Last updated: May 15 2018

Thank You to Our DAC Partner: Franklin Templeton Investments

Knowledge Bureau is pleased to announce that Franklin Templeton Investments will be joining us again as a partner for the 15th annual Distinguished Advisor Conference (DAC) taking place in beautiful, historic Quebec City, November 11-14, 2018. You won’t want to miss two important educational sessions offered by Franklin Templeton.

One is on the important subject of spotting elder abuse. The other – a new lunch and learn feature at DAC – will offer a deep dive on integrating hedge funds into investment portfolios. Special guest speaker Sophie Orru has nineteen years of experience in the financial services industry and has been with Franklin Templeton since 2005. As a Vice President of Regional Sales, she is responsible for expanding sales of mutual funds, separately managed accounts, segregated accounts, and broadening client relationships in Quebec City and Eastern Quebec.

The 2018 DAC theme is “The Changing Face of Community: Collaboration with Impact.” With the support of partner companies like Franklin Templeton, the riveting sessions at this year’s conference will help you strive for higher standards of care, work “above your privilege” as a Canadian citizen, improve services and give back more in mentorship and engagement to a new client base with vastly different demands of their tax and financial advisors. Registration for this pre-eminent educational event is now open.

About Franklin Templeton Investments

At Franklin Templeton, we are dedicated to one goal: delivering exceptional asset management to our clients. By bringing together multiple world-class investment teams in a single firm, we are able to offer specialized expertise across styles and asset classes, all supported by the strength and resources of one of the world’s largest asset managers. This has helped us to become a trusted partner to individual and institutional investors across the globe.

Focus on Investment Excellence: Our multiple independent investment teams each have a focused area of expertise, from traditional to alternative strategies and multi-asset solutions. Because our portfolio groups operate autonomously, their strategies can be combined to deliver true style and asset class diversification.

Global Perspective Shaped by Local Expertise: In today’s complex and interconnected world, smart investing demands a global perspective. Franklin Templeton pioneered international investing over 60 years ago and our expertise in emerging markets spans more than a quarter of a century. Today, we have over 600 investment professionals on the ground across the globe, spotting investment ideas and potential risks first-hand. These locally based teams bring in-depth understanding of local companies, economies and cultural nuances and share their best thinking across our global research network.

Strength and Experience: Franklin Templeton is a global leader in asset management, serving clients in over 150 countries. We run our business with the same prudence we apply to asset management, staying focused on delivering relevant investment solutions, strong long-term results and reliable, personal service. This approach, focused on putting clients first, has helped us to become one of the most trusted names in asset management.

More information on becoming a DAC partner is available here. Planning to attend on your own or with your team? Take advantage of early-bird registration rates, available until June 15. Knowledge Bureau is also excited to be introducing a new feature at DAC – the Business Builder Retreat! Register today to hone your leadership skills through sessions and networking with other current and aspiring business leaders from across the country.



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