Mackenzie Events

Historical context and global implications

The Russian invasion of Ukraine is a human tragedy, with lives lost, communities destroyed, and almost two million people displaced. To better understand the historical context of this war and its global implications, join our guest speaker Sir Christopher Meyer. With almost 40 years in the British Diplomatic Service, Sir Christopher brings a wealth of knowledge having served as the British Ambassador to the US, and private secretary to the British Embassy in Moscow. Sir Christopher will be joined by Steve Locke, CIO Fixed Income, Lesley Marks, CIO Equities, and Benoit Gervais, Head of Mackenzie Resource Team.

Tuesday, March 15, 2022 at 1 p.m. ET

Generating higher return potential with active management

Often overlooked by investors, small cap companies have generally outperformed and provided higher returns than their large-cap counterparts for the past 20 years. We’ve gathered a round table of experts from Mackenzie’s small-mid cap teams to discuss how small caps can be a key diversifier and lead to greater alpha potential through active management.

Tuesday, March 8, 2022 at 1 p.m. ET

Find out why quality is core in 2022.

If the past has taught us anything, it’s that market risks are unpredictable. So, how do you prepare for that? With high-quality, core strategies that can help stabilize portfolios. To find out more, join Darren McKiernan and Katherine Owen from the Mackenzie Global Equity & Income team, as they discuss their strategies and approach to a changing global equity and income space.

Tuesday, February 22 at 1 p.m. ET

From rapid growth to long-term sustainability

China may have faced challenges in 2021, but the investment opportunity is still compelling. Join us to hear from Mark Kruger, Opinion Editor at Yicai Global and a veteran Canadian economist in Shanghai, and our China-based experts including Yimei Li, CEO at ChinaAMC. They’ll discuss opportunity in China, “Common Prosperity” initiatives, and why they believe investors should look beyond the short-term volatility and focus on its long-term growth potential.

Tuesday, February 15 at 1 p.m. ET

Complementary strategies designed to bring about real change

Andrew Simpson, Head of the Mackenzie Betterworld Team, and John Cook, Co-Lead of the Mackenzie Greenchip Team, combine for an in-depth discussion on sustainable investing. Find out more about their unique approaches to sustainable investing, future opportunities, and how these strategies complement each other.

Tuesday, February 8 at 1 p.m. ET

Quarterly round table - Your questions, our answers

Join our fixed income leaders as they discuss the most recent updates in the fixed income market and give comprehensive answers to your most pressing questions.  You’ll get an in-depth look at their flexible approach to fixed income, allowing you to stay ahead of the curve. 

Tuesday, February 1 at 1 p.m. ET

Why relentless pursuit of great companies matters 

As we move into the new year, many investors are wondering ‘’what’s next for global equities”? Join David Arpin from the Mackenzie Bluewater Team, as he talks global growth opportunities in 2022. Sharing outlook, opportunities and new strategies that can help your clients thrive.

Tuesday, January 25 at 1 p.m. ET

Asset allocation solutions built for client portfolios

Join Todd Mattina and Nelson Arruda, Co-Leads of the Mackenzie Multi-Asset Strategies team, as they share their insights and expertise for the new investing reality. Find out how you can create better client outcomes with asset allocation solutions, like ETF portfolios and Monthly Income Portfolios, to help clients successfully navigate through the next decade.

Tuesday, January 18 at 1 p.m. ET

Challenging, not insurmountable 

As the world continues to navigate the pandemic, investors are looking to 2022 for new opportunities. Tune in to hear from experts like Brent Joyce, Investment Strategist, Lesley Marks, CIO of Equities, Steve Locke, CIO of Fixed Income and Multi-Asset Strategies, and more. They’ll cover key trends that they believe will help shape the future of capital markets - from supply chain disruptors to higher inflation, potentially rising interest rates and ongoing policy reforms in China.

Tuesday, January 11 at 1 p.m. ET

Grow your practice while helping small business owners.

François Provost, Vice-President, Retail Sales, will host an information session on group retirement plans in Quebec. Martin Dupras, Fellow of the IQPF, will discuss Bill 39, according to which Quebec employers with 10 or more employees must offer their workers a voluntary retirement savings plan (VRSP). MM. Provost and Dupras will be joined by Guerlane Noël, Director, Tax and Estate Planning at Mackenzie Investments and Alfredo Di Costa, Director, Practice Management. This event will highlight new growth opportunities and help advisors understand the options, regulations and business segment of group retirement plans.

Tuesday, December 7, 2021, 1 p.m. ET

Views from sustainable changemakers and energy experts.  

Join this summit to gain insights from leaders at Enbridge and Suncor, and climate change expert Tom Rand, on how they see the ESG and economic impact of this transition for Canadian investors. You will also hear from John Cook, SVP, Mackenzie Greenchip Team and Benoit Gervais, SVP, Mackenzie Resources Team who will discuss ways to manage the transition risks and capitalize on the opportunities for your clients.

