-
History and unique global significance of Mutual Fund Dealers
Paul C. BourqueFait
-
Cocktails!
Fait
-
Leading Edge of Regulation
David Di PaoloFait
-
Lunch
Fait
-
Essential Insights for Estate Planning Management
Barbara AmsdenFait
-
It’s A Great Time To Be An Independent Wealth Management Dealer
Jeff HarvieFait
-
M.C. Introduction
William (Bill) DoneganFait
-
Breakfast
Fait
-
CSA Perspective
David CheopFait
-
Monetizing Data Assets: Balancing Opportunity with Risk
Paul ChilderhoseFait
Robert has been a board member, strategist and leader across numerous organizations ranging from global corporations to start ups. As president and CEO across three technology and services companies in the financial services industry, Robert has been able to marry strong leadership, deep financial services knowledge and a love for technology to build, transform and enable diverse global teams. Robert now spends the majority of his time bringing that experience to early stage Canadian companies.
Join us as the esteemed Chair of the Federation Board of Directors, Robert Smuk welcomes attendees to the return of the Federations Annual Conference, for the first time in person since 2019.
Mr. Smuk brings a wealth of experience and expertise to his role both as President of Agora Dealer Services, and Chair of the Federation board. With a proven track record of strategic executive leadership and vision, he has committed to playing a pivotal role in the direction and success of the Federation of Independent Dealers.
During this session, Mr. Smuk shares his thoughts on key mutual fund and securities industry trends, challenges, and opportunities. His innovative thinking is sure to resonate with attendees.
