Mackenzie Events

Join the Mackenzie Resource Team for insights, strategies and solutions to help fight the impact of inflation and learn about the tactically managed Mackenzie Inflation-Focused Fund.

Tuesday, January 31, 2023 at 1 p.m. ET

Let our fixed income experts get your ahead of the curve. Learn to reconstruct your fixed income allocation through practical insights and a deep understanding of how to use tactical product plays.

Tuesday, February 7 at 1 p.m. ET

Join our experts as they discuss Monthly Income Portfolios designed to provide consistent cash flow, diversification and risk management to reduce the effects of market decline.

Tuesday, February 14, 2023 at 1 p.m. ET

Join the Mackenzie Bluewater team as they share strategies to reconstruct portfolios for evolving markets, seeking durable growth that focuses on distinctive industry leaders with unique competitive advantages.

Tuesday, February 28, 2023 at 1 p.m. ET

The energy transition is real. So is the opportunity.

Join our experts for insights into this unprecedented opportunity for your clients. Find out how they can benefit financially and help create a more sustainable future.

Tuesday, January 24, 2023 at 1 p.m. ET

Join our dividend experts as they discuss the power of reinvested dividends, enhancing yield, and reducing volatility. Plus, find out what companies they’re most excited about.

Tuesday, January 17, 2023 at 1 p.m. ET

Wondering how to reconstruct portfolios in a changing world? Join our CIO’s and PMs as they discuss challenges and opportunities for the new year, and dive into our 2023 asset allocation outlooks and recommendations.

Tuesday January 10 at 1 p.m. ET

Are you ready to be inspired? In celebration of International Day of Persons with Disabilities, we welcome Nicolas Hamilton, a renowned British racing car driver born with cerebral palsy. An inspiration on and off the track, Nic shares his journey from two-wheels to four, the challenges he faced and barriers he overcame. You’ll also hear from our experts as they discuss the benefits and importance of disability planning, and so much more.

Thursday, December 1 at 1 p.m. ET

Advisors and investors are invited to attend a virtual event where you’ll learn about the new retirement reality and why it calls for changes to retirement planning. Canada’s first female astronaut Dr. Roberta Bondar will join us to share her personal retirement journey. Our panel of speakers will discuss key retirement risks, as well as provide some timely solutions and risk mitigating strategies.

Tuesday, November 15 at 1 p.m. ET

Equity markets had a volatile year and it remains uncertain when they will recover. However, you can help your clients reconstruct their portfolios for the long-term with small caps. Join Mackenzie experts as they discuss how small cap stocks are a key diversifier. Our portfolio managers will show you how active management, by award-winning regional specialists, can help clients achieve their long-term goals.

Tuesday, November 1 at 1 p.m. ET

The Mackenzie Bluewater team aims to deliver durable growth while minimizing volatility, and they also have the long-term performance track-record to back it up. Join portfolio managers Dina DeGeer, David Arpin, Tyler Hewlett and Dave Taylor to hear their outlook and insights on how you can reconstruct your clients’ portfolios for long-term growth potential.

Tuesday, October 25 at 1 p.m. ET

Are your clients asking for less volatility in their portfolios?

Private markets offer the potential for a smoother investment experience and higher risk adjusted returns in virtually any market environment. Join us to hear from industry leaders in the private markets space, including our strategic partner, Northleaf Capital Partners, pension plan experts and heads of Mackenzie’s alternative funds.

Thursday, October 20, at 1 p.m. ET

Join Mackenzie Investments, Northleaf Capital Partners and guests as we uncover private market opportunities for Retail investors.

This Mackenzie Investments conference is intended for IIROC licensed advisors

Central banks' aggressive rate hikes to combat inflation have created a lot of uncertainty in the fixed income market. Join our quarterly roundtable and the Mackenzie Fixed Income Team on what to expect for rates and inflation amid the growing prospect of recession.

Tuesday, September 27 at 1 p.m. ET

Are volatile markets leaving you feeling uneasy? As we head into unchartered waters and navigate rising interest rates, inflation and uncertainty, there’s never been a more critical time to recalibrate and reconstruct portfolios. Join us to hear Richard Wong, head of the Mackenzie Cundill Team, discuss how focusing on value investing can help your clients stand up to the bear.

Thursday, September 15 at 1 p.m. ET

New Ivy leadership, same reliable direction

With the upcoming retirement of Paul Musson in mind, join us for a special event from the Mackenzie Ivy Team. Matt Moody, Vice President, Portfolio Manager, who brings years of experience working on the Ivy approach will soon become head of the Mackenzie Ivy Team. Ivy believes capital protection is a key component of growth, and the team will continue to seek growth with less volatility. Join us as we hear from Paul and Matt on how Ivy will stay committed to achieving long term growth over a full market cycle.

Tuesday, July 19, 2022 at 1 p.m. ET

Watch the highlights (4 min) >

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Economies recalibrated and what’s to come

Halfway through 2022, it’s time for insights and foresights. Our experts, including Mackenzie’s co-CIO’s Lesley Marks and Steve Locke, will share their views with an eye towards helping your conversations with your clients. Register today.

