Mackenzie Events

Get the latest information on events, webinars and guest speakers presented by Mackenzie Investments.

Upcoming Events

Webinar

Helping Your Clients Retire From Work - Not From Life

Larry Distillio

Assistant Vice President of Practice Management

Frank Di Pietro

Assistant Vice President, Tax & Estate Planning

Webinar

Cottage Planning

Jackie Power - Assistant Vice President, Tax & Estate Planning

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The new economic environment

A guide to value investing in today’s economy

As the economy enters a period of rising interest rates and inflation, value investing is the place to be for investors. To find out why, join value experts William Aldridge, Portfolio Manager, Mackenzie North American Equities Team and Richard Wong, Head of Mackenzie Cundill Team for an in depth look at the outlook and opportunities value investing offers in today’s economic environment.

Wednesday, May 25 at 1 p.m. ET

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North American growth

Seeking opportunities close to home

As the global economy faces challenges, from war in Europe and lockdowns in China – North America remains insulated with deep energy reserves and a resurgent manufacturing sector. Join Dina DeGeer and Shah Khan from the Mackenzie Bluewater team for an update on the North American market and the opportunities ahead.

Tuesday,  May 31 at 1 p.m. ET

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Uncovering opportunities in Emerging Markets

The quant approach and long-term view

With world events in mind, what is the outlook on emerging markets? Join the Portfolio Manager of the Mackenzie Emerging Markets Fund and Head of the Mackenzie Global Quantitative Equity Team, Arup Datta, as he explores today’s emerging market opportunities and hear why he believes they are well-positioned for long-term growth. Arup Datta will discuss the quant approach to, and the diversification benefits of, emerging markets, and share his insights on China. Register today.

Tuesday,  June 7 at 1 p.m. ET

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ETFs in an evolving world

Portfolios reconstructed using ETFs

Join us as we explore the evolution of portfolio construction. Learn about “60/40” and how the space has changed since ETFs came available to Canadians. Michael Cooke, SVP and Mackenzie Head of Exchange Traded Funds, Steve Locke, Chief Investment Officer, Fixed Income & Multi-Asset Strategies and Prerna Mathews, VP, ETF Product and Strategy, will take us on a deeper dive into portfolio construction and address challenges advisors face today. A panel of industry leaders will also explore emerging trends with respect to asset allocation and where ETFs can be utilized most effectively in client portfolios – balancing active, index and ETF solutions in volatile markets.

Tuesday,  June 14 at 1 p.m. ET

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2022 Mid-Year Outlook

Economies recalibrated and what’s to come

Halfway through 2022, it’s time for insights and foresights. Our experts, including Mackenzie’s co-CIO’s Lesley Marks and Steve Locke, will share their views with an eye towards helping your conversations with your clients. Register today.

Tuesday,  June 21 at 1 p.m. ET

Past Events

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Charitable giving workshop

Giving back made easy

Incorporating charitable giving into your practice is a win-win-win: Charities win from the generosity, your clients win from giving back with tax benefits, and advisors win by expanding their practice. Hear from Mackenzie’s key experts, charitable partners and learn more about the role advisors play in helping clients support causes important to them and build their own legacy.

Tuesday, May 17 at 1 p.m. ET

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Disability planning workshop

Helping Canadians with disabilities save for their future

The disability planning market is virtually untapped and a huge opportunity for advisors’ business, but it’s complicated. In this workshop you’ll learn how to help Canadians with disabilities and their families invest for their long-term financial security with Mackenzie’s disability planning expertise and investment solutions. Join host Mike Evans (Vice President, National Sales Initiatives) and Vivek Bansal (Director, Tax and Estate Planning) for RDSP best practices followed by a live Q&A.

Tuesday, May 3 at 1 p.m. ET

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Earth Day 2022: Changemaker event

Activist Erin Brockovich and sustainable visionaries

Investing in a sustainable and responsible future is something we all must do. To find out how you can make an impact, join Mackenzie and our keynote speaker Erin Brockovich. An environmental and consumer advocate, Erin inspires the changemaker in all of us, sharing ways in which we can all act. You’ll also enjoy fireside chats with Dr Lucas Joppa, Chief Environmental Officer at Microsoft, and George Serafeim, Professor of Business Administration at Harvard Business School, as they discuss corporate action and ways we can ‘reimagine capitalism’ for a more sustainable future.

