SABEW Canada and Fidelity Canada: Behind the Numbers

SABEW Canada and Fidelity Canada: Behind the Numbers
Fidelity offices
483 Bay Street, North Tower, Suite 300, Toronto, Ontario See Map
Mon,Sun, -
from 8:30am - 12pm
All Ages

SABEW Canada and Fidelity Investments are teaming up to help business journalists uncover more insights into the companies they cover. At this half-day event, we'll talk to Fidelity's portfolio managers and analysts about how they dig into the companies they're interested in learning more about. We'll then be able to take those tips and tools back into our own newsrooms and into our own work. Spaces are limited, so sign up now.

Here's a rundown on some of the things this educational event will cover.

Uncovering Opportunities
Find out how portfolio managers and equity analysts come up with stock ideas, what tools they use to vet companies, and the process they follow when buying companies.

The Art of Interviewing
Analysts, like journalists, are constantly asking questions and speaking to CEOs. This session will look at how analysts talk to management, the kinds of questions they ask, and what questions journalists aren't asking, but should be.

The Big Questions: How Companies Develop Economic Outlooks
This session will focus on how Fidelity, and other firms like it, come up with economic outlooks and determine asset allocation decisions. Journalists can then use that information in their own reporting – what questions should they be asking eocnomists? How can they take a view on what's happening in the world?

Investigative Research
Portfolio managers regularly travel to countries in frontier and emerging markets to meet with companies in jurisdications that don't have the same regulations as in Canada. That means managers have to do some serious investigative work to find out if the businesses they're interested are on the up-and-up. Lean about the tools and processes they use to better understand foreign companies and their markets.

Decoding Tech
Learn from the always outspoken Mark Schmehl about how he decodes the tech hype to find great companies. Find out how he values tech firms, what makes a tech company a potential success, and which businesses he's interested in right now.

For more information or if you have any questions, contact SABEW Canada at

This event was tagged in:
Canada Day Free Weekend
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