Prince Edward County | Monday, August 25, 2025 

This past August 25th, we hosted a special gathering in Prince Edward County—a relaxed multi-course fine dinner on a sunny weekday, with a small group of guests and several portfolio managers we work closely with.

It wasn’t a seminar or presentation, but a chance to share perspectives, ask questions, and hear directly from the people who help shape investment strategy at some of the world’s largest firms.

The conversation continued into the afternoon with senior leaders from major asset managers—a rare opportunity to hear how they see the road ahead and what that could mean for individual portfolios.

Whether it was learning how professionals manage risk, or simply enjoying thoughtful conversation over great food, the day was designed to inspire new thinking—and it did just that.