Calgary Emerging Issues & Hot Topics Luncheon

Our speakers will address critical emerging issues, including:

• The Geopolitical Landscape & Tariffs – Understanding the impact of shifting trade policies and tariffs on firms, regulations, and investment decision-making
• Investment Strategies in a Volatile Market – Implementing approaches to portfolio management focused on safeguarding client assets amid economic uncertainty
• KYC, KYP, and Suitability Compliance – Navigating evolving regulatory expectations and standards
• AI Integration in Financial Services – Exploring the transformative role of artificial intelligence in decision-making, risk assessment, and operational efficiency
• The Rise of Alternative Investments – Evaluating non-traditional asset classes and their role in portfolio diversification
• HR Challenges in a Changing Workplace – Addressing talent acquisition, retention, and employee engagement

Join us for an afternoon of insightful discussion helping you stay ahead of emerging challenges. Lunch will be served along with a networking reception to follow, allowing for further discussion and questions.