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Mackenzie Investments

2019 Due Diligence

Kitchener/Waterloo, Ontario - April 3, 2019

Placements Mackenzie

Réunion de concertation 2019

Kitchener/Waterloo, Ontario - 3 avril 2019

 
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Agenda
*subject to change

 

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Wednesday, April 3, 2019
7:45 am - 9:00 amBREAKFAST / REGISTRATION
8:15 am - 8:45 amSustainable, 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 amBUILDING FOR OUR FUTURE
Damon Murchison, EVP, Head of Retail Distribution, Mackenzie Investments
9:20 am - 10:00 amGLOBAL ECONOMIC OVERVIEW
Alex Bellefleur, Chief Economist and Strategist, Mackenzie Investments
10:00 am - 10:25 amBUILDING 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 amBREAK
10:40 am - 11:40 amBUILDING 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 pmADVISOR & PORTFOLIO MANAGER LUNCH
12:40 pm - 1:50 pmBUILDING 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 pmRethinking Equity Beta: TOBAM Mutual Funds & ETF's
Francis Verpoucke, Managing Director, TOBAM
2:35 pm - 2:50 pmBREAK
2:50 pm - 4:00 pmBUILDING 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 pmBUILDING RELATIONSHIPS
Damon Murchison, EVP, Head of Retail Distribution, Mackenzie Investments