| 7:30 – 8:30 a.m. | Registration and Breakfast |
|---|---|
| 8:30 – 8:45 a.m. | Indigenous Welcome and Opening Remarks |
| 8:45 – 9:30 a.m. | [Plenary] Keynote Address |
| 9:30 – 10:15 a.m. | [Plenary] The New Rules of Advice: Cost Transparency, Suitability and the Future of Client Trust |
| 10:15 – 10:45 a.m. | Networking Break + Meet N’ Greet |
| 10:45 – 11:35 a.m. |
[Breakout] A Winning Playbook for Practice Growth: The Evolving Advisor Proposition [Breakout] Beyond Explanation: How Advisors Turn Portfolio Complexity into Client Confidence |
| 11:35 – 11:45 a.m. | Travel to Plenary |
| 11:45 a.m. – 12:30 p.m. | [Plenary] AI and the Future of Advice: Opportunity, Risk and the Human Edge |
| 12:30 – 1:45 p.m. |
Lunch Preview of RIA Responsible Investment Research Initiative Investor Pulse Check |
| 1:45 – 2:40 p.m. |
[Breakout] The Power of First Impressions: How Early Moments Shape Client Decisions [Breakout] Earning Trust Across Generations: Serving High-Net-Worth Families Today |
| 2:40 – 3:10 p.m. | Networking Break |
| 3:10 – 4:05 p.m. |
[Breakout] When Clients Push Back: Responding in the Moment [Breakout] The Advice Gap: Diversifying Your Client Base |
| 4:05 – 4:15 p.m. | Travel to Plenary |
| 4:15 – 5:05 p.m. | [Plenary] Closing Address |
| 5:05 – 5:15 p.m. | Closing Remarks |
| 5:15 – 6:45 p.m. | Industry Reception |
*Agenda subject to change.
| 7:30 – 8:30 a.m. | Registration and Breakfast Sponsored by: RBC Global Asset Management |
|---|---|
| 8:30 – 8:45 a.m. | Indigenous Welcome and Opening Remarks |
| 8:45 – 10:00 a.m. | [Plenary] Keynote Address |
| 10:00 – 10:45 a.m. |
[Breakout] Beyond the Headlines: How Climate Strategies Are Evolving in Practice [Breakout] Disclosure, Taxonomy and Trust: Standards, Scrutiny and Market Confidence |
| 10:45 – 11:15 a.m. | Networking Break |
| 11:15 a.m. – 12:05 p.m. |
[Breakout] Finding the Missed Value Levers: Sustainability and Performance in Private Markets [Breakout] From Consultation to Co-Ownership: Indigenous Capital and Economic Partnership [Breakout] Balancing Canada’s Energy Trifecta: Security, Affordability and Sustainability |
| 12:05 – 12:10 p.m. | Travel to Lunch |
| 12:10 – 1:30 p.m. | Lunch Sponsored by: Mackenzie Investments |
| 1:30 – 2:20 p.m. |
[Breakout] No Easy Answers: Three Debates Investors Can’t Avoid [Breakout] The Next Phase of Canada’s Sustainable Bond Market |
| 2:20 – 2:30 p.m. | Travel to Breakouts |
| 2:30 – 3:20 p.m. |
[Breakout] Nature Finance: From Frameworks to Allocation Decisions [Breakout] Infrastructure, Sovereignty and the New Investment Imperative |
| 3:20 – 3:50 p.m. | Networking Break |
| 3:50 – 4:35 p.m. |
[Breakout] Investing in Resilience: Infrastructure, Insurance and Capital Allocation [Breakout] Beyond the AI Hype: Governance, Risk and Institutional Readiness |
| 4:35 – 5:25 p.m. | [Plenary] Concluding Panel |
| 5:25 – 5:30 p.m. | Closing Remarks |
*Agenda subject to change.
