Alternative Exchange

12:15 - 12:30 pm  

Registration

Lunch

Opening Remarks and Intro

| Bull vs. Bear: Perspectives from Industry Leaders

"How do you balance short-term volatility with long-term growth?"

"Is traditional stock picking still crucial in the age of passive investing?"

Join David Picton in a discussion with renowned market experts Brian Belski and Mike Wilson as they tackle today’s most pressing investment challenges. From navigating stock-picking strategies to deciphering the latest macroeconomic shifts and policy risks, this session will dive deep into the forces shaping today’s markets. They will emphasize the importance of identifying quality stocks, particularly in small- and mid-cap sectors, while engaging in a lively debate on the impact of inflation, government policy, and global market trends. This is your chance to gain actionable insights and strategies to help your clients manage risk and seize opportunities in a turbulent market.

| The Future of Private Markets

Join Professor Ludovic Phalippou, Sofia Gertsberg, Travis Irwin and Andrei Vaduva as they discuss the pros and cons of private versus public investment strategies.

2:35 - 2:50 pm

Networking Break

2:50 - 3:35 pm

| Building Resilient Portfolios with the Total Portfolio Approach

“Using Strategic Asset Allocation to manage risk is like measuring the length of your shadow to figure out how tall you are.”

Some of the world’s largest institutions are now managing money using a “Total Portfolio Approach”. Learn the why and how behind this shift in mindset from some of the brightest minds in portfolio construction – including CAIA’s Managing Director of Curriculum, Steven Novakovic.

3:35 - 4:35 pm

| Navigating the New Geopolitical Landscape: A Conversation with Peter Zeihan

“What are the implications of an imminent economic collapse in China?”

“Is the war in Russia only the beginning of more turmoil in the eastern hemisphere?”

“What is the longer-term impact on trends like deglobalization and shifts in immigration?”

Get ready to be captivated by Peter Zeihan’s keynote session, where he will unravel these questions raised by current geopolitical trends (and more!) with his unparalleled insights. David Picton will join this pivotal conversation that promises to keep you engaged and informed about the future landscape of our globe.

4:35 - 4:55 pm

General Q&A 

4:55 - 5:00 pm

Closing Remarks

5:00 - 6:00 pm

Reception with Portfolio Managers (in person only)