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| Wednesday, November 27, 2019 | |||
| 4:00 pm | Hotel Check-In | ||
| 3:00 pm - 6:00 pm | Hospitality / Registration Desk Open | ||
| 6:30 pm - 7:00 pm | Cocktails | ||
| 7:00 pm | Dinner (companions welcome) | ||
| 9:30 pm | Post Dinner Drinks (companions welcome) | ||
| Thursday, November 28, 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 Rhonda Goldberg, Executive VP, General Counsel, 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 - 10:30 am | BUILDING PORTFOLIOS: Perspectives on Portfolio Construction Nelson Arruda, VP, Portfolio Manager, Mackenzie Multi-Asset Strategies Team, Mackenzie Investments | ||
| 10:30 am - 11:30 am | BUILDING BETTER STRATEGIC ALLOCATIONS by using Diversified Sources of Return | ||
| ALTERNATIVE INVESTING Allan Seychuk, VP, Senior Investment Director, Mackenzie Multi-Asset Strategies Team, Mackenzie Investments | |||
| EXPLORING ALTERNATIVES Expanding Into Non-Traditional Betas Matt Cardillo, VP, Portfolio Manager, Mackenzie Systematic Strategies Team, Mackenzie Investments | |||
| Using Liquid Alts to Build an Absolute Return Portfolio Byron Monaghan, Investment Director, Mackenzie Investments | |||
| 11:30 am - 12:30 pm | PM Lunch (with advisors only) | ||
| 12:30 pm - 2:00 pm | BUILDING STRENGTH THROUGH PORTFOLIO CONSTRUCTION to Deliver Superior Performance Across Core Positions | ||
| Fixed Income Investing: PANEL 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 | |||
| Rethinking Equity Beta: TOBAM Mutual Funds & ETF's Christophe Roehri, Head of Business Development, TOBAM | |||
| 2:00 pm - 2:15 pm | Break | ||
| 2:15 pm - 2:55 pm | BREAKOUT #1
China: Why China and Why Now (Via Streaming) Yanchun Song, Director, International Business, China Asset Management
OR
Taking Control of the ETF Conversation: ETF Portfolios Byron Monaghan, Investment Director, Mackenzie Multi-Asset Strategies Team | ||
| 3:00 pm - 3:40 pm | BREAKOUT #2
Sustainable and Responsible Impact Investing (SRII): Mackenzie Global Sustainability and Impact Balanced Fund John Cook, President, CEO - Greenchip Financial Corporation OR
Private Wealth Management: Mackenzie Investments Private Pools Andrea Hallat, Vice President, Portfolio Manager, Mackenzie Multi-Asset Strategies Team | ||
| 6:15 pm - 6:55 pm | Shuttle buses available to Offsite Dinner | ||
| 7:00 pm | Dinner (companions welcome) | ||
| Friday, November 29, 2019 | |||
| 7:30 am - 8:30 am | Breakfast (companion breakfast extends until 9:00am) | ||
| 8:30 am - 9:45 am | BETTER ALPHA THROUGH MANAGER SELECTION | ||
| Investing for the Long Term with Ivy Paul Musson, Senior VP, Portfolio Manager, Head of Mackenzie Ivy Team, Mackenzie Investments | |||
| US Mid Cap Investing Phil Taller, Senior VP, Portfolio Manager, Head of Mackenzie Growth Team, Mackenzie Investments | |||
| 9:45 am - 10:00 am | Break | ||
| 10:00 am - 11:30 am | Conservative Growth Investing Dina DeGeer, Senior VP, Portfolio Manager, Head of Mackenzie Bluewater Team, Mackenzie Investments | ||
| Dividend and Income Investing Darren McKiernan, Senior VP, Portfolio Manager, Head of Mackenzie Global Equity & Income Team, Mackenzie Investments | |||
| 11:30 am - 12:10 pm | TAX & ESTATE UPDATE Tim Brisibe, Director, Tax & Estate Planning , Mackenzie Investments | ||
| 12:10 pm - 12:30 pm | BUILDING RELATIONSHIPS Damon Murchison, Executive VP, Head of Retail Distribution, Mackenzie Investments | ||
| 12:30 pm - 1:30 pm | Lunch (companions welcome) | ||
