2020 Virtual Manulife Mutual Fund Summit

2020 Virtual Manulife Mutual Fund Summit
Agenda
Continuing Education (CE) credits
Contact us

Navigating this year has been like riding a giant rollercoaster!

2020 Virtual Manulife Mutual Fund Summit

Watch the 2020 Mutual Fund Summit launch video!

Download transcript (PDF)

Join us for the ride from November 3 to 5

for a virtual version of one of our most popular events. Manulife Investment Management has brought together:

An all-star portfolio manager line-up
Latest insights from our Capital Markets Strategy team
In-depth discussion on ESG with industry experts
And exciting special guest Mark Bowden, human behaviour and body language expert

We’ve got your back! Register before October 27^th to grab your seat.

Sharing our humanity

We have selected Community Food Centres Canada to partner with and we will be making a donation as a result of your attendance. We encourage you to join us in showing your humanity and give what you can.

Donate now
Ongoing support

We remain committed to supporting Canadians by investing in communities and partnering with like-minded organizations. Find out how we’re investing in our communities.

Agenda

Pacific Time Mountain Time Central Time Eastern Time Atlantic Time Newfoundland Time

	November 3, 2020	November 4, 2020	November 5, 2020
10:00 a.m.	Welcome Catherine Milum Head of Wealth Sales Wealth and Asset Management, Canada	How to Be Successful in a Virtual Environment Mark Bowden Human Behaviour & Body Language Expert Truthplane
10:05 a.m.	Straight Up. No Sweetener. Philip Petursson Chief Investment Strategist & Head of Capital Markets Research		Building Trust in a Digital World Bernard Letendre Head of Wealth & Asset Management, Canada
10:25 a.m.	Maggie knows… ESG Margaret Eve Childe Head of ESG, Canada		An Alternative Approach to Generating Income Manulife Yield Opportunities Fund Roshan Thiru Head of Canadian Fixed Income Altaf Nanji Portfolio Manager & Head of credit research Jonathan Crescenzi Managing Director & Senior Investment Analyst
10:40 a.m.	Break
10:55 a.m.			Break
11:05 a.m.		The Value Equity Difference Manulife Monthly High Income Fund Manulife Dividend Income Fund Manulife U.S. Dividend Income Fund Alan Wicks Senior Managing Director & Senior Portfolio Manager Conrad Dabiet Senior Managing Director & Senior Portfolio Manager Prakash Chaudhari Managing Director & Senior Portfolio Manager
11:10 a.m.	Invest in the future Manulife Global Thematic Opportunities Fund Gertjan Van Der Geer Senior Investment Manager, Thematic Equities Team Pictet Asset Management
11:25 a.m.	Discovering Opportunities with Free Cash Flow Manulife Fundamental Equity Fund Manulife Canadian Equity Private Pool Patrick Blais Senior Managing Director, Senior Portfolio Manager Jakub Sulimierski Investment Analyst		Finding Yield Globally Manulife Strategic Income Fund Panel Daniel S. Janis III Senior Managing Director, Senior Portfolio Manager & Senior Investment Analyst Charles C. Tomes Director & Associate Portfolio Manager
11:35 a.m.		Break
11:40 a.m.	ESG Discussion Margaret Eve Childe Head of ESG, Canada Patrick Blais Senior Managing Director & Senior Portfolio Manager Gian Carlo Siracusa Senior Business Development Manager Moderator: Philip Petursson Chief Investment Strategist & Head of Capital Markets Research
11:55 a.m.
12:05 p.m.		Be Boring. Make Money. In Global and U.S. Markets. Manulife Global Balanced Fund Manulife Global Equity Class Manulife U.S. Equity Fund Paul Moroz Chief Investment Officer, Director & Portfolio Manager, Mawer Investment Management Ltd. Grayson Witcher Portfolio Manager, Mawer Investment Management Ltd.
12:10 p.m.
12:35 p.m.

