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Monday, October 21, 2019 | |||
7:45 am - 9:00 am | BREAKFAST / REGISTRATION | ||
8:15 am - 8:45 am | Environmental Themed Investing (SRI): Mackenzie Global Environmental Equity Fund (Optional Breakfast Session) John Cook, President and CEO, Greenchip Financial | ||
9:00 am - 9:20 am | BUILDING FOR OUR FUTURE Damon Murchison, Executive VP, Head of Retail Distribution, Mackenzie Investments | ||
9:20 am - 10:00 am | Macroeconomic and Market Update 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 Yanchun Song, Director, International Business, 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 (via Streaming) Matt Cardillo, VP, Portfolio Manager, Mackenzie Systematic Strategies Team, Mackenzie Investments | |||
Using Liquid Alts to Build an Absolute Return Portfolio Byron Monaghan, Investment Director, Mackenzie Investments | |||
11:40 am - 12:40 pm | ADVISOR & PORTFOLIO MANAGER LUNCH | ||
12:40 pm - 1:35 pm | BUILDING STRENGTH THROUGH PORTFOLIO CONSTRUCTION to Deliver Superior Performance Across Core Positions | ||
Fixed Income Investing Dustin Reid, VP, Chief Fixed Income Strategist, Mackenzie Fixed Income Team, Mackenzie Investments Dan Cooper, VP, Portfolio Manager, Mackenzie Fixed Income Team, Mackenzie Investments | |||
Building Income Certainty: Achieving a Specific Outcome Allan Seychuk, VP, Senior Investment Director, Mackenzie Multi-Asset Strategies Team, Mackenzie Investments | |||
1:35 pm - 2:05 pm | Rethinking Equity Beta: TOBAM Mutual Funds & ETF's Stéphane Detobel, Managing Director, TOBAM North America, TOBAM | ||
2:05 pm - 2:20 pm | BREAK | ||
2:20 pm - 4:15 pm | BETTER ALPHA THROUGH MANAGER SELECTION | ||
Global Dividend Investing Ome Saidi, VP, Portfolio Manager, Mackenzie Global Equity & Income Team, Mackenzie Investments | |||
US Mid Cap Investing Phil Taller, Senior VP, Portfolio Manager, Head of Mackenzie Growth Team, Mackenzie Investments | |||
Conservative Growth Investing David Arpin, Senior VP, Portfolio Manager, Mackenzie Bluewater Team, Mackenzie Investments | |||
Investing for the Long Term - Mackenzie Ivy Matt Moody, VP, Mackenzie Ivy Team, Mackenzie Investments | |||
4:15 pm - 4:30 pm | BUILDING RELATIONSHIPS Damon Murchison, Executive VP, Head of Retail Distribution, Mackenzie Investments | ||
4:30 pm - 5:30 pm | Cocktail Reception (The Westin Hotel) |