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    AGENDA  |  GLOBE ADVISOR FORUM


12:30 pm - 1:00 pm     Arrival and Networking


1:00 pm - 1:05 pm       Opening Remarks: The Globe and Mail


1:05 pm - 1:45 pm       Positioning for risks and opportunities - Reading the markets in 2019 (Panel Discussion)

Get fresh economic insight and analysis from some of Canada's most successful portfolio managers and investing experts. Cut through market uncertainty and conflicting signals and come away with useful, timely and relevant information to share with your clients and to guide your investment decisions through 2019.

Featuring:  Camilla Sutton, President of Women, Capital Markets; David Rosenberg, Chief Economist and Strategist, Gluskin Sheff
; Pablo Fuchs, Editor, Globe Advisor (moderator)


1:45 pm - 2:30 pm        Adapting to thrive - Keeping pace with rapid change (Panel Discussion)

The advisor world is in transition. From the dawn of robo-advisors to shifting regulations, advisors are challenged to remain agile while attracting new clients and nurturing existing relationships. Yet, the new landscape is proving to be an opportunity for advisors to surge ahead of the competition. This panel of industry experts and successful advisors will discuss top strategies for advisors to power through change.

Featuring:  Dave O'Leary, CFA, MBA, Founder & Principal, Kind Wealth;  Rona Birenbaum, Founder, Caring for Clients; Clare O'Hara, Wealth Management Reporter,  The Globe and Mail (moderator)


2:30 pm - 3:10 pm       Global drivers in focus - The big picture at home and abroad (Keynote Presentation)

Twice, the Institutional Investor magazine ranked Dr. Shilling as Wall Street’s top economist; and Futures magazine rated him the country’s number one Commodity Trading Advisor. In 2003, MoneySense Magazine named him the third best stock market forecaster in the world, right behind Warren Buffett. Hear Mr. Shilling's insight on what's ahead for investors.

Featuring:  Gary Shilling, Economic Consultant & Investment Advisor


3:10 pm - 3:15 pm       Closing Remarks 


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AGENDA | ROB DINNER & SOMMELIER CHALLENGE


5:00 pm - 6:00 pm      Cocktail Reception


6:00 pm - 6:05 pm       Opening Remarks


6:05 pm - 6:35 pm       Report on Business Journalist Panel Discussion

What do recent events in China mean to the global economy? How will pipeline politics and the national carbon debate impact energy markets and the federal election? What will be Trump’s next move as presidential candidates emerge? Get behind-the-scenes, first-hand insight from veteran Report on Business journalists.

Featuring: 
John Ibbitson, Staff Writer at Large, The Globe and Mail;  Shawn McCarthy, Global Energy Reporter; Tamsin McMahon, U.S. Correspondent; David Parkinson, Economics Reporter; Laura Stone, Queen's Park Reporter (moderator)


6:35 pm - 11:00 pm     Dinner & Master Sommelier Challenge

Enjoy a four-course dinner prepared by Victor Barry, renowned chef of Toronto restaurant Piano Piano. Each of the courses will be paired with three wines, hand selected by the distinguished Master Sommeliers from the portfolio of prestigious wine importer Mark Anthony Wines.

Featuring: Victor Barry, Head Chef, Piano Piano; Bruce Wallner, Master Sommelier; Jennifer Heuther, Master Sommelier; John Szabo, Master Sommelier