<p><span style="color:rgb(0,0,0);">From fundamentals to application, the 2024 RI Bootcamp will give advisors and financial planners, with ranging levels of responsible investment (RI) experience, the practical knowledge they need to implement RI principles in their investment strategies.</span></p><p><span style="color:rgb(0,0,0);">From September 24rd–26th (online), attendees will benefit from an intro to RI, learn about various Canadian RI products and tools—directly from the experts behind them, and gain practical tips and best practices on how best to engage in client conversations.</span></p>

RIA Advisor RI Bootcamp 2024 - Event Series for Advisors

RIA Canada

<p style="text-align:center;">Brush up on industry knowledge, learn about leading responsible investment products from the portfolio managers and analysts behind them, and gain best practices for client conversations.</p>

<p style="text-align:center;">Join financial advisors, planners and investment professionals from across Canada to learn about RI products from the portfolio managers and analysts behind them.</p>

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<p>Start the Bootcamp on the right track by brushing up on the major themes in responsible investment (RI)! This session will cover the history of RI, as well as key concepts, strategies and terms. Learn how becoming better informed about RI will benefit you, your clients and your organization.</p>

Introduction to Responsible Investment

<p>In this panel, the speakers will share insights on navigating the complexities of decarbonization, addressing the trade-offs between sustainability and returns, and identifying opportunities that arise from climate commitments.</p>

The Net Zero Dilemma: Ambition vs Performance

<p>Join this session to learn how responsible investing can help you prepare your practice for the generational wealth transfer, establish relevance with future inheritors, foster loyalty and increase client retention.</p>

Avoid the Threat of Wallet Erosion

<p>Conclude your Bootcamp experience with tools, best practices and real-world strategies to put your new RI knowledge into practice and bridge the divide between client expectations and sustainable investment strategies. You’ll learn how to effectively communicate the benefits of responsible investing, navigate sensitive conversations and cultivate healthier and stronger client relationships.</p>

Client Conversations: Bridging the RI Gap

Schedule highlights

<h4 style="text-align:center;">Join Hundreds<br>of Advisors</h4>

<p style="text-align:center;">Gain the tools, best practices, and real-world strategies to communicate the benefits of RI and bridge the divide between client expectations and sustainable investment strategies.</p>

National Bank Investments

Senior Wealth Advisor Brown Investment Group, CIBC Wood Gundy

Alicja Brown

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Senior Director & Head of Responsible Investment,  National Bank Investments

Solène Hanquier

Senior Portfolio Manager, Canadian Equities, Fiera Capital

Nicholas Smart

Senior Responsible Investment Specialist, ﻿Desjardins

Deborah Debas

Regional Sales Director, Desjardins Investments

Katie Davis

Portfolio Manager, Director and  ﻿Vice President, Odlum Brown Limited

Ian Robertson

<p style="text-align:center;">The RIA will be applying for CE Credits from the major accreditors for this event. These sessions also qualify as CE Activities for RIS, RIAC &amp; RIPC credential holders.</p>

Desjardins

Analyst, Sustainable Investing, Fiera Capital

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About the Event Series<div><div><div><div><div></div></div></div></div></div>

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About The Festival

<p style="text-align:center;">Explore a variety of RI or ESG-focused funds, including ETFs, mutual funds and fixed income products available to retail investors.</p>

Gokul Ullas

Head of Advocacy and Industry Insights, RIA Canada

Glen Pichanick

<h4 style="text-align:center;">Client&nbsp;<br>Conversations</h4>

<h4 style="text-align:center;">CE Credits &amp; PDUs</h4>

<p style="text-align:center;">Learn from portfolio managers, analysts and thought leaders as they discuss their product strategies, goals and performance.</p>

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Opentech

Globex

KeySpace.com

Golden Sponsors

<h4 style="text-align:center;">Find Leading<br>RI Products</h4>

<h5 style="text-align:center;">September 24th - 26th, 2024 &nbsp;| &nbsp;Virtual Event</h5>

<h4 style="text-align:center;">Intro to RI</h4>

<p style="text-align:center;">Get up to speed on the major themes in RI. Explore the history, key concepts and terms, and how taking the initiative to become better informed about RI can benefit you, your clients, and your organization.</p>

Your All-in-One Guide to Bridging the RI Service Gap

<h4 style="text-align:center;">Hear Expert Speakers</h4>

<p style="text-align:center;">From fundamentals to application, the 2024 RI Bootcamp will give advisors and financial planners, with ranging levels of responsible investment (RI) experience, the practical knowledge they need to implement RI principles in their investment strategies.</p><p style="text-align:center;">From September 24th–26th (online), attendees will benefit from an intro to RI, learn about various Canadian RI products and tools—directly from the experts behind them, and gain practical tips on how best to engage in client conversations.</p>