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Join us in person to hear from our portfolio managers on ways to unlock sources of alpha in portfolios.

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David Picton Image

David Picton

President and CEO

Craig Chilton Image

Craig Chilton, CFA*

Portfolio Manager,

Merger Arbitrage

Phil Mesman Image

Phil Mesman, CFA

Head of Fixed Income

Tom Savage Image

Tom Savage, CFA*

Portfolio Manager

Merger Arbitrage

Robert Wilson Image

Robert Wilson, CFA

Head, Portfolio Construction Consultation Service

*Craig Chilton featured in Vancouver and Calgary, and Tom Savage featured in Montreal and Toronto.

1:30 - 2:00 p.m. PST

Registration and Lunch

2:00 - 2:10 p.m. PST

Opening Remarks

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Todd Haibeck, VP, Retail Sales

2:10 - 2:30 p.m. PST

Macro Update

|

David Picton

Our macroeconomic outlook and its potential implications to investors.

2:30 - 2:40 p.m. PST

Portfolio Construction in a New Era

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Robert Wilson

Ideas on how to construct resilient portfolios in a new era.

2:40 - 3:10 p.m. PST

Panel Discussion

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Robert Wilson, David Picton, Phil Mesman and Craig Chilton

Our portfolio managers will highlight opportunities that they are finding amidst market
uncertainty and how alternative strategies can generate unique sources of returns
independent of today’s market.

3:10 - 3:25 p.m. PST

Q&A

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Moderated by Taylor Duncan-Barr, VP, Retail Sales

3:25 - 3:30 p.m. PST

Closing Remarks

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Taylor Duncan-Barr

12:00 - 12:30 p.m. MST

Registration and Lunch

12:30 - 12:40 p.m. MST

Opening Remarks

|

Andrew Milne, VP, Retail Sales

12:40 - 1:00 p.m. MST

Macro Update

|

David Picton

Our macroeconomic outlook and its potential implications to investors.

1:00 - 1:10 p.m. MST

Portfolio Construction in a New Era

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Robert Wilson

Ideas on how to construct resilient portfolios in a new era.

1:10 - 1:40 p.m. MST

Panel Discussion

|

Robert Wilson, David Picton, Phil Mesman and Craig Chilton

Our portfolio managers will highlight opportunities that they are finding amidst market
uncertainty and how alternative strategies can generate unique sources of returns
independent of today’s market.

1:40 - 1:55 p.m. MST

Q&A

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Moderated by Andrew Milne

1:55 - 2:00 p.m. MST

Closing Remarks

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Andrew Milne

12:00 - 12:30 p.m. EST

Registration and Lunch

12:30 - 12:40 p.m. EST

Opening Remarks

|

Olivier Ha, VP, Retail Sales

12:40 - 1:00 p.m. EST

Macro Update

|

David Picton

Our macroeconomic outlook and its potential implications to investors.

1:00 - 1:10 p.m. EST

Portfolio Construction in a New Era

|

Robert Wilson

Ideas on how to construct resilient portfolios in a new era.

1:10 - 1:40 p.m. EST

Panel Discussion

|

Robert Wilson, David Picton, Phil Mesman and Tom Savage

Our portfolio managers will highlight opportunities that they are finding amidst market
uncertainty and how alternative strategies can generate unique sources of returns
independent of today’s market.

1:40 - 1:55 p.m. EST

Q&A

|

Moderated by Roy Jarmak, VP, Retail Sales

1:55 - 2:00 p.m. EST

Closing Remarks

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Roy Jarmak

4:30 - 5:00 p.m. EST

Registration and Light Refreshments

5:00 - 5:10 p.m. EST

Opening Remarks

|

Scott Hickerson, VP, Retail Sales

5:10 - 5:30 p.m. EST

Macro Update

|

David Picton

Our macroeconomic outlook and its potential implications to investors.

5:30 - 5:40 p.m. EST

Portfolio Construction in a New Era

|

Robert Wilson

Ideas on how to construct resilient portfolios in a new era.

5:40 - 6:10 p.m. EST

Panel Discussion

|

Robert Wilson, David Picton, Phil Mesman and Tom Savage

Our portfolio managers will highlight opportunities that they are finding amidst market
uncertainty and how alternative strategies can generate unique sources of returns
independent of today’s market.

6:10 - 6:25 p.m. EST

Q&A

|

Moderated by Aaron Ferrera, VP, Retail Sales

6:25 - 6:30 p.m. EST

Closing Remarks

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Aaron Ferrera

Vancouver

Fairmont Hotel Vancouver

Saturna Island Room

900 West Georgia Street

Vancouver, BC

V6C 2W6

Calgary

The Westin Calgary

Britannia Room

320 4th Avenue SW

Calgary, AB

T2P 2S6

Montreal

Fairmont The Queen Elizabeth

Av. Laurier + Av. Viger Rooms

900 Rene Levesque Blvd. W

Montreal, QC

H3B 4A5

Toronto

Design Exchange

234 Bay Street

Toronto, ON

M5K 1B2