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”

An in depth opening discussion to explore the deepest geopolitical insights on Canada, the United States’ and rapidly changing relationships with key countries. What a Trump presidency means for trade, foreign policy, and capital markets and how the political and social upheaval can ultimately effect investment decision making.

Networking Break

10:15 am

Sponsored by:

Session II

Arthur Fish

Borden Ladner Gervais LLP

Carole A. Cohen

Geriatric Psychiatrist & Professor
University of Toronto

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).

Sponsored by

Networking Break

2:00 pm

Sponsored by:

Session IV – A

Keith Sjögren

Senior Consultant & Managing Director
Strategic Insight

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

David Cassie

Managing Director
PricewaterhouseCoopers LLP

Jared Rabinowitz

President & CEO
ETF Capital Management

Tania Narciso

Head of Risk & Compliance
Paypal Ltd.

2:15 pm

Fintech: “A Discussion on Disruption & the Evolution of Opportunities in the Financial Services Industry”

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

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