| 7:30 – 8:30 a.m. | Registration and Breakfast |
|---|---|
| 8:30 – 8:45 a.m. | Indigenous Welcome and Opening Remarks |
| 8:45 – 9:30 a.m. | [Plenary] Keynote Address |
| 9:30 – 10:25 a.m. |
[Breakout] What Impact Investing Looks Like Today: From Community Finance to Institutional Capital [Breakout] Roundtable: Scaling Impact Investing: Where the Capital Gets Stuck |
| 10:25 – 10:55 a.m. | Networking Break |
| 10:55 a.m. – 11:50 a.m. |
[Breakout] Impact Investing Case Studies: What Investors Got Right, Wrong and Learned Along the Way [Breakout] Community Impact Through Indigenous Capital and Partnership |
| 11:50 a.m. – 1:00 p.m. | Lunch |
| 1:00 – 1:55 p.m. |
[Breakout] Impact in Public Markets: Stewardship, Influence and System-Level Change [Breakout] Investing in the Real Economy: Infrastructure, Housing and Resilience |
| 1:55 – 2:00 p.m. | Travel to Plenary |
| 2:00 – 2:55 p.m. | [Plenary] Outcomes at Scale: Where Institutional Capital Sees Opportunity and Constraint |
| 2:55 – 3:25 p.m. | Networking Break |
| 3:25 – 4:20 p.m. |
[Breakout] Blended Finance: Unlocking Capital for Competitiveness and Growth [Breakout] Impact Measurement: Standards, Data and Decision-Making |
| 4:20 – 4:30 p.m. | Travel to Plenary |
| 4:30 – 5:15 p.m. | [Plenary] From Niche to Necessary: What Needs to Change Next |
| 5:15 – 5:25 p.m. | Closing Remarks |
*Agenda subject to change.
9:00 AM
Indigenous Welcome
Welcome Remarks from RIA CEO Patricia Fletcher
9:15 AM
Keynote Address
10:05 AM
Breakout Sessions
Top Themes and Trends in Responsible Investment for Retail Advisors
; or
Strategic Synergies: Navigating the Asset Owner-Manager Relationship in a Changing Investment Landscape
11:00 AM
Networking Break
11:30 AM
Responsible Investment in the New World Order
12:25 PM
Luncheon and Keynote Address: From Populism to Purchasing Power: How Shifting Consumer Mindsets Are Reshaping Responsible Investing, Steve Mossop, Executive Vice President, Leger
1:35 PM
Networking Break
1:45 PM
Breakout Sessions
Integrating Responsible Investment into Portfolio Construction
; or
Regulatory Perspectives: Navigating the Disclosure Landscape in 2025
; or
Unlocking the Potential of Indigenous Bonds
2:40 PM
Networking Break
3:10 PM
Breakout Sessions
Decoding Demographics: Understanding the Numbers, Trends and Opportunities
; or
Best Practices for Assessing Transition Plans
; or
Compliance in a Shifting Landscape
4:10 PM
Candid Views from the Boardroom: Important Insights for Responsible Investors
5:05 PM
Closing Remarks – Day 1
5:10 – 7:00 PM
Cocktail Reception
5:00 – 7:00 PM
Welcome Reception and Pre-Registration
Sponsored by: Addenda Capital and the Co-operators
BREAKOUT – ADVISOR STREAM
BREAKOUT – INSTITUTIONAL STREAM
*Times and session titles are subject to change
7:30 – 8:45 AM
Breakfast Session: Launching the Transition Finance Playbook: A Guide for Institutional Investors
9:00 AM
Welcome Remarks – Day 2
9:15 AM
Keynote Address and Fireside Chat: Sasha Luccioni, AI and Climate Lead, Hugging Face
10:05 AM
Networking Break
10:30 AM
Breakout Sessions
2025 Advisor Roundtable: Sharing Insights, Overcoming Challenges and Driving Impact
; or
Weathering the Storm: Adapting Portfolios to Physical Risks and Extreme Events
; or
Stewardship in 2025
11:25 AM
Breakout Sessions
Greenwashing, Fund Disclosure and Labeling
; or
Supply Chain Transparency and Human Rights Due Diligence for Institutional Investors
; or
The Nexus of Climate Finance and the Circular Economy
12:20 PM
Luncheon
1:30 PM
Networking Break
1:45 PM
Breakout Sessions
RI Practice Management for Investment Advisors
; or
Impact Investment and Canadian Competitiveness
; or
Overcoming Barriers to Canadian Housing Accessibility
2:40 PM
Canada’s Competitive Advantage: Finding the Windows of Opportunity
3:50 PM
Closing Remarks