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Wednesday, March 27, 2019 | |||
7:45 am - 9:00 am | BREAKFAST / REGISTRATION | ||
8:15 am - 8:45 am | Sustainable, Responsible and Impact Investing: Mackenzie Global Sustainability and Impact (Breakfast Session - Optional) Jake Tran, Product Specialist, Rockefeller Capital Management | ||
9:00 am - 9:20 am | BUILDING FOR OUR FUTURE Damon Murchison, EVP, Head of Retail Distribution, Mackenzie Investments | ||
9:20 am - 10:00 am | GLOBAL ECONOMIC OVERVIEW Alex Bellefleur, Chief Economist and Strategist, Mackenzie Investments | ||
10:00 am - 10:25 am | BUILDING BETTER STRATEGIC ALLOCATIONS by using Diversified Sources of Return China: Why China and Why Now - Exploring the Mackenzie All China Equity Fund Robert Li, Senior VP & Investment Strategist, China Asset Management Co. | ||
10:25 am - 10:40 am | BREAK | ||
10:40 am - 11:40 am | BUILDING BETTER STRATEGIC ALLOCATIONS by using Diversified Sources of Return - Continued | ||
ALTERNATIVE INVESTING Allan Seychuk, VP, Senior Investment Director, Mackenzie Multi-Asset Strategies Team, Mackenzie Investments | |||
EXPLORING ALTERNATIVES Expanding Into Non-Traditional Betas - Mackenzie Diversified Alternatives Fund/MPCF-ETF Matt Cardillo, VP, Portfolio Manager, Mackenzie Systematic Strategies Team, Mackenzie Investments | |||
Using Liquid Alts to Build an Absolute Return Portfolio - Mackenzie Multi-Strategy Absolute Return Fund Nelson Arruda, VP, Portfolio Manager, Mackenzie Asset Allocation Team, Mackenzie Investments | |||
11:40 am - 12:40 pm | ADVISOR & PORTFOLIO MANAGER LUNCH | ||
12:40 pm - 1:50 pm | BUILDING STRENGTH THROUGH PORTFOLIO CONSTRUCTION to Deliver Superior Performance Across Core Positions | ||
Fixed Income Investing: Mackenzie Unconstrained Fixed Income Fund (MUB ETF) & Floating Rate Loans: Mackenzie Floating Rate Income Fund (MFT ETF) Steve Locke, Senior VP, Portfolio Manager, Head of Mackenzie Fixed Income Team, Mackenzie Investments Movin Mokbel, 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 | |||
1:50 pm - 2:35 pm | Rethinking Equity Beta: TOBAM Mutual Funds & ETF's Francis Verpoucke, Managing Director, TOBAM | ||
2:35 pm - 2:50 pm | BREAK | ||
2:50 pm - 4:00 pm | BETTER ALPHA THROUGH MANAGER SELECTION | ||
US Mid Cap Investing Phil Taller, Senior VP, Portfolio Manager, Mackenzie Growth Team, Mackenzie Investments | |||
Conservative Growth Investing Dina DeGeer, Senior VP, Portfolio Manager, Mackenzie Bluewater Team, Mackenzie Investments | |||
4:00 pm - 4:20 pm | BUILDING RELATIONSHIPS Damon Murchison, EVP, Head of Retail Distribution, Mackenzie Investments |