Alternative Exchange

November 12

Design Exchange

[Broadcasting live from Toronto

Discover. Connect. Exchange.


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Join us on Tuesday, November 12, for our third annual Alternative Exchange for advisors. We are hosting this year's event at the Design Exchange in Toronto, with a virtual option available to those who can't join us in person.

Be inspired and enlightened by our stellar lineup of speakers, featuring experts from our Investment and Portfolio Construction teams, as well as industry leaders from a variety of fields who will share their insights and perspectives in each of the sessions.

You won’t want to miss this!

Register to attend in-person

Event Agenda

12:15 - 12:30 pm
Registration
 

12:30 - 1:00 pm
Lunch
 

1:00 - 1:05 pm
Opening Remarks and Intro
 

1:05 - 1:50 pm
Navigating the New Geopolitical Landscape: A Conversation with Peter Zeihan
 
Join David Picton in a discussion with leading geopolitical strategist Peter Zeihan, as they delve into the investing implications of current geopolitical & macroeconomic trends shaping global markets.
 

1:50 - 2:35 pm
Building Resilient Portfolios with the Total Portfolio Approach
 
Join Robert Wilson, Neil Simons and Steven Novakovic in a fireside chat as they discuss constructing robust portfolios to navigate today’s complex financial landscape, with an emphasis on the Total Portfolio Approach to portfolio construction.
 

2:35 - 3:20 pm
The Future of Private Markets for Retail Investors
 
 Join Professor Ludovic Phalippou and special guests as they discuss the pros and cons of private versus public investment strategies.
 

3:20 - 4:05 pm
Bull vs. Bear: Perspectives from Industry Leaders
 
Join David Picton in a conversation with Mike Wilson and Brian Belski as they explore the evolving landscape of multi-management, discuss key trends, strategies, and the future of this investment approach.
 

4:05 - 4:15 pm
General Q&A
 

4:15 - 4:20 pm
Closing Remarks
 

4:20 - 5:20 pm
Reception with Portfolio Managers (in person only)
 
Advisors who attend in person in Toronto can engage in small group discussions with David Picton, Robert Wilson and our portfolio managers to delve into alternative investing strategies and portfolio construction.
 

Featured Speakers

Peter Zeihan Follow me on LinkedIn

Geopolitical Strategist

David Picton Follow me on LinkedIn

President and CEO
Picton Mahoney

Steven Novakovic Follow me on LinkedIn

Managing Director, Curriculum
CAIA

Robert Wilson Follow me on LinkedIn

Head of Portfolio Construction Consulting Service
Picton Mahoney

Ludovic Phalippou Follow me on LinkedIn

Professor of Financial Economics
Saïd Business School

Neil Simons Follow me on LinkedIn

Portfolio Manager, Head of Multi-Strategy
Picton Mahoney

Brian Belski Follow me on LinkedIn

Chief Investment Strategist
BMO Capital Markets

Mike Wilson Follow me on LinkedIn

Chief U.S. Equity Strategist & CIO
Morgan Stanley

Live from the Design Exchange Toronto