Podcast

KJ Harrison Insights –
Managing Risk & Returns

Episode 8 - Keeping a Close Eye on the Market Cycle (May 2021)

The KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting the markets, and how we navigate those issues to build and protect our clients’ wealth. This month, we look at the top themes guiding KJH’s investment decisions: the economic recovery, inflation risk and stretched equity valuations.


Your Host
Sarah Bull

Sarah Bull, CIM®

With over 25 years of experience in the financial industry, Sarah specializes in managing investment portfolios for high and ultra high net worth individuals and advising them on the complexities associated with their wealth. Sarah is dedicated to helping her clients – both individuals and families – with the transition through different stages of their lives and helping them to manage risk and secure their legacies with solid investment decisions.

Guests
Joel Clark, CEO of KJ Harrison Investors

Joel Clark, CFA

Joel has been CEO and Portfolio Manager at KJ Harrison Investors for 17 years where the business has grown from $80 million in AUM in 2001 to over $1 billion in AUM, where it stands today. Joel manages the investment portfolios, on a discretionary basis, for high net worth and ultra-high net worth individuals and families throughout Canada. Joel takes a holistic approach to managing portfolios and is intent that risk is well managed to secure his clients‘ financial goals and futures.

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