nema event banner



    When: Thursday, October 19, 2017 at 1:00 pm

    Where: The Design Exchange, Toronto, 234 Bay Street

    Contact: Royce Lee, royce@nemaonline.ca





This agenda is subject to change

  • 12:30pm - 1:30pm | Registration
  • 1:15pm - 1:30pm | Welcome
  • Introduction to Private Investing - Craig Skauge
  • 1:30pm - 2:00pm | Keynote Speaker #1
  • Adventures in Private Investing - Jamie Clarke
  • 2:00pm - 2:20pm | Speakers
  • Marrying Private & Public Returns - Matt Simpson & Peter Kinkaide
  • 2:20pm - 2:50pm | Panel #1
  • Innovating Advisor Offerings to HNW Clients - Carolyn Seaforth & Lloyd MacDonald
  • 2:50pm - 3:20pm | Networking Break
  • 3:20pm - 3:50pm | Speaker
  • Recurring Monthly Revenue: The Modern Revenue Model - Marcin Drozdz
  • 3:50pm - 4:20pm | Panel #2
  • The Global Hunt for Yield - Darren Smits, Bill McNarland, & Curtis Potyondi
  • 4:20pm - 4:50pm | Keynote Speaker #2
  • Private Investment Trends - Greg Romundt
  • 4:50pm - 5:00pm | Closing Remarks
  • Craig Skauge
  • 5:00pm - 7:00pm | Networking Cocktail Reception