October 23, 2024 at 1:00 p.m.
— October 23, 2024 at 1:30 p.m.
October 23, 2024 at 1:30 p.m.
— October 23, 2024 at 1:40 p.m.
IFIC Chair's Opening Remarks
October 23, 2024 at 1:40 p.m.
— October 23, 2024 at 2:40 p.m.
Navigating the Future: Opportunities and Risks Facing the Canadian and Global Economy
We explore the potential impact of key events in the pipeline, including the US presidential election, the expiration of Trump’s tax reforms and Obamacare subsidies, and increasing recession concerns. Our panelists will discuss how these factors will affect the US economy and, consequently, Canada and the global economic environment. Our discussions will focus on strategies and policies that can help Canada navigate these challenges to emerge as a stronger and more productive global player.
October 23, 2024 at 2:40 p.m.
— October 23, 2024 at 3:25 p.m.
Global Perspectives: Unravelling Megatrends Shaping the Industry
The investment funds industry is facing some of the most significant challenges in a generation. What can we learn from global perspectives to not only survive but to thrive? IFIC’s President and CEO, Andy Mitchell, sits down with his counterparts from the US and the UK to discuss the regulatory landscape, demographic shifts, the future of advice, and technological innovation, among other topics.
October 23, 2024 at 3:25 p.m.
— October 23, 2024 at 3:45 p.m.
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October 23, 2024 at 3:45 p.m.
— October 23, 2024 at 4:00 p.m.
Funding the Future: The Economic Impact of Canada's Investment Funds Industry
The investment funds industry has evolved over the past decade along with its significance to Canada. The Conference Board of Canada shares its latest research on the economic footprint of our industry, quantifying the direct contribution to GDP, employment, income, and tax revenue as well as the downstream effects our industry delivers through supply chain and induced spending. It is a compelling story and the impact is significant.
October 23, 2024 at 4:00 p.m.
— October 23, 2024 at 4:45 p.m.
Keynote Speaker - Dr Jack Mintz
The balance of this decade can be characterized as managing opportunities and risks. Dr. Jack Mintz will survey the oncoming economic, technological, social and political shifts ahead of us and what it means to interest rates, household incomes and saving, and tax policy.
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October 23, 2024 at 4:45 p.m.
— October 23, 2024 at 4:50 p.m.
Day 1 Wrap-up - Andy Mitchell
October 23, 2024 at 4:50 p.m.
— October 23, 2024 at 6:30 p.m.
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October 24, 2024 at 8:15 a.m.
— October 24, 2024 at 9:00 a.m.
Breakfast and Registration
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October 24, 2024 at 9:00 a.m.
— October 24, 2024 at 9:50 a.m.
The Future of Operations: Navigating Tomorrow's Innovations
The investment funds industry is at a critical juncture, driven by a confluence of regulatory changes, technological innovations, and shifts in client expectations – all of which are shaping the future of operations. Our panelists will discuss how they are grappling with today’s pressures and those that are in the pipeline, such as tokenization, blockchain, and T+0.
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Concurrent Breakout Sessions #1
October 24, 2024 at 9:55 a.m.
— October 24, 2024 at 10:45 a.m.
Idea Factory - An Interactive Operations Workshop
Join us for a focused operations workshop, in which we tackle two critical issues:
1. You’ve got mail…where are you? We’ll explore the difficulties with returned mail, including address mismatches and the lack of an electronic notification process between dealers and fund companies. Learn about risks, such as unclaimed property and privacy breaches and the administrative burden these issues create. Discuss current practices and discover potential electronic solutions to streamline address management and improve communication.
2. EFTs – Does that bank account number really belong to your client? We’ll dig into the growing risks of identity theft, money laundering, and fraud associated with EFTs. Evaluate the effectiveness of current control procedures in verifying bank account information and explore best practices to prevent errors and fraudulent transactions.
This session will bring together industry professionals to address these challenges through collaborative problem-solving.
October 24, 2024 at 9:55 a.m.
— October 24, 2024 at 10:45 a.m.
Generative AI and its Potential to Revolutionize the Investment Industry
This presentation will be a comprehensive exploration of generative AI (GenAI), providing an overview of its potential to revolutionize asset management. We'll discuss the strategic opportunities GenAI presents, delve into practical strategy and implementation approaches, and outline key considerations for developing a robust roadmap to integrate GenAI into business operations.
October 24, 2024 at 9:55 a.m.
