AGENDA

For downloadable presentations please click on title or speaker highlighted in RED

 

Monday, October 28th

 
     

Time

Session

1:00 – 2:00

Conference Registration

2:05

Opening Remarks
Justin Warren, General Manager, Radius Financial Education

2:10

Moderator's Remarks
Pat Bolland
, Former BNN Anchor, Media Consultant

2:20

Panel: Global Economic Update in the midst of escalating US-China Trade Disputes, Brexit, Trump Impeachment Allegations, and Global Climate Risks

Moderated by: Pat Bolland, Former BNN Anchor, Media Consultant

 

Craig Alexander, Partner & Chief Economist, Deloitte LLP

Josh Nye, Senior Economist, RBC

3:10

Panel: Real Assets - Long Term Outperformance with Lower Volatility

Moderated by: Pat Bolland, Former BNN Anchor, Media Consultant

 

John Courtliff, Partner, Managing Director & Portfolio Manager, ICM Asset Management

Devon Cranson, Founder and President, Cranson Capital
Dennis Mitchell, Chief Executive Officer and Chief Investment Officer, Starlight Capital

Vikram Rajagopalan, Vice President, Retail Sales & National Accounts, Trez Capital

4:00

Wealth and the Razure of Oblivion

Pierre duPont, Partner, Cerity Partners

 

Pierre discusses the history of his two multi-generational families and how they have remained 'cohesive' for as long as they each have.
He outlines a few techniques his families (and others) have used to maintain 'heritage' across generations.
He combines personal stories and family histories to illuminate steps you might take to increase the positive impact of your wealth (whether large or small, tangible or intangible) on your descendants while decreasing the negatives that often come with inherited wealth.

4:40 - 5:20

Keynote Session

Randy Ambrosie, Commissioner of the Canadian Football League (CFL)

5:30 – 7:00

Radius’ Opening Tailgate Reception

Sponsored by: CIFP

     

Tuesday, October 29th

     

Time

Session

8:10 – 9:00

Conference Registration And Breakfast

Sponsored by: Fundata Canada

9:00

First Day Recap
Pat Bolland
, Former BNN Anchor, Media Consultant

9:10

Panel: Liquid Alternatives are a Blitz in Canada: Leading Fund Managers Discuss Strategies & Opportunities

Moderated by: Pat Bolland, Former BNN Anchor, Media Consultant

 

Mark Brisley, Managing Director & Head, Dynamic Funds

Lillian Ferndriger, Vice President, National Accounts, Ninepoint Partners

Wes Mills, Chief Investment Officer, OKR Financial

9:50

Fund Manager Showcase

Traditional fund managers are looking to alternative strategies as more of a mainstream opportunity for their investors. Hear directly from fund managers discussing their products, theories and strategies.

Moderated by: Pat Bolland, Former BNN Anchor, Media Consultant

 

Lending Loop - Reza Jafer, Head of Wealth Management

Avenue Living Asset Management - Emily Newman, VP, Business Development

Canadian Mortgages Inc. - Steve Fabian, Senior Vice President, Capital Markets, Canadian Mortgages Inc.

Cranson Capital - Devon Cranson, Founder and President

ICM Asset Management - John Courtliff, Partner, Managing Director & Portfolio Manager

Ninepoint Partners - James Fox, Co-CEO, Managing Partner

OKR Financial - Wes Mills, Chief Investment Officer

11:00

Networking Break

Sponsored by: OKR Financial

11:20

ETF Trading and Liquidity

Take a deeper dive into the true liquidity of ETFs including secondary versus primary market volume, market structure and execution strategies, trading best practices and examples of market volatility events.

Bobby Eng, Vice President, Head of SPDR ETFS Canada, State Street Global Advisors

11:50

Family Office Roundtable: Evolving Investment Strategies and Trends

Moderated by: Pat Bolland, Former BNN Anchor, Media Consultant

 

Brian McKenzie, Partner, Chronicle Wealth

Greg Moore, Vice President, Richter Family Office

Zachary Schwartz, President, ZSC Inc. and Client Relations, East West Investment Management

12:30 – 1:30

Buffet Lunch

Sponsored by: Ninepoint Partners

1:30

 

Panel: Effective Fund Strategies to "Hedge" Risk in Your Portfolio

Moderated by: Zachary Schwartz, President, ZSC Inc. and Client Relations, East West Investment Management

 

Jon Aikman, Co-founder, Nordai

Stephen Harvey, Chief Risk Officer, Titan Advisors

Wes Mills, Chief Investment Officer, OKR Financial

2:10

Fund Manager Showcase

Traditional fund managers are looking to alternative strategies as more of a mainstream opportunity for their investors. Hear directly from fund managers discussing their products, theories and strategies.

Moderated by: Pat Bolland, Former BNN Anchor, Media Consultant

 

Invico Capital Corporation - James Wanstall, Vice President, Sales

Centurion Asset Management Inc. - Matthew Barnes, Director of Sales

MMCAP Asset Management - Justin Oliver, Business Development

RISE Properties - Leslie Toth, Vice President of Sales and Marketing

Titan Advisors - Aly Alladina, Vice President, Marketing, Canada

Trez Capital - Vikram Rajagopalan, Vice President, Retail Sales & National Accounts

 

3:20

Networking Break

Sponsored by: Street Capital

3:50

CEO Fireside Chat: Navigating the Ship in a Period of Shifting Investor Preferences, Margin Compression, Regulatory Developments and Advancing Technologies

Moderated by: Pat Bolland, Former BNN Anchor, Media Consultant

 

Raj Lala, President and CEO, Evolve ETFs

Dennis Mitchell, Chief Executive Officer and Chief Investment Officer, Starlight Capital

4:40

Closing Remarks

Pat Bolland, Former BNN Anchor, Media Consultant

4:50 – 6:30

Evening Reception

Sponsored by: State Street Global Advisors

     

Wednesday, October 30th

     

Time

Session

7:10 – 8:10

Breakfast

Sponsored by: SGGG Fund Services Inc.

7:20

Introduction and Second Day Recap

Pat Bolland, Former BNN Anchor, Media Consultant

7:308:10

Cyber Security: Events From the Past Year, and Current Threat Landscape

Robert Hudyma, Professor, Ted Rogers School of Management, Ryerson University

8:15

Fund Administration: What Fund Companies Need to Know

Dennis E. MacPherson, Senior Vice President, SGGG Fund Services Inc.

9:00

Networking Break

Sponsored by: CWB Maxium Financial

9:30

Cannabis Investing in North America

Charles Taerk, President & Chief Executive Officer, Faircourt Asset Management

10:10

Fintech and Financial Innovations Related to Traditional and Alternative Investments

Jon Aikman, Co-founder, Nordai

11:00 – 11:10

Closing Remarks

Pat Bolland, Former BNN Anchor, Media Consultant

 


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