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Portfolio Management Association

PMAC

Thank you to all our sponsors who contributed to a very successful 2018!

5 Dec 2018 16:38


Sponsorship opportunities for 2019 will be available soon.

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Compliance Officers’ Network – December 4, 2018

5 Dec 2018 16:29


Agenda for the Meeting  Minutes from the Previous Meeting (September 12, 2018)  How to Avoid Being Part of the “Trend” in Enforcement Proceedings and Adverse Compliance Findings Member Q&A. BCSC Annual Compliance Report Card Summary for 2018 1 – Tax … Continue reading

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PMAC submission on Rules for Defined Benefit Pension Plans: Description of New Funding Rules

29 Nov 2018 15:16


The Portfolio Management Association of Canada (“PMAC“), through its Industry, Regulation & Tax Committee, is writing to comment on an issue of impact to member firms arising out of the province of Ontario’s 2018 finalization of legislation and regulations regarding … Continue reading

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Toronto CEO Dinner

26 Nov 2018 19:02


The CEO Dinner was held on November 14 and was co-hosted by Cecilia Wong, Chief Financial Officer, Leith Wheeler Investment Counsel, and Neal Kerr, Executive Vice President, CI Financial. The night featured an engaging presentation on,  “Keys to Success for … Continue reading

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2018 National Conference

20 Nov 2018 16:28


  The 2018 National Conference took place on November 15th at the Sheraton Centre in Toronto. Session 1: Geopolitical Risk Highlights Thomas Donilon, Former National Security Advisor to Obama Administration Moderator: Kurt Reiman, Chief Investment Strategist, BlackRock Canada Session 2: … Continue reading

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PMAC Announces 2018-2019 Board of Directors

14 Nov 2018 22:00


Toronto, ON – November 14th 2018 – The Portfolio Management Association of Canada (PMAC) is pleased to announce its Board of Directors for 2018-2019. The slate of Directors was elected at the Association’s Annual General Meeting in Toronto earlier today. … Continue reading

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PMAC response to CSA Notice and Request for Comment – Proposed Amendments to National Instrument 31-103 – Client Focused Reforms

19 Oct 2018 20:50


Overview The Portfolio Management Association of Canada (PMAC), through its Industry, Regulation & Tax Committee, is pleased to provide comments on the Canadian Securities Administrators’ (CSA) notice and request for comment on proposed amendments to National Instrument 31-103 – Registration … Continue reading

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2018 Toronto Regulatory & Compliance Forum

25 Sep 2018 19:42


  The 2018 Toronto Regulatory & Compliance Forum takes place on September 27th at the Toronto Region Board of Trade. Agenda Session I: Chat with the Regulators on Current Consultations, Compliance Findings and Enforcement Priorities Moderator: Margaret Gunawan, Managing Director, General … Continue reading

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PMAC response to CSA Notice and Request for Comment – Proposed National Instrument 93-102 – Derivatives: Registration and Proposed Companion Policy 93-102 – Derivatives: Registration

17 Sep 2018 21:12


Overview The Portfolio Management Association of Canada (PMAC), through its Industry, Regulation & Tax Committee, is pleased to have the opportunity to provide comments on Proposed National Instrument 93-102 – Derivatives: Registration and Proposed Companion Policy 93-102 – Derivatives: Registration … Continue reading

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PMAC response to CSA Second Notice and Request for Comment – Proposed National Instrument 93-101 – Derivatives: Business Conduct and Proposed Companion Policy 93-101CP – Derivatives: Business Conduct

17 Sep 2018 21:06


OVERVIEW The Portfolio Management Association of Canada (PMAC), through its Industry, Regulation & Tax Committee, is pleased to have the opportunity to provide comments on the second notice and request for comment published by the Canadian Securities Administrators (CSA) titled … Continue reading

The post PMAC response to CSA Second Notice and Request for Comment – Proposed National Instrument 93-101 – Derivatives: Business Conduct and Proposed Companion Policy 93-101CP – Derivatives: Business Conduct appeared first on PMAC.

          
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