Upside of Down
2020 Virtual Manulife Mutual Fund Summit
Navigating this year has been like riding a giant rollercoaster!
-
Donate now
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.
-
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
November 3, 2020 |
November 4, 2020 |
November 5, 2020 |
|
---|---|---|---|
10:00 a.m. |
Welcome Catherine Milum |
How to Be Successful in a Virtual Environment Mark Bowden |
|
10:05 a.m. |
Straight Up. No Sweetener. Philip Petursson |
Building Trust in a Digital World Bernard Letendre |
|
10:25 a.m. |
Maggie knows… ESG Margaret Eve Childe |
An Alternative Approach to Generating Income Manulife Yield Opportunities Fund Roshan Thiru Altaf Nanji Jonathan Crescenzi |
|
10:40 a.m. |
Break |
||
10:55 a.m. | Break |
||
11:05 a.m. | The Value Equity Difference Manulife Monthly High Income Fund Alan Wicks Conrad Dabiet Prakash Chaudhari |
||
11:10 a.m. |
Invest in the future Manulife Global Thematic Opportunities Fund Gertjan Van Der Geer |
||
11:25 a.m. |
Discovering Opportunities with Free Cash Flow Manulife Fundamental Equity Fund Patrick Blais Jakub Sulimierski |
Finding Yield Globally Manulife Strategic Income Fund Panel Daniel S. Janis III Charles C. Tomes |
|
11:35 a.m. |
Break |
||
11:40 a.m. |
ESG Discussion Margaret Eve Childe Patrick Blais Gian Carlo Siracusa Moderator: Philip Petursson |
||
11:55 a.m. |
|
||
12:05 p.m. |
Be Boring. Make Money. In Global and U.S. Markets. Manulife Global Balanced Fund Paul Moroz Grayson Witcher |
||
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 |
Catherine Milum Head of Wealth Sales |
|
11:05 a.m. |
Straight Up, No Sweetener Philip Petursson |
How to Be Successful in a Virtual Environment Mark Bowden |
Building Trust in a Digital World Bernard Letendre |
11:25 a.m. |
Maggie knows…ESG Margaret Eve Childe |
An Alternative Approach to Generating Income Manulife Yield Opportunities Fund Roshan Thiru Jonathan Crescenzi |
|
11:40 a.m. |
Break |
||
11:55 a.m. | Break |
||
12:05 a.m. | The Value Equity Difference Manulife Monthly High Income Fund Alan Wicks Conrad Dabiet Prakash Chaudhari |
||
12:10 a.m. |
Invest in the future Manulife Global Thematic Opportunities Fund Gertjan Van Der Geer |
||
12:25 a.m. |
Discovering Opportunities with Free Cash Flow Manulife Fundamental Equity Fund Patrick Blais Jakub Sulimierski |
Finding Yield Globally Manulife Strategic Income Fund Daniel S. Janis III Charles C. Tomes |
|
12:35 a.m. |
Break |
||
12:40 a.m. |
ESG Discussion Margaret Eve Childe Patrick Blais Gian Carlo Siracusa Moderator: Philip Petursson |
||
12:55 a.m. |
|
||
1:05 p.m. |
Be Boring. Make Money. In Global & U.S. Markets. Manulife Global Balanced Fund Paul Moroz Grayson Witcher |
||
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 |
Catherine Milum Head of Wealth Sales |
|
12:05 p.m. |
Straight Up, No Sweetener Philip Petursson |
How to Be Successful in a Virtual Environment Mark Bowden |
Building Trust in a Digital World Bernard Letendre |
12:25 p.m. |
Maggie knows…ESG Margaret Eve Childe |
An Alternative Approach to Generating Income Manulife Yield Opportunities Fund Roshan Thiru Jonathan Crescenzi |
|
12:40 p.m. |
Break |
||
12:55 p.m. | Break |
||
1:05 p.m. | The Value Equity Difference Manulife Monthly High Income Fund Alan Wicks Conrad Dabiet Prakash Chaudhari |
||
1:10 p.m. |
Invest in the future Manulife Global Thematic Opportunities Fund Gertjan Van Der Geer |
||
1:25 p.m. |
Discovering Opportunities with Free Cash Flow Manulife Fundamental Equity Fund Patrick Blais Jakub Sulimierski |
Finding Yield Globally Manulife Strategic Income Fund Daniel S. Janis III Charles C. Tomes |
|
1:35 p.m. |
Break |
||
1:40 p.m. |
ESG Discussion Margaret Eve Childe Patrick Blais Gian Carlo Siracusa Moderator: Philip Petursson |
||
1:55 p.m. |
|
||
2:05 p.m. |
