2018 National Business Conference

The Hilton Hotel Toronto, Ontario

October 16–18, 2018


TUESDAY, OCTOBER 16, 2018 CONFERENCE BEGINS
  Main Stage Location - Toronto Ballroom - Convention Level
9:00am - 6:00pm Conference Registration Open – Main Lobby Level
9:00am - 5:00pm Trade Show Open - Convention Level
12:00pm –1:00pm Networking Lunch
Patio/Tent - 2nd Floor
1:00pm –1:45pm Introductions and Welcome
David Chapman, President, FundEX Investments Inc.
Louis H. DeConinck, President, Investia Financial Services Inc.
Carl Mustos, Executive Vice President of Wealth Management, Industrial Alliance
1:45pm – 2:45pm Positioning for Today’s Economy and Capital Markets
Clément Gignac, Senior Vice-President and Chief Economist, iA Financial Group and Portfolio Manager, Industrial Alliance Investment Management
2:45pm - 3:00pm Networking Break
Sponsored by Manulife Bank
3:00pm - 4:00pm Advisor Panel
Today’s Advisor – Challenges or Opportunities?
4:00pm - 5:00pm The Gen- Savvy Advisor: Using Tax, Retirement and Estate Planning to Deepen Intergenerational Relationships
Keith Masterman, Vice- President, Tax, Retirement & Estate Planning
CI Investments
5:00pm - 6:00pm Leisure Time
6:00pm – 10:00pm Welcome Reception - The Rec Room
Buses depart at 5:45pm from University Avenue doors from Hilton Lobby
WEDNESDAY, OCTOBER 17, 2018  
  Main Stage Location - Toronto Ballroom - Convention Level
7:30am - 5:00pm Conference Registration Open – Convention Level
7:30am - 8:30am Networking Breakfast
Ruth's Chris Steak House - Convention Level
8:30am – 9:15am Borden Ladner Gervais LLP
CSA Registrant Regulation Proposals: What now?
David Di Paolo, Partner
9:15am – 10:00am Mutual Fund Dealers Association
Overview of MFDA Priorities
Karen McGuinness, Senior Vice-President, Member Regulation, Compliance
10:00am – 10:15am Networking Break
Sponsored by Manulife Bank
10:15am – 11:15am iA Clarington Global Income Panel: Expanding the Opportunity Set
Introduction by Adam Elliott, SVP, National Sales Manager, iA Clarington Investments
Global Income Panel:
Agam Sharma
, PineBridge Investments, Managing Director and Portfolio Manager, Global Multi-Asset
Lee Rosenbaum, Vice President, Co-Portfolio Manager, Loomis, Sayles & Company L.P.
Dan Bastasic, Senior Vice-President, Investments, iA Clarington Investments
Moderated by: Howard Green, Best Selling author, Award Winning broadcaster
11:15am - 12:15pm Trade, geopolitics, central bank policy and the outlook for global fixed income
Moderated by: Kristi Ashcroft, Senior Investment Director
Dustin Reid, Vice President, Investment Management
Mackenzie Investments
12:15pm - 1:15pm Networking Lunch
Patio/Tent - 2nd Level
1:15pm – 2:15pm Priceless – The Language of Value
Rob Kochel, Vice President, Invesco Consulting
Invesco
2:15pm – 3:15pm 3 Steps to NOT Asking for a Referral
David De Pastena
Vice President, Systemized Solutions
Dynamic Funds
3:15pm – 6:00pm Leisure Time
6:00pm – 10:00pm Gala Dinner
Toronto Ballroom, Convention Level
THURSDAY, OCTOBER 18, 2018
  Main Stage Location - Toronto Ballroom - Convention Level
8:00am – 9:00am Networking Breakfast
Ruth's Chris Steak House - Convention Level
9:00am – 10:00am Manulife Investments
Is this the End?

Philip Petursson, Chief Investment Strategist
10:00am – 11:00am Franklin Templeton Investments
Beyond the Benchmarks

Tasos Dovolos, Vice President, Regional Sales
11:00am – 11:15am Networking Break
Sponsored by Manulife Bank
11:15am – 12:15pm Keynote Speaker – Phil M. Jones
Globally Recognized Sales Expert & Best Selling Author
12:15pm – 1:15pm Networking Lunch
Patio/Tent - 2nd Floor
CONFERENCE ENDS