2024 Conference & AGM


Wednesday, May 8 @ 9:00 am – 10:00 am ET

Modern Participating Fund Management (Par Funds Panel)

This session will take a deep dive into how several insurance carriers are managing their par funds and how, if at all, they can differentiate from each other.  Our presenters are the people behind the funds that advisors promote on a daily basis.

CE Credits

The following list of CE credits available, subject to course approval (T = tentative)

  • Institute for Advanced Financial Education (Advocis) –
  • FP Canada –
  • Alberta Insurance Council –
  • Insurance Councils of Saskatchewan –
  • Insurance Council of Manitoba –
  • Chambre de la sécurité financière (Québec) –


Dominik Briault, FSA, FCIA, FEA
VP, Actuarial Services
Feigelsohn Kellar
Candy (Candace) Shaw, MBA, CFA
Senior Managing Director, Deputy CIO & COO
SLC Management
Ryan Marcy, CFA
Large Case Services, Canada Life
Mark Warywoda
VP, Public Portfolio Management
Equitable Life


2024 Conference & AGM Registration