Thursday, April 21 at 1 p.m. ET

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Private Equity Replication

Discover how to access the return characteristics of private equity

Private equity has never been more popular with large global investors, but high minimum investments, long capital lockups, limited access and high costs make this asset class difficult for individual investors. Join our guest speaker Professor Randolph B. Cohen, Arup Datta (Senior Vice President, Head of Mackenzie Global Quantitative Equity Team) and Nelson Arruda (Senior Vice President, Portfolio Manager, Co-Lead of Mackenzie Multi-Asset Strategies Team) for a webinar discussion on how the unique characteristics of private equity can be accessible to all investors.

Tuesday, April 12 at 1 p.m. ET

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Federal budget 2022 webcast

What you need to know

You're invited to hear it first. We’ve gathered experts to assess and share the impact of the 2022 federal budget on Canadians.

Join us, as SVP Chief Economist Todd Mattina and our Tax and Estate Planning experts provide in-depth analysis of personal and corporate tax proposals and how the budget will affect the economy, the market and your clients.

Friday, April 8 at 11 a.m. ET

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Flexible fixed income

Quarterly round table – Your questions, our answers

In volatile times, it pays to stay flexible. Our flexible fixed income team is ready to discuss current trends and explain their flexible approach to challenging markets.

Tuesday, April 5 at 1 p.m. ET

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Private markets, an opportunity for all investors

Insights and updates on the private markets landscape

Mackenzie has been at the forefront of innovation in the alternatives space, providing access to a range of private assets, including credit and infrastructure. To find out more, join David Ross, Managing Director, Northleaf Capital Partners, Jamie Storrow, Managing Director, Northleaf Capital Partners, and Allan Seychuk, Senior Investment Director, Alternatives, Mackenzie Investments. They’ll share insights and updates on the current private credit and infrastructure markets, and introduce the Mackenzie Northleaf Private Credit Interval Fund, the first of its kind in Canada, making private credit available to all investors.

Tuesday, March 22, 2022 at 1 p.m. ET

War in Ukraine: Context and Capital

Historical context and global implications

The Russian invasion of Ukraine is a human tragedy, with lives lost, communities destroyed, and almost two million people displaced. To better understand the historical context of this war and its global implications, join our guest speaker Sir Christopher Meyer. With almost 40 years in the British Diplomatic Service, Sir Christopher brings a wealth of knowledge having served as the British Ambassador to the US, and private secretary to the British Embassy in Moscow. Sir Christopher will be joined by Steve Locke, CIO Fixed Income, Lesley Marks, CIO Equities, and Benoit Gervais, Head of Mackenzie Resource Team.

Tuesday, March 15, 2022 at 1 p.m. ET

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Small caps in focus

Generating higher return potential with active management

Often overlooked by investors, small cap companies have generally outperformed and provided higher returns than their large-cap counterparts for the past 20 years. We’ve gathered a round table of experts from Mackenzie’s small-mid cap teams to discuss how small caps can be a key diversifier and lead to greater alpha potential through active management.

Tuesday, March 8, 2022 at 1 p.m. ET

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Durable core investing

Find out why quality is core in 2022.

If the past has taught us anything, it’s that market risks are unpredictable. So, how do you prepare for that? With high-quality, core strategies that can help stabilize portfolios. To find out more, join Darren McKiernan and Katherine Owen from the Mackenzie Global Equity & Income team, as they discuss their strategies and approach to a changing global equity and income space.

Tuesday, February 22 at 1 p.m. ET

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What’s next for China?

From rapid growth to long-term sustainability

China may have faced challenges in 2021, but the investment opportunity is still compelling. Join us to hear from Mark Kruger, Opinion Editor at Yicai Global and a veteran Canadian economist in Shanghai, and our China-based experts including Yimei Li, CEO at ChinaAMC. They’ll discuss opportunity in China, “Common Prosperity” initiatives, and why they believe investors should look beyond the short-term volatility and focus on its long-term growth potential.

