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| row-start col-xs-12 agenda-section row-end |
| 07 h 00 - 08 h 00 | Breakfast / Registration |
| 08 h 00 - 08 h 20 | Building for our Future Francois Provost, Regional VP, Mackenzie Investments |
| 08 h 20 - 09 h 25 | 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 | |
| 09 h 25 - 09 h 40 | BREAK |
| 09 h 40 - 10 h 20 | Strategic Asset Allocation Breakout #1
Choice of 1 session: China: Why China and Why Now? Beonca Yip, Managing Director, Head of Global Clients, Institutional Business, China Asset Management OR SRI/ESG Investing: Global Environment Opportunities John Cook, President, CEO, Greenchip Financial Corporation |
| 10 h 25 - 11 h 05 | Strategic Asset Allocation Breakout #2
Choice of 1 session Implementing Tactical Views Leveraging Innovative ETF Positions Laurent Boukobza, VP, ETFs, Mackenzie Investments OR
Leveraging ETFs as Building Blocks in a Managed Mutual Fund Solution Byron Monaghan, Investment Director, Mackenzie Multi-Asset Strategies Team |
| 11 h 10 - 11 h 50 | TACTICAL ASSET ALLOCATION Macroeconomic and Market Update Chief Economist and Strategist, Mackenzie Investments |
| 11 h 50 - 12 h 50 | Advisor & Portfolio Manager Lunch |
| 12 h 50 - 14 h 00 | TACTICAL ASSET ALLOCATION |
| Fixed Income Investing Dan Cooper, VP, Portfolio Manager, Mackenzie Fixed Income Team | |
| Building Income Certainty Allan Seychuk, VP, Senior Investment Director, Mackenzie Multi-Asset Strategies Team | |
| 14 h 00 - 14 h 30 | MANAGER SELECTION FOR BETTER BETA Leveraging a Beta Plus Solution: TOBAM Mutual Funds & ETFs Stéphane Detobel, Managing Director, TOBAM North America, TOBAM |
| 14 h 30 - 14 h 45 | BREAK |
| 14 h 45 - 16 h 25 | MANAGER SELECTION FOR ALPHA |
| Dividend and Income Investing Mackenzie Global Equity and Income Team | |
| Global Small-Mid Cap Investing Phil Taller, Senior VP, Portfolio Manager, Head of Mackenzie Growth Team | |
| Conservative Growth Investing Dina DeGeer, Senior VP, Portfolio Manager, Head of Mackenzie Bluewater Team | |
| 16 h 25 - 16 h 40 | Building Relationships Francois Provost, Regional VP, Mackenzie Investments |
