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| Thursday, April 4, 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 - 11:10 am | 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 | |||
| 11:10 am - 11:25 am | BREAK | ||
| 11:25 am - 12:50 pm | 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. | ||
| 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 | |||
| 12:50 pm - 1:50 pm | ADVISOR & PORTFOLIO MANAGER LUNCH | ||
| 1:50 pm - 3:00 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 | |||
| 3:00 pm - 3:15 pm | BREAK | ||
| 3:15 pm - 4:00 pm | BUILDING STRENGTH THROUGH PORTFOLIO CONSTRUCTION to Deliver Superior Performance Across Core Positions - Continued Rethinking Equity Beta: TOBAM Mutual Funds & ETF's Francis Verpoucke, Managing Director, TOBAM | ||
| 4:00 pm - 4:20 pm | BUILDING RELATIONSHIPS Damon Murchison, EVP, Head of Retail Distribution, Mackenzie Investments | ||