Tuesday, February 15 at 1 p.m. ET

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Sustainable investing in 2022

Complementary strategies designed to bring about real change

Andrew Simpson, Head of the Mackenzie Betterworld Team, and John Cook, Co-Lead of the Mackenzie Greenchip Team, combine for an in-depth discussion on sustainable investing. Find out more about their unique approaches to sustainable investing, future opportunities, and how these strategies complement each other.

Tuesday, February 8 at 1 p.m. ET

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Flexible fixed income

Quarterly round table - Your questions, our answers

Join our fixed income leaders as they discuss the most recent updates in the fixed income market and give comprehensive answers to your most pressing questions.  You’ll get an in-depth look at their flexible approach to fixed income, allowing you to stay ahead of the curve. 

Tuesday, February 1 at 1 p.m. ET

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Global equity in 2022

Why relentless pursuit of great companies matters 

As we move into the new year, many investors are wondering ‘’what’s next for global equities”? Join David Arpin from the Mackenzie Bluewater Team, as he talks global growth opportunities in 2022. Sharing outlook, opportunities and new strategies that can help your clients thrive.

Tuesday, January 25 at 1 p.m. ET

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The new investment reality

Asset allocation solutions built for client portfolios

Join Todd Mattina and Nelson Arruda, Co-Leads of the Mackenzie Multi-Asset Strategies team, as they share their insights and expertise for the new investing reality. Find out how you can create better client outcomes with asset allocation solutions, like ETF portfolios and Monthly Income Portfolios, to help clients successfully navigate through the next decade.

Tuesday, January 18 at 1 p.m. ET

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2022 Outlook

Challenging, not insurmountable 

As the world continues to navigate the pandemic, investors are looking to 2022 for new opportunities. Tune in to hear from experts like Brent Joyce, Investment Strategist, Lesley Marks, CIO of Equities, Steve Locke, CIO of Fixed Income and Multi-Asset Strategies, and more. They’ll cover key trends that they believe will help shape the future of capital markets - from supply chain disruptors to higher inflation, potentially rising interest rates and ongoing policy reforms in China.

Tuesday, January 11 at 1 p.m. ET

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Group retirement plans - Opportunities in Quebec

Grow your practice while helping small business owners.

François Provost, Vice-President, Retail Sales, will host an information session on group retirement plans in Quebec. Martin Dupras, Fellow of the IQPF, will discuss Bill 39, according to which Quebec employers with 10 or more employees must offer their workers a voluntary retirement savings plan (VRSP). MM. Provost and Dupras will be joined by Guerlane Noël, Director, Tax and Estate Planning at Mackenzie Investments and Alfredo Di Costa, Director, Practice Management. This event will highlight new growth opportunities and help advisors understand the options, regulations and business segment of group retirement plans.

Tuesday, December 7, 2021, 1 p.m. ET

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The Great Energy Summit: The unstoppable transformation

Views from sustainable changemakers and energy experts.  

Join this summit to gain insights from leaders at Enbridge and Suncor, and climate change expert Tom Rand, on how they see the ESG and economic impact of this transition for Canadian investors. You will also hear from John Cook, SVP, Mackenzie Greenchip Team and Benoit Gervais, SVP, Mackenzie Resources Team who will discuss ways to manage the transition risks and capitalize on the opportunities for your clients.

Tuesday November 30th at 1pm ET (For Advisors only)

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Client Focused Reforms webinar

Client Focused Reforms are coming – are you ready?

The newest Client Focused Reforms will come into effect December 31 of this year, with the aim of improving the client/advisor relationship and ensuring client interests always come first. Are you ready?

Join Rhonda Goldberg, EVP and General Counsel, as she unpacks what you need to know about these reforms. Alfredo Di Costa, Director, Practice Management, Mackenzie Investments will follow with a discussion on the tools and resources available to support your transition.

Tuesday, November 23 at 1:00 p.m. ET

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Shifting to Retirement Income

Get your High Net Worth clients retirement ready

Retirement can be complex, especially for high earners. This workshop featuring Ron Hanson, Head of Retirement and a variety of our in-house experts is designed to help you get your High Net Worth (HNW) clients ready for the future. Watch as they share their income insights, solutions and expertise to help you better advise your HNW clients as they move from accumulation wealth to drawing income for retirement.

