Acuity 2025: Franklin Templeton Sponsors Global Insights and Impact Investing

At the 2025 Acuity Conference for Distinguished Advisors, attendees will benefit from two dynamic sessions sponsored by Gold Sponsor Franklin Templeton, offering both global and practice management perspectives for today’s advisors.

See the full agenda and register by the September 30 early-bird deadline on the official conference site!

Portfolio Management: The International Viewpoint – A Global Shake-Up
In an era of dramatic global disruption, where do the opportunities lie—especially for Canada and Mexico? Senior Portfolio Specialist David Wahl will deliver a highly engaging session on the new world economic order, its impact on portfolio risk, and the shifting landscape of wealth management for Canadian investors of all ages.

What Past Attendees Had to Say About Speaker David Wahl:

“Good analysis by speaker.”

“Good economic overview.”

“Common sense approach.”

“The economic and market illustrations were very well presented.”

“Love the macroeconomics.”

“Such relevant information. Well presented. Speaker was very engaging.”

Practice Management: Investing with Impact
Moderated by Christine Logan, MBA, FDFS™, this panel features Semra Albayak, CFP, CLU, MFA-P; Sharon Conrod, CPA, EA; and Jihan Hosein, LL.B. Together, these leading advisors will explore a pressing issue: are you giving high net worth clients the advice they really want?

New research reveals many investors are looking for more than returns—they want to make an impact. This session will challenge advisors to re-examine traditional investment approaches, embrace new opportunities, and strengthen their role as trusted mentors who guide clients toward meaningful financial and life goals.

From global markets to client conversations, these two Franklin Templeton panels will equip advisors with critical insights to help them stay ahead of disruption and deliver the strategies today’s investors demand.

What Past Attendees Had to Say About Panels Moderated by Christine Logan:

“Great perspective from different industry leaders.”

“A great panel showcasing both investment and tax issues with solutions.”

“Experienced practitioners sharing insight.”

“The Q&A format was a good way to see the perspective of other firms dealing with client anxieties.”

About Franklin Templeton:

From large institutions to individual investors, each of our clients want the same thing; to achieve their financial goals. And for more than 75 years, we’ve helped them do exactly that. Everything we do at Franklin Templeton is focused on delivering our clients better outcomes. And that’s why millions of clients in more than 155+ countries have entrusted us with their investments, making us one of the world’s largest independent asset managers.