AB: Alberta Open for Business: Unleashing Potential, Building Prosperity

The Canadian Investor Relations Institute (CIRI) invites its members and the greater Alberta business community to join Alberta Premier, Hon. Danielle Smith, for a corporate lunch event at the Calgary Petroleum Club as she shares her plan to keep Alberta open for Business: Unleashing Potential, Building Prosperity.

The event will begin with an economic and markets update from Martin Pelletier, Senior Portfolio Manger at Wellington-Altus Private Counsel. Martin will be providing a top-down review and outlook of the global market environment and what it means to companies trying to attract capital from a Canadian and Alberta perspective. This will include such things as interest rates, currency, inflation, commodities, affordability and implications to both equity and bonds markets.

Following that, Premier Danielle Smith will hold a keynote address where she will discuss Alberta’s investment policies, incentives, and initiatives to attract top-talent and capital to the province. Danielle will then be joined by Deborah Yedlin, President & CEO of the Calgary Chamber of Commerce, for a moderated fire side chat. The event serves as an opportunity for Alberta’s corporate leaders, investment professionals and business partners to hear firsthand the plan of how to align on the shared objectives of attracting capital investment in Alberta.

This event is eligible for 2 CEU credits.

Interested in the Certification Program? Learn more here.

Date: Friday October 6, 2023
Time: 11:30am - 1:30pm MT
Cost & floor plan outlined below:

Table Tickets:

  • [SOLD OUT] Premium Floor Tables with Premier Meet & Greet (8-person round table) - $2,200/table
  • [SOLD OUT] Premium Floor Tables (8-person round table) - $1,900/table
  • Perimeter Floor Tables (8-person square table) - $1,800/table
  • Upper Tier Tables (8-person square table) - $1,600/table
  • Upper Tier Tables (6-person square table) - $1,200/table

Single Tickets:

  • Members - $150
  • Non-Members - $200

Special Notes:

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Speakers

Martin Pelletier, CFA, Senior Portfolio Manager, Wellington-Altus Private Counsel
Martin has over 20 years of investment industry experience including senior-level positions in both institutional equity research and portfolio management. He is currently a Senior Portfolio Manager at TriVest Wealth, part of Wellington-Altus Private Counsel. Martin is co-manager of the award winning TriVest Risk-managed Balanced fund (Wealth Professional 5-Star Asset Manager 2022), in addition to overseeing risk-managed HNW and UHNW private client portfolios. Prior to co-founding TriVest and its sale to Wellington-Altus in early 2020, Martin’s career was focused on institutional equity research and capital markets primarily at two top-ranked boutique capital market firms. He provided investment recommendations on energy markets, commodities, and individual security selections to institutional fund managers located in Canada, the U.S. and Europe. Martin holds a Bachelor of Commerce degree with a specialization in finance from the University of Alberta, studied international economics and finance at Örebro University in Sweden, and is a Chartered Financial Analyst (CFA) Charterholder.

Hon. Danielle Smith, Alberta Premier
Danielle Smith is a proud Albertan. As Leader of the governing United Conservative Party, she was sworn in as the 19th Premier of Alberta on October 11, 2022. She represents the riding of Brooks-Medicine Hat in the Legislative Assembly. Ms. Smith has had a lifelong interest in Alberta public policy and finding the right balance between free enterprise and individual freedom, and the role of government. She was previously MLA for Highwood and leader of the Official Opposition. Before re-entering politics, Ms. Smith worked extensively in the media and in business, most recently as President of the Alberta Enterprise Group. Before that she was a radio host with Corus Entertainment for 6 years. Danielle Smith holds degrees in both Economics and English from the University of Calgary. She is married to David and proud stepmom to his son. They live in High River with their two dogs.

Deborah Yedlin, President & CEO, Calgary Chamber of Commerce
Deborah Yedlin joined the Calgary Chamber of Commerce in July, 2021 with a background that includes experience on Wall Street and Bay Street, and more than two decades as a business columnist for various media outlets, commenting on the nexus of business and politics since 1996. Since moving to Calgary in 1992, Yedlin has been very active in the Calgary community - as a board member on a number of not-for-profit organizations including serving as the co-chair of the 2016 United Way Campaign. Yedlin served as the 14th Chancellor of the University of Calgary and is currently one of three co-chairs of the $250 million Calgary Cancer Centre fundraising campaign. A first-generation Canadian, born and raised in Edmonton, Deborah is a graduate of the University of Alberta and Queen’s University. She also completed her ICD.D designation through the Haskayne School of Business at the University of Calgary.

Cancellation Policy

Cancellations must be received 1 week in advance for reimbursement. Please contact Brittany Snell if you need to cancel your registration.
When
10/6/2023 11:30 AM - 1:30 PM
Mountain Daylight Time
Where
Petroleum Club - Devonian Room 319-5th Avenue SW Calgary, AB CANADA

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