May 14 15, Asset Management Advisor Services Investment Planning Counsel Advocis AGF Management AGF Management

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1 May 14 15, 2018

2 May 14 15, 2018 Senior Manager, IFM/PM Compliance, 1832 Asset Management Executive Vice President, Advisor Services Investment Planning Counsel Associate Director, Regulatory Affairs, Advocis Associate Portfolio Manager, AGF Management Senior Vice President & Head of Marketing & Communications, AGF Management Vice President, Marketing & Communications, AGF Management Director, Retail Marketing, AGF Management Limited Vice President, Product, AGF Management Limited Associate, AIMA Canada Chief Operating Officer, AIMA Canada Portfolio Manager, AIP Asset Management Chair, Alternative Investment Management Association Solutions Director SEI, Alternative Investment Manager Services Financial Advisor, Assante Capital Management Vice President, Marketing, Aston Hill Financial Chief Operating Officer, ATB Investment Management Senior Manager, B2B Bank Contributing Editor, Benefits and Pensions Monitor Vice President, Managed Assets, Beutel Goodman Vice President, BlackRock Vice President, Sales, BlackRock Executive Vice President & Head of Distribution Client Management, BMO Global Asset Management Senior Manager, Investments, BMO Global Asset Management Vice President & Head, Product, BMO Investments Director, Strategy, BMO Nesbitt Burns Private Client Division Chief Executive Officer, Breton Hill Capital

3 Managing Partner, Breton Hill Capital Executive Vice President, Bridgehouse Asset Managers Vice President, Finance & Fund Services, Bridgehouse Asset Managers Portfolio Manager, Burgeonvest Bick Securities Limited Manager of Corporate Communications, Canada Franklin Templeton Investments Business Development Sales Manager, Canada Vanguard Investments Canada Executive Director, Canadian ETF Association President & Chief Executive Officer, Canadian Hedge Watch Senior Vice President, Canadian Hedge Watch Senior Vice President & National Sales Director, Canoe Financial Executive Vice President, Carte Wealth Management Partner, Cassels Brock & Blackwell LLP Regional Manager, Chase de Vere Vice President, Business Development and Institutional Sales, Centurion Asset Management Senior Manager, Product Analytics, CIBC Asset Management Director, Product Development & Management, CIBC Asset Management Senior Manager, Product Analytics, CIBC Global Asset Management Executive Director, Business Development, CIBC Mellon President, CIBC Wood Gundy Senior Vice President, Client Service, CI Investments Senior Vice President, Marketing, CI Investments Regional Vice President of Sales, Desjardins Senior Advisor Responsible Investment, Desjardins Vice President, National Accounts, Desjardins General Insurance Group Senior Director, Desjardins Laurentian Life Assurance Senior Vice President, Product Development & Analytics, Dynamic Funds Vice President, Product Development & Managed Solutions, Dynamic Funds Account Manager, Educators Financial Group President, Educators Financial Group Vice President, Client Advisory Services, Educators Financial Group Senior Product Manager, Team Leader, Edward Jones Canada Research Associate, Environics Research Group Partner, Ernst & Young LLP Executive Director Wealth Management Practice, Ernst & Young LLP Wealth Management Advisory, Ernst & Young LLP Director, Wealth Management Solutions, EquiSoft

4 Vice President, Wealth Management Solutions, EquiSoft Executive Director, Federation of Mutual Fund Dealers Member, Federation of Mutual Fund Dealers Assistant Vice President, Institutional Markets, Fiera Capital Executive Vice President, Retail Markets, Fiera Capital Private Wealth President & Chief Financial Officer, Fiscal Wellness Senior Vice President, Sales & Marketing, First Asset Investment Management Senior Vice President & Portfolio Manager, First Avenue Advisory of Raymond James Co-Head of ETFs, Canada, First Trust Portfolios Canada Vice President, Focus Financial Partners Campaign Manager & Marketing Analyst, Franklin Templeton Investments Head of Marketing, Canada, Franklin Templeton Investments Senior Vice President, Head of National Sales-Canada, Franklin Templeton Investments Senior Vice President, Investment Platform Division, Franklin Templeton Investments Vice President, Business Strategy, Franklin Templeton Investments Vice President, Marketing Communications, Franklin Templeton Investments Director, Product Management, Fundserv Senior Relationship Manager, Fundserv Strategic Business Development, Hahn Investment Stewards & Company Vice President, Institutional Services/Portfolio Manager, Hahn Investment Stewards & Company Executive Vice President, Head of Sales, Horizons ETFs Executive Vice President & Head of Sales, Horizon Exchange Traded Funds Assistant Vice President, Product Development, IA Clarington Director, Client Services, International Financial Data Services Vice President, Relationship Manager, International Financial Data Services Assistant Vice President of Retail Strategy & Planning, Invesco Senior Vice President, Head of Distribution, Invesco Canada Vice President, Sales Operations & Inside Sales, Invesco Canada Reporter, Investment Executive General Counsel, Corporate Secretary & Director of Policy, Investment Funds Institute of Canada Member, Investment Funds Institute of Canada Senior Policy Advisor, Investment Funds Institute of Canada Vice President, Member Regulation Policy, Investment Industry Regulatory Organization of Canada Director, Portfolios, Investors Group Senior Vice President, Product Development, Investors Group Manager, Marketing Planning, Investors Group Financial Services

