Upside of Down

2020 Virtual Manulife Mutual Fund Summit

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Agenda

 

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.