WEALTH PROFESSIONAL INNOVATION AND STRATEGY SUMMIT Innovating for a changing landscape in modern nancial planning

Transcription

1 WEALTH PROFESSIONAL INNOVATION AND STRATEGY SUMMIT Innovating for a changing landscape in modern nancial planning 8:00 AM Registration & Networking 8:25 AM Welcome Remarks 8:30 AM Opening Keynote: Global Macro Outlook The global economy is set to grow 3.6% in However, as tensions between international governments erupt into trade-war and sanctions, how will nancial markets be impacted? Is US growth slowing down and are emerging markets taking the lead? Get an informed analysis on key developments in the macro-economic and geopolitical landscapes, their impact on investment strategies and how emerging risks will impact your clients portfolios. Craig Wright, Senior Vice President & Chief Economist, RBC 9:00 AM Session presented by Fidelity Investments 9:40 AM Networking Co ee Break 10:00 AM Implementing Liquid Alternative Investment Strategies Advisors have sought a practical tool to increase diversi cation and enhance risk-adjusted returns for their client portfolio s and liquid alternatives facilitate many nontraditional investment strategies that were once only being implemented by large institutional investors. This session will explore multiple processes of successfully implementing liquid alternative investment strategies and look at innovative ways to stay ahead of the curve.

2 10:40 AM Investing in ETFs, Understanding the Risks and Bene ts for Your Clients In the current Canadian marketplace, there are over 500 exchange-traded-fund (ETF) tickers. With so many various types of ETF options available, it is imperative to understand which best suit your clients' unique requirements. In this session, we will discuss which innovative ETF strategies have been successful and attracted the most capital? Who are the losers and winners? How can advisors take an innovative approach in selecting the right ETFs? 11:20 AM How to Position Fixed Income in Any Market Condition? Fixed income remains the most challenging part of the puzzle for investors today. As we slowly climb our way out of the lowest rate environment in history, xed income investors continue to feel the pain of rising rates. In this session, our panel of experts will share their views on where they see rates moving in the future and where the opportunities for yield present themselves today. 12:00 PM Networking Lunch 1:00 PM BREAKOUT SESSIONS 1:00 pm Succession and Estate Planning: Preserving Wealth for the Next Generation As baby boomers get older, we are about to enter the largest transfer of wealth in history. It s critical to start this conversation now as 70% of wealth transfers are unsuccessful due to familial issues. In this session, we will discuss wealth transfer issues, estate planning, tax e cient tactics and creative solutions of how advisors can connect with the next generation. Tom McCullough, Chairman, CEO and CIO, Northwood Family O ce Justin Mastrangelo, Partner, Transaction Tax, BDO

3 Cross Border Wealth Management Strategies In today s world, it s not uncommon for people to take up temporary or permanent residence in other countries. This transition requires proper nancial and tax planning and investment management. In this session, experts will share best practices for cross-border wealth management solutions to for Canadian clients living in the U.S. and Americans residing in Canada. Learn about: RRSPs and RRIFs for Canadians living in the US. IRAs for Americans living in Canada. Investments for Americans wanting Canadian securities. Investment accounts for US-resident children of Canadian-resident parents. Discretionary and non-discretionary portfolio services in both currencies Elena Hanson, Managing Director, Hanson Crossborder Tax Inc. Shiraz Ahmed, Financial Advisor, Sartorial Wealth of Raymond James Ltd. 1:45 pm How to Fund Long-Term Healthcare Issues Long-term care is most often overlooked and an unsolved problem for millions of people. In this session, understand the current challenges and demographic disruptors that are changing the way advisors deal with families and seniors needs. Statscan current and projected demographic shift Implications to Canada s social programs such as CPP, OAS, OHIP Cost of care case study Probability of requiring care Care options Budgeting for long term health Common assumptions The nancial risk to female caregivers Starting the conversation with your clients Neela White, Portfolio Manager, 3Macs, a division of Raymond James Amanda Stacey, Partner, Norton Rose Fulbright LLP Brian Burlaco, Advisor, Sun Life Financial Regulatory & Legal Update on Fees Disclosures Donna Spagnolo, Partner, Borden Ladner Gervais LLP 2:30 PM Networking Co ee Break 3:00 PM

4 Investing in High-Tech Achievement Ignoring the lightning speed of digital transformation is the single most damaging threat to your clients investment portfolio, but it doesn t have to be this way. Why not shift this threat into a sustainable competitive advantage for you and your clients? Find out why investing in hightech achievement is a prudent long-term approach. During this enlightening and action-packed presentation, you will learn how to: Discover emerging opportunities from disruptive technologies Invest in the digital age using ETFs Connect with the millennial investor Work smarter, instead of harder and for your clients bene t Determine what advisory action you can take today Dr. Nick Bontis, Ph.D., Board of Directors, Harvest Exchange Traded Funds 3:30 PM Emerging Technology in Robotics and Arti cial Intelligence: An Opportunity for Growth It s no secret that AI and robotic technologies are disrupting the nancial services industry. RAAI (Robotics, Automation & Arti cial Intelligence) technologies and applications have rapidly become central to every industry. As volatility returns, long-term investors should buy the troughs, not the peaks. Major corporations are gearing up for a surge in robotics and AI-based technologies over the next decade. It s time for investors to position for this growth. In this session, we will cover: Now is the time to focus on investing- and staying invested- in the future growth of what has been called the most important investment opportunity of our generation- RAAI. We will discuss the importance and how to incorporate ROBO in client portfolios Growth Opportunity in Robotics, Automation and Arti cial Intelligence (RAAI) relative to S&P and other traditional indices. 60% of the index is invested globally providing unique and needed global diversi cation. Discuss the growth of RAAI across various sectors and geographies. William Studebaker, President & CIO, ROBO Global 4:10 PM Networking co ee break 4:30 PM The Future of Marketing: Building Your Brand & Leveraging Social Media to Grow Your Business Perspective clients are hesitant to put their nancial future in the hands of just anyone. To gain trust, build your business and establish your brand, it s imperative to treat your practice as a business. In this session, learn the techniques, tools and tips you need to succeed as an advisor in today s world. Establishing brand and reputational awareness Crafting a consistent, captivating message and developing a unique value proposition Focusing on a niche segment of clients and understanding their psychology Creating an e ective marketing and social media campaign to grow your business Measuring the ROI of your marketing spend Jeremy Miller, Brand Strategist, Sticky Branding 5:10 PM

5 Closing Keynote - How to be Successful (not just in business...) Being successful (in anything) is a formula. Ann Kaplan argues and presents the key factors that anyone can apply to be successful; starting from any point in their life. Younger, older, in debt or underachieving, virtually anyone can gain the mind set to achieve nancial and personal success. A working mother, award winning author and television star, MBA, MSC and Doctor of Business and CEO in Finance - Ann has applied these principals and researched the strategies of other successful leaders to present precise, real and compact strategies to her latest book "How to Be Successful in Spite of Yourself" and to present to you in her keynote address. Ann Kaplan, CEO, ifinance Canada. 5:45 PM Conference Concludes