We’re looking forward to seeing you.

Join us live from Vancouver for extended insights – offered in-person or virtually. Hear directly from our investment experts and get an inside look at how Fidelity’s investment process and global research network operate.

Thursday, May 11, 2023

The in-person portion of this event is now full but you may still register for the virtual portion.

Choose your experience:

Register for waitlistVirtual

Please see more information about Fidelity's privacy policy.

Agenda


In-person attendees

Thursday, May 11, 2023
8:15 a.m. – 9:00 a.m. PT – Conference registration and breakfast
9:00 a.m. – 3:45 p.m. PT – Presentations

Virtual attendees
Thursday, May 11, 2023
8:30 a.m. – 3:45 p.m. PT | 11:30 a.m. – 6:45 p.m. ET – Presentations

JW Marriott Parq Vancouver
Parq Grand Ballroom
39 Smithe Street
Vancouver, BC V6B 0R3


Hear from the people behind the performance

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Andrew Marchese
Chief Investment Officer and Portfolio Manager

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Ramona Persaud
Portfolio Manager

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David Wolf
Portfolio Manager

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David Tulk
Portfolio Manager

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Ilan Kolet
Institutional
Portfolio Manager

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Mark Schmehl
Portfolio Manager

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Jeff Moore
Portfolio Manager

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Stacie Ware
Quantitative Analyst

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Dan Dupont
Portfolio Manager

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Don Newman
Portfolio Manager

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Adam Kramer
Portfolio Manager

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Scott Mensi
Institutional
Portfolio Manager

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Hugo Lavallée
Portfolio Manager

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Dave Bushnell
Senior Vice President, Advisor National Sales

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Kelly Creelman
SVP, Products and Marketing

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Gord Thomson
VP, Regional Sales

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Kathryn Black
Director, Sales Enablement

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Pat Bolland
Moderator

No, this event is for advisors who have registered and received a confirmation e-mail from Fidelity.

All education sessions will take place at Parq Vancouver which is located at 39 Smithe Street, Vancouver, BC, V6B 0R3. Our event will be held in the Parq Grand Ballroom.

In keeping with our efforts to support the green initiative, your digital ticket will be sent one week prior to event day to the email address you registered with. Please be ready to scan it from your mobile device on-site the day of the event on May 11, 2023.

To qualify for CE credits for the in-person event, you are required to sign in by scanning your digital ticket at our onsite kiosks, and scan out when you leave.

Fidelity will apply for CE credits immediately following the event, and once we have received approval from the applicable regulatory bodies, CE certificates will be emailed directly to eligible attendees. Any applicable CE credits will be assigned retroactively and will be emailed to you in approximately six to eight weeks. We will submit event content to the following regulatory bodies for review:

• The Institute (IAFE)
• Investment Industry Regulatory Organization of Canada (IIROC)
• Mutual Fund Dealers Association of Canada (MFDA)
• Chambre de la sécurité financière (CSF)
• Institut québécois de planification financière (IQPF)
• Alberta Insurance Council (AIC)
• FP Canada™
• Insurance Council of Manitoba (ICM)
• Insurance Councils of Saskatchewan (ICS)
• Insurance Council of British Columbia (ICBC)

Yes, Fidelity Investments is happy to support the green initiative effort by going paperless. A QR code will be available on-site the day of the event to access the presentations and other event related materials.

Yes, complimentary Wi-Fi will be offered in the meeting room at Parq Vancouver.

No, National Instrument 81-105, Mutual Fund Sales Practices, does not permit Fidelity Investments to pay for or provide transportation for attendees to and from an event. (This includes the payment of a car rental fee, parking expenses and any gas or mileage in relation to a car used by an attendee during the conference.) If applicable, you will need to make and pay for your own arrangements for airport transfer via your preference (taxi, car rental, airport shuttle, etc.).

Parq Vancouver parking is conveniently located within walking distance to BC Place, Rogers Arena, Plaza of Nations, Concord Pacific Place and The False Creek Seawall. Pay parking is available at Parq Vancouver and is in effect at all times. Please be sure to remember your license plate to register your vehicle and pay for parking.

You will need to make and pay for your own accommodations. National Instrument 81-105, Mutual Fund Sales Practices, does not permit Fidelity Investments to pay for or provide accommodations for event attendees.

As always, our plans are formed based on public health guidelines with your health and safety top of mind. Prior to registering, please refer to the Parq Vancouver’s health and safety guidelines found here. (*Subject to change based on provincial mandates or venue restrictions)

Fidelity values the safety of its guests, speakers, staff, employees, and vendors. Despite our best efforts, we cannot absolutely guarantee that you will not be exposed to COVID-19 while attending this event. An inherent risk exists in any large gathering. By attending this event, you voluntarily assume all risks related to exposure to COVID-19 and agree to abide by established protocols and guidelines.

