Toronto, ON

Tuesday May 15th &
Wednesday May 16th 2018

Testimonials

Great discussion on CRM2 and technology developments and their implications to product and distribution.

Seeralan Kulasingam, , Mackenzie Investments

Great insights on latest trends and developments from industry leaders.

Breno Lima, , O’Leary Funds

Relevant and topical content. Good line up of speaker and good size; not overcrowded allowing for a more informal group and meaningful networking.

John Lutrin, , Hub Financial

Very well done. Case Studies were very insightful. Could easily relate to them and gained lots of useful information.

Christiane Lalonde, Business Analyst, Desjardins Financial Security

Extremely relevant and provided a good level of detail that will allow us to take back learning to our business.

Kevin Miller, Business Manager, Capital One

Well organized and good coverage of key topics.

Doug Bedard, SVP and Director, MNP CF

Enjoyed the case studies – an opportunity to hear how other organizations address asset mix, governance, etc. forward looking views of investment managers. Very informative.

Elisa Kreller, Director, Finance, Coast Opportunity Funds

Excellent idea generation. Several good take aways for positive change in our organization.

Glen Rottray, Vice President, Fiera Capital

Very interesting mix of relevant topics for all participants, nice amount of information, presentations and interactive participation from the audience.

Shauna George, Assistant Vice President, Morgan Meighen & Associates