Meet Our Speaker: Kristin Ramlal

by | Apr 2, 2024 | Spark Conference 2024, Speaker Series

This week we are learning about our SPARK speaker Kristin Ramlal

Please introduce yourself in 10 words or less.

Passionate Wealth Professional | VP, Institutional Investment Sales at Canada Life

What is the name of your presentation?

Growing your business with non-traditional group retirement, pension and institutional investment solutions

What is a key takeaway you’re hoping the audience leaves with?

Join a panel of industry experts with Canada Life and Actuarial Solutions (ASI) as they explain the merits of operating in the Institutional Investment-Only space and how to spot the need for an outsourced chief investment officer.

Why should this topic be important to our conference attendees?

Do you have connections to plan sponsor key stakeholders involved in carrying out the fiduciary responsibilities associated with managing defined benefits plans, private/public foundations, family/indigenous trusts or employee benefit reserves? If so, this session is for you!

What’s a question you hope to be asked following your session?

What costs should our plan sponsors be aware of with Investment-Only needs?

What is something people may not know about you?

Wealth Professional 5-Star Leading Women in Wealth (2021) and Top 40 Under 40 Rising Star (2023)

If you could have dinner with anyone, who would it be and why? What question would you ask them?

Oprah Winfrey – She is a wealth of knowledge and such an inspirational women leader!

What is a book to recommend for people in the audience?

The Soul of Money: Transforming Your Relationship with Money and Life by Lynne Twist

How do you see the industry evolving over the next five years?

Increased need to articulate and showcase the value of human advice with the AI evolution.

How can people connect with you after the conference? or via Linkedin

Anything else you’d like to add for people attending the conference?

Canada Life’s Institutional Investment-Only solution a simplified turnkey pooled fund insurance arrangement, giving institutional investors access to a diverse fund shelf of best-in-class asset managers that is professionally monitored under one holistic pricing banner. Our solution is designed to help save plan sponsors’ time, paperwork, and fees, without comprising investment management options and portfolio return potential.