Thank you for joining us for the Bristol Gate APIC DougE at the Broadmoor!

Bristol Gate APIC DougE Agenda

We will be sure to email these materials following the presentation but if you would like to follow along, each section’s slides are below:

Introduction

Patrick Hamm, Chief Operating Officer & Mike Capombassis, President & Chair of Investment Committee

Bristol Gate’s Investment Process

Izet Elmazi, Chief Investment Officer, Poorya Ferdowsi, Chief Data Scientist, & Mike Capombassis, President & Chair of Investment Committee

Continuous Learning: Using Data Science to enhance investor outcomes

Patrick Hamm, Chief Operating Officer & Poorya Ferdowsi, Chief Data Scientist

Understanding Wealth Demographics

David Finley, President and Chief Strategist, Wealth Brand Partners

Artificial Intelligence: Potentials & Pitfalls

Poorya Ferdowsi, Chief Data Scientist, & Aman Dhaliwal, Analyst

Fitting High Dividend Growth in Equity Portfolios

Clayton Kelly, Portfolio Specialist, & Jamie Houston, Head of Relationship Management

Appendix & Disclaimers

Other Resources:

Bristol Gate Owners Manual

Bristol Gate US Equity Strategy Fact Sheet

Bristol Gate Q2 Pitch Deck (Client Approved)

VIDEOS

APARTMENT VIDEO (CLICK HERE TO VIEW) – Why a portfolio of Dividend Growers is a lot like owning an apartment building

Firm Intro (CLICK HERE TO VIEW) – Get to know Bristol Gate Capital Partners

Bristol Gate Relationship Management Team
Chris Morris, 267-796-1336 / chris.morris@bristolgate.com  
Jamie Houston, 416-921-7076 x 285 / jamie.houston@bristolgate.com  
Owen Burry, 416-921-7076 x 243 / owen.burry@bristolgate.com  
Elizabeth O’Sullivan, 416-921-7076 x 200 / elizabeth.osullivan@bristolgate.com
Jamie Baker, 416-921-7076 / jamie.baker@bristolgate.com