2026 RIA Conference

Agenda

Investment Advisor Day

7:30 AM

to

8:30 AM

Breakfast

Sept 15th

Registration and Breakfast

8:30 AM

to

8:45 AM

Opening Remarks

Sept 15th

Indigenous Welcome and Opening Remarks

8:45 AM

to

9:30 AM

Plenary

Sept 15th

Keynote Address: Rob Grein

9:30 AM

to

10:15 AM

Plenary

Sept 15th

The New Rules of Advice: Cost Transparency, Suitability and the Future of Client Trust

10:15 AM

to

10:45 AM

Networking

Sept 15th

Networking Break

Sponsored By:

10:45 AM

to

11:40 AM

Breakout

Sept 15th

A Winning Playbook for Practice Growth: The Evolving Advisor Proposition

10:45 AM

to

11:40 AM

Breakout

Sept 15th

Beyond Explanation: How Advisors Turn Portfolio Complexity into Client Confidence

11:45 AM

to

12:45 PM

Plenary

Sept 15th

AI and the Future of Advice: Opportunity, Risk and the Human Edge

12:45 PM

to

1:45 PM

Luncheon Session

Sept 15th

Preview of RIA Responsible Investment Research Initiative Investor Pulse Check

1:45 PM

to

2:40 PM

Breakout

Sept 15th

The Power of First Impressions: How Early Moments Shape Client Decisions

1:45 PM

to

2:40 PM

Breakout

Sept 15th

Earning Trust Across Generations: Serving High-Net-Worth Families Today

2:40 PM

to

3:10 PM

Networking

Sept 15th

Networking Break

Sponsored By:

3:10 PM

to

4:05 PM

Breakout

Sept 15th

When Clients Push Back: Responding in the Moment

3:10 PM

to

4:05 PM

Breakout

Sept 15th

The Advice Gap: Diversifying Your Client Base

4:15 PM

to

4:45 PM

Plenary

Sept 15th

Closing Panel: From Insight to Action: Putting It All Into Practice

4:45 PM

to

5:00 PM

Plenary

Sept 15th

Closing Remarks

5:00 PM

to

6:30 PM

Networking

Sept 15th

Industry Reception

Institutional Investor Day

7:30 AM

to

8:30 AM

Breakfast

Sept 16th

Registration and Breakfast

Sponsored By:

8:30 AM

to

8:45 AM

Opening Remarks

Sept 16th

Indigenous Welcome and Opening Remarks

8:45 AM

to

9:30 AM

Plenary

Sept 16th

Keynote Address: Luiza Savage

9:40 AM

to

10:35 AM

Breakout

Sept 16th

Beyond the Headlines: How Climate Strategies Are Evolving in Practice

9:40 AM

to

10:35 AM

Breakout

Sept 16th

Disclosure, Taxonomy and Trust: Standards, Scrutiny and Market Confidence

10:35 AM

to

11:05 AM

Networking

Sept 16th

Networking Break

Sponsored By:

11:05 AM

to

12:00 PM

Breakout

Sept 16th

Finding the Missed Value Levers: Sustainability and Performance in Private Markets

11:05 AM

to

12:05 PM

Breakout

Sept 16th

From Consultation to Co-Ownership: Indigenous Capital and Economic Partnership

11:05 AM

to

12:00 PM

Breakout

Sept 16th

Balancing Canada’s Energy Trifecta: Security, Affordability and Sustainability

12:10 PM

to

1:30 PM

Luncheon

Sept 16th

Lunch Session: Rewiring the Global Energy Future

Sponsored By:

1:35 PM

to

2:30 PM

Breakout

Sept 16th

No Easy Answers: Three Debates Investors Can’t Avoid

1:35 PM

to

2:30 PM

Breakout

Sept 16th

The Next Phase of Canada’s Sustainable Bond Market

2:35 PM

to

3:30 PM

Breakout

Sept 16th

Nature-Related Disclosures: Informing Investment Decision-Making

2:35 PM

to

3:30 PM

Breakout

Sept 16th

Infrastructure, Sovereignty and the New Investment Imperative

3:30 PM

to

4:00 PM

Networking

Sept 16th

Networking Break

Sponsored By:

4:00 PM

to

4:50 PM

Breakout

Sept 16th

Investing in Resilience: Infrastructure, Insurance and Capital Allocation

4:00 PM

to

4:50 PM

Breakout

Sept 16th

Beyond the AI Hype: Governance, Risk and Institutional Readiness

4:55 PM

to

5:30 PM

Plenary

Sept 16th

The View from Here: What Will Define the Next Chapter?

5:30 PM

to

5:45 PM

Plenary

Sept 16th

Closing Remarks

Impact Investment Day

7:30 AM

to

8:30 AM

Breakfast

Sept 17th

Registration and Breakfast

8:30 AM

to

8:40 AM

Plenary

Sept 17th

Indigenous Welcome and Opening Remarks

8:45 AM

to

9:25 AM

Plenary

Sept 17th

Keynote Address: Mitzie Hunter

9:30 AM

to

10:25 AM

Breakout

Sept 17th

What Impact Investing Looks Like Today: From Community Finance to Institutional Capital

9:30 AM

to

10:25 AM

Breakout

Sept 17th

Workshop: Scaling Impact Investing: Where the Capital Gets Stuck

10:25 AM

to

10:55 AM

Networking

Sept 17th

Networking Break

Sponsored By:

10:55 AM

to

11:50 AM

Breakout

Sept 17th

Impact Investing Case Studies: What Investors Got Right, Wrong and Learned Along the Way

10:55 AM

to

11:50 AM

Breakout

Sept 17th

Community Impact Through Indigenous Capital and Partnership

11:50 AM

to

1:00 PM

Luncheon

Sept 17th

Why Forests Matter to Portfolios,
Markets and Economies

Sponsored By:

1:00 PM

to

1:55 PM

Breakout

Sept 17th

Impact in Public Markets: Stewardship, Influence and System-Level Change

1:00 PM

to

1:55 PM

Breakout

Sept 17th

Investing in the Real Economy: Infrastructure, Housing and Resilience

2:00 PM

to

2:55 PM

Plenary

Sept 17th

Outcomes at Scale: Where Institutional Capital Sees Opportunity and Constraint

2:55 PM

to

3:25 PM

Networking

Sept 17th

Networking Break

Sponsored By:

3:25 PM

to

4:20 PM

Breakout

Sept 17th

Blended Finance: Unlocking Capital for Competitiveness and Growth

3:25 PM

to

4:20 PM

Breakout

Sept 17th

Impact Measurement: Standards, Data and Decision-Making

4:30 PM

to

5:00 PM

Plenary

Sept 17th

From Niche to Necessary: What Needs to Change Next

5:00 PM

to

5:10 PM

Closing Remarks

Sept 17th

Closing Remarks

Sessions and timing are subject to change