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
647-327-2761
Sarah Stoski
416-702-0889
Hotel
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
Costs
- 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.
Important disclosure
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.