Fidelity is committed to proactively researching and implementing eco-friendly alternatives to help improve sustainability at our events. A few ways we achieve this is by:

  • Where possible, we book venues that are designated as Green Lodging Destinations. Please see the Parq Vancouver sustainability and green practices here.
  • We are a paperless conference. A QR code will be available on-site the day of the event to access the presentations and other event related materials.
  • Any on-site signage Fidelity uses is 100% recyclable
  • We encourage you to bring your own re-usable water bottle to refill at our water stations
  • Where possible we use biodegradable packaging for any applicable items

We encourage you to submit any other suggestion that you have may have to help support sustainability at our events. Please email [email protected].


If you have any dietary restrictions or additional questions not covered here, please feel free to contact Madeleine Andrew at [email protected], and she will be happy to assist you.

If you would like to cancel, please contact Darlyn Dimayuga at [email protected].

Yes, please go to the links found in your confirmation email to switch your choice or contact Darlyn Dimayuga at [email protected] and she can assist you.

If you have any immediate questions not covered here, please feel free to contact Darlyn Dimayuga at [email protected] and she will be happy to assist you.

Our event will be live streamed via BlueJeans. You will receive a confirmation email to the email address you registered with, and it will contain a “join link” unique to you. If you are using a mobile device or tablet, please download the BlueJeans app onto your device to view the event.

Please click that link on the day of the event to join. If you didn’t receive your confirmation email, please reach out to [email protected] for assistance. A reminder email will also be sent to you prior to the event.

This event supports closed captioning in French and Chinese. To access closed captioning, click the settings icon at the bottom right of your screen and switch closed captioning on, and then select your language.

Yes, please go to the link found in your confirmation email to switch your choice. Space availability for the in-person event may be limited closer to the date of the actual event.

Please note: You can only be registered for either the in-person or the virtual event, not both.

On the video controls of your player, select the Google Cast or Apple AirPlay icon and then select the device to which you would like to cast the video.

1. Make sure both devices are on the same Wi-Fi network.
2. Open Chrome on your computer.
3. At the top right of the active browser tab showing the event, click More (three dots) > Cast...
4. Choose the Chromecast device where you want to watch the content. If you’re already using Chromecast, your content will replace what’s on your TV.
5. When you’re done, to the right of the address bar, click Cast to stop casting.

The event is best supported by the following browsers:
Chrome 87.x (or newer)
Safari 14.x
Internet Explorer 11 (or newer)
Microsoft Edge Blink 84 (or newer)

Please ensure you are using one of the following supported platforms for the event:
macOS 10.13, 10.14, 10.15
Windows 7, 10

To qualify for CE credits, advisors are required to register and remain logged in for at least one complete segment of the event, without break, or until the event is over.

Fidelity will apply for CE credits immediately following the event, and once we have received approval from the applicable regulatory bodies, CE certificates will be emailed directly to eligible attendees. Any applicable CE credits will be assigned retroactively and will be emailed to you in approximately six to eight weeks.

We will submit event content to the following regulatory bodies for review:

- The Institute (IAFE)
- Investment Industry Regulatory Organization of Canada (IIROC)
- Chambre de la sécurité financière (CSF)
- Institut québécois de la planification financière (IQPF)
- Alberta Insurance Council (AIC)
- FP Canada™
- Insurance Council of Manitoba (ICM)
- Insurance Council of British Columbia (ICBC)
- Insurance Councils of Saskatchewan (ICS)

If you’d like to cancel, please click on the cancel link found at the bottom of your original confirmation email. Alternatively, you can contact Darlyn Dimayuga at [email protected] for assistance.

If you have any additional questions not covered here, please feel free to contact Darlyn Dimayuga at [email protected]; she will be happy to assist you.

The Fidelity difference

At FOCUS2023, you’ll get the inside story behind Fidelity’s long-term, historically consistent money management success, including

  • one of the most selective recruitment, development and succession processes in the investment industry
  • Fidelity’s stringent investment discipline, which focuses on fundamental, bottom-up stock selection
  • proprietary research that is never shared externally or sold
  • an international network that constantly shares on-the-ground information about global markets and companies

Stay social

If it didn’t happen on social media, did it even happen?

Get on social and share your top moments and takeaways from the day with your network of peers and connect with other attendees. Or just say hi – it’s been a while since we’ve seen you.

Tag #FidelityFOCUS2023 in your posts, and follow Fidelity Canada for highlights from the day.