Annual outlook 2026

Where Opportunity Meets Discipline

Join us for an evening of at the Calgary Petroleum Club and explore how disciplined investors are positioning for the year ahead.

Monday, November 17, 2025

5:00 PM MT

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A new market cycle demands a new level of discipline

Investors have faced market volatility in the past few years. Inflation, rates, valuations, and global uncertainty have tested their discipline.

This year’s Matco Annual Outlook, Where Opportunity Meets Discipline, brings together veteran moderator Mike Tims and the Matco Asset Management team: Trevor Galon, CFA, Anil Tahiliani, MBA, CFA , and James Cook, CFA.

At this evening event, you'll hear their views on 2026 and beyond. You'll gain insight into how disciplined investors are positioning across tech, energy, and currency. Discover what earnings trends and interest rate shifts could mean for portfolios. And learn how to separate short-term headlines from long-term opportunities.

Limited seats available - reserve your spot today!

Reserve your seat

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Calgary Petroleum Club - McMurray Room

Hosted in McMurray Room at Calgary Petroleum Club

Located in the bustling center of downtown Calgary, just steps from the CTrain line.

Event Details

Date & Time
Monday, November 17th, 2025 | 5:00 - 7:00 PM MT
Venue
McMurray Room at Calgary Petroleum Club | 319 5 Ave SW, Calgary, AB T2P 0L5
Agenda
5:00 PM
Networking & Cocktails
5:30 PM
Panel Discussion + Q&A
6:30 PM
Audience Conversation & Closing Remarks

Annual Outlook 2026 Speakers

Moderator

Michael J. Tims

Michael Tims has received numerous prestigious awards recognizing both his business achievements and dedication to community service. This includes:

  • Member of the Order of Canada
  • Fraser Institute Founders' Award
  • Lifetime Achievement Award from the Oil & Gas Council
  • Inducted into the Canadian Investment Industry Hall of Fame
Integration icon
Trevor Galon smiling at the camera
Trevor Galon, CFA
Chief Investment Officer
SPEAKER
Anil Tahiliani smiling at the camera
Anil Tahiliani, MBA, CFA
Senior Portfolio Manager, Canadian Equities
SPEAKER
James Cook smiling at the camera
James Cook, CFA
Portfolio Manager, Global Equities
SPEAKER

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Calgary Petroleum Club - Exterior

Last years Outlook themes

"We believe the two most undervalued areas of the market are small-cap companies and the energy sector." - Anil Tahiliani

"The commercialization of artificial intelligence presents an opportunity for cost savings. Healthcare is a sector that, with an integration of AI, represents an opportunity to improve customer service experiences and speed up drug development - all positives for an aging world population." - James Cook

"Fixed income offers significant portfolio value after being less attractive for the last five years." - Trevor Galon
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