A complimentary event for financial advisors
Discover the latest strategies that transcend large-cap core. Reinvigorate clients' portfolios with techniques you may not have seen before. Join S&P DJI and leading industry experts to explore differentiated approaches that deal with risk amid changing market dynamics.
Featured speaker Sam Stovall, Chief Investment Strategist at CFRA, will share his equity market outlook for North America and discuss opportunities at the market, sector, and industry level.
Topics will include:
9:00 AM – 9:30 AM
9:30 AM – 9:35 AM
REGISTRATION & BREAKFAST
WELCOME & INTRODUCTION
Travis Robinson, Senior Director, Canada and Northwestern U.S. Region,
Financial Advisor Channel, S&P Dow Jones Indices
9:35 AM – 10:05 AM
MARKET OUTLOOK: PROBING WHETHER IT’S TIME TO BAIL OR BUY
Keynote Speaker: Sam Stovall, Chief Investment Strategist, CFRA
Craig Lazzara, CFA, Managing Director and Global Head of Index Investment Strategy, S&P Dow Jones Indices
Moderator: Craig Lazzara, CFA, Managing Director and Global Head of Index Investment Strategy, S&P Dow Jones Indices
Vijay Vaidyanathan, President, Optimal Asset Management
Mario Barbaro, Vice President, Portfolio Manager and Investment Advisor, TD Wealth Management
Andrew Neatt, Portfolio Manager, TD Wealth Private Investment Advice
11:00 AM – 11:15 AM NETWORKING BREAK
11:15 AM – 11:35 AM ESG MEETS CORE: FROM NICHE TO MAINSTREAM
Reid Steadman, Managing Director, Global Head of ESG, S&P Dow Jones Indices
Moderator: Shaun Wurzbach, Managing Director, Global Head of the Financial Advisor Channel, S&P Dow Jones Indices
Rob Jackson, Head of ETF Strategy, Adaptive ETF
James Garcelon, Executive Vice-President and Portfolio Manager, Shaunessy Investment Council
Guy Lalonde, Vice President and Portfolio Manager, National Bank Financial
Graham MacKenzie, Head, ETFs and Structured Products,
Toronto Stock Exchange and TSX Venture Exchange
Statements made by persons who are not S&P Dow Jones Indices employees represent their own views and opinions, and are not necessarily the views of S&P Dow Jones Indices.
Agenda subject to change.