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Tim Prescott VP, Key Accounts Heather Anderson Manager, Key Accounts Matt Schnurr AVP, Institutional Sales & Service Paul Boddaert Director, Industry Relations
3 Agenda 1. Tim Prescott: High level overview of Key Accounts focus and opportunities 2. Heather Anderson: 2017 Conferences & Events; Conference Reporting 3. Matt Schnurr: Overview of MFT recommendation; Look ahead in 2017
4 2017 Conferences & Events Q1 Dealer/Event Date Location Primerica Kickoff Events January 7, 14 Toronto, Montreal, Vancouver, Edmonton, Winnipeg, Halifax Aligned Capital Conference January 11-13 San Diego Hyatt Andaz RBC PM Conference January 11-13 Toronto Ritz Carlton Cloutier Top Performers January 12-13 Quebec City Hotel Mortagne Keybase RRSP Conference January 12 Markham Hilton HollisWealth Conference January 25 Toronto Scotia Plaza Canaccord Practice Mgmt Webinar January 31 Online CIBC Rookie IA Training February 1 Toronto Royal York Hotel MICA Winter Forum February 2 Quebec City - Château Frontenac Canaccord Practice Mgmt Webinar February 15 Online Keybase Practice Mgmt Workshop March 29 Markham - TBD MICA Roadshow March 30 Chicoutimi
5 2017 Conferences & Events Q2 Dealer/Event Date Location MICA Roadshow April 6, 13 Quebec City, Montreal Excel Roadshow April 26, 27 May 3, 4, 10, 11 Sherbrooke, Brossard, Montreal, Trois-Rivières, Quebec City Credential BERT April 3, 5, 10, 11,12 Niagara Falls, Winnipeg, Edmonton, Saskatoon, Burnaby TD PIA Executive Club April 24-26 Calgary Fairmont Palliser Keybase PM Conference Call May 4 Conference Call DFSI National Sales Conference May 9-12 Collingwood Clue Mountain RBC Regional IA Conference May 15-17 Huntsville Deerhurst Resort Keybase Financial Spring Conference May 17 Markham - TBD Laurentian Bank Roadshow May 15-22 Various locations - TBD Worldsource Top Performers May 29-June 1 California Laguna Beach, Montage Groupe Cloutier Roadshow May 30, 31, June 1 Laval, Quebec City, Drummondville
6 2017 Conferences & Events Q2 continued Dealer/Event Date Location Scotia FABA June 1-3 Halifax VMD Women s Event June 2 TBD PEAK Financial June 1-3 Montreal - Westin Manulife Associate Advisor Program June 14 Toronto King Edward Hotel
7 2017 Conferences & Events Q3 Dealer/Event Date Location IPC National Conference September 19-20 St. John s Convention Centre World Source Regionals September 18-20 Niagara on the Lake TBD World Source Regionals September TBD BC - TBD TD PWM Investment Manager Conf. September 12-14 Toronto Westin Harbour Castle IAFP Symposium September 13-16 Winnipeg Fairmont DFSI Fall PD Days TBD Various National Bank Women s Symposium TBD TBD
8 2017 Conferences & Events Q4 Dealer/Event Date Location Keybase Fall Conference October 18 Markham - TBD Raymond James National Conference October 19-22 Montreal Fairmont FundEX October 22 Toronto Hilton Manulife Investment Forum October 26-28 Niagara Falls Sheraton on the Falls RBC Managed Money Conference November 5-7 Ritz Carlton Carte Wealth Conference TBD TBD Investia TBD Montreal, Toronto SFL Regional Conference TBD TBD VMD Congress TBD TBD
9 Conference Reporting and Follow Up Initiated in 2016 Bi-annual reporting January-June, July-December Sales and follow-up measured Exact Target automated follow up Refined and targeted follow up activities in 2017
10 Scotia Recommends MFT February 8th Endorsement of the asset class, our ETF business, and investment management How does this happen?
11 Timeline Q1 2016 Scotia and Hollis combine research efforts 4 formal events ETF launch, TOBAM launch, TOBAM follow up, Institutional Forum HollisWealth conference participation Scotia Bank Loan research piece refresh 13 individual or team meeting + 4 formal events
12 MFT gets recommended now what? Collaboration between inside Daniel Hitchcock brings it to my attention Support liquidity Follow up meetings with sell side analyst and Steve Locke
13 Looking Forward 2017 More posting on The Source - Better dealer and platform information (risk ratings, categories, platform information) Dealer research and connection to funds Conversations with analysts surrounding ETFs, Global Dividend, Balanced suite Model Portfolios exposure and communication