About the Summit
Tuesday, October 6 - Thursday, October 8Guardian Capital LP (GCLP) is excited to host you in person at our international Due Diligence Summit in London, England. We hope you will join us as we travel to the heart of this one-of-a-kind city, where we have secured accommodation at Hotel Café Royal, a landmark destination on Regent Street, where St. James’, Mayfair and Soho converge.
In a changing world, experience matters. At the Due Diligence Summit, seasoned investment professionals from GCLP and GuardCap Asset Management, our U.K. affiliate, will offer their incisive views on how they're positioning portfolios to capitalize on opportunities within global markets, asset classes, regions and segments that meet today’s real-world challenges.
This event offers a perfect forum to meet our portfolio managers firsthand while networking and exchanging ideas with your peers, all within a world-class city setting.
Register Today Attendees are required to pay for their flights, accommodation and personal incidental expenses. GCLP will only cover applicable meeting costs, including food and beverages associated with the Summit, and may arrange some local city attractions for your free-time enjoyment.Your spouse or an adult guest (partner) aged 18 years or older is welcome to attend and participate in the off-site meals and afternoon activities. You, or your guest, must pay for guest accommodation, travel costs and personal incidental expenses.
We hope you will join us in London for our 4th annual international Due Diligence Summit!Registration is limited and will be offered on a first-come, first-served basis and may be subject to your Dealer firm’s approval.
Registration
Please fill out and submit the form by clicking the button below to register for the Summit.
Register Today
London, UK
Iconic and cosmopolitan, where culture, history and the future intersect and harmonize to create an electric and extraordinary experience.
Join us and experience this world-class city while expanding your knowledge to support your business growth.
Café Royal Hotel
For well over a century, the Hotel Café Royal has been a destination unto itself. Located on renowned Regent Street, the hotel is within steps of Piccadilly Circus, and in proximity to the upscale Mayfair, historical St. James, and creative, eclectic Soho districts. It doesn’t get any more central than this.
For your convenience, we have secured rooms at the rate of £485.00 per night, inclusive of VAT. There is limited availability, so we encourage you to register as soon as possible to secure the guaranteed rate. These hotel costs will be your responsibility.
**Based on availability, Hotel Café Royal will offer extended accommodations at the group rate noted above for three nights before and after the Summit (i.e., October 3, 4 and 5, and October 9, 10 and 11).**
After registration, your confirmation notice will include a link to the hotel reservation portal to book a room and facilitate a smooth check-in. No payment is necessary at the time of your registration. All hotel reservations must be received by the cut-off date of Thursday, September 3, 2026.
Attendees are required to pay for their flights, accommodation and personal incidental expenses. GCLP will only cover applicable meeting costs, including food and beverages associated with the Summit, and may arrange some local city attractions for your free-time enjoyment.
Agenda
All presentations and meals will be conveniently located within the Pompadour Ballroom of the Hotel Café Royal.
The following agenda is subject to change without notice.
All times referenced in the agenda are Greenwich Mean Time (GMT).
CE credits are subject to accreditation approval.
Tuesday, October 6
AFTERNOON
Hotel Café Royal
10 Air Street, London, W1B 5AB
3:00 p.m. Hotel check-in
EVENING
The Ivy
1-5 West Street, London WC2H 9NQ
6:00 p.m. | Cocktails and Welcome Dinner
Wednesday, October 7
MORNING
Hotel Café Royal
The Pompadour Ballroom
8:00 a.m. | Breakfast
8:30 a.m. | Guardian Capital Group and Desjardins Global Asset Management: State of the Union
GEORGE MAVROUDIS
President and Chief Executive Officer
Guardian Capital Group | Desjardins Global Asset Management
The acquisition of Guardian Capital Group Limited by Desjardins Global Asset Management (DGAM) has positioned the new entity to experience tremendous growth opportunities. The new competitive global asset management partnership now
oversees C$2881 billion in AUM.
