AGENDA
BLUE MOUNTAIN
COLLINGWOOD, ONTARIO
JULY 22ND- 25TH, 2008
| PRE-CONFERENCE EVENTS | |
| Tuesday July 22nd, 2008 | |
| Arrive at Blue Mountain | |
| 12:30 pm | Golf - "The Raven" at Lora Bay (Optional) |
| 4:00pm onwards | Hotel Check In Main Lobby – Grand Georgian Hotel |
| Afternoon | Conference Registration Conference Centre – Huron Grand Ballroom Foyer |
| CONFERENCE BEGINS | |
| 7:00pm to 10:00pm | Welcome Reception – at "SKOOL" in the Village |
| Wednesday July 23rd, 2008 | |
| Time | Mainstage Location - "Huron Grand Ballroom " |
| 7:00am to 8:30am | Networking Breakfast |
| 8:30am to 9:00am |
Introduction & Welcome Speakers: Michael S. Greer, President & Chris Enright, Executive Vice President |
| 9:00am to 10:00am |
Guardian Group of Funds Topic: “ Rough Road or Easy Ride For Commodities” Presenter: Bill Belovay |
| 10:00am to 10:15am | Networking Session |
| 10:15am to 11:15am |
IA Clarington Mutual Funds Topic: " Income Investments Offer Great Value " Presenter: To Be Announced (more info) |
| 11:15am to 12:15pm |
Franklin Templeton Investments Topic: “ Six Sigma Investing ” Presenter: Scott Fraser |
| 12:15pm to 1:30pm | Networking Lunch |
| 1:30pm to 2:30pm | Fidelity Investments Topic: “ Capitalizing on Canada’s Evolving Retirement Market” Presenter: Peter Drake (more info) |
| Time | Breakout 1 "Reflections" |
Breakout 2 "Silver Creek" |
Breakout 3 "Georgian Bay 1" |
Breakout 4 "Georgian Bay 3" |
| 2:35pm to 3:35pm | Hartford Investments Topic: "Differentiating Yourself in a Changing Advice Landscape" Speaker: Chris Nickerson |
SEI Investments Topic: "Investing In Volatile Times" Speaker: David Andrews (more info) |
MRS Topic: "The efficiency of the MRS Platform Solution" Speaker: Scott Sinclair (more info) |
Univeris Topic: "Insurance Module" Speaker: Maggy Dew |
| 3:35pm to 4:35pm | B2B Trust Topic: "Credit Evaluation Basics" Speakers: Peter Viris (more info) |
ROI Capital Topic: "One Solution - High Yield, GIC Stability, Lower Taxes = ROI Speakers: Fernando Cipriano |
Value Partners Topic: "Small Fund Company, Big Idea…..Advisors Helping Clients" Speaker: Gregg Filmon (more info) |
IA Insurance Topic: "Strategy Advisor - How to Navigate & Demystify the confusing world of Corporate & Personal Life Insurance Usage" Speaker: Steve Hub |
| 5:30pm to 6:00pm | Meet in Lobby of Conference Centre |
| 6:00pm to 9:00pm | Dinner in The Village |
| Thursday July 24th, 2008 | |
| Time | Mainstage Location - "Huron Grand Ballroom " |
| 7:00am to 8:30am | Networking Breakfast |
| 8:30am to 9:30am |
AGF Funds Topic: "Strategies For A Better Practice" Speaker: Charlie Cummings (more info) |
| 9:30am to 10:30am |
Dynamic Mutual Funds Topic: “A Balanced Approach to Growth” Presenter: Alexander Lane (more info) |
| 10:30am to 10:45am | Networking Session |
| 10:45am to 11:45am |
AIC Mutual Funds Topic: "Building Canada's Leading Value Investment Firm" Speaker: Jonathan Wellum, CEO (more info) |
| 11:45am to 1:15pm | Networking Lunch |
| 1:15pm to 2:15pm |
AIM Trimark Mutual Funds Topic: "Hot Tax & Estate Issues For Investors" Speaker: Jamie Golombek (more info) |
| 2:15pm to 3:15pm | Mackenzie Financial Topic: Strategic Asset Allocation - The next level Speaker: Michael Evans |
| Time | Breakout 1 "Reflections" |
Breakout 2 "Silver Creek" |
Breakout 3 "Georgian Bay 1" |
Breakout 4 "Georgian Bay 3" |
| 3:20pm to 4:20pm | Standard Life Topic: "Strategies To Maximize Income" Speaker: Alex Goldmaker |
Open Access Topic: Finally, Group Retirement the "Right Way" Speakers: Kam Dhillon & Lisette Thevenet (more info) |
Mavrix Fund Management Topic: "3 M's of Resource Investing" Speaker: Paul MacDonald (more info) |
Northwest Mutual Funds Topic: "Sustainable Investing - Its What Your Clients Want" Speaker: Steve Kunzel (more info) |
| 5:15pm to 5:45pm | Bus Departures From Conference Centre Lobby To Beach |
| 6:00pm to 9:00pm | FundEX Beach Party |
| CONFERENCE ENDS | |
| POST CONFERENCE EVENTS | |
| Friday July 25th, 2008 | |
| Time | Mainstage Location - "Huron Grand Ballroom " |
| 7:00am to 8:00am | Breakfast |
| 8:00am to 9:00am | FundEX Advisory Council |
| 9:00am to 10:00am | FundEX Product Delivery Platform |
| 10:00am to 10:15am | Refreshment Break |
| 10:15am to 11:15am | Ticoon Technologies Platform |
| 11:15am to 12:00pm | IA Clarington Topic: “Everything is Changing…Everything Has Changed” Presenter: Carl Mustos & Eric Frape (more info) |
| 12:00pm to 1:30pm | Lunch |
| 1:30pm to 4:30pm | Succession Planning Workshop |
| 6:30pm to 7:00pm | Cocktail Reception - Huron Grand Ballroom Foyer |
| 7:00pm to 10:00pm | Gala Dinner - Huron Grand Ballroom |