December 12, 2016

Thomson Reuters Lipper Alpha Forum – Canada 2016 Panel Discussions

Thomson Reuters

Recorded on: November 09, 2016


This intimate, interactive forum brought together the Thomson Reuters Lipper Fund Awards winning executives, industry leaders, wealth managers, distribution professionals and investment advisors who are shaping the Canadian investment management industry, to discuss the global macro issues that will drive the economy and investments in 2017.

Don’t miss the Keynote Interview with Eric Lascelles, Chief Economist, RBC Global Asset Management as he spoke with Robert Jenkins, Global Head of Research, Thomson Reuters Lipper.

Gain insight and catch up on the rest of the highlights of the afternoon by watching the three panel videos below:

Panel 1: Is Uncertainty the New Black?

Big geopolitical events, changes in investor sentiment, and other factors – many unexpected – are transforming the investing landscape. Strategists from Lipper award-winning firms explore the global macro issues that will drive the economy and investments in 2017.


  • EU and UK post-Brexit
  • New US presidency
  • Energy and Commodities
  • Regulation/Policy
  • China and Emerging Markets
  • Central Bank Policy

Moderator: Kevin Allison, Columnist, Reuters Breakingviews
Advisor: Tom Roseen, Head of Research Services, Thomson Reuters Lipper

Paul Taylor, CFA, MBA, Senior Vice President and Chief Investment Officer, Asset Allocation, BMO
Ruo Tan, CFA, President, Segal Rogerscasey Canada
Gaelen Morphet, Chief Investment Officer, Sentry Investments


Panel 2: Who’s Winning the Active, Passive, Smart Beta Debate?

Active management is being forced to evolve largely in response to the growth in passive investing. Smart beta has been considered a threat to both active and passive management. Surveys indicate that 1/3 of all institutional asset managers are planning to implement a smart beta or factor investment strategy in the coming year. Strategists from Lipper award-winning firms explore all sides of the active-passive debate and the evolving role of the active manager.


  • Active vs. passive – Which, when and how?
  • The role of smart beta and how it’s evolving
  • Implementing factor investing: choosing, blending and timing
  • What can be indexed? What should be managed?
  • What’s next in the evolution?

Moderator: Jeffrey Hodgson, Reuters Canada Editor

Tim Gaumer, Global Director of Fundamental Research, Thomson Reuters
Pat Chiefalo, MD, Head of iShares Product, Canada
Tim Huver, Head of Product, Vanguard Investments Canada Inc.


Panel 3: The New Playing Field for Fund Distribution

Fund companies are experiencing a period of change like no other. Client preferences, fee arrangements, regulation and data management are some of the most critical areas where fund companies are having to adjust to rapid and sometimes unpredictable change as they work to meet the needs of both wealth management clients and platforms. Leading distributors and industry veterans offer their perspective on what they want from fund companies in this new era.


  • Robo advisors: How automation is changing the money management field
  • Revolution in portfolio management: Adjusting to the passive-active approach
  • The transparency revolution: CRM2 and the need to develop a firm-wide data management strategy
  • Fee-based solutions: The birth of a new business model
  • The best-interest standard: Doing business in an era of tighter investor protections

Moderator: Dan Richards, CEO, Client Insights

Bill Packham, Executive Managing Director, Wealth Management at Desjardins Group
Co-Chair & CEO of Qtrade Financial Group
Charyl Galpin, EVP & Managing Director, Head, BMO Nesbitt Burns Private Client Division
Steven J. Donald, FCPA, FCA, President, Assante Wealth Management, Canada

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