2nd Canadian Funds Summit schedule

Tuesday 10th May 2016

Wednesday 11th May 2016

  • Opening Comments from the Chair

    At 8:30am to 8:45am, Wednesday 11th May

    In Sheraton Centre

  • SPECIAL ADDRESS: Disrupting Ourselves – Initiating change to prevent the “Uberification” of the investment industry

    by Carol Lynde

    For the past 20 years, the growth and complexity of the investment industry has resulted in increased regulation and investor uncertainty. Be inspired on how we can apply lessons from technologies and disruptors to build a better future for our investors and ourselves. Take away insights on:

    -Industry collaboration with regulators
    -The many faces of advice
    -Investor-friendly disclosure & the “fitbit phenomenon”

    Discover the many ways we can bring change to the industry -- before others do it for us.

    At 8:45am to 9:30am, Wednesday 11th May

    In Sheraton Centre

  • MILLENNIALS: Appealing to the 20-and-30 Year Olds to Meet Their Needs and Become a Provider of Choice

    by Michael Katchen

    Representing the next growth area and opportunity, Millennials are unlike any generations before. Apply innovative ideas to build engagement and nurture relationships for the years to come. Get inspired by Wealthsimple’s approach:

    -Identify the best ways to reach and engage
    -Offer services and solutions to meet their needs
    -Design products that resonate

    Prepare your business to meet the needs of Millennials, the next growth area.

    At 9:30am to 10:15am, Wednesday 11th May

    In Sheraton Centre

  • Mid-morning Networking Break

    At 10:15am to 10:45am, Wednesday 11th May

    In Sheraton Centre

  • DISTRIBUTION: Ideas and Best Practices from the US to Support Sales & Distribution

    by Jeff Duckworth

    More than half of the top 30 mutual fund companies in the US had sales decline in 2014 and 2015 and 11 of them were in net redemptions. Find out how John Hancock Investments has managed to set new records each of the last three years and take away strategies for:

    -Narrowing focus to drive better results
    -Rallying an organization behind a common goal
    -Creating value in a world of sameness

    Explore winning approaches from the US to improve your business.

    At 10:45am to 11:30am, Wednesday 11th May

    In Sheraton Centre

  • CHANGING ENVIRONMENT: Linking Regulatory Developments in Investment Funds to Marketplace Realities for Success

    by John De Goey

    Regulatory change is now rampant. The province of Ontario is looking to regulate who can call themselves a financial planner, the OSC has announced substantial changes regarding embedded compensation, and the launch of CRM II is upon us. Find out how your firm can evolve to meet the changing demands of the industry and stay ahead of the competition. Identify ways to:

    -Foster and maintain investor trust
    -Reinvent your product offerings
    -Refine best practices

    Discover how your firm can turn these developments into positive, lasting ways of doing business.

    At 11:30am to 12:15pm, Wednesday 11th May

    In Sheraton Centre

  • Networking Luncheon

    At 12:15pm to 1:30pm, Wednesday 11th May

    In Sheraton Centre


    by John Guttormson, Nicholas Walstrom and Allan Seychuck

    "Best Practices to Grow Your Product Shelf, Meet Market Demands and Stimulate Growth"

    Competition remains fierce and plenty in the Canadian fund space. Develop a healthy product pipeline at your firm to remain competitive. Dive deep with a select panel of industry leaders:

    -Proven winners – what’s working
    -Future opportunities – what and why
    -Insights from the US – what can we learn

    Grow your sales with a product lineup that speaks to investor and advisor needs.

    At 1:30pm to 3:00pm, Wednesday 11th May

    In Sheraton Centre


    by Mark Pinto, Tina Tehranchian and Brian Ziedenberg

    "Views from the Nexus of Fund Distribution: Differentiators and Strategies for Successful Partnerships"

    Strategic alliances and relationships are key to fund distribution. Position your firm as a partner of choice and grow together for mutual benefits. Get direct insights on:

    -Feedback to fund providers on products and sales
    -Marketing support and tools for advisors and investors
    -Future of advisor networks and implications

    Better understand how you can support dealer/brokers and build win-win relationships.

    At 1:30pm to 3:00pm, Wednesday 11th May

    In Sheraton Centre

  • Mid-afternoon Networking Break

    At 3:00pm to 3:30pm, Wednesday 11th May

    In Sheraton Centre

  • PANEL- RETAIL HEDGE FUND: Regulatory Developments and Market Implications to Guide Your Business

    by Robert Anton, Michael Burns and Roland Austrup

    Hedge funds retailers are struggling to survive in the Canadian marketplace, and the Ontario Securities Commission is expected to have announcements regarding liquid alts (N81-104) in 2016. Get comprehensive intelligence to prepare your business for the next battleground. Take away a roadmap on:

    -How do you manage trading?
    -How do brokers feel about it?
    -How does the product stack up?
    -What are the opportunities for success?

    Determine the right strategies to position your firm, products, sales and distribution.

    At 3:30pm to 4:15pm, Wednesday 11th May

    In Sheraton Centre

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