Tuesday November 30th at 1pm ET (For Advisors only)

Client Focused Reforms are coming – are you ready?

The newest Client Focused Reforms will come into effect December 31 of this year, with the aim of improving the client/advisor relationship and ensuring client interests always come first. Are you ready?

Join Rhonda Goldberg, EVP and General Counsel, as she unpacks what you need to know about these reforms. Alfredo Di Costa, Director, Practice Management, Mackenzie Investments will follow with a discussion on the tools and resources available to support your transition.

Tuesday, November 23 at 1:00 p.m. ET

Get your High Net Worth clients retirement ready

Retirement can be complex, especially for high earners. This workshop featuring Ron Hanson, Head of Retirement and a variety of our in-house experts is designed to help you get your High Net Worth (HNW) clients ready for the future. Watch as they share their income insights, solutions and expertise to help you better advise your HNW clients as they move from accumulation wealth to drawing income for retirement.

Tuesday, November 16 at 1 p.m. ET

The Mackenzie Northleaf Private Infrastructure Fund

Join Michael Evans as he hosts Jamie Storrow, Managing Director, Northleaf Capital Partners and Allan Seychuk, Senior Investment Director, Mackenzie Investments as they discuss Mackenzie ‘s newest innovation in alternatives: the Mackenzie Northleaf Infrastructure Fund. Learn how private infrastructure can fit into your clients’ portfolios and the potential benefits it brings.

Tuesday, November 9 at 1 p.m. ET

The benefits of being selective

Emerging Markets continue to have high expectations for growth over the next decade, relative to global peers. Hear from Arup Datta, Head of Mackenzie Global Quantitative Equity Team, as he shares the benefits of an approach that combines a nimble human centric perspective with rebalancing that can help identify opportunities by being more selective.

Tuesday, November 2 at 1 p.m. ET

Why US growth stocks could be the answer

What will the “new normal” look like for US companies in a post-pandemic world? Phil Taller, Head of the Mackenzie Growth Team, joins Portfolio Managers Richard Bodzy & Greg McCullough from Putnam Investments to discuss how they identify companies that they believe have solid fundamentals and growth potential, despite high valuations.

Tuesday, October 26 at 1 p.m. ET

Our experts discuss this under-exposed economy

Canadian investors have exceptionally low exposure to China despite its economic size and growth rate. Learn more about opportunities to integrate China into your clients’ portfolios as Mackenzie introduces two new funds to become the first asset manager in Canada to offer the full suite of China solutions. ChinaAMC’s Marcus Jiang, SVP and Frank Zheng, Head of International Fixed Income, will share on-the-ground insights on the China equity and bond markets and discuss the benefits of the new funds.

Tuesday, October 19 at 1 p.m. ET

Looking at Alternatives through a portfolio-construction lens.

For years, Alternative investments have been a cornerstone of institutional portfolios - yet unattainable for many everyday investors. Join this unique discussion to hear directly from industry experts like Satish Rai, CIO of OMERS and Rob MacLellan from Northleaf Capital Partners as they share their insights on why Alternatives are critical for your clients’ portfolios. You will also hear analysis on the latest industry trends from CAIA and Preqin.

Tuesday, October 5 at 1 p.m. ET

Your questions, our answers

Hear from Steve Locke and Konstantin Boehmer, Co-Leads of the Mackenzie Fixed Income Team, along with Dustin Reid, Chief Fixed Income Strategist, as they discuss future monetary policy shifts, where interest rates are heading in Canada and the US, and their expectations about inflation.  You’ll find their flexible approach to fixed income offers a fresh perspective in a commoditized market.

Tuesday, September 28 at 1 p.m. ET

Finding durable growth as the world re-opens

As central banks end their unprecedented stimulus and accommodative monetary policies, many investors are asking “what’s next”? David Arpin, from the Mackenzie Bluewater Team and Darren McKiernan from the Mackenzie Global Equity & Income Team, along with other experts, unveil strategies and opportunities that can help you thrive in the post-pandemic normal.

Tuesday, September 21 at 1 p.m. ET

Unveiling our sustainable equity investing boutique

Hear from Andrew Simpson, Team Lead & Portfolio Manager of our new sustainable investing boutique: Mackenzie Betterworld. Get an in-depth look at the team’s unique approach to managing our two new funds: Mackenzie Betterworld Global Equity Fund and Mackenzie Betterworld Canadian Equity Fund.  Learn how these funds are designed to be core holdings for investor portfolios with an aim to generate long-term competitive returns while supporting positive ESG outcomes.

Tuesday, September 14 at 1 p.m. ET