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| Wednesday, September 18, 2019 | |||
| 4:00 pm | HOTEL CHECK IN | ||
| 3:00 pm - 6:00 pm | HOSPITALITY / REGISTRATION DESK | ||
| 6:30 pm - 7:00 pm | COCKTAILS | ||
| 7:00 pm | DINNER (companions welcome) | ||
| 9:30 pm | POST DINNER DRINKS (companions welcome) | ||
| Thursday, September 19, 2019 | |||
| 7:00 am - 8:00 am | BREAKFAST (companion breakfast extended to 9:00am) | ||
| 8:00 am - 8:15 am | BUILDING FOR OUR FUTURE Damon Murchison, Executive VP, Head of Retail Distribution, Mackenzie Investments | ||
| 8:15 am - 9:00 am | Regulatory Environment Andrew Papini, Senior Legal Counsel, Client & Regulatory Affairs, IGM FInancial Inc. | ||
| 9:00 am - 9:45 am | Macroeconomic and Market Update Alex Bellefleur, Chief Economist and Strategist, Mackenzie Investments | ||
| 9:45 am - 10:00 am | BREAK | ||
| 10:00 am - 10:40 am | BUILDING PORTFOLIOS: Perspectives on Portfolio Construction Nelson Arruda, VP, Portfolio Manager, Mackenzie Multi-Asset Strategies Team, Mackenzie Investments | ||
| BUILDING BETTER STRATEGIC ALLOCATIONS by using Diversified Sources of Return | |||
| 10:40 am - 10:50 am | ALTERNATIVE INVESTING Allan Seychuk, VP, Senior Investment Director, Mackenzie Multi-Asset Strategies Team, Mackenzie Investments | ||
| 10:50 am - 11:10 am | EXPLORING ALTERNATIVES Expanding Into Non-Traditional Betas Matt Cardillo, VP, Portfolio Manager, Mackenzie Systematic Strategies Team, Mackenzie Investments | ||
| 11:10 am - 11:30 am | Using Liquid Alts to Build an Absolute Return Portfolio Alex Bellefleur, Chief Economist and Strategist, Mackenzie Investments | ||
| 11:30 am - 12:30 pm | PM Lunch (with advisors only) | ||
| BUILDING STRENGTH THROUGH PORTFOLIO CONSTRUCTION to Deliver Superior Performance Across Core Positions | |||
| 12:30 pm - 1:10 pm | Fixed Income Investing: PANEL Steve Locke, Senior VP, Portfolio Manager, Head of Mackenzie Fixed Income Team, Mackenzie Investments Dustin Reid, VP, Investment Management, Chief Fixed Income Strategist, Mackenzie Investments | ||
| 1:10 pm - 1:35 pm | Building Income Certainty: Achieving a Specific Outcome - Monthly Income Portfolios Allan Seychuk, VP, Senior Investment Director, Mackenzie Multi-Asset Strategies Team, Mackenzie Investments | ||
| 1:35 pm - 2:15 pm | Rethinking Equity Beta: TOBAM Mutual Funds & ETF's Yves Choueifaty, President & Chief Investment Officer | ||
| 2:15 pm - 2:30 pm | BREAK | ||
| 2:30 pm - 3:10 pm | BREAKOUT #1
China: Why China and Why Now
OR
Taking Control of the ETF Conversation: ETF Portfolios | ||
| 3:15 pm - 3:55 pm | BREAKOUT #2
Sustainable and Responsible Impact Investing (SRII): Mackenzie Global Sustainability and Impact Balanced Fund
OR
Private Wealth Management: Mackenzie Investments Private Pools | ||
| 3:55 pm - 4:15 pm | Closing Remarks | ||
| 6:30 pm - 7:00 pm | COCKTAIL RECEPTION (companions welcome) | ||
| 7:00 pm | DINNER (companions welcome) | ||
| Friday, September 20, 2019 | |||
| 7:30 am - 8:30 am | BREAKFAST (companion breakfast extends until 9:00am) | ||
| 8:30 am - 8:50 am | BUILDING FOR THE FUTURE Barry McInerney, President & CEO, Mackenzie Investments | ||
| BETTER ALPHA THROUGH MANAGER SELECTION | |||
| 8:50 am - 9:35 am | Investing for the Long Term with Ivy Paul Musson, Senior VP, Portfolio Manager, Head of Mackenzie Ivy Team, Mackenzie Investments | ||
| 9:35 am - 10:15 am | US Mid Cap Investing Phil Taller, Senior VP, Portfolio Manager, Head of Mackenzie Growth Team, Mackenzie Investments | ||
| 10:15 am - 10:30 am | BREAK | ||
| 10:30 am - 11:15 am | Conservative Growth Investing Dina DeGeer, Senior VP, Portfolio Manager, Head of Mackenzie Bluewater Team, Mackenzie Investments | ||
| 11:15 am - 11:55 am | Global Dividend Investing Darren McKiernan, Senior VP, Portfolio Manager, Head of Mackenzie Global Equity & Income Team, Mackenzie Investments | ||
| 11:55 am - 12:30 pm | TAX & ESTATE UPDATE Carol Bezaire, VP, Tax, Estate & Strategic Philanthropy , Mackenzie Investments | ||
| 12:30 pm - 12:40 pm | BUILDING RELATIONSHIPS Damon Murchison, Executive VP, Head of Retail Distribution, Mackenzie Investments | ||
| 12:45 pm - 2:00 pm | LUNCH (companions welcome) | ||