	November 3, 2020	November 4, 2020	November 5, 2020
11:00 a.m.	Opening address Catherine Milum Head of Wealth Sales Wealth and Asset Management, Canada	Catherine Milum Head of Wealth Sales Wealth and Asset Management, Canada
11:05 a.m.	Straight Up, No Sweetener Philip Petursson Chief Investment Strategist & Head of Capital Markets Research	How to Be Successful in a Virtual Environment Mark Bowden Human Behaviour & Body Language Expert Truthplane	Building Trust in a Digital World Bernard Letendre Head of Wealth & Asset Management, Canada
11:25 a.m.	Maggie knows…ESG Margaret Eve Childe Head of ESG, Canada		An Alternative Approach to Generating Income Manulife Yield Opportunities Fund Roshan Thiru Head of Canadian Fixed Income Jonathan Crescenzi Managing Director & Senior Investment Analyst
11:40 a.m.	Break
11:55 a.m.			Break
12:05 a.m.		The Value Equity Difference Manulife Monthly High Income Fund Manulife Dividend Income Fund Manulife U.S. Dividend Income Fund Alan Wicks Senior Managing Director & Senior Portfolio Manager Conrad Dabiet Senior Managing Director & Senior Portfolio Manager Prakash Chaudhari Managing Director & Senior Portfolio Manager
12:10 a.m.	Invest in the future Manulife Global Thematic Opportunities Fund Gertjan Van Der Geer Senior Investment Manager, Thematic Equities Team Pictet Asset Management
12:25 a.m.	Discovering Opportunities with Free Cash Flow Manulife Fundamental Equity Fund Manulife Canadian Equity Private Pool Patrick Blais Senior Managing Director & Senior Portfolio Manager Jakub Sulimierski Investment Analyst		Finding Yield Globally Manulife Strategic Income Fund Daniel S. Janis III Senior Managing Director, Senior Portfolio Manager & Senior Investment Analyst Charles C. Tomes Director & Associate Portfolio Manager
12:35 a.m.		Break
12:40 a.m.	ESG Discussion Margaret Eve Childe Head of ESG, Canada Patrick Blais Senior Managing Director & Senior Portfolio Manager Gian Carlo Siracusa Senior Business Development Manager Moderator: Philip Petursson Chief Investment Strategist & Head of Capital Markets Research
12:55 a.m.
1:05 p.m.		Be Boring. Make Money. In Global & U.S. Markets. Manulife Global Balanced Fund Manulife Global Equity Class Manulife U.S. Equity Fund Paul Moroz Chief Investment Officer, Director & Portfolio Manager, Mawer Investment Management Ltd. Grayson Witcher Portfolio Manager, Mawer Investment Management Ltd.
1:10 p.m.
1:35 p.m.

	November 3, 2020	November 4, 2020	November 5, 2020
12:00 p.m.	Opening address Catherine Milum Head of Wealth Sales Wealth and Asset Management, Canada	Catherine Milum Head of Wealth Sales Wealth and Asset Management, Canada
12:05 p.m.	Straight Up, No Sweetener Philip Petursson Chief Investment Strategist & Head of Capital Markets Research	How to Be Successful in a Virtual Environment Mark Bowden Human Behaviour & Body Language Expert Truthplane	Building Trust in a Digital World Bernard Letendre Head of Wealth & Asset Management, Canada
12:25 p.m.	Maggie knows…ESG Margaret Eve Childe Head of ESG, Canada		An Alternative Approach to Generating Income Manulife Yield Opportunities Fund Roshan Thiru Head of Canadian Fixed Income Jonathan Crescenzi Managing Director & Senior Investment Analyst
12:40 p.m.	Break
12:55 p.m.			Break
1:05 p.m.		The Value Equity Difference Manulife Monthly High Income Fund Manulife Dividend Income Fund Manulife U.S. Dividend Income Fund Alan Wicks Senior Managing Director & Senior Portfolio Manager Conrad Dabiet Senior Managing Director & Senior Portfolio Manager Prakash Chaudhari Managing Director & Senior Portfolio Manager
1:10 p.m.	Invest in the future Manulife Global Thematic Opportunities Fund Gertjan Van Der Geer Senior Investment Manager, Thematic Equities Team Pictet Asset Management
1:25 p.m.	Discovering Opportunities with Free Cash Flow Manulife Fundamental Equity Fund Manulife Canadian Equity Private Pool Patrick Blais Senior Managing Director & Senior Portfolio Manager Jakub Sulimierski Investment Analyst		Finding Yield Globally Manulife Strategic Income Fund Daniel S. Janis III Senior Managing Director, Senior Portfolio Manager & Senior Investment Analyst Charles C. Tomes Director & Associate Portfolio Manager
1:35 p.m.		Break
1:40 p.m.	ESG Discussion Margaret Eve Childe Head of ESG, Canada Patrick Blais Senior Managing Director & Senior Portfolio Manager Gian Carlo Siracusa Senior Business Development Manager Moderator: Philip Petursson Chief Investment Strategist & Head of Capital Markets Research
1:55 p.m.
2:05 p.m.		Be Boring. Make Money. In Global & U.S. Markets. Manulife Global Balanced Fund Manulife Global Equity Class Manulife U.S. Equity Fund Paul Moroz Chief Investment Officer, Director & Portfolio Manager, Mawer Investment Management Ltd. Grayson Witcher Portfolio Manager, Mawer Investment Management Ltd.
2:10 p.m.
2:35 p.m.

