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

Moderator:
Karina Simone, Director, Structured Products Sales, RBC Capital Markets

Speakers:
Jean-Pierre Berger, President and CEO, BlueSky Investment Counsel
Michael Finkbeiner, Senior Investment Advisor, Wellington-Altus Private Wealth Inc.
Toby Soliterman, Investment Advisor, CIBC Wood Gundy
Steven Taylor, Financial Advisor, Beacon Private Wealth - part of Raymond James Ltd.

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
Bill Dimitriou, Director, Global Equity Derivatives, TD Securities 
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
German Pulido, Portfolio Manager & Wealth Advisor, Scotia Wealth Management
Aaron Unger, Structured Product Consultant, Richardson Wealth

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

6:15PM - 7:30PM