Agenda

THURSDAY, September 19, The Westin Hotel Calgary

3.75 CE Credits

12:00PM - 1:00PM
Registration & Networking Lunch

1:00PM - 1:15PM
Welcome Address & Opening Remarks

Speaker:
Frances Weston, Chief Commercial Officer, WSD


1:15PM - 1:45PM
Market Overview and Trends: Presentation and Panel Discussion
Presents key points on the current market for structured products in Canada and globally.

  • How are current trends impacting your strategies?

  • What developments do you foresee in the near future?

  • How are global trends influencing the Canadian market?

Presenter and moderator:
Tiago Fernandes, Head of Data & Platform, WSD

Speakers:
Aaron Unger, Advisor to Richardson Wealth
Dominic D'Aoust, Head, Independent Agent Business, Wellington-Altus Private Wealth
Scott Starratt, CFP®, FEA, Senior Portfolio Manager, Canaccord Genuity Wealth Management Canada

1:45PM - 2:15PM
Workshop Session - Artificial Intelligence and its impact on Financial Advisors
Exploring real-world applications and advancements in AI within the finance industry.

Speaker:
Mathias Strasser, Chief Executive Officer, WSD

2:15PM - 2:45PM
Secondary Market Pricing Tutorial Presentation
This presentation serves as an in-depth tutorial on navigating the intricate landscape of secondary market pricing.

Speaker:
Maria Tihotchi, Managing Director, Cross Asset Solutions, BMO Capital Markets

2:45PM - 3:30PM
Workshop Session from Issuers
Attendees participate in a workshop session where they learn about the practical aspects of structured products, including how to evaluate and select the best products for their clients.

Key Discussion Points:

  • Compliance and Risk – Classification of Structured Notes in a Portfolio

  • Risk Assessment & selecting products

  • New product trends

The panel will delve into critical perspectives from departments of structured products and explore methodologies to align these products with clients' needs and profiles.

Moderator:
Christopher Cafley, Senior VP Head of Private Client Solutions, Raymond James

Speakers:
Matthew Wallace, Executive Director & Head of Canadian Structured Products Distribution, CIBC Capital Markets
James Neals CFA, Director, Structured Products, Desjardins
Grant Borcharding, Head of Structured Product Solutions – Canada, RBC Capital Markets
Jiena Chen, Director, Head of Western Canada Sales and Distribution, TD Securities

3:30PM - 4:00PM
Networking Break

4:00PM - 4:45PM
The Future of Structured Products in Canada
With the Canadian market witnessing continuous changes and evolving regulatory frameworks, this panel aims to shed light on the opportunities, challenges, and trends shaping the future of structured products. The discussion will also cover:

  • Active management – themes and notes. How to use structured products?

  • Endowments and foundations – using structured products

Moderator:
Sébastien Hébert, Senior Analyst & Team Leader Structured Products, Desjardins

Speakers:
Vincent Marquis, CFA, Managing Director, Structured Solutions Group, National Bank of Canada
James McGuigan, MBA, CFA, M.D. & Head, Canada Investor Solutions, Scotiabank Global Banking and Markets
Jerome Cloutier, Managing Director & Co-Head Global Sales, BMO Global Markets
Meric Koksal, Managing Director, Wealth Solutions Group Deputy Head and Head of Structuring, Innovation & Private Markets, CIBC Capital Markets
Benoît Bélanger, CFA, Managing Director, Structured Products, Desjardins

4:45PM - 5:30PM
Case Studies: Successful Incorporation of Structured Products
Join us for an insightful session where financial advisors share their experiences and success stories of integrating structured products into client portfolios. This session will feature:

  • Real-Life Scenarios

  • Practical Strategies

  • Interactive Discussion with an Issuer

This panel is designed for financial advisors, portfolio managers, and investment professionals who are looking to leverage structured products to optimize client portfolios. Gain practical knowledge and valuable insights that can be directly applied to your investment practice.

Moderator:
Matthew Thomas, MBA, Director, Structured Solutions Group, National Bank of Canada

Speakers:
Martin Pelletier, Senior Portfolio Manager, Wellington-Altus Private Counsel
Todd Chalmers, Head of Sales, Investor Solutions Canada Scotiabank, Global Banking & Markets
Wayne McNeill, Senior Wealth Advisor, Raymond James
Bob Thompson, Senior Portfolio Manager, Raymond James


5:30PM - 6:30PM
Cocktail Reception

6:30PM - 8:30PM
Awards Dinner

Our speakers are industry leading experts in the structured products industry