| row-start col-xs-12 row-end no-pad-bottom-section |
| row-start col-xs-12 agenda-section row-end |
| Wednesday, May 1, 2019 | |||
| 7:45 am - 9:00 am | BREAKFAST / REGISTRATION | ||
| 8:15 am - 8:45 am | Environmental Themed Investing (SRI): Mackenzie Global Environmental Equity Fund (Optional Breakfast Session) John Cook, President and CEO, Greenchip Financial Corp. | ||
| 9:00 am - 9:20 am | BUILDING FOR OUR FUTURE Damon Murchison, EVP, Head of Retail Distribution, Mackenzie Investments | ||
| 9:20 am - 10:00 am | GLOBAL ECONOMIC OVERVIEW Alex Bellefleur, Chief Economist and Strategist, Mackenzie Investments | ||
| 10:00 am - 10:25 am | BUILDING BETTER STRATEGIC ALLOCATIONS by using Diversified Sources of Return China: Why China and Why Now - Exploring the Mackenzie All China Equity Fund (Streaming) Robert Li, Senior VP & Investment Strategist, China Asset Management Co. | ||
| 10:25 am - 10:40 am | BREAK | ||
| 10:40 am - 11:40 am | BUILDING 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 - Mackenzie Diversified Alternatives Fund/MPCF-ETF Matt Cardillo, VP, Portfolio Manager, Mackenzie Systematic Strategies Team, Mackenzie Investments | |||
| Using Liquid Alts to Build an Absolute Return Portfolio - Mackenzie Multi-Strategy Absolute Return Fund Alex Bellefleur, Chief Economist and Strategist, Mackenzie Investments | |||
| 11:40 am - 12:40 pm | ADVISOR & PORTFOLIO MANAGER LUNCH | ||
| 12:40 pm - 1:50 pm | BUILDING STRENGTH THROUGH PORTFOLIO CONSTRUCTION to Deliver Superior Performance Across Core Positions | ||
| Fixed Income Investing: Mackenzie Unconstrained Fixed Income Fund (MUB ETF) & Floating Rate Loans: Mackenzie Floating Rate Income Fund (MFT ETF) Konstantin Boehmer, VP, Investment Management, Mackenzie Fixed Income Team, Mackenzie Investments Dan Cooper, VP, Portfolio Manager, Mackenzie Fixed Income Team, Mackenzie Investments | |||
| Building Income Certainty: Achieving a Specific Outcome - Monthly Income Portfolios Allan Seychuk, VP, Senior Investment Director, Mackenzie Multi-Asset Strategies Team, Mackenzie Investments | |||
| 1:50 pm - 2:35 pm | Rethinking Equity Beta: TOBAM Mutual Funds & ETF's Francis Verpoucke, Managing Director, TOBAM | ||
| 2:35 pm - 2:50 pm | BREAK | ||
| 2:50 pm - 4:00 pm | BETTER ALPHA THROUGH MANAGER SELECTION | ||
| US Mid Cap Investing Sonny Aggarwal, VP, Mackenzie Growth Team, Mackenzie Investments | |||
| Conservative Growth Investing David Arpin, Senior VP, Portfolio Manager, Mackenzie Bluewater Team, Mackenzie Investments | |||
| 4:00 pm - 4:20 pm | BUILDING RELATIONSHIPS Damon Murchison, EVP, Head of Retail Distribution, Mackenzie Investments | ||