Join George Mavroudis as he outlines the exciting roadmap for 2026 and beyond.
9:30 a.m. | The macro-scope: Macro-economic analysis
DAVID ONYETT-JEFFRIES
Vice President, Economics & Multi Asset Solutions
Guardian Capital LP
Join David Onyett-Jeffries, Vice President, Economics & Multi Asset Solutions at Guardian Capital LP, as he discusses why he believes the American consumer is more resilient than many strategists give them credit for and why the strength of U.S. consumer demand should provide economic stability for North America, despite more challenging sociopolitical events. David will also go over his outlook for assets, highlighting key sectors and asset classes he thinks may offer compelling opportunities for the portfolios he oversees for the next 18 to 24 months.
10:15 a.m. | Break
10:30 a.m. | Fixed Income Panel
AUBREY BASDEO
Head of Canadian Fixed Income
Guardian Capital LP
ANDY RICHMAN
Managing Director, Senior Fixed Income Client Strategist
Sterling Capital Management LLC
Join Aubrey Basdeo, Head of Canadian Fixed Income for GCLP and Andy Richman, Senior Fixed Income Client Strategist for GCLP affiliate, Sterling Capital Management, for a session on why volatility will likely remain a feature of fixed income markets for the foreseeable future. This doesn’t mean the asset class doesn’t provide value for investors, but set-and-forget strategies that worked for most of the last three decades may not be optimal, and investors need to rethink how they approach fixed income and what to expect in their return profile.
11:15 a.m. | i³ Investments™ Dividend Growth Portfolios
SRIKANTH IYER
Managing Director and Head of i³ Investments™
Guardian Capital LP
FIONA WILSON
Senior Portfolio Manager, i³ Investments™
Guardian Capital LP
Guardian Capital LP's i³ Investments™ Team has been integrating AI into their portfolio analytics for close to a decade. Sri Iyer and Fiona Wilson will discuss how this experience has become a powerful competitive edge for the team when used in conjunction with the human intelligence they apply to the i³ Investments™ dividend growth strategies.
Noon | Lunch
AFTERNOON
1:00 p.m. | AI: The Next Wave in Asset Management
SRIKANTH IYER
Managing Director and Head of i³ Investments™
Guardian Capital LP
AI is poised to reshape the global economy, unlocking transformative new applications across how we all live and work. Yet until now, gaining meaningful exposure to this structural mega-trend has required accessing private markets, following an overly simplistic index, or taking on undue risk by concentrating in a narrow group of stocks. Sri Iyer will provide insights into where this trend may offer opportunities and how he is looking to incorporate this into the i³ Investments™ portfolios.
2:00 p.m. | Free time, or
2:15 p.m. | Group activity: Panoramic Open-top London Bus Tour and London Eye Ride
EVENING
Mistress of Mayfair
48-49 St. James’s Street, London SW1A 1JT
6:30 p.m. | Cocktails and Dinner
Thursday, October 8
Hotel Café Royal | The Pompadour Ballroom
10 Air Street, London W1B 5AB
MORNING
8:30 a.m. | Breakfast
9:00 a.m. Staying the course in unpredictable markets
MICHAEL HUGHES
Senior Vice President & Client Portfolio Manager
GuardCap Asset Management Limited
Join Michael Hughes, Senior Vice President & Client Portfolio Manager as he discusses the long-term opportunities that exist for the Fundamental Global Equity strategy, sub-advised by GuardCap for GCLP. While investing in companies with higher volatility and leverage has been a winning formula for many investors in the last two years, there are increasing concerns about the sustainability of this bull market. Michael will highlight how the GuardCap approach is designed to work over a full market cycle and can help investors navigate potentially challenging markets ahead.
