Name Speaker(s) Time More Info
WelcomeJamie Coulter10:30 AM - 10:45 AM (EDT)
Macro DisruptorsFrances Donald10:45 AM - 11:30 AM (EDT)
Digital Insights to Build Your Brand Among the AffluentKevin Nichols11:30 AM - 12:15 PM (EDT)
Morning Wrap UpJamie Coulter12:15 PM - 12:20 PM (EDT)
Breakout: Tools and Resources for Building “Durable” Client PortfoliosNadeem Kassam, Christopher Cafley, and Larbi Moumnin1:30 PM - 2:20 PM (EDT)
Breakout: Top 10 Best Client Engagement Ideas – Advisor Panel DiscussionAriel Magil , Julie Littlechild, Chris Raper, and Dave Lougheed1:30 PM - 2:20 PM (EDT)
Breakout: Hidden Gems: RazorPlan, Software Features to Enhance Accuracy and Expedite ResultsFlorence Habel, Cedrik Cappelli, and David Kanary1:30 PM - 2:20 PM (EDT)
Breakout: Building a Leading Advisory Team – Advisor Panel DiscussionAndrea Linger , Brian Steele, Cindy Boury, and Dominique Vincent1:30 PM - 2:20 PM (EDT)
Breakout: Using Raymond James Trust Services to Advance Your PracticePaula Lester, Peter Quarles, and Paul Siluch1:30 PM - 2:20 PM (EDT)
The Remix: Understanding and Optimizing Generational Diversity...In Today's Challenging TimesLindsey Pollak2:40 PM - 3:25 PM (EDT)
Closing RemarksScott Hudson3:25 PM - 3:30 PM (EDT)
Mix & MingleMax Kerman, Matt Baram, and Naomi Snieckus7:00 PM - 8:30 PM (EDT)
Name Speaker(s) Time More Info
WelcomePaul Allison and Paul Reilly10:30 AM - 10:45 AM (EDT)
Fireside Chat with Paul Allison and Paul ReillyPaul Allison, Paul Reilly, and Sybil Verch (moderator)10:45 AM - 11:30 AM (EDT)
Economic and Financial Market OutlookLarry Adam, Scott Brown, and Nadeem Kassam11:30 AM - 12:15 PM (EDT)
Morning Wrap UpJamie Coulter12:15 PM - 12:20 PM (EDT)
Breakout: Current State of Risk Management & Insurance: How a Pandemic Changed the LandscapeDiana Spink, Jessica Hlibchuk, and Trevor Parry1:30 PM - 2:20 PM (EDT)
Breakout: Show Me the Money! How Practice Value is Calculated, Won, Lost and RecoveredGeorge Hartman1:30 PM - 2:20 PM (EDT)
Breakout: Grow Your Practice through a COI Network – Advisor Panel DiscussionAndrea Linger, Trixie Rowein, Scott McCartney, and Joe Zacconi1:30 PM - 2:20 PM (EDT)
Breakout: The Value of a Cross Border PracticeChris Stooksbury, Tiffany Woodfield, Erik Moisan, and Steven Marcus1:30 PM - 2:20 PM (EDT)
The New Never NormalChris Riddell2:40 PM - 3:25 PM (EDT)
Closing RemarksJamie Coulter3:25 PM - 3:30 PM (EDT)
Name Speaker(s) Time More Info
Fidelity Greater Canada Fund, Fidelity Canadian Opportunities FundHugo Lavallée11:00 AM - 11:30 AM (EDT)
PIMCO Monthly Income – 10 years of meeting the income challengeAlfred Murata and Spencer Barnes11:30 AM - 12:00 PM (EDT)
Is the Balance of Power Shifting to Emerging Markets?Nicole Vettisse12:00 PM - 12:30 PM (EDT)
Transforming Bond Portfolios with Fixed Income ETFsRachel Siu12:30 PM - 1:00 PM (EDT)
What’s Next for Global Equities?Jeremy Burge1:00 PM - 1:30 PM (EDT)
Sun Life Opportunistic Fixed Income Private Pool: Unconstrained. Flexible. Vigilant for Opportunities.Brian Doherty and Isabelle Perreault1:00 PM - 1:30 PM (EDT)
Adding Institutional Assets to Your Model Portfolios - Real Assets SolutionsDarren Spencer1:30 PM - 2:00 PM (EDT)
David Fingold Unplugged – A Deliberately Different Approach to Global InvestingDavid Fingold2:00 PM - 2:30 PM (EDT)
Building Resiliency in the New Paradigm for InvestingDave Picton and Robert Wilson2:30 PM - 3:00 PM (EDT)
The Rapid Reopen – Positioning your portfolios for successPhilip Petursson, Chris Chapman and Conrad Dabiet3:00 PM - 3:30 PM (EDT)
The Beginning of the Great Rotation to ValueBenjamin Silver3:30 PM - 4:00 PM (EDT)
The Oil Party has just begun Eric Nuttall4:00 PM - 4:30 PM (EDT)
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