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Investment Funds Industry Gathers for 30th IFIC Leadership Conference
September 13, 2017
Toronto, ON - September 13, 2017 - For media registration and to pre-arrange speaker interviews: Pira Kumarasamy (pkumarasamy@ific.ca; 416-309-2313).What: Canada’s pre-eminent networking and information event for the investment funds industry, with influential industry leaders, senior regulators and innovators from Canada and abroad.
Why: To hear the latest developments impacting the industry and investors: Market trends, evolving consumer demand, and the prospect of an advice gap; regulatory reforms in the U.K., the EU, the U.S.; alpha, beta and everything in between; discussions on current regulatory priorities and Canada’s future regulatory landscape, including updates on the CMRA, the status of the CSA’s consideration of the option to ban embedded fees and the introduction of a best interest standard and targeted reforms, and regulatory compliance priorities; emerging strategies to lower costs; how emerging technologies (blockchain and AI) will transform the industry; developments in taxation and in financial reporting, and much more.
When: Wednesday, September 27, 2017
• 8:00 a.m. – 8:30 a.m. – Breakfast and registration
• 8:30 a.m. – 5:10 p.m. – Sessions
• 5:10 p.m. – 6:30 p.m. – Cocktail Reception
Where: The Carlu, 444 Yonge Street, Toronto
Who:
International industry leaders:
• Tim Cameron, Securities Industry and Financial Markets Association (SIFMA) (U.S.)
• Adam Fairhead, HSBC Global Asset Management (U.K.)
• Jonathan Lipkin, The Investment Association (IA) (U.K.)
Canadian industry leaders:
• Ross Kappele, BMO Asset Management Canada (Chair of IFIC’s Board)
• Sian Burgess, Fidelity Investments Canada ULC
• Joe Canavan, LOGiQ Asset Management
• Jonathan Durocher, National Bank Investments
• Robert Frances, PEAK Financial Group Inc.
• Judy Goldring, AGF Management Limited
• Rick Headrick, Sun Life Global Investments (Canada) Inc.
• Carol Lynde, Bridgehouse Asset Managers
• David Scandiffio, CIBC Asset Management
• Michael Stanley, Sterling Mutuals Inc.
Senior Regulators:
• Jean-Paul Bureaud, Ontario Securities Commission (OSC)
• Marsha Gerhart, Investment Industry Regulatory Organization of Canada (IIROC)
• Hugo Lacroix, Autorité des marchés financiers (AMF)
• Janice Leung, British Columbia Securities Commission (BCSC)
• Karen McGuinness, Mutual Funds Dealers Association of Canada (MFDA)
• John Mountain, Ontario Securities Commission (OSC)
• Felicia Tedesco, Ontario Securities Commission (OSC)
In conversation:
• Kevan Cowan, Capital Markets Authority Implementation Organization (CMAIO) CEO discusses the organization’s progress toward implementation with IFIC president Paul C. Bourque.
Three new panels –
Active and Passive: Dual or Duelling Strategies?
• Yves Choueifaty, TOBAM Core Investments
• Mark Tiffin, Capital International Asset Management (Canada) Inc.
Experts in emerging strategies to lower costs:
• Aparna Sachdeva, RBC Global Asset Management
• Michael Yee, National Bank Investments
The Brave New World of Fintech
• Arijit Das, Northern Trust Company
• Kesem Frank, nuco
• Peter Patterson, IBM Canada
Special guest speaker:
• Peter Zeihan, Geopolitical Strategist: “The Trump Doctrine and the Disorder of Trump”
Plus: leading experts in legal, tax and accounting.
Master of ceremonies: Bruce Sellery, Business Journalist, Bestselling Author of Moolala
For detailed session descriptions (http://www.cvent.com/events/2017-annual-leadership-conference-september-27-2017/agenda-4f2b4c1e9cd542608642755c1ae7384a.aspx).
For the full list of speakers (http://www.cvent.com/events/2017-annual-leadership-conference-september-27-2017/speakers-4f2b4c1e9cd542608642755c1ae7384a.aspx).
About the Audience: About 300 key executives from across the industry: CEOs, presidents, SVPs. Mutual fund managers and dealers. Financial planners and advisors. Compliance officers, financial officers. Suppliers and affiliates. Staff of national organizations and regulatory agencies.
About IFIC: The Investment Funds Institute of Canada is the voice of Canada’s investment funds industry. IFIC brings together 150 organizations, including fund managers, distributors and industry service organizations, to foster a strong, stable investment sector where investors can realize their financial goals. By connecting Canada’s savers to Canada’s economy, our industry contributes significantly to Canadian economic growth and job creation. The organization is proud to have served Canada’s investment funds industry and its investors for more than 50 years.
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For more information contact:
Pira Kumarasamy
Consultant, Public Affairs
The Investment Funds Institute of Canada (IFIC)
Phone: 416-309-2313
Email: pkumarasamy@ific.ca
Website: www.ific.ca
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