Education Day 2018

Education Day 2018

Continuing on last year’s success, the EMB is organizing its annual education day for its members.

It will give emerging managers advise on various subjects:

administration, compliance and operation.

 

DateDecember 5th

At: 8:00 a.m.

Where: Dentons, 1 Place Ville-Marie, Montreal

Cost: $20

 

Thank you to our sponsors:

$20.00

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Description

Continuing on last year’s success, the EMB is organizing its annual education day for its members. It will give emerging managers advice on various subjects: administration, compliance and operations. This year, we will focus on:

  • 8 :00-8 :30 a.m. : Breakfast & Introduction
  • 8:30 a.m.: Gatekeepers: how to navigate through the hurdles to get onto the platforms of Canadian brokers/banks.

moderator: François Dufour, M.Sc., MBA, Vice-President, Business Development, LionGuard Capital Management Inc.

pannelists: 

Terry Dimock, MBA, CFA, Portfolio Manager, BNI

Jean, Caleb, CFA, Investment Analyst, Desjardins Gestion de Patrimoine

  • 9:45 a.m.: Insurance: how to get navigate the hurdles to get onto the platforms of Canadian insurance companies in order to have you fund as an investable product on a universal life policy.

Joseph Mekhael,  CFA, Financial Planner, Property Insurance Broker, Mekhael Assurances et Services Financiers

  • 10:45 :Compliance:  Compliance update including our new policy on politically exposed persons

Julie Paillé, Avocate, Gervais & Associés

  • 11:15: FINTRAC: How to go through a FINTRAC review

Philippe Couture, CRG Avocats et Alpha CCO

DateDecember 5th

At: 8:00 a.m.

Where: Dentons, 1 Place Ville-Marie, Montreal

Cost: $20

 

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