— October 24, 2024 at 10:45 a.m.
The Future of Solutions and Platforms at Canadian Dealers
In this session, we will discuss the evolution of investment solutions and platforms at Canadian investment dealers. We will dive deeper into funds, ETFs and SMAs and how advisors are using these vehicles within portfolios. We will also learn about the growth of UMA platforms and why firms are investing significant resources to launch UMA platforms to help advisors manage their practice. We will conclude by spending time evaluating emerging trends and potential challenges at Canadian dealers.
October 24, 2024 at 10:45 a.m.
— October 24, 2024 at 11:05 a.m.
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Concurrent Breakout Sessions #2
October 24, 2024 at 11:05 a.m.
— October 24, 2024 at 11:55 a.m.
Total Cost Reporting: Impact and Insights
TCR is no small matter, with ripple effects on every facet of our industry, from operations and technology to client engagement and communication. This session will delve into the profound business implications of TCR and explore how psychological factors influence investor perceptions and decision-making. Discover how behavioral economics can shape your approach to TCR, enhance client interactions, and drive operational improvements. Join us for critical insights into managing the broad effects of TCR on your organization and understanding its influence on investor behavior.
October 24, 2024 at 11:05 a.m.
— October 24, 2024 at 11:55 a.m.
Enhancements in technology are set to transform the investment funds industry, from how we interact and engage with clients to how we streamline our businesses to driver further efficiencies. Fintech leaders share future insights touching on themes ranging from process automation to personalization and client experience, to quantum computing. Ultimately, the future of technology is geared towards greater efficiency, transparency, and personalization.
October 24, 2024 at 11:05 a.m.
— October 24, 2024 at 11:55 a.m.
Adapting to the Regulatory Roadmap: Behind the Scenes with Industry Experts
Our panelists offer a behind-the-scenes look at regulatory priorities and challenges. They will share their observations from the past few years and provide insights on what’s coming next. This session will offer valuable perspectives to navigate and adapt to the evolving regulatory landscape effectively.
October 24, 2024 at 12:00 p.m.
— October 24, 2024 at 1:00 p.m.
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October 24, 2024 at 1:00 p.m.
— October 24, 2024 at 1:20 p.m.
IFIC President & CEO Remarks
October 24, 2024 at 1:20 p.m.
— October 24, 2024 at 1:40 p.m.
Andrew will provide an update on the major elements of CIRO’s evolution since its creation on January 1, 2023. Areas of particular attention will be CIRO’s externally focused integration activities and its annual priorities in the context of its April 2024 strategic plan. Beyond this year’s priorities, Andrew will also talk about the opportunity for further improvements in the efficiency and effectiveness of the regulatory model and how CIRO will engage with industry and other stakeholders to benefit Canadian investors. Time will also be reserved for a candid Q&A session.
October 24, 2024 at 1:40 p.m.
— October 24, 2024 at 2:25 p.m.
Canadian Households in Focus: Financial Realities
Canadian households are navigating shifting financial pressures, an uncertain political landscape, and the ongoing challenge of saving enough for retirement. These dynamics present both challenges and opportunities for the wealth-management and asset-management industries. This panel brings together experts from Investor Economics, Pollara Strategic Insights, and the Financial Resilience Institute to delve into the financial realities facing Canadian households. The discussion will explore Canadians' finances, as well as their financial resilience and financial well-being, perceptions, attitudes, and behaviors, with a focus on identifying strategies that the industry can employ to better support clients in this ever-changing environment.
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October 24, 2024 at 2:25 p.m.
— October 24, 2024 at 2:45 p.m.
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October 24, 2024 at 2:45 p.m.
— October 24, 2024 at 3:30 p.m.
The Future of Advice: Industry Opportunities
This session will examine the importance of creating unique and tailored experiences, whether the industry’s current focus on financial goals adequately addresses the broader emotional and psychological concerns of clients, and, with the limited data of what’s truly in the hearts and minds of clients, how we can best marry the delivery of advice with the overall client experience.
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October 24, 2024 at 3:30 p.m.
— October 24, 2024 at 4:15 p.m.
Market Perspectives from the Top
This session brings together a panel of esteemed CIOs who will offer their insider view on current market trends and the innovative approaches they are adopting in their investment strategies to guide their firms through market fluctuations and deliver for investors.
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October 24, 2024 at 4:15 p.m.
— October 24, 2024 at 4:20 p.m.