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| Thursday, March 5, 2020 | |||
| 7:00 am - 8:00 am | Breakfast / Registration | ||
| 8:00 am - 8:20 am | Building for our Future Mike Evans, RVP, Retail Sales, Mackenzie Investments | ||
| 8:20 am - 9:25 am | STRATEGIC ASSET ALLOCATION | ||
| Liquid Alternative Investing: Alternative Strategies Byron Monaghan, Investment Director, Mackenzie Multi-Asset Strategies Team | |||
| Liquid Alternative Investing: Alternative Asset Class Matt Cardillo, VP, Portfolio Manager, Mackenzie Systematic Strategies Team | |||
| 9:25 am - 9:40 am | BREAK | ||
| 9:40 am - 10:20 am | Strategic Asset Allocation Breakout #1
Choice of 1 session: China: Why China and Why Now? Bei Shi, Senior VP, International Business, China Asset Management (Streaming) OR SRI/ESG Investing: Global Environment Opportunities John Cook, President, CEO, Greenchip Financial Corporation | ||
| 10:25 am - 11:05 am | Strategic Asset Allocation Breakout #2
Choice of 1 session Implementing Tactical Views Leveraging Innovative ETF Positions Antony Chouinard, VP, ETF Strategist, Mackenzie Investments OR
Leveraging ETFs as Building Blocks in a Managed Mutual Fund Solution Daniel Arsenault, Senior Investment Director, Multi-Asset Strategies Team | ||
| 11:10 am - 11:50 am | TACTICAL ASSET ALLOCATION Macroeconomic and Market Update Paul Taylor, VP, Portfolio Manager, Mackenzie Multi-Asset Strategies Team | ||
| 11:50 am - 12:50 pm | Advisor & Portfolio Manager Lunch | ||
| 12:50 pm - 2:00 pm | TACTICAL ASSET ALLOCATION | ||
| Fixed Income Investing Steve Locke, Senior VP, Portfolio Manager, Head of Mackenzie Fixed Income Team | |||
| Building Income Certainty Allan Seychuk, VP, Senior Investment Director, Mackenzie Alternative Investments | |||
| 2:00 pm - 2:30 pm | MANAGER SELECTION FOR BETTER BETA Leveraging a Beta Plus Solution: TOBAM Mutual Funds & ETFs Francis Verpoucke, Managing Director, TOBAM | ||
| 2:30 pm - 2:45 pm | BREAK | ||
| 2:45 pm - 4:25 pm | MANAGER SELECTION FOR ALPHA | ||
| Dividend and Income Investing Ome Saidi, VP, Portfolio Manager, Mackenzie Global Equity & Income Team | |||
| Investing for the Long Term with Ivy Paul Musson, Senior VP, Portfolio Manager, Head of Mackenzie Ivy Team | |||
| Conservative Growth Investing David Arpin, Senior VP, Portfolio Manager, Mackenzie Bluewater Team | |||
| 4:25 pm - 4:40 pm | Building Relationships Mike Evans, RVP, Retail Sales, Mackenzie Investments | ||
