DALIS

David Darst, CFA, former Managing Director and Chief Investment Strategist for 17 years, Morgan Stanley Wealth Management:“Asset Allocation and Investment Strategy for 2015 and Beyond”

Presented by the Dalhousie Investment Society (DALIS) and the Mackay Seminar Series.

Monday, February 9th, 2015 – 5:30 pm
Room 1020, Rowe Management Building
6100 University Avenue
Dalhousie University, Halifax, NS

Reserve Your Seat Now
RSVP: ermgmt@dal.ca
Seating is limited

About David Darst

David M. Darst, CFA, served for 17 years as a Managing Director and Chief Investment Strategist of Morgan Stanley Wealth Management, with responsibility for Asset Allocation and Investment Strategy; was the founding President of the Morgan Stanley Investment Group; and was the founding Chairman of the Morgan Stanley Wealth Management Asset Allocation Committee. He joined Morgan Stanley in 1996 from Goldman Sachs, where he held Senior Management posts within the Equities Division and earlier, for six years as Resident Manager of their Private Bank in Zurich. David is the author of eleven books and is a frequent interview guest on many major business media channels including CNBC, Bloomberg, PBS and Fox.

About DALIS

The Dalhousie Investment Society (DALIS) is a 150+ member student-run society that bridges the gap between the classroom and industry, by providing members with a tangible skill set they can apply in the real world. DALIS manages a $120MM paper portfolio in the Rowe School of Business’ RBC Bloomberg Risk Lab, which allows the society to trade derivative products, a feature missing from most student-run investment funds in Canada. DALIS also distributes its monthly publication, The Schooner, to industry professionals and Dalhousie Alumni alike across North America. Click here to subscribe to The Schooner.

Jeremy Austin-Evelyn is a current Bachelor of Commerce student who is acting as Co-Captain of the Rowe Mo Bros & Sistas Movember fundraising team; a team that helped Dalhousie become the #1 per capita Movember fundraising university in Canada last year.

In addition to his Movember fundraising initiatives, Jeremy is also the President of the Dalhousie Investment Society (DALIS), a delegate for The Rowe JDC Central (JDCC) Finance Team, and is also in the midst of his post-graduate job search. With this very busy schedule, Jeremy understands the importance of time management and shares how he effectively organizes his time:

“I always try to maximize my time by getting up early, and planning my days in detail the night before to prevent myself from getting stressed or disorganized during busy days. I have a notebook that I use specifically for planning in order to manage my time. Another strategy I use is to set goals for what I want to achieve during particularly busy times. This helps me stay focused and also keeps me motivated to succeed.”

“If you have busy schedule with a lot of responsibilities, you have to be disciplined and consistent. Always try to write your objectives down and use technology to assist you in achieving those objectives.”

Jeremy is excited about this year’s Movember fundraising initiative and explains why students should be too:

“Students should get involved for a myriad of reasons. Foremost among them is to raise awareness and create conversations about men’s health, second, and probably more at the centre of students’ minds is the incredible amount of fun we have doing that. We are hosting an event every week such as the shave down in the Student Union Building on Oct. 30th and a dodgeball tournament last week. Currently the team has raised $15,982 and boasts 157 members.”

To join the Rowe Mo Bros & Sistas team, create a login at ca.movember.com and simply join the Rowe Mo Bros & Sistas to start fundraising! Donations can also be made on the team’s movember page.

Special Event: David Darst, CFA

Student Spotlight: Jeremy Austin-Evelyn

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