National Bank Investments

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NBI CONFERENCE 2024

Accessing the power of people

As Canada’s leading open architecture provider, National Bank Investments is proud to organize this event, which gives advisors the opportunity to network as well as meet NBI partners and industry experts.

October 16, 2024

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Note: The conference is intended for advisors, wealth management firms, alternative product managers and sales representatives.

Agenda

Webcast presentations, available in simultaneous translation

9:00 – 9:30 a.m.
Registration
9:30 – 9:45 a.m.
Welcome address

Éric-Olivier Savoie | National Bank Investments

9:45 – 10:30 a.m.
Macroeconomic outlook and strategy

Philip Camporeale | J.P. Morgan Asset Management
David Kostin | Goldman Sachs

Host: Martin Lefebvre | National Bank Investments

10:30 – 11:30 a.m.
Equity investing: Insights and strategies

Charles Nadim | Jarislowsky Fraser
Jean David Meloche | Montrusco Bolton

Host: Terry Dimock | National Bank Investments

11:30 a.m. – 12:30 p.m.
Lunch and networking
12:30 – 1:15 p.m.
Canadian fixed income: Outlook and opportunities

Stéphane Corriveau | AlphaFixe Capital

Host: Markella Kolokithias | National Bank Investments

1:15 – 2:15 p.m.
5 must-knows about in-retirement spending
(CE accreditation in progress*)

Christine Benz | Morningstar

Host: Jonathan Durocher | National Bank financial

* “CE Credits are exclusively granted to live participants who meet the required criteria. Listening to the recording does not qualify for CE Credits.”
2:15 – 2:30 p.m.
Closing remarks

Martin Felton | National Bank Investments

Speakers

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Christine Benz

Director of Personal Finance
Morningstar

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Philip Camporeale

Managing Director, Portfolio Manager, Multi-Asset Solutions team
J.P. Morgan Asset Management

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Stéphane Corriveau

President, Managing Director and Founding Partner
AlphaFixe Capital

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Martin Felton

Vice-President, National Sales
National Bank Investments

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David Kostin

Chief U.S. Equity Strategist
Goldman Sachs

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Jean David Meloche

Head of Global Equities and Portfolio Manager
Montrusco Bolton

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Charles Nadim

Head of Research and Portfolio Manager, Canadian Equities
Jarislowsky Fraser

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Éric-Olivier Savoie

President and Chief Executive Officer
National Bank Investments



Hosts

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Terry Dimock

Chief Risk and Execution Officer
National Bank Investments

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Jonathan Durocher

President
National Bank Financial
WealthManagement

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Markella Kolokithias

Regional Vice-President – Eastern Canada,
National Sales
National Bank Investments

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Martin Lefebvre

Chief Investment Officer and Strategist
National Bank Investments

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