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

  • Go to the "Networking" tab to be randomly paired with another participant; spend 3 minutes sharing ideas and getting to know each other

  • Go to the "Expo" tab and browse around our virtual sponsor area; check out our sponsor booths

1:00 p.m.

Chris McHaney

Director & Portfolio Manager, Exchange Traded Funds - BMO Global Asset Management

Daniel Stanley
Director, Institutional & Advisory Ontario - BMO Global Asset Management

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

  • Go to the "Networking" tab to be randomly paired with another participant; spend 3 minutes sharing ideas and getting to know each other

  • Go to the "Expo" tab and browse around our virtual sponsor area; check out our sponsor booths

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