Thursday, October 29, 2020
WAIS Canada Preliminary Virtual Event Agenda
Please Note: The event is taking place in Eastern Time
10:00 a.m. |
Moderator's Remarks:: Pat Bolland - Business Media Guru |
Opening Remarks: Justin Warren, General Manager - Radius Financial Education |
|
10:15 a.m. |
Mark Brisley Managing Director & Head - Dynamic Funds Building Anti-Fragile Portfolios The 6 portfolio considerations to thrive in a pandemic world |
11:00 a.m. |
Ramesh Kashyap Managing Director, Alternative Income Group - Ninepoint Partners Due Diligence & Oversight Approach to Private Debt |
11:45 a.m. |
Sponsor Showcase |
12:30 a.m. |
Sponsor Networking Break
|
1:00 p.m. |
Chris McHaney Director & Portfolio Manager, Exchange Traded Funds - BMO Global Asset Management Daniel Stanley Harnessing Options: Liquid, Uncorrelated, Tax Efficient Income |
1:45 p.m. |
Wes Mills Investment Partner - OKR Financial Creating a Funding Ecosystem |
2:30 p.m. |
Sponsor Networking Break
|
3:00 p.m. |
Dennis MacPherson Senior Vice-President - SGGG Fund Services Portfolio Management - Why Advisors Should Be Creating Pooled Funds |
3:45 p.m. |
Dennis Mitchell Chief Executive Officer and Chief Investment Officer - Starlight Capital Global Market and Real Assets Outlook |
4:30 p.m. |
Closing Remarks: Pat Bolland - Business Media Guru |