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PMAC Toronto Regulatory & Compliance Forum 2023

Date: Wednesday, June 7, 2023
Location: Toronto Region Board of Trade, Lennox Hall, 77 Adelaide Street West, Toronto, ON
Time: 8:00 AM - 6:30 PM EDT

Event Overview
Spend a day learning and interacting with peers, colleagues, and industry leaders. The Toronto Regulatory & Compliance Forum will include coverage of CSA Regulations, compliance hot topics, and strategic planning topics.

Market Trends & Emerging Expectations of Institutional & Private Clients
Client needs continue to evolve as both private and institutional investors adapt to market volatility, inflation risk, and other key issues facing investors. Hear about the latest institutional client research on factors influencing manager selection, changes in asset allocation, and factors beyond investment performance that are important to pension plans and other institutional clients.

On the private client side, hear opportunities to improve client communication and reporting through behavioural insights. The session will end with a moderated question and answer period.

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PMAC Toronto Regulatory & Compliance Forum 2023

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