Meet the Managers
Vancouver

9:00 A.M.

9:30 A.M.

Welcome

As the world continues to grapple with persistent inflation and fluctuating interest rates, navigating market volatility is essential for investors to secure their path to long-term success. Join us as our Head of National Sales reveals how Manulife Investment Management is strategically positioned to support you along the journey towards the new normal.

Charles Bendaly

Head of National Sales, Retail Canada 

Manulife Investment Management 

9:45 A.M.

Executive address

Manulife Investment Management is committed to providing advisors and their clients with tailored investment solutions, cutting-edge tools, and invaluable portfolio and market insights at the right time. Hear directly from our Head of Retail Intermediary Distribution on how we are fulfilling this commitment and ensuring you have the resources to thrive in today’s ever-evolving financial landscape.

10:00 A.M.

How to position your portfolios for the road ahead

A fireside chat with our leading thought leaders. Hear directly from our Co-Chief Investment Strategists about the key topics of the day that are shaping macro-outlooks and markets. This is a great opportunity to learn what’s next when it comes to the much-discussed inflation outlook, central banks' response to it, upside/downside risks and how asset allocators position amidst such heightened volatility.

Kevin Headland

Co-Chief Investment Strategist 

Manulife Investment Management 

Macan Nia

Co-Chief Investment Strategist 

Manulife Investment Management 

10:30 A.M.

The global opportunity: “Be Boring, Make Money.TM”

From Mawer’s perspective, combining a disciplined investment process with an unwavering focus on preserving clients’ capital remains a prudent approach to protect and compound capital overlong periods of time. Join us to learn how the team is currently positioning Manulife Global Equity Class to take advantage of the best opportunities today and prepare for multiple scenarios in the future.

Christian Deckart

Deputy Chief Investment Officer and Portfolio Manager 

Mawer Investment Management Ltd. 

11:00 A.M.

Break

11:15 A.M.

Bonds are back: Why active management adds value in fixed income investing

Optimal portfolio construction and risk management are essential skills of experienced portfolio managers when navigating the changing fixed income environment. The Global Multi-Sector Team has years of experience with an established track record of helping clients achieve their fixed-income goals. Join us to learn more about how the Manulife Strategic Income Fund is positioned today and hear the outlook for 2024and beyond.

Chris Chapman

Senior Portfolio Manager, Head of Global Multi-Sector Fixed Income 

Manulife Investment Management 

11:45 A.M.

Cash flow matters: The Fundamental Equity difference

The Fundamental Equity team believes that good investment opportunities always exist regardless of the market environment. With a unique investment process that focuses on cashflow generation, the team believes that they have a strong competitive advantage when choosing stocks that should outperform over the long-run. Join us to learn more about how the Manulife Fundamental Equity Fund is positioned today and why the team is excited about the opportunity going forward.

Patrick Blais

Head of Fundamental Equity 

Manulife Investment Management 

12:15 P.M.

Lunch

1:15 P.M.

Corporate tax efficient investing: What you need to know and why it’s important
Due to differences in tax rates many Canadian business owners are accumulating significant sums of retained earnings in their corporation. This presents a great opportunity to advise on the best way to invest these funds that many people are missing. Just like with personal assets, not all investment income in a corporation is created equally.  We will explore corporate investing opportunities, withdrawing earnings from a corporation tax efficiently, and how to best take advantage of the Capital Dividend Account to maximize the amount of tax-free income you can receive from your corporation - and who doesn’t want that.

John Natale

Head of Tax, Retirement and Estate Planning Services 

Manulife Investment Management 

2:00 P.M.

Bonds are back: An exceptional environment for fixed income

The Canadian Fixed Income team has strong experience navigating different environments for fixed-income. The team has a proven track record of playing both offense and defense when it comes to ensuring that the portfolios are positioned adequately to adjust to the evolving interest rate landscape. Join us to learn more about how the Manulife Yield Opportunities Fund is positioned today and hear the team’s outlook for 2024 and beyond.

Roshan Thiru

Head, Canadian Fixed Income 

Manulife Investment Management 

2:30 P.M.

Break

2:45 P.M.

Session: To be confirmed

3:30 P.M.

Closing Remarks

Henry Tse

Regional Vice President, Wealth Sales 

Manulife Investment Management 

3:45 P.M.

Networking Reception