst increasing geopolitical uncertainty and instability.
From the comfort of your home, office, or anywhere you have online access, you can tap into our global expertise through the broad range of investment products and portfolio management teams at Guardian Capital LP.
THIS INVITATION IS INTENDED FOR REGISTERED DEALERS AND THEIR ADVISORS ONLY, AND MAY NOT BE FORWARDED OR REDISTRIBUTED.
| Session 1: OPTIMIZING BETWEEN YIELD AND GROWTH Tuesday, March 24 at 11:00 a.m. ET |
 Srikanth Iyer, MBA Managing Director, Head of i³ Investments™ Guardian Capital LP |
Investors who rely on their investment portfolios for income often face a conundrum: do they chase returns from the equity markets or transition to more income-focused strategies, which may deliver a steady stream of income at the expense of long term growth? What if there was an ideal middle-ground?
Join us as Sri Iyer discusses the Guardian i³ Global Dividend Growth Fund, which blends AI‑driven security analysis with human oversight to build a portfolio that aims to achieve attractive dividend income coupled with long-term growth of capital. |
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| Session 2: RESURGENT INTERNATIONAL EQUITIES Wednesday, March 25 at 11:00 a.m. ET |
 Andrew Cox, CFA Senior Portfolio Manager Guardian Capital LP |
International equities are in the midst of a strong resurgence as investors continue to look to diversify exposure away from the U.S. What are the undercurrents driving the outperformance, and are they sustainable?
Andrew Cox will discuss why he’s optimistic on stocks outside of North America and will delve into some of his high conviction picks within the Guardian International Equity Select Fund. |
| Session 3: FROM VIBES TO FUNDAMENTALS: MACRO OUTLOOK AND ASSET ALLOCATION Wednesday, March 25 at 2:00 p.m. ET |
 David Onyett-Jeffries, CFA, MBA VP Economics & Multi Asset Solutions Guardian Capital LP |
Join David Onyett-Jeffries for an overview of the current macroeconomic backdrop, how investor preferences are changing and how he’s positioning our Multi-Asset Solutions to capitalize. |
| Session 4: RISING TO THE OCCASION WITH CANADIAN EQUITIES Tuesday, March 31 at 11:00 a.m. ET |
 Sam Baldwin, CFA Senior Portfolio Manager, Canadian Equities Guardian Capital LP |
Canada is receiving lots of attention on the world stage. Are investors giving the same attention to Canadian Equities in their portfolios?
Sam Baldwin joins us to review the past year in Canadian Equities, share his outlook for the future and explain why he believes Canada offers a diverse set of attractive investment opportunities relative to Global Markets. He will walk through how he analyzes and values companies to find “coiled springs” with asymmetrical return potential for the award-winning* Guardian Canadian Focused Equity Fund. |
| Session 5: LOW AND TIGHT: WHERE TO TURN IN FIXED INCOME Tuesday, March 31 at 2:00 p.m. ET |
 Aubrey Basdeo, MBA Head of Canadian Fixed Income, Guardian Capital LP |
With low interest rates and tight credit spreads, what should fixed income investors expect in 2026? Are there opportunities for capital gains, or is this the year of coupon clipping?
Aubrey Basdeo will delve into a broad array of indicators he’s following to paint a picture of the current landscape for bond investors, homing in on areas of opportunity and potential risks ahead. |
* The Guardian Canadian Focused Equity Fund is the recipient of the 2025 Canada LSEG Lipper Fund Award for Best Canadian Equity Fund over 3 and 5 years, and also the FundGrade A+ Award for 2025 and 2024. Click here for details, including performance.
For further information, please reach out to your dedicated Sales representative, or contact us via insights@guardiancapital.com.
Important note: In order to qualify for CE Credits, attendees must watch at least 45 minutes of each session.
Guardian Capital LP will only apply for CE Credits for IIROC and MFDA, the latter through FP Canada.
For Advisor Use Only. This communication is confidential and for the exclusive use of registered dealers and their representatives.
DISCLAIMER: This webinar series is exclusively for dealing representatives of a Dealer firm and is not intended for and may not be forwarded or redistributed to any of their clients or investors. This webinar series is being organized by Guardian Capital LP as the Manager of the Guardian Capital mutual funds and ETFs in accordance with NI81-105. The agenda has been arranged to meet primary purpose. There are no costs associated with this event. Registration is offered on a first-come, first-served basis and may be subject to your Dealer firm’s approval.