	November 3, 2020	November 4, 2020	November 5, 2020
1:00 p.m.	Welcome Catherine Milum Head of Wealth Sales Wealth and Asset Management, Canada	How to Be Successful in a Virtual Environment Mark Bowden Human Behaviour & Body Language Expert Truthplane
1:05 p.m.	Straight Up. No Sweetener. Philip Petursson Chief Investment Strategist & Head of Capital Markets Research		Building Trust in a Digital World Bernard Letendre Head of Wealth & Asset Management, Canada
1:25 p.m.	Maggie knows… ESG Margaret Eve Childe Head of ESG, Canada		An Alternative Approach to Generating Income Manulife Yield Opportunities Fund Roshan Thiru Head of Canadian Fixed Income Altaf Nanji Portfolio Manager & Head of credit research Jonathan Crescenzi Managing Director & Senior Investment Analyst
1:40 p.m.	Break
1:55 p.m.			Break
2:05 p.m.		The Value Equity Difference Manulife Monthly High Income Fund Manulife Dividend Income Fund Manulife U.S. Dividend Income Fund Alan Wicks Senior Managing Director & Senior Portfolio Manager Conrad Dabiet Senior Managing Director & Senior Portfolio Manager Prakash Chaudhari Managing Director & Senior Portfolio Manager
2:10 p.m.	Invest in the future Manulife Global Thematic Opportunities Fund Gertjan Van Der Geer Senior Investment Manager, Thematic Equities Team Pictet Asset Management
2:25 p.m.	Discovering Opportunities with Free Cash Flow Manulife Fundamental Equity Fund Manulife Canadian Equity Private Pool Patrick Blais Senior Managing Director, Senior Portfolio Manager Jakub Sulimierski Investment Analyst		Finding Yield Globally Manulife Strategic Income Fund Panel Daniel S. Janis III Senior Managing Director, Senior Portfolio Manager & Senior Investment Analyst Charles C. Tomes Director & Associate Portfolio Manager
2:35 p.m.		Break
2:40 p.m.	ESG Discussion Margaret Eve Childe Head of ESG, Canada Patrick Blais Senior Managing Director & Senior Portfolio Manager Gian Carlo Siracusa Senior Business Development Manager Moderator: Philip Petursson Chief Investment Strategist & Head of Capital Markets Research
2:55 p.m.
3:05 p.m.		Be Boring. Make Money. In Global and U.S. Markets. Manulife Global Balanced Fund Manulife Global Equity Class Manulife U.S. Equity Fund Paul Moroz Chief Investment Officer, Director & Portfolio Manager, Mawer Investment Management Ltd. Grayson Witcher Portfolio Manager, Mawer Investment Management Ltd.
3:10 p.m.
3:35 p.m.

	November 3, 2020	November 4, 2020	November 5, 2020
2:00 p.m.	Opening address Catherine Milum Head of Wealth Sales Wealth and Asset Management, Canada	Catherine Milum Head of Wealth Sales Wealth and Asset Management, Canada
2:05 p.m.	Straight Up, No Sweetener Philip Petursson Chief Investment Strategist & Head of Capital Markets Research	How to Be Successful in a Virtual Environment Mark Bowden Human Behaviour & Body Language Expert Truthplane	Building Trust in a Digital World Bernard Letendre Head of Wealth & Asset Management, Canada
2:25 p.m.	Maggie knows…ESG Margaret Eve Childe Head of ESG, Canada		An Alternative Approach to Generating Income Manulife Yield Opportunities Fund Roshan Thiru Head of Canadian Fixed Income Jonathan Crescenzi Managing Director & Senior Investment Analyst
2:40 p.m.	Break
2:55 p.m.			Break
3:05 p.m.		The Value Equity Difference Manulife Monthly High Income Fund Manulife Dividend Income Fund Manulife U.S. Dividend Income Fund Alan Wicks Senior Managing Director & Senior Portfolio Manager Conrad Dabiet Senior Managing Director & Senior Portfolio Manager Prakash Chaudhari Managing Director & Senior Portfolio Manager
3:10 p.m.	Invest in the future Manulife Global Thematic Opportunities Fund Gertjan Van Der Geer Senior Investment Manager, Thematic Equities Team Pictet Asset Management
3:25 p.m.	Discovering Opportunities with Free Cash Flow Manulife Fundamental Equity Fund Manulife Canadian Equity Private Pool Patrick Blais Senior Managing Director & Senior Portfolio Manager Jakub Sulimierski Investment Analyst		Finding Yield Globally Manulife Strategic Income Fund Daniel S. Janis III Senior Managing Director, Senior Portfolio Manager & Senior Investment Analyst Charles C. Tomes Director & Associate Portfolio Manager
3:35 p.m.		Break
3:40 p.m.	ESG Discussion Margaret Eve Childe Head of ESG, Canada Patrick Blais Senior Managing Director & Senior Portfolio Manager Gian Carlo Siracusa Senior Business Development Manager Moderator: Philip Petursson Chief Investment Strategist & Head of Capital Markets Research
3:55 p.m.
4:05 p.m.		Be Boring. Make Money. In Global & U.S. Markets. Manulife Global Balanced Fund Manulife Global Equity Class Manulife U.S. Equity Fund Paul Moroz Chief Investment Officer, Director & Portfolio Manager, Mawer Investment Management Ltd. Grayson Witcher Portfolio Manager, Mawer Investment Management Ltd.
4:10 p.m.
4:35 p.m.

