Agenda 2022 Toronto

 

 

Preliminary Conference Agenda

Address: 525 Bay St., Toronto, ON M5G 2L2  
T: (416) 597-9200

Wednesday, August 31, 2022

9:00 a.m.

Registration / Breakfast / Networking sponsored by CI Global Asset Management

9:30 a.m.

Opening Remarks: Justin Warren, President, Radius Financial Education
Moderator's Remarks: Pat Bolland, Business Media Guru

9:45 a.m.

Pat Dunwoody
Executive Director, Canadian ETF Association (CETFA)
Update on ETF Industry in Canada

10:00 a.m.

Katherine Judge
Director and Senior Economist, CIBC Capital Markets
Economic Outlook for Canada

11:00 a.m.

Alfred Lee
Director, Portfolio Manager and Investment Strategist, BMO Global Asset Management
Effectiveness of Broad Markets

12:00 p.m.

Lunch / Networking sponsored by Franklin Templeton Canada

1:00 p.m.

Lisa Lake Langley
CEO/Founder, Emerge ETFs
Addressing the Gender Gap: Women in Asset Management

2:00 p.m.

Moderator: Greg Walker
Director, Capital Markets and Strategic Relationships, BMO
George Milling Stanley
Chief Gold Strategist, State Street Global Advisors, SPDR
Juan Carlos Artigas
Global Head of Research, World Gold Council

Gold in Today’s Market: Outlook & How to Leverage the Asset Class in Portfolios

3:00 p.m.

Networking Break sponsored by Emerge Canada

3:30 p.m.

Kelly MacDonald
Enterprise Client Leader (Toronto/New York), Senior Vice President, AON
Threats, Resilience and Ransomware - The New Cyber Risk Environment for Financial Institutions

4:30 p.m.

Day 1 Closing Remarks: Pat Bolland - Business Media Guru

4:45 p.m.

Networking Reception sponsored by BMO Global Asset Management

 
Thursday, September 1, 2022

9:00 a.m.

Registration / Breakfast / Networking sponsored by State Street Global Advisors

9:45 a.m.

Day 2 Opening Remarks: Pat Dunwoody, Executive Director, Canadian ETF Association (CETFA)

10:00 a.m.

Veronika Popova
Director, ETF Strategist, CI Global Asset Management.
Capitalizing on Volatility - CI Covered Call ETFs

11:00 a.m.

Kevin Headland
Co-Chief Investment Strategist, Manulife Investment Management
Market Update and Where We See Opportunities

12:00 p.m.

Lunch / Networking sponsored by Manulife Investment Management

1:00 p.m.

Dave Wahl
Director, Senior Portfolio Specialist, ClearBridge Investments
Ahmed Farooq
Senior Vice President, Head of Retail ETF Distribution, Franklin Templeton Canada
How to Battle Inflationary Markets and Rising Interest Rates with Global Infrastructure

2:00 p.m.

Jonathan Needham
Vice President & Director, Lead of ETF Distribution
, TD Asset Management Inc.
Julien Palardy
Managing Director,
TD Asset Management Inc.
The Benefits of Low Volatility Investing

3:00 p.m.

Networking Break sponsored by TD Asset Management

3:30 p.m.

Chris Heakes
Head of Disciplined Equity, Portfolio Manager, Global Structured Investments, BMO Asset Management Inc.
5 ETFs Yielding Over 5%

4:30 p.m.

Panel Discussion Moderated by Pat Dunwoody
Executive Director, Canadian ETF Association (CETFA)
Allison Langley, Director of Marketing, Emerge ETFs
Sadeki Simpson, Financial Advisor, Edward Jones
Paulette Filion, Partner, Strategy Marketing
The Importance of Women to Your Practice

With the following statistics: women make up 50% of the population - there are more people over the age of 65 than under 15 and women on average live 4-5 years longer than men – last year’s census data shows Canadians in their late 50s are likelier to be divorced than any other age group…..why are women not becoming a target market for advisors? Come and learn why and how you can attract female advisors to your team and how to attract and keep female clients.”

5:30 p.m.

Day 2 Closing Remarks: Pat Dunwoody, Executive Director, Canadian ETF Association (CETFA)