Media Advisory – PMAC’s 2014 National Conference and Annual General Meeting

“Creating Opportunity in Changing Times”

2014 National Conference and Annual General Meeting

Tuesday, November 25, 2014 – 7:30 a.m. to 6:00 p.m. EST
Hilton Hotel Toronto, 145 Richmond Street West

19-Speaker Spotlight Features Luncheon Keynote on Brands, Billionaires and Business by Founder and Innovation Expert Jeremy Gutsche

In a year when the investment industry has been focused on the emerging Canadian Capital Markets Regulator (CCMR), fiduciary duty, fee transparency, volatile markets and global competition, one of Canada’s fastest growing and most influential investment industry associations is meeting with the goal of, “Creating Opportunity in Changing Times.” The Portfolio Management Association of Canada’s (PMAC) represents a membership of more than 200 companies with Assets Under Management (AUM) of more than $1.2 trillion.

As PMAC President Katie Walmsley says: “The times are changing, creating a mix of new challenges and exciting opportunities for Canadian portfolio managers and their clients. Media seeking to stay current in covering the most compelling trends in professional investing should attend the PMAC National Conference to get an expert, insiders’ viewpoint.”

All-day sessions are dedicated to key hot-button issues for today’s Canadian investment managers and feature a series of workshops and seminars, including:

  • “What Foreign Assets Will Investors Be Holding In The Near Future?”;
  • “Who Is Supplying Global Mandates To Institutional Investors in Canada?”;
  • “What Do Investors Really Need to Know – Best Practices in Reporting & Communication with Clients”;
  • and “Asset Allocation from the Investment Manager Perspective.”

The following PMAC 2014 AGM-featured speakers are available for on-site interviews:

  • Market Outlook (8:35 a.m. to 9:35 a.m.): Ronald Temple, Portfolio Manager/Analyst and Director of U.S. Research, Lazard Asset Management. He is a leading authority on the U.S. mortgage and credit crisis, as well as the European financial crisis
  • Luncheon Keynote (12:15 p.m. to 2:00 p.m.): Jeremy Gutsche, award-winning author, CEO and Innovation Expert. He is the founder of, the world’s largest trend website, boasting roughly 2 billion total views and 3 million fans
  • State-of-the-Industry/Why the Move to the CCMR is Critical/Why Advocating for Fiduciary Duty is Essential: Katie Walmsley, President of Portfolio Management Association of Canada

RSVP by: Monday, November 24, 2014 at 8:00 a.m. EST
RSVP to: Margo Rapport, Communications, H2 Central Marketing & Communications at