TWO GREAT EVENTS. ONE MEMORABLE DAY.

The Globe Advisor Forum (afternoon) is the perfect opportunity for wealth planners to learn and network (featuring keynote, A. Gary Shilling). That evening, enjoy a memorable dinner at The Globe and Mail’s stunning event space (351 King St. E., 17th Floor) featuring Globe journalists, a Master Sommelier Challenge and celebrity chef – an unforgettable hosting opportunity for your clients.

Learn more about the Globe Advisor Forum Learn more about the Dinner & Sommelier Challenge

Now more than ever, advisors and wealth planners must rely on the strength of their relationships and their ability to keep abreast of economic trends and market drivers, to succeed with their clients.

Join us for an afternoon of learning and idea sharing. Globe Advisor has curated a line-up of Canada's leading portfolio managers and investing experts to provide you with valuable insight on where the markets are heading, and how to navigate challenges such as building client trust and engagement, demonstrating your value and reaching new investors. Plus, come away with an exclusive written summary of market insights and trends to share with your investor clients.

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: Rona Birenbaum, Founder, Caring for Clients; Albert Tseng, Founder and Principal of Moonspire Social Ventures; Susan Silma, Head, Regulatory Business Practices, Financial Investment Services, Sun Life; David O'Leary, Founder and Principal, Kind Wealth; 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; Jennifer Dowty, Investment Reporter, The Globe and Mail (moderator)

3:10 pm - 3:15 pm Closing Remarks

KEYNOTE SPEAKER

GARY SHILLING

Economic Consultant and Investment Advisor

PANELISTS & MODERATORS

RONA BIRENBAUM

Founder – Caring for Clients

DAVID O'LEARY

Founder of Kind Wealth

JENNIFER DOWTY

Investment Reporter – The Globe and Mail

CAMILLA SUTTON

President & CEO – Women in Capital Markets

ALBERT TSENG

Founder, Moonspire Ventures

DAVID ROSENBERG

Chief Economist & Strategist – Gluskin Sheff + Associates Inc.

PABLO FUCHS

Editor of Globe Advisor – The Globe and Mail

SUSAN SILMA

Head, Regulatory Business Practices at Sun Life Financial Investment Services

CLARE O’HARA

Wealth Management Reporter – The Globe and Mail

REGISTRATION FOR THE GLOBE ADVISOR FORUM

$99.00

PLUS TAXES + SERVICE FEE

TICKET PRICE INCLUDES:
Attendance at the full afternoon of presentations and panels, including a keynote address by Gary Shilling, economic consultant
and investment adviser, columnist for Forbes magazine and 2018 Report on Business “Invest Like a Legend Investor.

SOLD OUT

Exclusive Report on Business Dinner & Master Sommelier Challenge

This one-of-a-kind evening experience begins with the newsroom perspective on current affairs shaping the market today, from energy pipelines to China to Trump and monetary policy. You will revel in the behind-the-scenes look at our rapidly-changing world.

The Globe and Mail has secured three of Canada's four Master Sommeliers, in one place, to compete for your palate and your vote. Each of Chef Barry's four courses will be paired with three wines selected by each of our Master Sommeliers. Chosen from the portfolio of prestigious wine importer Mark Anthony Wines, they will explain, promote and defend their choices as they try to earn your heart and vote in a quest to become the Master Sommelier Champion for the night.

BONUS: By purchasing a table, hosts will receive one mixed case of all 12 selected wines to take home...allowing you to recreate the experience.

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; Clare O'Hara, Wealth Management 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, Executive Chef, Piano Piano; Bruce Wallner, Master Sommelier; Jennifer Heuther, Master Sommelier; John Szabo, Master Sommelier

CHEF & MASTER SOMMELIERS

VICTOR BARRY

Executive Chef, Piano Piano

has served some of Canada’s finest fare at the long-loved Splendido, Piano Piano (which The Globe called “breathtaking”), and his latest offer, Café Cancan.

BRUCE WALLNER

Master Sommelier

was certified a Master Sommelier in 2009, has been sommelier at the iconic Hotel du Vin & Bistro in the U.K. and is the founder of the Sommelier Factory.

JENNIFER HEUTHER

Master Sommelier

is Canada’s first female Master Sommelier, the Prestige Account Manager for Jackson Family Wines, and sits on the Board of Directors of Guild Somm.

JOHN SZABO

Master Sommelier

was the 2016 Master Sommelier Challenge Winner, principal critic for WineAlign.com, owner of J&J Eger Wine Co., and author of Volcanic Wines: Salt, Grit and Power.

ROB JOURNALISTS

TAMSIN MCMAHON

Reporter, U.S. Correspondent

CLARE O’HARA

Wealth Management Reporter – The Globe and Mail

JOHN IBBITSON

Writer at Large

DAVID PARKINSON

Economics Reporter – The Globe and Mail

SHAWN MCCARTHY

Global Energy Reporter

REGISTRATION FOR THE EXCLUSIVE ROB DINNER & SOMMELIER CHALLENGE

Purchase a table of nine and receive one mixed case containing each of the 12 wines featured during
the Master Sommelier Challenge!

TABLE OF NINE

$2,499

PLUS TAXES + SERVICE FEE

TICKET PRICE INCLUDES:
Cocktail reception, the ROB journalist panel discussion and a 4-course dinner with hand-selected wines for a table of 9. Seated at each table will be a ROB/Globe and Mail personality. Table host will also receive one case of the 12 wines featured during the Sommelier Challenge.

SOLD OUT

SINGLE ADMISSION

$279