Upside of Down

2020 Manulife Segregated Fund Summit

2020 has been anything but straightforward. Navigating this year has been like riding a rollercoaster: filled with the anticipation of the unknown, uncontrollable ups and downs, slow starts and fast descents, and all of it often leading to hysterical laughter on the good days and queasiness on the others. This has been one wild ride, and we aren’t back at the starting gates yet. Not by a long shot.

As we continue to navigate the twists and turns of 2020, Manulife Investment Management has brought together our industry experts to deliver a virtual Segregated Fund Summit to help you feel connected, grounded and assured on a steady path.

The year may have turned out to be quite the rollercoaster, and although we can’t predict what’s around the next corner, we’re thrilled to be able to bring you an opportunity to hear from our team. So, hop aboard and strap in for a ride that focuses on weathering the storm and finding the upside of down. Registration closes October 13.

We look forward to seeing you in October. 

  • 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

 

October 20, 2020

October 21, 2020

October 22, 2020*

10:00 a.m.

Opening address

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

Day 2 Welcome

Day 3 Welcome - Transitioning to a Digital World

Mike Richard
National VP, National Accounts
Manulife Investment Management

10:05 a.m. 

Economic Outlook

Frances Donald
Managing Director, Global Chief Economist & Global Head of Macroeconomic Strategy
Manulife Investment Management

Get the facts on tax. Plus... a sneak preview of our new product

John Natale
Head of Tax, Retirement & Estate Planning Services, Wealth
Manulife Investment Management

Online Transactions (OLT) Demo

Sharon Vitug
Senior Customer Relationship Management Consultant, Distributor Learning
Manulife Investment Management

10:35 a.m. 

Asset Allocation

James Robertson
Senior Managing Director, Senior Portfolio Manager and Head of Asset Allocation Canada & Global Head of Tactical Allocation
Manulife Investment Management

How to attract & retain HNW clients during volatility

Rob Wolf
District Vice President
Manulife Investment Management

My Seg Fund Book

Sharon Vitug
Senior Customer Relationship Management Consultant, Distributor Learning
Manulife Investment Management

11:05 a.m. 

Break

Close of the day

Break

11:35 a.m. 

Regulatory Update Panel

Kristina Pappas
Head of Product Development, Guaranteed Investment Products

Victor Da Silva
Head of Product Initiatives & Product Management, Guaranteed Investment Products

Manulife Investment Management

 

Enhanced Estate Cost Calculator

Sophia Lee
Business Development Manager
Manulife Investment Management

12:05 p.m. 

Close of the day

 

Close of the day

* On Day 3, October 22, we’ll focus on the ease of doing business with Manulife. Attendees may choose to attend all sessions, or only a select few – this will be done during the registration process. 

 

October 20, 2020

October 21, 2020

October 22, 2020*

11:00 a.m.

Opening address

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

Day 2 Welcome

Day 3 Welcome - Transitioning to a Digital World

Mike Richard
National VP, National Accounts
Manulife Investment Management

11:05 a.m. 

Economic Outlook

Frances Donald
Managing Director, Global Chief Economist & Global Head of Macroeconomic Strategy
Manulife Investment Management

Get the facts on tax. Plus... a sneak preview of our new product

John Natale
Head of Tax, Retirement & Estate Planning Services, Wealth
Manulife Investment Management

Online Transactions (OLT) Demo

Sharon Vitug
Senior Customer Relationship Management Consultant, Distributor Learning
Manulife Investment Management

11:35 a.m. 

Asset Allocation

James Robertson
Senior Managing Director, Senior Portfolio Manager and Head of Asset Allocation Canada & Global Head of Tactical Allocation
Manulife Investment Management

How to attract & retain HNW clients during volatility

Rob Wolf
District Vice President
Manulife Investment Management

My Seg Fund Book

Sharon Vitug
Senior Customer Relationship Management Consultant, Distributor Learning
Manulife Investment Management

12:05 p.m. 

Break

Close of the day

Break

12:35 p.m. 

