2014 Leaders Council

Leading Opinions for Leading Advisors

Scottsdale, AZ | May 26-30

Join us in Boca Raton, Florida

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Guest Speakers

Rick Mercer

Chris Hadfield

Astronaut | Former Commander of the International Space Station

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Dan Rather

Dan Rather

Award-winning broadcast journalist

For more than 40 years, former CBS News anchor and 60 Minutes correspondent Dan Rather has been the embodiment of the intrepid broadcast journalist. Read more...

Preliminary Agenda

Sunday, May 26  
2:00 - 6:00 pm Poolside gathering Mother-of-Pearl Pool
7:00 - 10:00 pm Cocktails, dinner & entertainment Casita Lawn
10:00 pm - 12:00 am Post event cocktails & entertainment Il Terrazzo
Monday, May 27  
Morning Optional activities for advisors' guests
7:00 - 8:00 am Breakfast Camelback Ballroom & Plaza
8:00 am - 12:00 pm Business sessions Phoenician Grand Ballroom
8:00 - 8:10 am Welcome Mark Brisley
8:10 - 8:30 am An update from our CEO Jordy Chilcott
8:30 - 9:45 am Rather Outspoken Dan Rather
9:45 - 10:00 am Break Grand Ballroom Foyer
10:00 - 10:50 am Economic & financial outlook Martin Murenbeeld
10:50 - 11:30 am An update from Oscar Belaiche, John Harris & Damian Hoang Oscar Belaiche, John Harris &
Damian Hoang
11:30 am - 12:00 pm An update from Cecilia Mo Cecilia Mo
12:00 - 1:00 pm Lunch Camelback Ballroom & Plaza
Afternoon Optional activities for advisors & their guests
7:00 - 7:45 pm Cocktail reception West Lawn
7:45 - 10:00 pm Dine-around The Phoenician
10:00 pm - 12:00 am Post event cocktails & entertainment Il Terrazzo
Tuesday, May 28  
Morning Optional activities for advisors' guests
7:00 - 8:00 am Breakfast Camelback Ballroom & Plaza
8:00 am - 2:45 pm Business sessions Phoenician Grand Ballroom
8:00 - 8:30 am An update from David L. Fingold David L. Fingold
8:30 - 9:10 am An update from Michael McHugh &
Domenic Bellissimo
Michael McHugh &
Domenic Bellissimo
9:10 - 9:40 am An update from Adam Donsky Adam Donsky
9:40 - 10:00 am Break Grand Ballroom Foyer
10:00 - 10:30 am An update from Tom Dicker & Jason Gibbs Tom Dicker & Jason Gibbs
10:30 - 11:10 am An update from Robert Cohen & Jennifer Stevenson Robert Cohen &
Jennifer Stevenson
11:10 - 11:50 am An update from
Marc-André Gaudreau
Marc-André Gaudreau
11:50 am - 1:00 pm Lunch Camelback Ballroom & Plaza
1:00 - 1:30 pm An update from Noah Blackstein Noah Blackstein
1:30 - 2:00 pm An update from Alexander Lane Alexander Lane
2:00 - 2:45 pm Portfolio manager panel discussion Speakers tbd
2:45 - 3:30 pm At leisure  
3:30 pm Transportation to La Puesta del Sol  
4:15 - 7:30 pm Desert day La Puesta del Sol
7:00 - 10:00 pm Cocktails, dinner & entertainment La Puesta del Sol
10:00 pm - 12:00 am Post event cocktails & entertainment Il Terrazzo
Wednesday, May 29  
Morning Optional activities for advisors' guests
7:00 - 8:00 am Breakfast Camelback Ballroom & Plaza
8:00 am - 12:30 pm Business sessions Phoenician Grand Ballroom
8:00 - 8:30 am An update from Rohit Sehgal Rohit Sehgal
8:30 - 9:00 am An update from Christine Horoyski Christine Horoyski
9:00 - 9:30 am TBD Speaker tbd
9:30 - 9:50 am Break Grand Ballroom Foyer
9:50 - 10:20 am An update from Chuk Wong Chuk Wong
10:20 - 11:15 am Portfolio manager panel discussion Speakers tbd
11:15 am - 12:15 pm A Nation Worth Ranting About Rick Mercer
12:15 - 12:30 pm Final remarks Mark Brisley
12:30 - 1:30 pm Lunch Camelback Ballroom & Plaza
Afternoon Optional activities for advisors & their guests
7:00 pm Transportation to The Venue Scottsdale  
7:00 pm - 12:00 am Cocktails, dinner & entertainment The Venue Scottsdale
Thursday, May 30  
Morning  
7:00 - 11:00 am Breakfast Camelback Ballroom & Plaza

Please contact your Dynamic Funds sales representative for registration details.
Simultaneous translation will be available at the event.
CE credits will be awarded post event.

