The Mutual Fund Industry: Sponsored by:. 2 PANEL: Jordy Chilcott, President & CEO, Dynamic Funds and Managing Director & Head, Scotiabank Global Asset.

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Presentation transcript:

The Mutual Fund Industry: Sponsored by:

2 PANEL: Jordy Chilcott, President & CEO, Dynamic Funds and Managing Director & Head, Scotiabank Global Asset Management – Retail Sean Driscoll, Chief Executive Officer, Sentry Investments Carol Lynde, President and Chief Operating Officer, Bridgehouse Asset Managers Moderator: John Lutrin, Executive Vice President Wealth Management Division, HUB Financial/HUB Capital Inc.

3 Dealer structure: Client Name vs Nominee name Distribution: Bring value or step aside.. The role of the Dealer Fund Companies & Wholesalers – Value Proposition? So much to do, so little time…finishing strong: CRM II Robo Advice – where does it fit, and where is it headed? Scale: Is bigger safer? Integrated vs. Independent Distribution ETFs and Mutual Funds / Active vs. Passive DISCUSSION

4 BRIDGEHOUSE INDEPENDENT PLATFORM

5 BRIDGEHOUSE: VALUE DIALOGUE FOR ADISORS INVESTOR FRIENDLY bridgehousecanada.com/ value-dialogue-advisor-home/

6 BRIDGEHOUSE: INVESTOR EXPERIENCE TOOLS

7 BRIDGEHOUSE: CRM2 UPMARKET OPP The Upmarket Opportunity ‒ How to Maximize the CRM2 Advantage

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