Regulatory Update Panel

Kristina Pappas
Head of Product Development, Guaranteed Investment Products

Victor Da Silva
Head of Product Initiatives & Product Management, Guaranteed Investment Products
Manulife Investment Management

 

Enhanced Estate Cost Calculator

Sophia Lee
Business Development Manager
Manulife Investment Management

1:05 p.m. 

Close of the day

 

Close of the day

* On Day 3, October 22, we’ll focus on the ease of doing business with Manulife. Attendees may choose to attend all sessions, or only a select few – this will be done during the registration process. 

 

October 20, 2020

October 21, 2020

October 22, 2020*

12:00 p.m.

Opening address

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

Day 2 Welcome 

Day 3 Welcome - Transitioning to a Digital World

Mike Richard
National VP, National Accounts
Manulife Investment Management

12:05 p.m. 

Economic Outlook

Frances Donald
Managing Director, Global Chief Economist & Global Head of Macroeconomic Strategy
Manulife Investment Management

Get the facts on tax. Plus... a sneak preview of our new product

John Natale
Head of Tax, Retirement & Estate Planning Services, Wealth
Manulife Investment Management

Online Transactions (OLT) Demo

Sharon Vitug
Senior Customer Relationship Management Consultant, Distributor Learning
Manulife Investment Management

12:35 p.m. 

Asset Allocation

James Robertson
Senior Managing Director, Senior Portfolio Manager and Head of Asset Allocation Canada & Global Head of Tactical Allocation
Manulife Investment Management

How to attract & retain HNW clients during volatility

Rob Wolf
District Vice President
Manulife Investment Management

My Seg Fund Book

Sharon Vitug
Senior Customer Relationship Management Consultant, Distributor Learning
Manulife Investment Management

1:05 p.m. 

Break

Close of the day

Break

1:35 p.m. 

Regulatory Update Panel

Kristina Pappas
Head of Product Development, Guaranteed Investment Products

Victor Da Silva
Head of Product Initiatives & Product Management, Guaranteed Investment Products
Manulife Investment Management

 

Enhanced Estate Cost Calculator

Sophia Lee
Business Development Manager
Manulife Investment Management

2:05 p.m. 

Close of the day

 

Close of the day

* On Day 3, October 22, we’ll focus on the ease of doing business with Manulife. Attendees may choose to attend all sessions, or only a select few – this will be done during the registration process. 

 

October 20, 2020

October 21, 2020

October 22, 2020*

1:00 p.m.

Opening address

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

Day 2 Welcome 

Day 3 Welcome - Transitioning to a Digital World

Mike Richard
National VP, National Accounts
Manulife Investment Management

1:05 p.m. 

Economic Outlook

Frances Donald
Managing Director, Global Chief Economist & Global Head of Macroeconomic Strategy
Manulife Investment Management

Get the facts on tax. Plus... a sneak preview of our new product

John Natale
Head of Tax, Retirement & Estate Planning Services, Wealth
Manulife Investment Management

Online Transactions (OLT) Demo

Sharon Vitug
Senior Customer Relationship Management Consultant, Distributor Learning
Manulife Investment Management

1:35 p.m. 

Asset Allocation

James Robertson
Senior Managing Director, Senior Portfolio Manager and Head of Asset Allocation Canada & Global Head of Tactical Allocation
Manulife Investment Management

How to attract & retain HNW clients during volatility

Rob Wolf
District Vice President
Manulife Investment Management

My Seg Fund Book

Sharon Vitug
Senior Customer Relationship Management Consultant, Distributor Learning
Manulife Investment Management

2:05 p.m. 

Break

Close of the day

Break

2:35 p.m. 

Regulatory Update Panel

Kristina Pappas
Head of Product Development, Guaranteed Investment Products 

Victor Da Silva
Head of Product Initiatives & Product Management, Guaranteed Investment Products
Manulife Investment Management

 

Enhanced Estate Cost Calculator

Sophia Lee
Business Development Manager
Manulife Investment Management

3:05 p.m. 

