Robo Advisors & ETF’s – The Next Generation for Group Retirement & Savings Plans

April 25, 2019 11:30 AM to 1:30 PMFairmont Palliser, Calgary, Alberta
Area of Interest: Pensions, Benefits, Investments, Networking Format: In Person
  

Please join us for lunch on Thursday April 25, 2019 at the Fairmont Palliser Hotel, 133 – 9 Ave. SW Calgary.

The next generation has arrived! Advertisements are encouraging individuals to challenge fees, regulators and advocacy groups alike are encouraging more fee transparency in the institutional environment.  Join us to learn more about how Robo Advisors and Exchange Traded Funds (ETFs) are finding their way into the group retirement & savings plan marketplace, providing intuitive solutions for plan sponsors and plan participants. 

Cancellation Policy
  

 This session will be presented by:

 

Brian McClennon, CEO & President

Link Investment Management

Brian is a high performing, results driven leader with extensive experience in technology start-ups and high growth companies. His focus is anticipating the needs of corporate clients and delivering optimal solutions. He is driven by the belief that there is always a better way!

Link was formed in recognition that technology could produce superior administration for corporately sponsored group plans, including equity, health and retirement savings plans while providing a better experience and retirement outcomes for plan members.

Brian is also a Director and founder of Kismet Solutions Inc., a Calgary based Managed Information Technology Service Provider.  Kismet has provided technology infrastructure, data and application solutions to clients for over 15 years. Kismet’s team manages information services for mid-size clients in various business enterprises and recently a $2 billion E&P acquisition’s information integration taking the company from 0 to 80,000 BoE in less than 3 months.

Brian’s considerable experience in the technology sector coupled with his Electrical Engineering Degree from U of C,  provide him with the unique perspective and experience required to create and execute agile strategies in an ever-evolving industry.

With a background as an elite athlete on Canada’s National Ski team, other high-level competitive sports, and a band leader, Brian understands teamwork, building a culture of performance, goal setting and what it takes to achieve and exceed goals.

Brian is a listener, professional, innovator and is committed to collaborate and drive each other to be the best we can be.

 

Ross Neilson, Head of Sales

Purpose Investments

Ross Neilson is the Head of Sales at Purpose Investments.  Ross has been in the financial services industry for over 23 years holding sales positions at some of Canada’s largest asset management firms and in corporate banking at two of the world’s largest banks.  

Ross joined Purpose Investments shortly after the firm was created six years ago and has played a key role in its growth to an asset management firm with over $6.5 billion dollars under management. Purpose Investments is an innovator in the asset management space offering both ETFs and Mutual Funds to Canadian investors.



 

When

Thursday April 25, 2019       
11:30 am to Noon - Registration and Buffet Lunch                         
Noon to 1:30 pm - Presentation and Questions         

 

Where

Fairmont Palliser Hotel                         
133 9th Avenue SW                         
Turner Valley Room

 

 

 

 

 

 

 

Registration Fee

CPBI Members: $ 69                          
Future Members: $ 129                          
Table of 8: $ 699                       
GST #106865330 RT0007

 

Information 

Krista Frayn                         
Phone: (403) 888-3185           
albertasouth@cpbi-icra.ca

 


                  

Who Should Attend:

  • Human Resource professionals
  • Total Rewards professionals
  • Finance professionals
  • Pension committee members
  • Service providers in the financial services industry
  • Employee benefits providers

 

In recognition of the continued support of our members, we will be showing our appreciation by drawing for a $50 gift card.  All members in attendance at program luncheons will be entered in the draw.

 

CE Certificate of Attendance can be provided upon request.

AIC CE Credits Pending.


 


Kim Duxbury