Investments & Wealth Institute has accepted the Summit webinars on February 28 and April 24 for 1 hour of CE credits each towards CIMA®, CPWA®, CIMC®, and RMA® certifications.
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Overview
Summit Co-Chairs: Danny Kabeya, Divisional Director, Eastern Canada, Russell Investments Michael Lynds, Managing Director, Head of Retail Business, Picton Mahoney Asset Management
Join us online for three timely webinars that will examine the Canadian wealth and asset management landscape and unpack critical trends.
Invite your team!
This year’s virtual format is a terrific opportunity for your team to hear from – and ask questions of – senior executives from leading dealers, asset managers, and fintech providers.
Each session will be recorded. Even if you cannot attend live on a particular day, please register so we can notify you when the replay is available.
Questions? Contact MMI at 646.868.8500 or events@mminst.org.
Agenda
Series (Click to Expand Agenda)
Time
Description
WEDNESDAY, FEBRUARY 28 | 2:00-3:00 PM ET
Opening Keynote Presentation Global Wealth Management: The Change Agenda is Back
The global wealth management industry welcomed 2023 with a mix of hope and apprehension. Still dizzy from the yo-yo effect of the heady stock markets of the pandemic years followed by a rude awakening in 2022, industry executives hoped for a return of strong asset valuations, but prepared to (finally) tackle structural challenges. The change agenda, which lost urgency amidst the market largesse of the longest bull market on record, came back with a vengeance as down trending markets reversed growth in asset bases and revenue lines. Change is slow…until it is fast!
Leveraging ISS Market Intelligence global and local data sets, this session explores a host of keyquestions on the minds of industry executives in Canada and around the world. Join us for a discussion of the clients and advisors of tomorrow, potential newcomer disruptors, the challenge posed by D2C channels, the superintermediaries that may shake up the balance of power, progress on the road to personalization, the impact of technology and AI, and how to defend or improve the changing economic formulas of asset and wealth management.
Goshka Folda, President & CEO, Investor Economics; Head of Research, ISS Market Intelligence
WEDNESDAY, MARCH 27 | 2:00-2:30 PM ET
Balancing Scale, Flexibility, and Efficiency: Personalized Portfolios at the Forefront The use of model portfolios has been on the rise in the U.S. as advisors and institutional investors continue to discover the benefits to themselves and, most importantly, to their clients. Join us for a discussion of how and why asset managers south of the border are partnering with intermediaries on multiple levels to provide diversified portfolio solutions across the client spectrum, all within a framework that seeks to provide a balance between customization, scale, and efficiency.
Jan Gundersen, Senior Investment Director, Capital Group Stuart Thompson, Vice President, National Accounts, Capital Group | Canada
WEDNESDAY, APRIL 24 | 2:00-3:00 PM ET
WealthTech: The Future Depends on What’s Under the Hood Bringing in new and exciting tech to enhance your wealth management offerings can be challenging. If your existing infrastructure isn’t going to play nice with others, it can critically impact your ability to grow your business and offer your clients the seamless digital experience they’ve come to expect. In this session, an innovative business leader and fintech executive shares his perspective on the importance of building and improving infrastructure technology to ensure a better progression into the future.
Amar Ahluwalia, Co-Founder and CEO, OneVest Michael Lynds, Managing Director, Picton Mahoney Asset Management
Featured Speakers
Goshka Folda
President & CEO, Investor Economics; Head of Research, ISS Market Intelligence
Jan Gundersen
Senior Investment Director, Capital Group
Stuart Thompson
Vice President, National Accounts, Capital Group | Canada
