November 8, 2017

Registration & Breakfast


Thank you to our top sponsors!




Opening Remarks

Carol Lynde

President & COO
Bridgehouse Asset Managers

Katie Walmsley

Portfolio Management Association of Canada

9:00 am

Welcome and opening remarks from Carol Lynde, President & COO of Bridgehouse Asset Managers, and Katie Walmsley, President of PMAC.

Session I

Kurt Reiman

Chief Investment Strategist
BlackRock Canada

Thomas Donilon

Former National Security Advisor to President Barack Obama

9:05 am

Opening Keynote – “The Geopolitical Chessboard in an Uncertain World”

A riveting session with former National Security Advisor to former President Barack Obama, Thomas Donilon, and  Kurt Reiman, Chief Investment Strategist from BlackRock Canada, on some of the most pressing geopolitical issues around the globe. Hear what NAFTA renegotiation and broader trade tensions, North Korea’s nuclear weapons development, relations between the U.S. and China, European fragmentation, conflict between Russia and NATO, cyber security threats and a Trump presidency mean for trade, foreign policy and capital markets.  Our experts will assess how these complex and interconnected tensions and the resulting political and social upheaval could affect investment decision making.


Networking Break

10:15 am

Sponsored by:

Session II

Arthur Fish

Borden Ladner Gervais LLP

Dr. Carole A. Cohen

Geriatric Psychiatrist & Professor
Sunnybrook Health Sciences Centre

10:45 am

“Considerations for Serving Clients with Diminishing Capacity”

Arthur Fish and Dr. Carole Cohen will discuss the increasingly evident challenges of servicing clients with diminishing capacity with a focus on senior clients and the medical and legal challenges within it.  This session will provide some guidance on assessment and management of this growing client demographic.


Luncheon Keynote

Amy Blankson


12:00 pm

“The Science of Happiness”

In 2007, Amy co-founded GoodThink to bring the science of happiness to life for organizations and individuals. Amy brings both passion and practicality to GoodThink. She is currently doing research in partnership with Google to determine how to make positive psychology strategies stick and create sustainable positive change. She serves as a Visioneer for the Xprize Foundation for Personal Health, and was a featured professor in Oprah’s Happiness course. Amy is the author of two books: Ripple’s Effect and The Future of Happiness: 5 Modern Strategies to Balance Productivity and Well-being in the Digital Era (Spring, 2017).

Session sponsored by:

Networking Break

2:00 pm

Sponsored by:

Session IV – A

Beth Hamilton-Keen

Director of Investment Counselling
Mawer Investment Management Ltd

Dona Eull-Schultz

Leon Frazer & Associates

Keith Sjögren

Senior Consultant & Managing Director
Strategic Insight

Lorne Steinberg

Lorne Steinberg Wealth Management Inc.

2:15 pm

“The Overcrowded Private Client Market; Perspectives on Business Growth and Retention”

Why are some firms growing rapidly and others are losing clients? How are firms handling inter-generational wealth transfer successfully? This panel will provide both research and personal insights into common mistakes firms are making, and the winning strategies for success in the overcrowded private client space.


Session IV – B

Dave Cassie

Managing Director
PricewaterhouseCoopers LLP

David Sudbury

President & CEO

Malcolm Lister

Executive- Banking Solutions & Canadian Banking Lead
IBM Canada

Randy Cass

CEO, Founder and Portfolio Manager
Nest Wealth

2:15 pm

Fintech: “A Discussion of the Technology Opportunities Impacting Customer Service, Productivity & Profitability”

The rise of fintech, the integration of new and innovative technologies with traditional business models will be explored. The digital landscape is causing shifts in thinking among businesses and clients forcing both to change their habits and evolve. This panel will present the latest in fintech research and will discuss the potential immediate and longer-term possibilities that could improve customer service, firm profitability and productivity.


Networking Break

3:15 pm

Session V

Charles Lannon

Senior Vice President, Portfolio Manager & Head of Global Equity Mandates
Cidel Asset Management

Michael Sprung

President & CEO
Sprung Investment Management

Rob Vanderhooft

Chief Executive Officer & Chief Investment Officer
Greystone Managed Investments Inc.

Robert Boyda

Senior Managing Director & Senior Portfolio Manager
Manulife Asset Management

3:30 pm

“CIO Panel: Unlocking Value”

2017 has been quite a year thus far. Rising global tensions, global elections, the unpredictable “Trump” factor, emerging, elated and reactive markets are creating a brave new investment world.  How are portfolio managers and pension plans responding to the latest macro-economic trends or geopolitical events? How are they continuing to find value?  What’s working and what is not? This lively panel will discuss and debate a wide range of topics including active vs passive, ESG, rise of alternative strategies and  other emerging issues impacting CIO strategies.


Concluding Remarks

4:45 pm

Cocktail Reception

4:50 pm