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Wednesday, April 3, 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 Balanced Fund (Optional Breakfast Session) 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 Matt Cardillo, VP, Portfolio Manager, Mackenzie Systematic Strategies Team, Mackenzie Investments | |||
Using Liquid Alts to Build an Absolute Return Portfolio 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 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 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 | BUILDING 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 |