- A popular macroeconomic outlook session led by Douglas J. Porter, chief economist and managing director, BMO Capital Markets; Wilfred Hahn, HAHN Investment Stewards; and Nelli Oster, investment strategist, BlackRock.
- Michael S. Falk, CFA, partner at Focus Consulting Group, will discuss the future of the retirement market.
- David Blanchett, head of retirement research for Morningstar Investment Management, will explain how "gamma-optimized" portfolios can generate more income for retirees.
- Larry Siegel, director of research for the CFA Institute, will examine the long-term economic outlook for lower rates of population growth and higher per-capita income.
- A panel of Morningstar experts will discuss portfolio construction and views on best practices for serving retail investors. Panelists are Paul Kaplan, research director for Morningstar Canada; Christopher Davis, director of fund analysis for Morningstar Canada; Scott Burns, director of global fund research for Morningstar, Inc.; and Hal Ratner of Morningstar Investment Management.
- Margaret Franklin, CEO, Marret Private Wealth Inc., will explore how client needs and advisor services have changed dramatically.
Morningstar Canada Announces Speakers, Agenda For 10th Annual Investment Conference
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