4th Annual Canadian Funds Summit 2018 | Food Safety & Regulation Canada | 14 May 2018 | Vantage Venues, 150 King St W, Toronto, ON M5H 1J9, Canada

The Canadian funds industry is fighting fee compression in an increasingly uncertain environment. Acquire new strategies to tackle compliance, new technologies, evolving products, and the shifting demands of consumers to unlock growth. Join the key players in the Canadian funds industry to discuss the latest developments.

Through thought provoking presentations, interactive sessions, and Q&A periods, take away strategies to:
• Maximize front line exposure
• Increase market share with millennials
• Implement new fintech
• Capture profitable segments – Hnw
• Adapt to regulatory developments

2018 Speakers

Eli Broverman
Co-Founder, Board of Directors, Betterment

Joe Nakhle
General Manager, Investment Solutions, National Bank Investments

Michael Schweitzer
Head of High Net Worth Strategy and Distribution, Capital Group

Kash J. Pashootan
Cim, Chief Executive Officer & Chief Investment Officer, First Avenue Investment Counsel Inc.

Dan Richards
Chief Executive Officer, Clientinsights

William Vastis
Director, Vice President, and Portfolio Manager, Rbc Dominion Securities

Rob Mcclelland
Founder, Vice President, Senior Financial Advisor, the Mcclelland Financial Group, Assante Capital Management

Chad Larson
Senior Vice President, Portfolio Manager, Canaccord Genuity Wealth Management

Karl Cheong
Head of Canada, First Trust Portfolios

David Lupini
Vice President Marketing, Canoe Financial

Lillian Ferndriger
Vice President, National Accounts, Ninepoint Partners

Angela Nikolakakos
Senior Vice President and General Counsel, Natixis Global Asset Management Canada

Ray Carroll
Chief Executive Officer, Breton Hill Capital

Dustyn Lanz
Chief Executive Officer, Responsible Investment Association

Robyn Graham
Managing Director, Wealth Management/portfolio Manager, Etf Capital Management

Darcy Hulston
President and Chief Executive Officer, Canoe Financial

James Burron
President, Canadian Association of Alternative Strategies & Assets, Canadian Association of Alternative Strategies & Assets

Paul Bourque
President and Chief Executive Officer, Investment Funds Institute of Canada

Jeff Weniger
Asset Allocation Strategist, Wisdomtree

Neville Joanes
Chief Investment Officer and Chief Commercial Officer, Wealthbar

Steven Hawkins
President and Co-chief Executive Officer, Horizons Etfs Management (Canada) Inc.

Pat Chiefalo
Managing Director, Head of Ishares Canada, Blackrock

Jean Lorrain
Senior Director, International Affairs and Strategic Monitoring, Autorité Des Marchés Financiers

Jesse Kaufman
Vice President, Portfolio Manager, Richardson Gmp

Stuart Graham
Managing Director, Pimco Canada

Carol Smith
Riac, Investment Funds Advisor, Desjardins Financial Security Investments Inc

Gillian Stovel Rivers
Senior Wealth Advisor & Branch Manager, Assante at Bronte Park, Assante Financial Management Ltd.

Michael Taglieri
Senior Wealth Advisor, Assante at Bronte Park, Assante Capital Management Ltd

Jackie Ramler
Portfolio Manager & Branch Manager, Raymond James Financial

Alfred Lee
Director, Exchange Traded Funds, Bmo Global Asset Management

William Trout
Head of Wealth Management Research, Celent

Doug Krist
Senior Compliance Manager, Natixis Investment Managers Canada Lp

Claire Van Wyk-allan
Director, Head of Canada, Alternative Investment Management Association

Naveed Mohammed
President & Head of Managed Assets Strategy and Analytics, Bmo Nesbitt Burns

Chris Nickerson
Senior Vice President, Sales Distribution and Marketing, Nei Investments

Simon Wren
Sponsorship Manager, Strategy Institute

Janet Salter
Senior Policy Advisor, IFIC

Donna Spagnolo
Partner, Borden Ladnejr Gervais LLP

2018 Sponsors and Partners

GOLD:
• Equisoft

BRONZE:
• Tmx
• Capital Group

ASSOCIATION PARTNER:
• The Investment Funds Institute of Canada
• Federation of Mutual Fund Dealers
• Canadian Association of Alternative Strategies & Assets
• Aima

MEDIA PARTNER:
• Savvy Investor