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“You do things when the opportunities come along. I’ve had periods in my life when I’ve had a bundle of ideas come along, and I’ve had long dry spells. If I get an idea next week, I’ll do something. If not, I won’t do a damn thing.”

Warren Buffet


Phocion is a strong proponent of sharing topical ideas with the investment community. Within this spirit, the firm hosts webcasts as a means of sharing ideas about performance and operating best practices.

March 14, 2018

How An Independent Investment Review Can Assist High Net Worth Investors

Does your invested wealth have proper safekeeping? What are the total fees that your investment professional charges, including those naughty hidden ones? Has your investment professional been able to beat the related benchmarks? If not, does it make sense to ask him or her some questions? Would you be advantaged to no longer pay high-fees


November 28, 2017

Overview Of The Recent GIPS® Guidance Statement On Benchmarks

During this webinar Phocion will be providing independent review and commentary of the GIPS® Guidance Statement on Benchmarks exposure draft. Published recently on October 31, 2017, public commentary will be gathered through January 29, 2018. The exposure draft is an attempt to optimally consolidate and organize all benchmark-related information to one reliable source within the GIPS


October 11, 2017

How A Risk Assessment Can Prevent Reputation Risk While Optimizing Compliance Cost Structure

The compliance Risk Assessment outlines company risk exposures, the compliance program framework, an overview of the culture of compliance, and also demonstrates the residual risk exposure remaining to the firm assuming effective execution of the compliance program. No compliance program can 100% eliminate all risk exposures. This Risk Assessment is intended to be a tool


September 6, 2017

Launch of Phocion’s Global Performance Committee

Inaugural Webinar Presentation announcing the launch of Phocion Investment Services’ Global Performance Committee MONTREAL (CANADA) – Please join us for the Inaugural Webinar Presentation announcing the launch of Phocion Investment Services’ Global Performance Committee on Wednesday, September 6, 2017 at 12:00 PM EDT. Brought to you by GoToWebinar® Webinars Made Easy®


June 28, 2017

Complying with Canadian Anti-Money Laundering & Anti-Terrorist Financing Standards

Over the past decades crime has increased at a staggering pace on a global basis. Today’s criminals are sophisticated and highly motivated to cleanse their money from being traced back to the illegal activities where it was generated. It is incumbent upon all investment managers and their related service providers to fulfill their important role