Summit 2019

Join the team at Univeris, our partners and special guest, Ellen Bessner, for a day of engaging presentations and discussions about Client Best Interest, what it means for your business and how you can prepare for the upcoming client focused reforms.

September 12, 2019

Sheraton Centre - 123 Queen Street West, Toronto

Agenda

Network

7:30 – 8:30 am

Breakfast and Registration

Welcome

8:30 – 8:45 am

Opening Remarks

Univeris Client Management Team

Keynote Address

8:45 – 10:00 am

Demystifying Client Best Interest – The Next Differentiator for Your Business

Respected litigator and best-selling author, Ellen Bessner, unpacks “client best interest” as both a legal term and a business practice. Through an exploration of the impact that client best interest will have on advisors and investors, Bessner maintains the importance of clear, meaningful communication and advice to protect and grow your business.

Ellen Bessner, Commercial Litigator and Bestselling Author

Network

10:00 – 10:30 am

Coffee Break and Trade-Show

General Session 

10:30 – 11:00 am

    • The Platform as the Foundation

How can principles of client best interest help you to better attract, engage and retain clients? We’ll take a look at the Univeris platform as the foundation of your client best interest strategy.

Carmine Tullio, President & CEO, Univeris

Carmine-Tullio-Univeris

General Session

11:00 am – 12:00 pm

  • Client Best Interest Technology Toolkit

Seven tools every wealth management firm needs to build a 360-degree approach to client best interest.

John van Kralingen, Vice President of Sales & Client Management

John-van-Kralingen-Univeris

Network

12:00 – 1:30 pm

Lunch

Breakout Session 

1:30 to 3:00 pm

Advisors

 

David Lai, Sr. Product Manager, Univeris

Breakout Session

1:30 to 3:00 pm

Operations

Attendees are asked to prepare in advance. Learn more.

Emmanuel Gonnet, VP of Product Management, Univeris

Emmanuel-Gonnet-Univeris

Breakout Session 

1:30 to 3:00 pm

Technology

Graeme Shiomi, VP, Technology, Univeris

Graeme-Shiomi-Univeris

Network

3:00 – 3:30 pm

Coffee Break and Trade-Show

General Session

3:30 – 4:15 pm

Partner Updates

General Session

4:15 – 4:30 pm

Closing Remarks and Prize Draws

Network

4:30 – 6:00 pm

Cocktail Reception at the Waterfall Gardens

If you have not received an invitation and wish to attend Summit 2019, please complete the request form below.



Sponsorship

Sponsorship opportunities are available on a first-come, first-served basis. To learn about becoming an exhibiting partner, please contact marketing@univeris.com to enquire.