Description
Date: 06/20/23
Registration & Breakfast: 8:00 am
Start time: 9:00 am
End Time: 6:30 pm (including cocktail reception)
Location: Park Hyatt, Park Hyatt Ballroom, 4 Avenue Rd, Toronto
Register for the on-demand course: https://iiac-accvm.ca/courses/2023-investment-management-summit/
View the Event Agenda here.
This conference brings together the rainmakers of the Canadian Wealth industry to provide consolidated insights like never before.
The past few years have been challenging for asset and wealth management firms in Canada. The changing demographic in Canada is accelerating the transfer of wealth. Coupled with the increase in technological innovations (as both a valuable tool and a market disruptor), the result has been a shift in investor expectations. Market competition has intensified, and firms must employ new strategies to keep pace. As we look ahead, we want to thrive, not simply survive.
We are pleased to present a high-profile roster of internationally recognized and award-winning speakers, industry leaders, field experts and disruptors, that will provide insight into how to manage transformation for maximum future success.
Panelists:
Michael Adams, Founder & President Environics Institute, and Bestselling Author
David Bardsley, Partner, Partner, Head of Wealth & Asset Management Advisory, KPMG Canada
John Carinci, SVP & Head, Global Operations, RBC Wealth Management
Jordy Chilcott, President, Wellington-Altus Private Wealth & EVP, Wealth Strategy & Enablement, Wellington-Altus Financial Inc.
Katie Schmitz Eulitt, Director Outreach, Global Investors, IFRS Foundation
Erin Greenfield, President, Portfolio Manager, Greenfield Investment Management
Kish Kapoor, President & CEO, Richardson Wealth
Pattie Lovett-Reid, Chief Financial Commentator, HomeEquity Bank
Rohit Mehta, President & CEO, Horizons ETFs
Dennis Mitchell, CEO & CIO, Starlight Capital
Marcia Moffat, Managing Director, Country Head of Canada, BlackRock
Kim Parlee, Vice President, Head of MoneyTalk, TD Wealth
Christine Rodrigues, SVP & COO, National Bank Independent Network
Joanna Simon, National Head of Markets, UBS Wealth Management
Jennifer Sinopoli, SVP, Head of Distribution Central Canada at CI Global Asset Management
Oricia Smith, President, SunLife Global Investments Asset Management
David Tasker, SVP, Raymond James Correspondent Services
Ian Tam, Director of Investment Research, Morningstar Canada
Scott Wilkinson, Head Canada Business Development, Broadridge
Steven Wood, Director, Head of Investment Risk, Scotia Global Asset Management
Sponsors
Reception Sponsor
Breakfast Sponsor
Supporting Sponsor
Panel Sponsor – View From the Top – Leaders Panel
*** This session may be eligible for CE credits ***
*Member Discount Applicable, please log in.
Bookings
This event is fully booked.
