Over 35 live webinars & workshops designed to take your knowledge and business to the next level.
This fall the Mackenzie Exchange will be bringing our portfolio managers, thought leaders and practice management experts for a series of live webinars and workshops to take your knowledge and business to the next level. These regional interactive events will feature a diverse set of experts from across our firm sharing their latest insights on markets, retirement planning and more.
We are also pleased to present a special keynote webcast on the upcoming U.S election featuring former white house speech writer, author and journalist David Frum who will be providing his analysis of the current political landscape leading up to the election.
Note: Although these events are organized by region, feel free to select the sessions that best fit your schedule as needed.
2020 has been defined by volatile markets and unpredictable headlines. Hear from a diverse range of our investment management professionals from across our firm as they share their insights on global macro trends, the economy and global equity markets.
Dina DeGeer
Co-Lead Portfolio Manager
Mackenzie Bluewater Team
David Arpin
Co-Lead Portfolio Manager
Mackenzie Bluewater Team
Jyotsana Wadera
Senior Investment Director
Putnam Investments
Phil Taller
SVP, Portfolio Manager,
Mackenzie Growth Team
Darren McKiernan
SVP, Portfolio Manager
Mackenzie Global Equity & Income Team
The ETF market in Canada continues to show unprecedented growth due to the demand from investors. Get the latest insights from our ETF experts as they discuss the current state of the ETF market, product evolution and global macro outlook.
Michael Cooke
Senior Vice President
& Head of ETFs
Stacey Steinberg
Vice President
ETF Strategist
Antony Chouinard
Vice President
ETF Strategist
Wednesday Oct 7
10:00am-11:00am PT
Wednesday Oct 14
9:00am-10:00pm AT
Wednesday Oct 14
11:00am-12:00pm ET
The upcoming US election is on the mind of many investors and the outcome of the election will have implication for global markets. Join us as special guest speakers David Frum and John Parisella share their insights leading up to the US election and a special live session with Mackenzie’s experts following the election.
October 13
4:00 p.m. ET
October 13
4:00 p.m. ET
November 4
11:00am ET
Many Canadians are not properly prepared for the retirement they envision. Help your clients plan for their retirement by attending an interactive workshop that looks at the shifting demographics, how to generate income in a low yield environment and considerations around tax and estate planning.
Michael Evans
Vice President,
National Sales Initiatives
Allan Seychuk
Vice President, Senior Investment Director,
Alternative Investments
Frank Di Pietro
Assistant Vice President
Tax & Estate Planning
Wednesday Oct 7
1:00pm-3:00pm ET
Thursday Oct 8
9:00am-11:00am ET
Thursday Oct 8
9:00am-11:00am ET
Friday Oct 9
9:00am-11:00am AT
Wednesday Oct 14
9:00am-11:00am PT
Thursday Oct 15
9:00am-11:00am PT
At Mackenzie we have always believed growing assets and building wealth goes hand in hand with giving back. Learn more about the role you can play in helping your clients support the causes that are important to them by hearing from our key experts and charitable partners.
Barry McInerney
President & CEO Mackenzie Investments
Carol Bezaire
Vice President
Tax & Estate Planning
Michael Evans
Vice President,
National Sales Initiatives
Monday Nov 16
9:00am – 11:00 am CT
Tuesday Nov 17
9:00am-11:00am ET
Tuesday Nov 17
9:00am-11:00am PT
Wednesday Nov 18
9:00Am-11:00Am ET
Wednesday Nov 18
1:00pm-3:00pm ET
Thursday Nov 19
9:00am-11:00am MT
Thursday Nov 19
1:00-3:00pm ET
Friday Nov 20
9:00am-11:00am AT
As your trusted partner we are dedicated to helping you build your business and broaden your skillset. During these three-day seminars you will be able to select from a series of accredited courses hosted by our practice management experts where you earn CE credits.
Morning Session
Market Outlook + Growing your business in a virtual world
Afternoon Session
Portfolio Construction - the future of 60/40 + Tutor on Volatility
Morning Session
Update on regulatory reforms + Understanding Alternatives + Advisors are Social
Afternoon Session
Severance planning and commuting a pension + Disability planning
Morning Session
Taxation of ETFs + Making your business credible in the SRI world
Afternoon Session
Taxation and residential real estate + Trust and estate for the affluent
Oct 20 – 22
Daily
10:00 am – 12:00 pm ET
&
1:00 pm – 3:00 pm ET
Daily
11:00 am – 1:00 pm AT
&
2:00 pm – 4:00 pm AT
Oct 27 – 29
Daily
10:00 am – 12:00 pm PT
&
1:00 pm – 3:00 pm PT
Nov 3 - 6
Daily
10:00 am – 12:00 pm ET
&
1:00 pm – 3:00 pm ET
Nov 10 - 12
Daily
10:00 am – 12:00 pm AT
&
1:00 pm – 3:00pm AT
9:00 am – 11:00 am ET
&
12:00 pm – 2:00 pm ET