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2017 IGM Financial Investor Day

Current time: 4:25pm EDT, Wednesday, September 23, 2020 (All times noted are EST)

2017 IGM Financial Investor Day on Tuesday, November 28th, 2017

Opening Remarks

IGM OVERVIEW & STRATEGY

– Jeff Carney, President and Chief Executive Officer
Regulatory Perspective – Client Centricity
– Rhonda Goldberg, Senior Vice-President, Client and Regulatory Affairs
Marketing and Branding Strategy
– Doug Milne, Executive Vice-President, Chief Marketing and Strategy Officer
Simplified Processes and Digitization
– Michael Dibden, Chief Operating Officer

Q&A – IGM SENIOR MANAGEMENT

MACKENZIE OVERVIEW AND STRATEGY

– Barry McInerney, President and Chief Executive Officer
Investment Management
– Tony Elavia, Executive Vice-President, Chief Investment Officer
Product Distribution
– Damon Murchison, Senior Vice-President, Head of Retail

Q&A – MACKENZIE SENIOR MANAGEMENT

INVESTORS GROUP OVERVIEW AND STRATEGY

– Jeff Carney, President and Chief Executive Officer
Branding and Client Segmentation
– Doug Milne, Executive Vice-President, Chief Marketing and Strategy Officer
Powerful Financial Solutions
– Todd Asman, Executive Vice-President, Products and Financial Planning
Distribution Model and Delivery of Superior Advice
– Mark Kinzel, Executive Vice-President, Financial Services

Q&A – INVESTORS GROUP MANAGEMENT

IGM – Financial Overview

– Luke Gould, Senior Vice-President, Finance and Chief Financial Officer,
   Investors Group Inc. and Mackenzie Investments

FINAL Q&A AND CLOSING REMARKS – IGM SENIOR MANAGEMENT

The Bottom Line

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