Print Page   |   Sign In   |   Join PCMA
Special Event for Dealing Reps - Tools You Need to Succeed
Tell a Friend About This EventTell a Friend
 

2018-06-12
When: Tuesday, June 12, 2018
2:30 PM
Where: WeirFoulds LLP
66 Wellington Street West
41st Floor
Toronto, Ontario 
Canada
Contact: 877-363-3632


Online registration is closed.
« Go to Upcoming Event List  

 

One Membership, One Voice, All the Benefits!  And those benefits start NOW: Get the tools you need to succeed!

 

WEBINAR REGISTRATION INCLUDES NETWORKING RECEPTION THAT FOLLOWS ON LOCATION IN TORONTO


Join Canada’s largest private capital Markets Association for an exclusive event especially designed for Dealing Representatives.
We want to provide you with the tools you need to succeed in your business.  You’ll get to hear and interact with special guest speakers on how to grow your business and timely discussions on the challenges and the solutions faced by DRs in the exempt marketplace. Exclusive webinar will be followed by Q&A.  Whether you join us online or LIVE in person in Toronto , you won’t leave empty handed.

 

MEET OUR SPEAKERS

               

Georgina Blanas

Executive Director

Private Capital Markets

Association of Canada

 

Corey Goldman

Founder & CEO

Goldman Communication

 

Kelly MacDonald

Senior Vice President & Unit

Leader

AON Risk Solutions

 

Stephen Preston

Co-Founder & VP

Exempt Edge Inc.

 

Matt Simpson

VP, Ontario Region

Raintree Financial Solutions


AGENDA*

TOPIC: Building your toolkits for success!

1. Opening Remarks

2.  Introduction to the PCMA

  1. About the PCMA
  2. Q&A

3.  E&O Insurance Packages


4.  Dealing Representative Challenges/Solutions

  1. Using technology to provide your clients with an amazing on boarding experience
  2. Openbanking - what it is and how it will lead to immense opportunities for
    advisors and the private capital market
  3. Edgelink - why an ecosystem is so important for our industry and the three giant headaches it will solve
  4. The changing role of the advisor
  5. The impact of technology on client relations

5.  The tools for Success - Overcoming obstacles

    1. Crisis communications; when a deal goes wrong
    2. Social Media

6. Closing Remarks

7. Networking/Refreshments
 
*Updates to agenda will change without notice.  Please check back often.
 
One Membership, One Voice - Join the Conversation!

more Events

2018-10-16
11th Annual Canadian Hedge Fund Awards Conference and Gala Dinner

Featured Members

Legal