Agenda

With Betterment at the forefront, robe-advisors have transformed the landscape of the funds industry and technology-first wealth management solutions will be a key battle ground in the fight for growth. Get new ideas on:

• The current social climate of shareholders and investors
• The role of both technology driven and human advice in an age of digital transformation
• The latest product trends and newest opportunities in FinTech

Embrace new distribution and partnership opportunities to stay ahead of the game.

Acquire insight from top fund industry minds on what you can expect for 2018/19. Identify the key trends that will shape your most important strategic decisions. Create a roadmap to:

• Source new technology inspiration to increase your revenue
• Adapt your current processes to remain agile in response to client needs
• Inspire new research on products that might work for you

Gain cutting edge solutions to your future product needs.

Connect with conference speakers and fellow attendees. Secure important new contacts and talk about crucial developments in your field.

Regulatory compliance and consumer demand for lower fee solutions are compressing margins. Ensure revenue stability for your organization in a fee squeezed environment. Source practical tips to:

• Amplify your value-added propositions
• Innovate your product offerings
• Reduce your operational costs while remaining compliant

Prepare yourself with a blueprint for market share growth in a fee compression future.

Engage with regulatory experts as they expand upon current global trends and the driving forces behind them. Increase your insight into the ever-changing regulations and how it will impact your business. Create a roadmap to:

• Current policies
• Potential initiatives
• Global trends and their potential impact in Canada

Grasp the regulatory environment and the implications on your business strategy and decisions.

Join the conference speakers and your peers for a relaxing luncheon.

SPECIAL ADVISOR AFTERNOON As a new feature of the Funds Summit, 50 of Canada's elite financial advisors will be invited to join in an afternoon of key interactive and immersive sessions that will help the industry better understand their needs and help them grow their business!

As a new feature of the Funds Summit, 50 of Canada's elite financial advisors will be invited to join in an afternoon of key interactive and immersive sessions that will help the industry better understand their needs and help them grow their business!

How will the global and North American economic backdrop impact financial markets in the years ahead? This session will review key insights on what this means for your asset allocation and investment strategies:

• Current state of Canadian and U.S. economies and the implications for your investment recommendations
• Safeguard long-term investment returns
• Predictions for the market in 2018 and 2019

Take the necessary steps to maximize your returns and minimize your risk.

HNW and UHNW individuals represent growing segments in Canada. Understanding these individuals’ unique needs can help you scale your business and increase AUM:

• Discover what matters most to investors in this segment and how their needs differ from other investors
• Provide the attentive and personalized service this segment demands
• Identify the solutions and infrastructure you need to service this significant and growing segment

Network with conference speaker and fellow attendees

The importance of adding value as an advisor has never been higher. Adapt a modern approach to growing your business from North America's top financial advisors. Take away specific solutions to:

• Gain insights into today's client needs to increase your sales
• Developing a personal digital brand
• Interesting facts on how social media plays a role in a top advisor approach

Grow your business in new ways with winning strategies based on proven results.

Technology presents huge potential to grow your practice, however knowing where to start and how to integrate it into your processes can be expensive and time consuming. Embrace new tools to enhance how you service clients, attract new ones, and transform how your practice operates. Source strategies to:

• Adopt digital marketing and social media
• Create a weightless Customer Experience
• Execute design thinking to complement the digital era
• Utilize technology to develop flexible working and increase your work/life balance

Revolutionize your use of social media and technology to transform your practice.

Rub shoulders with Canada's leading independent financial advisors in a special gathering with fund industry executives.