TOP 5 REASONS TO ATTEND

  1. Unlock profitability with insights from BMO Global Asset Management, RBC Global Asset Management, Manulife Investments, Mackenzie Investments, and more
    Hear from influential executives and firms on all aspects of investment funds relevant to your business today. Get perspectives from banks, advisors, independents, dealers, and CEOs alike to better align your business.
  2. Identify growth opportunities to remain the fund of choice
    This two-day event is exclusively designed for Canadian fund executives. Acquire proven product, pricing, distribution, sales, and marketing strategies from the top industry professionals.
  3. Regulatory updates from IFIC, MFDA, IIROC, and their business implications
    CRM2 implementation, Best Interest Standards, KYP/KYC, and more are driving changes in your business. Don’t miss the opportunity to get the latest updates from regulatory leaders on how these changes will impact your products and distribution.
  4. Forecasting key trends to prepare you for the future of funds
    Discover where you stand in the competitive landscape and identify new growth opportunities for your business. Find out where the industry’s headed so you can be at the forefront.
  5. Cultivate methods to attract valuable client segments and grow your businessWinning future market share will require building lasting – and winning – relationships with HNW, “re-wired”, and millennial investors. Identify the product features, marketing preferences and sales strategies for success with these invaluable consumer segments.

HEAR FROM PAST ATTENDEES

WHO WILL YOU MEET?

Join 200+ thought leaders, experts and professionals from across North America at this unique event.

Fund Manufacturing & Asset Management Firms

Mutual Funds | Segregated Funds | Product, Product Development, Investment Solutions | Retail Distribution | Mutual Fund Distribution | Sales | Intermediary/National Sales

Broker/Dealer Firms

Business Development | Strategic Partnerships | Client Servicing | Institutional Markets | Private Wealth

Solution Providers

Fund Servicing | Software / Technology / Platform | Research / Data | Marketing & Communications Services / Solutions | Accounting Service Providers