5 Co-Founder & Chief Executive Officer, Invisor Financial Director, Product Consulting & Research, Kasina Vice President, Global Sales-Consulting, Kasina Vice President, Pension Fund Investments, Kruger Economic Consultant, Leith Wheeler Investment Counsel Associate Vice President, Pricing & Product, Mackenzie Investments Director, Investment Solutions, Mackenzie Investments Director, Product Strategy, Mackenzie Investments Senior Vice President, Mackenzie Investments Senior Vice President, Head of Product, Mackenzie Investments Senior Vice President & Head of Exchange Traded Funds, Mackenzie Investments Director, Mutual Funds Product, Manulife Vice President & National Director, Strategic Accounts, Manulife Managing Director, Global Head of Product Development, Manulife Asset Management Director, Retail Initiatives and Planning, Manulife Financial Vice President, Manulife Financial Head of ETFs & Structured Products, Manulife Investments General Counsel, Mawer Investment Management Associate Director, MFS Investment Management Associate, Middlefield Group Director, Middlefield Group Director, Investment Management, Morningstar Associates Director, Manager Research, Morningstar Senior Vice President, Member Regulation & Compliance, Mutual Fund Dealers Association Executive Vice President, National Accounts Horizons Funds Head of Product Development & Innovation, National Bank Investments Vice-President, National Accounts, National Bank Investments Senior Manager, Compliance, Natixis Global Asset Management Senior Vice President & General Counsel, Natixis Global Asset Management Director, Product Management & Development, NEI Investments Vice President, Strategic Relationships, NEI Investments Senior Vice President, Institutional Sales, Northern Trust President, Ontario Provincial Police Manager, Investment Funds and Structured Products Branch, Ontario Security Commission Manager, Investment Funds Operations, OceanRock Investments Senior Marketing & Communications Manager, OceanRock Investments

6 Senior Vice President, National Sales, O'Leary Funds Vice President, Sales Operations & Inside Sales, O'Leary Funds Senior Marketing & Communications Manager, Qtrade Financial Group Chief Executive Officer, Picton Mahoney Senior Associate, Sales & Marketing, Polar Asset Management Partners Director, Sales & Marketing, Polar Securities Head, Sales & Marketing, Polar Securities Executive Director, Private Capital Markets Association of Canada Vice President, General Counsel, Chief Compliance, Private Capital Markets Association of Canada Vice Chair, Private Capital Markets Association of Canada Director, Fund Accounting, Product Management RBC Senior Manager, Regulatory & Policy Governance, Richardson GMP Senior Editor, Rogers Media Associate Director, Product Management, Royal Bank of Canada Associate Director of Product Management, Royal Bank of Canada Director, Fund Accounting & Product Management, Royal Bank of Canada MD Client Coverage, Royal Bank of Canada Director, Vice President & Portfolio Manager, Royal Bank of Canada Dominion Securities Senior Analyst, Royal Bank of Canada Global Asset Management Vice President, Corporate Governance & Responsible Investment, Royal Bank of Canada Global Asset Management Vice President & Head, Corporate Governance & Responsible Investment, Royal Bank of Canada Global Asset Management Vice President, National Accounts, Royal Bank of Canada Global Asset Management Vice President, Solutions Management, Royal Bank of Canada Global Asset Management Director, Client Coverage, Royal Bank of Canada Investor & Treasury Services Director, Senior Coverage, Central Canada, Royal Bank of Canada Investor & Treasury Services Managing Director, Royal Bank of Canada Investor & Treasury Services Director, Sales & Account Management, SalesFocus Solutions Vice President, Investment Advisor, Saunders Wealth Advisory Group of CIBC Wood Gundy Senior Vice President, Wealth Management & CEO, Scotia Investments, Scotiabank Vice President, Asset Management & General Manager SAM Jamaica, Scotiabank President, Segal Rogerscasey Canada Managing Director, SEI Institutional Group Lead Generator, Dealer Relations, Sentry Investments Vice President, Institutional Business Development, Sentry Investments

7 President, Sprott Asset Management Vice President, National Accounts, Sprott Asset Management Vice President, Compliance, State Street Global Advisors Funds Director, Business Development, Steadyhand Investment Associate Vice President, Wealth Distribution - Inside Sales, Sun Life Financial Director, National Accounts, Sun Life Financial Director, National Accounts Wealth Distribution, Sun Life Financial Manager of Regional Sales for Central Canada, Sun Life Financial Canada Chief Marketing Officer & Head of Institutional Business, Sun Life Global Investment Founder, Sustainable Economist Client Director, Systemware Innovation Corporation Senior Consultant, Systemware Innovation Corporation Vice President, Financial Practice, Systemware Innovation Corporation Senior Manager, Investments, Tangerine Assistant Vice President of Product Design, TD Asset Management Associate Vice President, Sales Strategy and Communications, TD Asset Management Vice President, National Accounts, TD Asset Management Senior Manager, Managed Solutions, TD Asset Management Senior Manager, Mutual Funds, TD Asset Management Vice President, Strategic Alliances and National Accounts, TD Asset Management Vice President & Director, Business Strategy, TD Asset Management Vice President & Director, Product Management, TD Asset Management Vice President & Director, Product Strategy, TD Asset Management Vice President & Director, TD Asset Management Associate Vice President, Strategic Alliances, Transamerica Certified Financial Planner, True North Retirement Counsel Associate Professor of Finance, Rotman School of Management, University of Toronto Owner, Urquhart Financial Chief Investment Officer & Chief Compliance Officer, Wealthsimple National Account Manager, Wealth Professional National Sales Manager, Wealth Professional Senior Economist, Willis Towers Watson Chief Executive Officer, WISER Investments Associate Principal, ZS Associates

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