Loading...

Mackenzie Investments

2019 Due Diligence

Edmonton, AB - September 25, 2019

Placements Mackenzie

Réunion de concertation 2019

Edmonton, AB - 25 septembre 2019

 
row-start col-xs-12 row-end no-pad-bottom-section

Agenda
*subject to change

 

row-start col-xs-12 agenda-section row-end
Wednesday, September 25, 2019
7:45 am - 9:00 amBREAKFAST / REGISTRATION
8:15 am - 8:45 amEnvironmental Themed Investing (SRI): Mackenzie Global Environmental Equity Fund
(Optional Breakfast Session)
John Cook, President and CEO, Greenchip Financial
9:00 am - 9:20 amBUILDING FOR OUR FUTURE
Damon Murchison, Executive VP, Head of Retail Distribution, Mackenzie Investments
9:20 am - 10:00 amMacroeconomic and Market Update
Alex Bellefleur, Chief Economist and Strategist, Mackenzie Investments
10:00 am - 10:25 amBUILDING BETTER STRATEGIC ALLOCATIONS by using Diversified Sources of Return
China: Why China and Why Now - Exploring the Mackenzie All China Equity Fund
Yanchun Song, Director, International Business, China Asset Management Co.
10:25 am - 10:40 amBREAK
10:40 am - 11:40 amBUILDING BETTER STRATEGIC ALLOCATIONS by using Diversified Sources of Return - Continued
ALTERNATIVE INVESTING
Allan Seychuk, VP, Senior Investment Director, Mackenzie Multi-Asset Strategies Team, Mackenzie Investments
EXPLORING ALTERNATIVES
Expanding Into Non-Traditional Betas (via Streaming)
Matt Cardillo, VP, Portfolio Manager, Mackenzie Systematic Strategies Team, Mackenzie Investments
Using Liquid Alts to Build an Absolute Return Portfolio
Alex Bellefleur, Chief Economist and Strategist, Mackenzie Investments
11:40 am - 12:40 pmADVISOR & PORTFOLIO MANAGER LUNCH
12:40 pm - 1:35 pmBUILDING STRENGTH THROUGH PORTFOLIO CONSTRUCTION to Deliver Superior Performance Across Core Positions
Fixed Income Investing
Dustin Reid, VP, Investment Management, Chief Fixed Income Strategist, Mackenzie Investments
Dan Cooper, VP, Portfolio Manager, Mackenzie Fixed Income Team, Mackenzie Investments
Building Income Certainty: Achieving a Specific Outcome
Allan Seychuk, VP, Senior Investment Director, Mackenzie Multi-Asset Strategies Team, Mackenzie Investments
1:35 pm - 2:10 pmRethinking Equity Beta: TOBAM Mutual Funds & ETF's
Francis Verpoucke, Managing Director, TOBAM
2:10 pm - 2:25 pmBREAK
2:25 pm - 4:00 pmBETTER ALPHA THROUGH MANAGER SELECTION
Global Dividend Investing
Darren McKiernan, Senior VP, Portfolio Manager, Head of Mackenzie Global Equity & Income Team, Mackenzie Investments
US Mid Cap Investing
Sonny Aggarwal, VP, Mackenzie Growth Team, Mackenzie Investments
Conservative Growth Investing (via Streaming)
David Arpin, Senior VP, Portfolio Manager, Mackenzie Bluewater Team, Mackenzie Investments
4:00 pm - 4:20 pmBUILDING RELATIONSHIPS
Damon Murchison, Executive VP, Head of Retail Distribution, Mackenzie Investments