SPi Canada 2024 Agenda
SPi Canada 2024 Agenda
The Westin Hotel, Calgary
THURSDAY, September 19
Lunch and Keynote: Artificial Intelligence and its impact on Financial Advisors
12:00 pm - 2:00pm
Secondary Market Pricing Tutorial Presentation
This presentation serves as an in-depth tutorial on navigating the intricate landscape of secondary market pricing.
2:00pm - 2:45pm
Workshop Session from Issuers
Attendees participate in a workshop session where they learn about the practical aspects of structured products, including how to evaluate and select the best products for their clients.
2:45pm - 3:30pm
Risk assessment and client suitability
A panel discussion on how compliance departments view structured products and how to align products with clients.
Market Overview and Trends
A presentation on the current market for structured products in Canada and globally, including recent trends and developments.
3:30pm - 4:00pm
Networking Break
4:00pm - 4:45pm
The Future of Structured Products in Canada
With the Canadian market witnessing continuous changes and evolving regulatory frameworks, this panel aims to shed light on the opportunities, challenges, and trends shaping the future of structured products.
Case Studies
Attendees hear from financial advisors who have successfully incorporated structured products into their client portfolios. The case studies will focus on real-life scenarios and practical strategies.
4:45pm - 5:30pm
5:30pm - 6:30pm
Cocktail Reception
6:30PM - 8:30PM
Awards Dinner
