Just the Facts

Manulife Mutual Fund Summit

As we’ve continued to watch developments with COVID-19 and think of the health and safety of our business partners, colleagues, families and communities, we have regretfully decided to postpone the Manulife Mutual Fund Summit. We are evaluating opportunities to reschedule this event and will keep you informed as plans develop.  

April 1-3 | Banff, Alberta

Welcome to the Banff Summit!

We are bringing our popular Manulife Investment Management Mutual Fund Summit exclusively to Alberta! Located in the heart of Banff National Park, the world-famous Fairmont Banff Springs Hotel stands as a landmark in the picturesque alpine town of Banff, Alberta.

To support you in these extraordinary times of market volatility, we have put together an agenda that will provide you insights into help you and your clients weather the Upside of Down. This one-day conference is the perfect opportunity to hear from our portfolio managers and Capital Market & Strategy Team. They will provide valuable insights on the market and investment solutions that can help support your clients and business.

On behalf of the Manulife Investment Management Sales Team, we look forward to seeing you in Banff and trust that you will find the Summit informative and enjoyable.

Catherine Milum
Head of Wealth Sales 
Wealth and Asset Management, Canada 
Manulife Investment Management

 Contact Phone Numbers

Here are the important phone numbers to have during the Summit:

Lori Banks 

Sarah Stoski


Fairmont Banff Springs Hotel 405 Spray Avenue Banff Alberta, Canada T1L1J4
Main Line: 403 762 2211

Advisor Program

Day 1: Wednesday, April 1, 2020

Time     Session
5:00 – 6:30 p.m. Registration
6:30 – 9:30 p.m. Dinner at hotel

Day 2: Thursday, April 2, 2020

Time Session
8:00 – 9:00 am Breakfast
9:00 – 9:15

Opening remarks

Catherine Milum, Head of Wealth Sales, Wealth & Asset Management, Canada

Manulife Investment Management

9:15 – 10:00am

Capital Market Update

Philip Petursson, Chief Investment Strategist

Manulife Investment Management

10:00 – 10:45 am

An active approach to investing

Conrad Dabiet, Senior Managing Director & Senior Portfolio Manager

Manulife Investment Management

10:45 – 11:00 am Break
11:00 – 11:30 am

Fundamentals of sustainable investing

Margaret Eve Childe, Director ESG Research & Integration

Manulife Investment Management

11:30 am – 12:00 pm

Fundamental Equity Investing

Patrick Blais, Senior Managing Director, Senior Portfolio Manager

Manulife Investment Management

12:00 – 12:30 pm

ESG investing panel

Margaret Eve Childe, Director ESG Research & Integration

Patrick Blais, Senior Managing Director, Senior Portfolio Manager

Manulife Investment Management

Moderator: Henry Tse, District Vice President, Alberta

12:30 – 1:30 pm Lunch
1:30 – 2:15 pm

A global perspective on investing

Paul Moroz, Chief Investment Officer & Portfolio Manager

Mawer Investment Management Ltd.

2:15 – 3:00 pm

The Global Fixed Income Story

Thomas C. Goggins, Senior Managing Director and Senior Portfolio Manager

Manulife Investment Management

3:00 – 3:30 pm

The upside of down: weathering market volatility

Catherine Milum, Vice President & Head of Distribution, WAM Canada

Manulife Investment Management

3:30 – 6:30 pm Free time
6:30 – 9:30 pm Dinner off-site

Day 3: Friday, April 3, 2020

Time Session
7:00 – 9:00 am Breakfast will be available between 7-9 a.m. in the New Brunswick room.

How to prepare and what to pack

Dress code

The attire is business casual for the educational seminars and smart casual for the evening activities. Ties are optional.

Hotel Accommodations and Reservations

Hotel reservations have been made in accordance with the arrival and departure dates you chose when you registered. Please check your confirmation email to ensure that your check in/check out dates are accurate. If you have any changes, please contact Lori Banks.

Amenities on the property include:

  • Nine restaurant/bar spaces: 1888 Chop House, The Vermillion Room, Castello Italina, Grapes, STOCK Food and Drink, Rockey Mountain Afternoon Tea, Rundle Bar, Walfhaus Pub & Biergarten, and Ramsay Bar
  •  High speed internet throughout the hotel
  • Fitness and Aquatic Centre featuring an exercise studio, scheduled group fitness & yoga classes, free weights & strength training machines, treadmills, ellipticals, upright bikes, Bosu’s, TRX and much more
  • Childcare services
  • Ski, valet service and storage
  • PressReader electronic newspaper service
  • Shuttle service to the Townsite of Banff

Travel Information

You are responsible for your own travel arrangements. Please see the Fairmont Banff Springs Hotel website for further information on how to find them.

Airports (pricing as of January 2020 and is subject to change)

  • Calgary International Airport - Banff Airporter - Shuttle service - one way from $68.99 per person

Parking (subject to change)

  •  Valet $43 unlimited in and out privileges
  •  Self Parking $29 per day


  • Advisors and their guests are responsible for paying their own hotel and travel fees, including flights, and ground transportation (home city and Banff).
  • All activities and meals within the official summit program will be arranged and provided by Manulife.
  • To remain compliant with regulations, we are required to charge advisors a fee for ground transportation provided at the official summit program. A fee of $36 /person CAD was charged when you registered.

CE credits

Following the close of the Mutual Fund Summit, we will apply for accreditation with Advocis, AIC, La Chambre, AIC, ICM, ICBC, ICS, FPSC, IQPF and Manulife Securities. Please note that the number of credits that will be granted cannot be predicted or guaranteed. CE Credits granted for this program will be available in the third quarter of 2020.

Please contact your Manulife Investment management Sales Representative with any additional questions.

Manulife Investment Management is a trade name of The Manufacturers Life Insurance Company. Manulife, Manulife Investment Management, the Stylized M Design, and Manulife Investment Management & Stylized M Design are trademarks of The Manufacturers Life Insurance Company and are used by it, and by its affiliates under license.