Be Boring. Make Money. In Global & U.S. Markets. Manulife Global Balanced Fund Paul Moroz Grayson Witcher |
||
2:10 p.m. |
|||
2:35 p.m. |
November 3, 2020 |
November 4, 2020 |
November 5, 2020 |
|
---|---|---|---|
1:00 p.m. |
Welcome Catherine Milum |
How to Be Successful in a Virtual Environment Mark Bowden |
|
1:05 p.m. |
Straight Up. No Sweetener. Philip Petursson |
Building Trust in a Digital World Bernard Letendre |
|
1:25 p.m. |
Maggie knows… ESG Margaret Eve Childe |
An Alternative Approach to Generating Income Manulife Yield Opportunities Fund Roshan Thiru Altaf Nanji Jonathan Crescenzi |
|
1:40 p.m. |
Break |
||
1:55 p.m. | Break |
||
2:05 p.m. | The Value Equity Difference Manulife Monthly High Income Fund Alan Wicks Conrad Dabiet Prakash Chaudhari |
||
2:10 p.m. |
Invest in the future Manulife Global Thematic Opportunities Fund Gertjan Van Der Geer |
||
2:25 p.m. |
Discovering Opportunities with Free Cash Flow Manulife Fundamental Equity Fund Patrick Blais Jakub Sulimierski |
Finding Yield Globally Manulife Strategic Income Fund Panel Daniel S. Janis III Charles C. Tomes |
|
2:35 p.m. |
Break |
||
2:40 p.m. |
ESG Discussion Margaret Eve Childe Patrick Blais Gian Carlo Siracusa Moderator: Philip Petursson |
||
2:55 p.m. |
|
||
3:05 p.m. |
Be Boring. Make Money. In Global and U.S. Markets. Manulife Global Balanced Fund Paul Moroz Grayson Witcher |
||
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 |
Catherine Milum Head of Wealth Sales |
|
2:05 p.m. |
Straight Up, No Sweetener Philip Petursson |
How to Be Successful in a Virtual Environment Mark Bowden |
Building Trust in a Digital World Bernard Letendre |
2:25 p.m. |
Maggie knows…ESG Margaret Eve Childe |
An Alternative Approach to Generating Income Manulife Yield Opportunities Fund Roshan Thiru Jonathan Crescenzi |
|
2:40 p.m. |
Break |
||
2:55 p.m. | Break |
||
3:05 p.m. | The Value Equity Difference Manulife Monthly High Income Fund Alan Wicks Conrad Dabiet Prakash Chaudhari |
||
3:10 p.m. |
Invest in the future Manulife Global Thematic Opportunities Fund Gertjan Van Der Geer |
||
3:25 p.m. |
Discovering Opportunities with Free Cash Flow Manulife Fundamental Equity Fund Patrick Blais Jakub Sulimierski |
Finding Yield Globally Manulife Strategic Income Fund Daniel S. Janis III Charles C. Tomes |
|
3:35 p.m. |
Break |
||
3:40 p.m. |
ESG Discussion Margaret Eve Childe Patrick Blais Gian Carlo Siracusa Moderator: Philip Petursson |
||
3:55 p.m. |
|
||
4:05 p.m. |
Be Boring. Make Money. In Global & U.S. Markets. Manulife Global Balanced Fund Paul Moroz Grayson Witcher |
||
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 |
Catherine Milum Head of Wealth Sales |
|
2:35 p.m. |
Straight Up, No Sweetener Philip Petursson |
How to Be Successful in a Virtual Environment Mark Bowden |
Building Trust in a Digital World Bernard Letendre |
2:55 p.m. |
Maggie knows…ESG Margaret Eve Childe |
An Alternative Approach to Generating Income Manulife Yield Opportunities Fund Roshan Thiru Jonathan Crescenzi |
|
3:10 p.m. |
Break |
||
3:25 p.m. | Break |
||
3:35 p.m. | The Value Equity Difference Manulife Monthly High Income Fund Alan Wicks Conrad Dabiet Prakash Chaudhari |
||
3:40 p.m. |
Invest in the future Manulife Global Thematic Opportunities Fund Gertjan Van Der Geer |
||
3:55 p.m. |
Discovering Opportunities with Free Cash Flow Manulife Fundamental Equity Fund Patrick Blais Jakub Sulimierski |
Finding Yield Globally Manulife Strategic Income Fund Daniel S. Janis III Charles C. Tomes |
|
4:05 p.m. |
Break |
||
4:10 p.m. |
ESG Discussion Margaret Eve Childe Patrick Blais Gian Carlo Siracusa Moderator: Philip Petursson |
||
4:25 p.m. |
|
||
4:35 p.m. |
Be Boring. Make Money. In Global & U.S. Markets. Manulife Global Balanced Fund Paul Moroz Grayson Witcher |
||
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.