Agenda
Monday, January 20, 2025
| Start | End | Description | Location |
|---|---|---|---|
| 11:00 AM | 5:00 PM | National Advisory Board (NAB) Meeting | Library Club Lounge |
| 1:00 PM | 5:00 PM | IPC Hockey | Tomken Twin Arena |
Tuesday, January 21, 2025
| Start | End | Description | Location |
|---|---|---|---|
| 7:30 AM | 9:15 AM | Registration | Victory Ballroom Foyer |
| 7:45 AM | 9:15 AM | Breakfast | Princes' Gate Ballroom |
| 9:15 AM | 9:25 AM | Welcome and Opening Remarks Dave Nicholson, VP, Business Development, IPC Portfolio Services | Victory Ballroom |
| 9:25 AM | 10:00 AM | Accelerating Outcomes Sam Febbraro EVP, Investment Planning Counsel SVP, Wealth Solutions, Canada Life | Victory Ballroom |
| 10:00 AM | 10:55 AM | Setting the Stage for 2025 Eric Lascelles, Managing Director & Chief Economist, RBC Global Asset Management | Victory Ballroom |
| 10:55 AM | 11:15 AM | Break | Victory Ballroom Foyer |
| 11:15 AM | 12:05 PM | Spotlight on Portfolio Management Strategies Corrado Tiralongo, CIO, Canada Life Investment Management Brent MacLellan, VP, Portfolio Construction & Analysis, Canada Life Investment Management Paul Punzo, VP, Portfolio Strategy, IPC Portfolio Services Hosted By: Rahim Dhalla, Director, Portfolio Strategy, IPC Portfolio Services | Victory Ballroom |
| 12:05 PM | 1:05 PM | Lunch | Princes' Gate Ballroom |
| 1:05 PM | 1:55 PM | Building Resilient Portfolios Incorporating Public & Private Alternatives Corrado Russo, Managing Partner & Chief Investment Officer, Hazelview Investments Adam Vigna, Co-Founder & Chief Investment Officer, Sagard Hosted By: Blair Setford, VP, Product Management, IPC Portfolio Services | Victory Ballroom |
| 1:55 PM | 2:40 PM | Value-Driven Success in North American Equities Vim Thasan, VP, Canadian Equities, Beutel Goodman Investment Counsel | Victory Ballroom |
| 2:40 PM | 3:00 PM | Break | Victory Ballroom Foyer |
| 3:00 PM | 3:45 PM | From Wealth to Legacy: Estate Planning for HNW Clients Davide Pisanu, Co-Founder & CEO, ClearEstate Hosted By: Andrew Schredl, VP, Wealth Management Services, IPC Portfolio Services | Victory Ballroom |
| 3:45 PM | 4:40 PM | Powerful Communication Strategies Pamela Barnum, Trust and Nonverbal Communication Expert | Victory Ballroom |
| 4:40 PM | 4:45 PM | Closing Remarks Dave Nicholson, VP, Business Development, IPC Portfolio Services | Victory Ballroom |
| 4:45 PM | 5:45 PM | Networking Reception | Victory Ballroom Foyer |
| 6:00 PM | 10:30 PM | Evening Event | Liberty Grand, Hotel X |
Wednesday, January 22, 2025
| Start | End | Description | Location |
|---|---|---|---|
| 7:30 AM | 9:00 AM | Breakfast | Princes' Gate Ballroom |
| 9:00 AM | 9:50 AM | Business, Political & Social Trends to Watch & It’s Impact on Advice & Planning Nik Nanos, Founder and Chief Data Scientist, Nanos Research | Victory Ballroom |
| 9:50 AM | 10:40 AM | Growth Across the Spectrum: Synergies of Large and Small Cap Strategies Karina Funk, Portfolio Manager; Chair of Sustainable Investing, Brown Advisory Ken Applegate, Lead Portfolio Manager, Wasatch Global Investors Hosted By: Rahim Dhalla, Director, Portfolio Strategy, IPC Portfolio Services | Victory Ballroom |
| 10:40 AM | 10:55 AM | Break | Victory Ballroom Foyer |
| 10:55 AM | 11:40 AM | Asset Allocation: Perspectives Across Equities and Fixed Income Mark Hamlin, VP, Portfolio Manager, Mackenzie Investments Leonie Mac Cann, Head of Client Investment Solutions, Irish Life Investment Managers Hosted By: Blair Setford, VP, Product Management, IPC Portfolio Services | Victory Ballroom |
| 11:40 AM | 12:30 PM | Build Belonging: 10 Serious Shifts Dennis Moseley-Williams, Customer Experience Specialist | Victory Ballroom |
| 12:30 PM | 12:40 PM | Putting It All Together Dave Nicholson, VP, Business Development, IPC Portfolio Services | Victory Ballroom |
| 12:40 PM | 1:40 PM | Lunch | Princes' Gate Ballroom |
| 2:00 PM | 5:00 PM | IPC One Meeting | Humber A/B, 2nd Floor |