Hotel

Boca Raton Resort & Club
A Waldorf Astoria Resort
501 East Camino Real
Boca Raton, Florida
33432
888-543-1277
1-561-447-3000
www.bocaresort.com

Situated on 356 acres in fabled South Florida, Boca Raton Resort & Club, A Waldorf Astoria Resort has reigned as an icon of elegance for more than 80 years. Today, the resort remains faithful to its glamorous past, while radiating a vibrant energy, offering infinite amenities and an array of leisure opportunities and facilities unparalleled in South Florida. From two 18-hole championship golf courses and 30 world-class tennis courts, to a half-mile private beach and seven swimming pools, this inspired resort and spa promises to provide a resort vacation in a landmark setting like no other. With deep roots in the past, this completely unique hotel is truly a destination for the future.

Preferred guestroom rates have been arranged with Boca Raton Resort & Club at a group rate of $189.00 USD per evening for single or double occupancy. This rate excludes applicable state and local taxes, currently 11%. The group rate will be honoured three days prior to the event and three days after the event based on availability of guestrooms. The hotel will only apply the group rate to reservations made directly by Dynamic Funds.

Cancellation & change fee

In order to prevent a cancellation or change fee of one night’s room rate plus tax, cancellation or reduction in arrival and/or departure dates must be confirmed no later than seven days prior to your arrival date. To make a change to your hotel arrangements, please contact Jodi Brackett at leaderscouncil@dynamic.ca.

Check-in & check-out

Check-in time is 4:00 pm
Check-out time is 11:00 pm

Smoke-free policy

Boca Raton Resort & Spa is a smoke-free property. To protect the smoke-free environment, the hotel will charge a $200 USD cleaning fee to the account of any guests who smoke in their guestroom.

Travel

Flights to Florida

You have the choice of flying into one of two airports:

  1. Fort Lauderdale-Hollywood International Airport – FLL (transportation time between this airport and the hotel is approximately 40 minutes); or
  2. Miami International Airport – MIA (transportation time between this airport and the hotel is approximately 75 minutes).

Once your registration has been confirmed, you will receive an email requesting your flight details. Please do not book your flights until you have received a registration confirmation email from Dynamic’s Events Planning team.

Arrival in Florida

Ground transportation has been arranged for all guests flying to Fort Lauderdale-Hollywood International Airport or Miami International Airport. Upon arrival in Florida, please proceed to the baggage claim area where you will be met by a representative holding a "Dynamic Funds" sign. Please note: Even if you do not have checked luggage you must proceed to the baggage claim area for transportation.

Activities

Activities for advisors’ guests

The following optional activities will be available to guests. Please note that in order to ensure compliance with industry sales practices regulations, Dynamic Funds will charge a one-time participation fee of $150 CDN (for the duration of the conference charged via PayPal) to cover the cost of your guest’s activities.

Activities for advisors

The following optional hosted activities will be available to advisors.

Contact us

For additional information regarding the event please contact your Dynamic Funds sales representative.

For questions regarding your registration contact Jodi Brackett at leaderscouncil@dynamic.ca.

Privacy

Your privacy is important to us. 1832 Asset Management L.P. will not share your personal information with any third parties, unless:

  • we have your express consent to share the information; or
  • we need to share this information to provide to you the services and products you have requested.

You are consenting to your personal information (i.e. information that identifies you as an individual) being collected, held, used, and disclosed by 1832 Asset Management L.P. and any of its third party service providers as required in connection with your participation in Leaders Council 2014. This information will only be retained by 1832 Asset Management L.P. for as long as necessary to perform obligations in connection with Leaders Council taking place in May 2014. 1832 Asset Management L.P. uses contractual and other means to ensure that your personal information is afforded protection that meets the requirements of the Personal Information Protection and Electronic Documents Act.