Identify Profit Opportunities, Capture Market Share and Be the Fund of Choice

So much is at stake for the Canadian funds industry. Business as usual is no longer an option .

Regulatory changes, market volatility and new technologies are just some of the things impacting fund executives.

Join seasoned investment leaders to source insights critical to your firm’s profitability in the coming years.

Through interactive sessions and Q&A, take away strategies to:

  • Grow your business and capture market share
  • Stay ahead of regulatory developments on pricing and fees
  • Adapt to changing attitudes and practices around advice-giving
  • Foster strong distribution networks and relationships with advisors
  • Capitalize on emerging product trends to be the fund of choice
  • Reinvigorate your approaches using best practices from the US
  • Cater to Millennials and HNW investors to grow your client base

Develop an action plan to steer your business to success in 2016 and beyond.

Join us at the 2nd Canadian Funds Summit – all the intelligence you need to help you lead change with confidence.

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2016 Speakers

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Become a Sponsor

If you want to demonstrate your firm’s thought leadership and connect with fund executives in business strategy, product, sales and distribution, find out how our event can help you meet your objectives!

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Become a Partner

If you are an association, blog, website and/or publication catering to fund executives, we can help you deliver more value to your members/audience. Find out the benefits to becoming a media partner today!

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Become a Speaker

If you want to share a success story and raise your personal profile as a fund executive, get in touch. Find out more on the benefits to speaking and send a submission!

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Download the full agenda with speakers here