Close of the day

 

Close of the day

* On Day 3, October 22, we’ll focus on the ease of doing business with Manulife. Attendees may choose to attend all sessions, or only a select few – this will be done during the registration process. 

 

October 20, 2020

October 21, 2020

October 22, 2020*

2:00 p.m.

Opening address

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

Day 2 Welcome

Day 3 Welcome - Transitioning to a Digital World

Mike Richard
National VP, National Accounts
Manulife Investment Management

2:05 p.m. 

Economic Outlook

Frances Donald
Managing Director, Global Chief Economist & Global Head of Macroeconomic Strategy
Manulife Investment Management

Get the facts on tax. Plus... a sneak preview of our new product

John Natale
Head of Tax, Retirement & Estate Planning Services, Wealth
Manulife Investment Management

Online Transactions (OLT) Demo

Sharon Vitug
Senior Customer Relationship Management Consultant, Distributor Learning
Manulife Investment Management

2:35 p.m. 

Asset Allocation

James Robertson
Senior Managing Director, Senior Portfolio Manager and Head of Asset Allocation Canada & Global Head of Tactical Allocation
Manulife Investment Management

How to attract & retain HNW clients during volatility

Rob Wolf
District Vice President
Manulife Investment Management

My Seg Fund Book

Sharon Vitug
Senior Customer Relationship Management Consultant, Distributor Learning
Manulife Investment Management

3:05 p.m. 

Break

Close of the day

Break

3:35 p.m

Regulatory Update Panel

Kristina Pappas
Head of Product Development, Guaranteed Investment Products 

Victor Da Silva
Head of Product Initiatives & Product Management, Guaranteed Investment Products
Manulife Investment Management

 

Enhanced Estate Cost Calculator

Sophia Lee
Business Development Manager
Manulife Investment Management

4:05 p.m. 

Close of the day

 

Close of the day

* On Day 3, October 22, we’ll focus on the ease of doing business with Manulife. Attendees may choose to attend all sessions, or only a select few – this will be done during the registration process. 

 

October 20, 2020

October 21, 2020

October 22, 2020*

2:30 p.m.

Opening address

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

Day 2 Welcome 

Day 3 Welcome - Transitioning to a Digital World

Mike Richard
National VP, National Accounts
Manulife Investment Management

2:35 p.m. 

Economic Outlook

Frances Donald
Managing Director, Global Chief Economist & Global Head of Macroeconomic Strategy
Manulife Investment Management

Get the facts on tax. Plus... a sneak preview of our new product

John Natale
Head of Tax, Retirement & Estate Planning Services, Wealth
Manulife Investment Management

Online Transactions (OLT) Demo

Sharon Vitug
Senior Customer Relationship Management Consultant, Distributor Learning
Manulife Investment Management

3:05 p.m. 

Asset Allocation

James Robertson
Senior Managing Director, Senior Portfolio Manager and Head of Asset Allocation Canada & Global Head of Tactical Allocation
Manulife Investment Management

How to attract & retain HNW clients during volatility

Rob Wolf
District Vice President
Manulife Investment Management

My Seg Fund Book

Sharon Vitug
Senior Customer Relationship Management Consultant, Distributor Learning
Manulife Investment Management

3:35 p.m. 

Break

Close of the day

Break

4:05 p.m. 

Regulatory Update Panel

Kristina Pappas
Head of Product Development, Guaranteed Investment Products 

Victor Da Silva
Head of Product Initiatives & Product Management, Guaranteed Investment Products
Manulife Investment Management

 

Enhanced Estate Cost Calculator

Sophia Lee
Business Development Manager
Manulife Investment Management

4:35 p.m. 

Close of the day

 

Close of the day

* On Day 3, October 22, we’ll focus on the ease of doing business with Manulife. Attendees may choose to attend all sessions, or only a select few – this will be done during the registration process. 


Continuing Education (CE) credits

Select sessions during the virtual Segregated 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 Segregated Fund Summit, please email the Manulife Conference Planning Team.