Agenda 2022 Toronto

 

Preliminary Conference Agenda


Wednesday, August 31, 2022

9:00 a.m.

Registration / Breakfast / Networking sponsored by

9:30 a.m.

Opening Remarks: Justin Warren, General Manager - 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.

Benjamin Tal
Deputy Chief Economist - CIBC World Markets Inc.
Macro Economic Outlook

11:00 a.m.

Speaker TBA
 
Environmental, Social, and Governance - ESG

12:00 p.m.

Lunch / Networking sponsored by

1:00 p.m.

Speaker TBA
Manulife Investment Management
TBA

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

3:30 p.m.

Speaker TBA
BMO Global Asset Management
TBA

4:00 p.m.

Kelly MacDonald
AON
Threats, Resilience and Ransomware - The New Cyber Risk Environment for Financial Institutions

5:30 p.m.

Day 1 Closing Remarks: Pat Bolland - Business Media Guru

5:45 p.m.

Networking Reception sponsored by BMO Global Asset Management

 
Thursday, September 1, 2022

9:00 a.m.

Registration / Breakfast / Networking sponsored by

9:45 a.m.

Day 2 Opening Remarks: Pat Bolland - Business Media Guru

10:00 a.m.

Veronika Popova
CI Asset Management.
Covered Calls

11:00 p.m.

Speaker TBA
Emerge Canada
TBA

12:00 p.m.

Lunch / Networking sponsored by

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
TBA

2:00 p.m.

Jonathan Needham
Vice President & Director, Lead of ETF Distribution
Julien Palardy
Managing Director

TD Asset Management Inc

The Benefits of Low Volatility Investing

3:00 p.m.

Networking Break sponsored by

3:30 p.m.

Panel Discussion Moderated by Pat Dunwoody
Executive Director, Canadian ETF Association (CETFA)
Women in Wealth

4:30 p.m.

Speaker TBA
 
TBA

5:30 p.m.

Day 2 Closing Remarks: Pat Bolland - Business Media Guru


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