Agenda 2022 Vancouver

Monday, September 26, 2022

8:30 a.m.

Registration / Breakfast / Networking sponsored by Franklin Templeton Canada

9:00 a.m.

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

9:15 a.m.

Ahmed Farooq,
Senior Vice President, Head of Retail ETF Distribution, Franklin Templeton Canada
Update on ETF Industry in Canada

9:30 a.m.

Mark Webster
Director, ETF Distribution, Western Canada, BMO Global Asset Management
Institutional Uses of ETFs

10:15 a.m.

Networking Break sponsored by TD Asset Management

10:45 a.m.

Jonathan d'Auvergne
Director of ETFs, Manulife Investment Management
The Investment Case for Quality Dividend Growers

11:30 a.m.

Diego Andrade
Vice President, Senior Gold Strategist, State Street Global Advisors, SPDR
Gold for the Long Run

12:00 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

12:45 p.m.

Lunch / Networking sponsored by BMO Global Asset Management

1:45 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

2:30 p.m.

Josh Mays-Quinn
Regional Sales Manager, British Columbia, Harvest Portfolios
Delivering Stable High Income

3:15 p.m.

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

3:45 p.m.

Networking Break sponsored by Manulife Investment Management

4:15 p.m.

Maha Waseem, Marketing Manager, Emerge Canada Inc. is your Facilitator .
Nicole Deters
Senior Investment Advisor, Harbourfront Wealth Management
Andrea Linger
Vice President, Practice Management; Head of the Women Canadian Advisors Network, Raymond James Ltd.
Women in Wealth

5:00 p.m.

Avipsha Mitra
VP, Product Sustainability and Development, Emerge Canada Inc.
Diversity in Asset Management

5:45 p.m.

Closing Remarks: Pat Bolland, Business Media Guru

6:00 p.m.

Networking Reception sponsored by CI Global Asset Management