Agenda
NAB - Sunday, January 14, 2024
| Start | End | Description | Location |
|---|---|---|---|
| 11:45 AM | 1:00 PM | NAB Lunch | Pier 4 |
| 1:00 PM | 5:00 PM | NAB Meeting | Pier 5 |
| 6:00 PM | 10:00 PM | NAB Networking Reception and Dinner | TBC |
Monday, January 15, 2024
| Start | End | Description | Location |
|---|---|---|---|
| 7:30 AM | 9:00 AM | Registration and Breakfast | Metropolitan Ballroom - East |
| 9:00 AM | 9:05 AM | Welcome, Dave Nicholson | Metropolitan Ballroom - Centre & West |
| 9:05 AM | 9:35 AM | Accelerating Outcomes, Sam Febbraro | Metropolitan Ballroom - Centre & West |
| 9:35 AM | 10:15 AM | Driving The Economy & Markets Forward, Robert Kavcic, Senior Economist and Director, BMO Capital Markets | Metropolitan Ballroom - Centre & West |
| 10:15 AM | 10:35 AM | Networking Break | Foyer |
| 10:35 AM | 10:45 AM | Advisor Spotlight: Building Trust Through Business Continuity, Chase Walker | Metropolitan Ballroom - Centre & West |
| 10:45 AM | 11:30 AM | Driving Your Portfolios Forward, Blair Setford, Paul Punzo and Haley Jones | Metropolitan Ballroom - Centre & West |
| 11:30 AM | 12:15 PM | Global / Small Cap Equities: Rana Chauhan with Brandon Harrell, and Ken Applegate | Metropolitan Ballroom - Centre & West |
| 12:15 PM | 1:15 PM | Lunch | Metropolitan Ballroom - East |
| 1:15 PM | 1:25 PM | Advisor Spotlight: Elevating the HNW Experience, Steven Corsi | Metropolitan Ballroom - Centre & West |
| 1:25 PM | 2:10 PM | Global Equities, Blair Setford with David Ragan and Claire Thornhill | Metropolitan Ballroom - Centre & West |
| 2:10 PM | 2:50 PM | Accelerating Your HNW Business: David Nicholson with Andrew Schredl, Lee Bowes, Andy Kaasalainen | Metropolitan Ballroom - Centre & West |
| 2:50 PM | 3:10 PM | Networking Break | Foyer |
| 3:10 PM | 3:55 PM | North American & Canadian Equities, Rahim Dhalla with Peter Chin and Vim Thasan | Metropolitan Ballroom - Centre & West |
| 3:55 PM | 4:45 PM | Keynote: Brian Portnoy, The Playbook for Human Advice | Metropolitan Ballroom - Centre & West |
| 4:45 PM | 4:55 PM | Closing Remarks, Dave Nicholson | Metropolitan Ballroom - Centre & West |
| 6:00 PM | 7:00 PM | CN Tower: Networking Reception | CN Tower - Observation Deck |
| 7:00 PM | 9:00 PM | CN Tower Dinner: Advisors Ascend: Reaching higher heights! | CN Tower - Dining Room |
| 9:00 PM | 12:30 AM | CN Tower: Late Night Networking | CN Tower - Observation Deck |
Tuesday, January 16, 2024
| Start | End | Description | Location |
|---|---|---|---|
| 7:30 AM | 9:00 AM | Breakfast | Metropolitan Ballroom - East |
| 9:00 AM | 9:45 AM | Estate Planning for High-Net-Worth Clients: Sam Febbraro with Stephanie Stewart and Sandra Napoletano | Metropolitan Ballroom - Centre & West |
| 9:45 AM | 10:25 AM | What's Next for Fixed Income: Rana Chauhan with Konstantin Boehmer | Metropolitan Ballroom - Centre & West |
| 10:25 AM | 10:40 AM | Networking Break | Foyer |
| 10:40 AM | 10:50 AM | Advisor Spotlight: Tech Strategies for Efficiency and Growth, Parker Pellegrini | Metropolitan Ballroom - Centre & West |
| 10:50 AM | 11:35 AM | U.S. Equities: Rahim Dhalla with David Aspell and Tom Simunovic | Metropolitan Ballroom - Centre & West |
| 11:35 AM | 12:25 PM | Keynote: In Conversation with Professor Janice Gross Stein and Rudyard Griffiths | Metropolitan Ballroom - Centre & West |
| 12:25 PM | 12:35 PM | Putting It All Together, Dave Nicholson | Metropolitan Ballroom - Centre & West |
| 12:35 PM | 1:35 PM | Lunch | Metropolitan Ballroom - East |
IPC One - Tuesday, January 16, 2024
| Start | End | Description | Location |
|---|---|---|---|
| 1:30 PM | 4:30 PM | Roundtable | Harbour A |
| 4:30 PM | 5:30 PM | Networking Reception | Chartroom Bar & Lounge |
| 5:30 PM | 7:30 PM | Dinner | TBC |