Navigating uncharted waters
Join us September 12 to 14 in Whistler for the 2023 Segregated Fund Summit
To build portfolios that can thrive in uncertain times, it’s critical to have trusted partners by your side. Join us for our Segregated Fund Summit in Whistler, BC.
Featuring some of the top professionals in the industry, this event will include development opportunities, networking with Manulife Investment Management leaders and peers, and business building ideas.
Plus, you’ll have the chance meet with our portfolio managers face to face—to help you uncover the right investment solutions for your clients.
Register here
Coming soon!
Hotel information
Fairmont Chateau Whistler
4599 Chateau Boulevard, Whistler, BC V8E 0Z5
Fairmont Chateau Whistler
- Check in time is 4:00 p.m. Check out time is 11:00 a.m.
- Parking:
- Self-parking: $39 CAD/night plus taxes, with unlimited access.
- Valet service: $48 CAD/night plus taxes, with unlimited access.
- Fairmont Chateau Whistler is pleased to offer access to Tesla Supercharger electric vehicle charging stations (ten stations total, up to 72 kW).
- Closest airport:
- The closest airport to Fairmont Chateau Whistler is Vancouver International Airport (YVR).
- Vancouver International Airport is located on Sea Island in Richmond, British Columbia, Canada, about 12 km from Downtown Vancouver and approximately 85 miles (137 km) south of the resort. Most major airline carriers fly into Vancouver.
- Airport shuttle:
- Airport shuttles are available from Vancouver International Airport to Fairmont Chateau Whistler with regularly scheduled service. Reservations are required. Schedules and rates are subject to change without notice. Schedules and rates can be found here. Please email the Concierge to make your bookings.
- Driving directions: 4599 Chateau Boulevard, Whistler, BC, Canada V8E 0Z5
- Amenities: Guest services
Speakers
James (Jamie) Robertson
Senior Portfolio Manager, Head of Asset Allocation–Canada, and Global Head of Tactical Asset Allocation, Multi-Asset Solutions Team, Manulife Investment Management
Charles (Chuck) Tomes
Associate Portfolio Manager
Thomas (Tom) Goggins
Senior Portfolio Manager, Global Multi-Sector Fixed Income, Manulife Investment Management
Jonathan Popper, CIM, FCSI
Senior Portfolio Manager, Essential Equity
Roshan Thiru, CFA
Head, Canadian Fixed Income
Chris Donnelly
VP Industry, Regulatory and Government Affairs
Kristina Pappas
Head of Product Development, Guaranteed Investment Products
Tom Deans, Ph.D.
Intergenerational Wealth Expert
Time |
Session / Activity | Details |
|---|---|---|
Afternoon |
Arrivals into Whistler | Fairmont Chateau Whistler 4599 Chateau Boulevard Whistler, BC V8E 0Z5 |
6:00 pm – 7:00pm |
Welcome reception |
Fairmont Chateau Whistler Reception room name TBD |
Time |
Session / Activity | Details |
|---|---|---|
8:00am–9:00am |
Breakfast |
Fairmont Chateau Whistler Room name TBD |
| 9:00am–9:15am | Welcome | Patricia Corcoran Head of National Sales, Retail Investments Manulife Investment Management, Canada |
| 9:15am–10:15am | Capital market outlook |
Kevin Headland Co-Chief Investment Strategist, Capital Market Strategy Macan Nia Co-Chief Investment Strategist, Capital Market Strategy |
| 10:15am–10:45am | Asset allocation portfolios |
James (Jamie) Robertson
Moderated by: Kevin Headland or Macan Nia, Co-Chief Investment Strategist, Capital Market Strategy |
| 10:45am–11:00am | Break |
Fairmont Chateau Whistler |
| 11:00am–11:35am | The Fundamental Equity Team | Patrick Blais
Moderated by Kevin Headland or Macan Nia, Co-Chief Investment Strategist, Capital Market Strategy |
| 11:35am–12:10pm | The Global Multi-Sector Fixed Income Team |
Chuck Tomes or Tom Goggins
Moderated by: Kevin Headland or Macan Nia, Co-Chief Investment Strategist, Capital Market Strategy |
| 12:10pm–1:10pm | Lunch |
Fairmont Chateau Whistler |
| 1:10pm–1:45pm | The Essential Equity Team | Chris Hensen
Jonathan Popper
Moderated by: Kevin Headland or Macan Nia, Co-Chief Investment Strategist, Capital Market Strategy |
| 1:45pm–2:20pm | The Canadian Fixed Income Team | Roshan Thiru
Moderated by Kevin Headland or Macan Nia, Co-Chief Investment Strategist |
| 2:20pm–2:35pm | Close of the day | TBC Regional Vice President |
| 2:45pm–6:00pm | At leisure | |
| 6:00pm–9:00pm | Dinner Meet in the hotel lobby at 6:00 p.m. for bus transfer to dinner |
TBC |
Time |
Session / Activity | Details |
|---|---|---|
8:00am–9:00am |
Breakfast |
Fairmont Chateau Whistler Room name TBD |
| 9:00am–9:05am | Opening of the day | TBC Regional Vice President |
| 9:05am–09:50am | Regulatory panel: The future of segregated funds–industry & regulatory update |
Chris Donnelly
Kristina Pappas
Moderator: Mike Richard, National VP, Key Accounts |
| 09:50am–10:05am | Break |
Fairmont Chateau Whistler |
| 10:05am–10:45am | Estate planning–the difference maker |
John Natale Head of Tax, Retirement & Estate Planning Services, Wealth Manulife Investment Management |
| 10:45am–11:25am | Guest Speaker | Tom Deans, Ph.D. Intergenerational Wealth Expert |
| 11:25am–11:55am | Panel Discussion Q&A | Tom Deans
John Natale
Moderator: Mike Richard, National VP, Key Accounts |
| 11:55am–12:10pm | Closing remarks |
Patricia Corcoran Head of National Sales, Retail Investments Manulife Investment Management, Canada |
| 12:10pm–1:10pm | Lunch | Fairmont Chateau Whistler |
| 1:10pm | Conference concludes |
Booths
Booths |
Description | Staffing |
|---|---|---|
Transactional Tools |
Learn about Manulife’s Online Transactions and the many benefits when you submit transactions electronically, also learn about managing client’s tax slips, confirmations, and statements within the eDocs tool | TBD |
Inquiry Tools |
Tools that help you view vital details regarding your clients and their accounts. These include My Seg Fund Book, My clients and Manulife on-line access |
TBD |
Product Tools |
Digital Tools to help you understand the features and benefits of Manulife’s segregated funds products, including our Price and Performance tool and the Estate Cost Calculator and Estate Planning Tool Kit | TBD |
Websites |
Resilient Solutions Performance Matters Advisor Quick Reference Guide |
TBD |
Special meal requirements
If you indicate a dietary restriction on your online registration, please know that we will take note of it and have chosen a wide variety of menu items to ensure we accommodate your requirements and allergies. All food items throughout the conference event will be clearly labeled. Special meals will be prepared as needed. Please identify yourself to the wait staff or feel free to approach them with any questions or concerns.
Dress code
Business casual
Contact us
For assistance before the event, please email the Manulife conference planning team. If you require assistance during the conference, please visit the registration desk.
Important disclosures
Manulife Funds are managed by Manulife Investment Management Limited (formerly named Manulife Asset Management Limited). Manulife Investment Management is a trade name of Manulife Investment Management Limited.
Manulife, Manulife Investment Management, the Stylized M Design, and Manulife Investment Management & Stylized M Design are trademarks of The Manufacturers Life Insurance Company and are used by it, and by its affiliates under license.
2846883