9:45 a.m. | Canadian equities
SAM BALDWIN
Senior Portfolio Manager
Guardian Capital LP
The Guardian Canadian Focused Equity strategy, managed by Sam Baldwin, portfolio manager with our Canadian Equities Team, a highly rated fund in the Canadian Equity category and a FundGrade A+ award winner for 20252. This becomes even more impressive when you consider this performance was achieved without owning any of the Canadian banks. Sam has built a portfolio we largely protected from the sweeping changes in the U.S. Sam will go through his process and highlight key Canadian equities he believes offer compelling performance potential in 2026.
10:30 a.m. | Break
10:45 a.m. | Emerging Markets presentation
JEAN-BENOIT LEBLANC, M.SC, CFA
Senior Portfolio Manager
Desjardins Global Asset Management Inc.
JULIEN TOUSIGNANT, M.SC, CFA
Portfolio Manager
Desjardins Global Asset Management Inc.
DGAM applies a top-down analysis to identify significant opportunities within the constantly evolving Emerging Markets investment environment.
11:30 a.m. | AI and the Art of Racing: Steering Through the Future of Financial Services
DR. PREET BANERJEE
Behavioural Finance Expert
In an era where artificial intelligence (AI) is reshaping landscapes across industries, Dr. Preet Banerjee intertwines the adrenaline-fueled world of professional racing with the dynamic realm of financial services to explore the critical role of human expertise in an AI-dominated future.
Originally trained as a neuroscientist before taking a detour into motorsports as an aspiring race driver, Dr. Preet Banerjee now excels within the world of finance. He is one of Canada’s most recognized voices on the subject having spent 10 years as a financial panelist on CBC’s The National. Banerjee inspires others to become financially empowered through his world-class expertise and unique ability to take the complexity out of money matters. He speaks on behavioural finance, economics, and personal finance.
Banerjee is currently a partner and director with Wealthscope Portfolio Analytics and a consultant to the wealth management industry, specializing on the commercial application of behavioural economics. He is also the founder of MoneyGaps, a hybrid-advisor financial technology startup; a regular columnist with the Globe and Mail; a weekly contributor to Newstalk 1010; the author of three books; and a creator with over 125,000 subscribers to his YouTube channel.
AFTERNOON
12:30 p.m. | Networking lunch, GCLP Product Roadmap and Closing Remarks
MARK NOBLE
Senior Vice President, Retail Strategy and Sales Enablement
Guardian Capital LP
CHRIS WINCHELL
Head of Distribution
Guardian Capital LP
Throughout 2026, GCLP has introduced new solutions to market to support the Advisor community, providing access to a wider range of asset capabilities that investors are looking for. Join Mark Noble and Chris Winchell as they review product developments to date, and what Advisor feedback is indicating for the future.
2:30 p.m. | Free Time
EVENING
All Bar One
46 Leicester Square, London WC2H 7LU
4:45 p.m. | Casual dinner
EVENING
6:45 p.m. | Doors open
7:30 p.m. | Curtain up (show begins)
Friday, October 9
MORNING
12:00 p.m. Hotel check-out
Contact Us
If you have any questions regarding booking accommodation or about your hotel stay before the Due Diligence Summit, feel free to contact our event partner, Momentus Events:
Nellie Kwok | 416.994.5066 | hello@momentusevents.ca
For general inquiries, please get in touch with your GCLP wholesaling team or email events@guardiancapital.com.
1 As of March 31, 2026.
2 Please refer to the Spotlight page for the Guardian Canadian Focused Equity Fund for full details on the performance, ranking and awards here.
This conference is exclusively for dealing representatives of a Dealer firm and is not intended for any of their clients or investors. Registration is limited and will be offered on a first-come, first-served basis and may be subject to your Dealer firm’s approval. This conference is being organized by Guardian Capital LP (GCLP) in accordance with section 5.2 of NI81-105. The agenda will be arranged to meet primary purpose, and the costs will be assessed for reasonability. GCLP will not be paying for any travel, accommodation or personal incidental expenses for any dealing representatives or their spouse/guest.