Tuesday, June 21 at 1 p.m. ET

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Portfolios reconstructed using ETFs

Join us as we explore the evolution of portfolio construction. Industry leaders will take us on a deeper dive into emerging trends with respect to asset allocation and where ETFs can be utilized most effectively in client portfolios.

Tuesday, June 14 at 1 p.m. ET

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The quant approach and long-term view

With world events in mind, what is the outlook on emerging markets? Join the Portfolio Manager of the Mackenzie Emerging Markets Fund and Head of the Mackenzie Global Quantitative Equity Team, Arup Datta, as he explores today’s emerging market opportunities and hear why he believes they are well-positioned for long-term growth. Arup Datta will discuss the quant approach to, and the diversification benefits of, emerging markets, and share his insights on China. Register today.

Tuesday, June 7 at 1 p.m. ET

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Seeking opportunities close to home

As the global economy faces challenges, from war in Europe and lockdowns in China – North America remains insulated with deep energy reserves and a resurgent manufacturing sector. Join Dina DeGeer and Shah Khan from the Mackenzie Bluewater team for an update on the North American market and the opportunities ahead.

Tuesday, May 31 at 1 p.m. ET

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A guide to value investing in today’s economy

As the economy enters a period of rising interest rates and inflation, value investing is the place to be for investors. To find out why, join value experts William Aldridge, Portfolio Manager, Mackenzie North American Equities Team and Richard Wong, Head of Mackenzie Cundill Team for an in depth look at the outlook and opportunities value investing offers in today’s economic environment.

Wednesday, May 25 at 1 p.m. ET

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Giving back made easy

Incorporating charitable giving into your practice is a win-win-win: Charities win from the generosity, your clients win from giving back with tax benefits, and advisors win by expanding their practice. Hear from Mackenzie’s key experts, charitable partners and learn more about the role advisors play in helping clients support causes important to them and build their own legacy.

Tuesday, May 17 at 1 p.m. ET

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Helping Canadians with disabilities save for their future

The disability planning market is virtually untapped and a huge opportunity for advisors’ business, but it’s complicated. In this workshop you’ll learn how to help Canadians with disabilities and their families invest for their long-term financial security with Mackenzie’s disability planning expertise and investment solutions. Join host Mike Evans (Vice President, National Sales Initiatives) and Vivek Bansal (Director, Tax and Estate Planning) for RDSP best practices followed by a live Q&A.

Tuesday, May 3 at 1 p.m. ET

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Activist Erin Brockovich and sustainable visionaries

Investing in a sustainable and responsible future is something we all must do. To find out how you can make an impact, join Mackenzie and our keynote speaker Erin Brockovich. An environmental and consumer advocate, Erin inspires the changemaker in all of us, sharing ways in which we can all act. You’ll also enjoy fireside chats with Dr Lucas Joppa, Chief Environmental Officer at Microsoft, and George Serafeim, Professor of Business Administration at Harvard Business School, as they discuss corporate action and ways we can ‘reimagine capitalism’ for a more sustainable future.

Thursday, April 21 at 1 p.m. ET

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Discover how to access the return characteristics of private equity

Private equity has never been more popular with large global investors, but high minimum investments, long capital lockups, limited access and high costs make this asset class difficult for individual investors. Join our guest speaker Professor Randolph B. Cohen, Arup Datta (Senior Vice President, Head of Mackenzie Global Quantitative Equity Team) and Nelson Arruda (Senior Vice President, Portfolio Manager, Co-Lead of Mackenzie Multi-Asset Strategies Team) for a webinar discussion on how the unique characteristics of private equity can be accessible to all investors.

Tuesday, April 12 at 1 p.m. ET

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What you need to know

You're invited to hear it first. We’ve gathered experts to assess and share the impact of the 2022 federal budget on Canadians.

Join us, as SVP Chief Economist Todd Mattina and our Tax and Estate Planning experts provide in-depth analysis of personal and corporate tax proposals and how the budget will affect the economy, the market and your clients.

Friday, April 8 at 11 a.m. ET

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Quarterly round table – Your questions, our answers

In volatile times, it pays to stay flexible. Our flexible fixed income team is ready to discuss current trends and explain their flexible approach to challenging markets.

Tuesday, April 5 at 1 p.m. ET

Insights and updates on the private markets landscape

Mackenzie has been at the forefront of innovation in the alternatives space, providing access to a range of private assets, including credit and infrastructure. To find out more, join David Ross, Managing Director, Northleaf Capital Partners, Jamie Storrow, Managing Director, Northleaf Capital Partners, and Allan Seychuk, Senior Investment Director, Alternatives, Mackenzie Investments. They’ll share insights and updates on the current private credit and infrastructure markets, and introduce the Mackenzie Northleaf Private Credit Interval Fund, the first of its kind in Canada, making private credit available to all investors.

Tuesday, March 22, 2022 at 1 p.m. ET

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

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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

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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

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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

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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

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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

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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)

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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

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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

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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

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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

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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

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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

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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

Upcoming Events

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