AGENDA

12:00PM - 1:30PM

Over lunch, engage in candid, solutions-focused conversations around key industry challenges—each table led by a knowledgeable bank moderator.

1:30PM - 2:00PM (Presentation)

Martin Pelletier shares practical insights on using structured products to keep clients aligned with long-term goals through market uncertainty.

Presenter:
Martin Pelletier, Senior Portfolio Manager, Wellington-Altus Private Counsel

2:00PM - 2:45PM (Buy-side Panel)

Breaking Down Complexity — Making Structured Products Work for Clients

Speaker:
Toby Soliterman, Investment Advisor, CIBC Wood Gundy

2:45PM - 3:30PM (Dealers/Manufacturers Panel)

How to Use Structured Products in Client Portfolios

Moderator:
Dominic D'Aoust, Vice-President, Structured Products Solutions, Wellington-Altus Private Wealth Inc.

Speakers:
Kory Brewster, Managing Director, Structured Solutions Group, National Bank of Canada
Stephanie Kirin, Investor Solutions, Scotiabank
Rachna Patel, Executive Director, Wealth Solutions Group, CIBC Capital Markets

3:30PM - 4:00PM

4:00PM - 4:30PM (Presentation)

A concise look at how banks price structured notes, covering key factors like volatility, funding curves, dividends, and hedging.

Presenter:
Maria Tihotchi, Managing Director, Cross Asset Solutions, BMO Capital Markets

4:30PM - 5:00PM (Panel)

State of the Canadian Structured Products Market

Moderator:
Tiago Fernandes, Head of Data & Platform, WSD

Speakers:
Sébastien Hébert, Senior Analyst and Team Leader Structured Products, Desjardins Securities
Aaron Unger, Structured Product Consultant, Richardson Wealth
Bill Dimitriou, Director, Global Equity Derivatives, TD Securities     

5:00PM - 5:30PM

5:30PM - 6:15PM (Manufacturers Panel)

The Future of Structured Products — Trends & Innovation

Moderator:
Christopher Cafley, Senior Vice President Head of Private Client Solutions, Raymond James Ltd.

Speakers:
Jerome Cloutier, Managing Director & Co-Head Global Sales, BMO Global Markets
Kashif Saya, Managing Director, Structured Solutions Group, National Bank of Canada
Elliot Scherer, Managing Director & Global Head Wealth Solutions Group, CIBC Capital Markets
James McGuigan, MBA, CFA, Managing Director & Head, Canada Investor Solutions, Scotiabank Global Banking & Markets
Benoît Bélanger, CFA,Managing Director & Head of Structured Products, Desjardins Investments Inc.

6:15PM - 7:30PM