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Manulife Investments Asset Allocation Forum

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Join us at “Sophisticated Meets Simple” the Manulife Investments Asset Allocation Forum.

Our ever-changing world reminds us that we can’t remain static for too long. We need to continually move forward, at an increasingly faster pace, while trying not to get lost in confusion.

But with proper planning, solutions that seem complex and multi-layered can become simple and straight-forward to manage.

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Manulife Investments introduces a new, easy-to-navigate, one-ticket solution that allows you more time to work with your clients to focus on their evolving investment needs.

Register now for the Manulife Investments Asset Allocation Forum to:

  • Learn more about the four new Manulife Asset Allocation Portfolios, available on both the mutual fund and segregated fund platforms
  • Understand the active asset allocation process Manulife Asset Management’s Portfolio Solutions Group uses to manage over $147B (CAD)* for clients worldwide
  • Hear from our Strategic Insights™ guest speaker who will share information on market trends and the impact on your business


Event Dates

City
Date
Venue
Ottawa
September 21  The Westin Ottawa
Vancouver
September 26 
The Sutton Place Hotel Vancouver
Calgary
September 28
Hotel Arts
Richmond Hill
October 2
Richmond Hill Sheraton Parkway
Burlington
October 3
Burlington Convention Centre
London
October 5
Four Points by Sheraton
Toronto
October 11
Congress Centre 
Montreal*
October 19
Le Mount Stephen


Agenda

Time
Topic
11:30 – 12:00
Registration
11:30 – 12:00
Hot Lunch – buffet style
12:00 – 12:05
Welcome 
12:05 – 12:45 
Manulife Asset Management's Portfolio Solutions Group (PSG): Manulife Asset Allocation Portfolios
12:45 – 1:15 
Capital Markets and Strategy Group: Five Things You Need to Know
1:15 – 1:55
Strategic Insights: Focus on Wealth Management
1:55 – 2:00
Close and thank you


Your speakers+

Bernard Letendre, President, Manulife Investments 
Catherine Milum, Head of Wealth Sales, Retail Markets, Manulife Investments
Philip Petursson, Chief Investment Strategist, Capital Markets and Strategy, Manulife Investments
Kevin Headland, Senior Investment Strategist, Capital Markets and Strategy, Manulife Investments
James Robertson, Managing Director, Senior Portfolio Manager, Manulife Asset Management
Nathan Thooft, Senior Managing Director, Senior Portfolio Manager, Manulife Asset Management
Carlos Cardone, Senior Managing Director, Strategic Insight™

Seating is limited, be sure to register today!

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We look forward to seeing you!

Questions?
Contact your Manulife Investments sales team.  


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