	November 3, 2020	November 4, 2020	November 5, 2020
2:30 p.m.	Opening address Catherine Milum Head of Wealth Sales Wealth and Asset Management, Canada	Catherine Milum Head of Wealth Sales Wealth and Asset Management, Canada
2:35 p.m.	Straight Up, No Sweetener Philip Petursson Chief Investment Strategist & Head of Capital Markets Research	How to Be Successful in a Virtual Environment Mark Bowden Human Behaviour & Body Language Expert Truthplane	Building Trust in a Digital World Bernard Letendre Head of Wealth & Asset Management, Canada
2:55 p.m.	Maggie knows…ESG Margaret Eve Childe Head of ESG, Canada		An Alternative Approach to Generating Income Manulife Yield Opportunities Fund Roshan Thiru Head of Canadian Fixed Income Jonathan Crescenzi Managing Director & Senior Investment Analyst
3:10 p.m.	Break
3:25 p.m.			Break
3:35 p.m.		The Value Equity Difference Manulife Monthly High Income Fund Manulife Dividend Income Fund Manulife U.S. Dividend Income Fund Alan Wicks Senior Managing Director & Senior Portfolio Manager Conrad Dabiet Senior Managing Director & Senior Portfolio Manager Prakash Chaudhari Managing Director & Senior Portfolio Manager
3:40 p.m.	Invest in the future Manulife Global Thematic Opportunities Fund Gertjan Van Der Geer Senior Investment Manager, Thematic Equities Team Pictet Asset Management
3:55 p.m.	Discovering Opportunities with Free Cash Flow Manulife Fundamental Equity Fund Manulife Canadian Equity Private Pool Patrick Blais Senior Managing Director & Senior Portfolio Manager Jakub Sulimierski Investment Analyst		Finding Yield Globally Manulife Strategic Income Fund Daniel S. Janis III Senior Managing Director, Senior Portfolio Manager & Senior Investment Analyst Charles C. Tomes Director & Associate Portfolio Manager
4:05 p.m.		Break
4:10 p.m.	ESG Discussion Margaret Eve Childe Head of ESG, Canada Patrick Blais Senior Managing Director & Senior Portfolio Manager Gian Carlo Siracusa Senior Business Development Manager Moderator: Philip Petursson Chief Investment Strategist & Head of Capital Markets Research
4:25 p.m.
4:35 p.m.		Be Boring. Make Money. In Global & U.S. Markets. Manulife Global Balanced Fund Manulife Global Equity Class Manulife U.S. Equity Fund Paul Moroz Chief Investment Officer, Director & Portfolio Manager, Mawer Investment Management Ltd. Grayson Witcher Portfolio Manager, Mawer Investment Management Ltd.
4:40 p.m.
5:05 p.m.

Continuing Education (CE) credits

Select sessions during the virtual Mutual Fund Summit will qualify for Continuing Education (CE) credits. We appreciate that you have come to expect top‑notch programming from our events and the CE credits that go with it. To receive CE credits, you must be logged into each session for a minimum of 50 minutes.

Immediately following each week’s sessions, CE accrediting bodies will review and provide approvals on both the number and types of credits that apply. You will receive notification of your certificates, by email, approximately 8 to 10 weeks after the review and approvals process.

Contact us

If you have any questions about the virtual Mutual Fund Summit, please email the Manulife Conference Planning Team.