Tuesday, November 16 at 1 p.m. ET

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Unlocking private infrastructure

The Mackenzie Northleaf Private Infrastructure Fund

Join Michael Evans as he hosts Jamie Storrow, Managing Director, Northleaf Capital Partners and Allan Seychuk, Senior Investment Director, Mackenzie Investments as they discuss Mackenzie ‘s newest innovation in alternatives: the Mackenzie Northleaf Infrastructure Fund. Learn how private infrastructure can fit into your clients’ portfolios and the potential benefits it brings.

Tuesday, November 9 at 1 p.m. ET

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A calculated approach to Emerging Markets

The benefits of being selective

Emerging Markets continue to have high expectations for growth over the next decade, relative to global peers. Hear from Arup Datta, Head of Mackenzie Global Quantitative Equity Team, as he shares the benefits of an approach that combines a nimble human centric perspective with rebalancing that can help identify opportunities by being more selective.

Tuesday, November 2 at 1 p.m. ET

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Investing in the post-pandemic boom

Why US growth stocks could be the answer

What will the “new normal” look like for US companies in a post-pandemic world? Phil Taller, Head of the Mackenzie Growth Team, joins Portfolio Managers Richard Bodzy & Greg McCullough from Putnam Investments to discuss how they identify companies that they believe have solid fundamentals and growth potential, despite high valuations.

Tuesday, October 26 at 1 p.m. ET

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Exploring opportunities in China

Our experts discuss this under-exposed economy

Canadian investors have exceptionally low exposure to China despite its economic size and growth rate. Learn more about opportunities to integrate China into your clients’ portfolios as Mackenzie introduces two new funds to become the first asset manager in Canada to offer the full suite of China solutions. ChinaAMC’s Marcus Jiang, SVP and Frank Zheng, Head of International Fixed Income, will share on-the-ground insights on the China equity and bond markets and discuss the benefits of the new funds.

Tuesday, October 19 at 1 p.m. ET

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Accessible Alternatives

Looking at Alternatives through a portfolio-construction lens.

For years, Alternative investments have been a cornerstone of institutional portfolios - yet unattainable for many everyday investors. Join this unique discussion to hear directly from industry experts like Satish Rai, CIO of OMERS and Rob MacLellan from Northleaf Capital Partners as they share their insights on why Alternatives are critical for your clients’ portfolios. You will also hear analysis on the latest industry trends from CAIA and Preqin.

Tuesday, October 5 at 1 p.m. ET

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Quarterly Fixed Income Roundtable

Your questions, our answers

Hear from Steve Locke and Konstantin Boehmer, Co-Leads of the Mackenzie Fixed Income Team, along with Dustin Reid, Chief Fixed Income Strategist, as they discuss future monetary policy shifts, where interest rates are heading in Canada and the US, and their expectations about inflation.  You’ll find their flexible approach to fixed income offers a fresh perspective in a commoditized market.

Tuesday, September 28 at 1 p.m. ET

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Global market opportunities

Finding durable growth as the world re-opens

As central banks end their unprecedented stimulus and accommodative monetary policies, many investors are asking “what’s next”? David Arpin, from the Mackenzie Bluewater Team and Darren McKiernan from the Mackenzie Global Equity & Income Team, along with other experts, unveil strategies and opportunities that can help you thrive in the post-pandemic normal.

Tuesday, September 21 at 1 p.m. ET

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Welcome to a Betterworld

Unveiling our sustainable equity investing boutique

Hear from Andrew Simpson, Team Lead & Portfolio Manager of our new sustainable investing boutique: Mackenzie Betterworld. Get an in-depth look at the team’s unique approach to managing our two new funds: Mackenzie Betterworld Global Equity Fund and Mackenzie Betterworld Canadian Equity Fund.  Learn how these funds are designed to be core holdings for investor portfolios with an aim to generate long-term competitive returns while supporting positive ESG outcomes.

Tuesday, September 14 at 1 p.m. ET

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