Canadian Investment Forum

May 5th - May 6th 2020
Vantage Venues
Toronto
About

Beating the Macro Regimes to Increase Portfolio Sustainability

Join us on May 5-6 in Toronto at the inaugural Canadian Investment Forum, where we will present the best practices and innovations of Canada's leading public and corporate pension plans, endowments, foundations and insurance companies as well as defined contribution plan sponsors.

The day and a half program will delve deeply into the macro policy and regime changes which stand to disrupt how managers and investors construct portfolios. With trade wars looming, we will ask the important questions. What can you do to mitigate the risks? How can you invest for the long run without compromising your returns and missing opportunities?

With many uncertainties looming in the geopolitical sphere and at the macro level, at the Canadian Investment Forum we will discuss and share ideas on how best to navigate these turbulent times to build better portfolios and find good returns without taking excessive risks.

Advisory Board

Institutional Investor Forums would like to thank our Advisory Board of esteemed retirement plan advisors who help shape the summit’s content to make sure we are addressing the most cutting edge and forward thinking issues for you and your peers.

Andy Greene, Director, Investments, Toronto Transit Commission

Arijit Banik, Treasurer, York University

Dave Finstad, Director, Hedge Fund Management, British Columbia Investment Management Corporation

David Kaposi, CIO, Ontario Power Generation

Ed Piro, Director of Investments, The J.W. McConnell Family Foundation

Erica Barbosa Vargus, Director, Solutions Finance & Impact Investing, The J.W. McConnell Family Foundation

James C. Davis, Chief Investment Officer, OPTrust

Jon Spinney, Chief Investment Officer and VP – Quantitative Investing, Vestcor

Marc Gauthier, University Treasurer and Chief Investment Officer, Concordia University

Odrée Ducharme, Investments Director, Strategic Relationships, Caisse de Depot et Placement du Quebec (CDPQ)

Raman Srivastava, EVP Global Chief Investment Officer, Great-West Lifeco

Tanya Lai, Managing Director, Public Markets, Investment Management Corporation of Ontario (IMCO)

Agenda
  • Tuesday May 5
  • Wednesday May 6
  • 7:45 AM - 8:45 AM

    Registration and Breakfast

  • 8:45 AM - 8:50 AM

    Introduction and App Tutorial

  • 8:50 AM - 9:00 AM

    Chairperson’s Welcome

  • 9:00 AM - 10:00 AM

    Where Are Rates Going, and What Will Happen If We See Negative Rates?

  • 10:00 AM - 10:15 AM

    Benchmarking Survey

  • 10:15 AM - 11:00 AM

    The Future of the Oil and Energy Industry in Canada and Elsewhere: Investment Opportunities vs. Risks

  • 11:00 AM - 11:30 AM

    Coffee Break

  • 11:30 AM - 12:55 PM

    What Will Be the Catalyst Which Causes the Markets To Break and What Can Investors Do to Prepare

  • 12:55 PM - 2:15 PM

    Lunch

  • 2:15 PM - 2:30 PM

    Investor Case Study: How Are We Approaching Sustainability From A Stress Testing Perspective? An Alternate Way to Analytics & Measurements.

  • 2:30 PM - 3:50 PM

    How Should We Be Allocating Strategically for the Next 10 Years?

  • 3:50 PM - 4:20 PM

    Coffee Break

  • 4:20 PM - 5:00 PM

    Implementing New Technologies and Improving Data Processing For Future Investments and Talent

  • 5:00 PM - 5:30 PM

    Sustainable Finance – A Year On, Where Are We Now?

  • 5:30 PM - 6:30 PM

    Cocktail Reception

  • 6:30 PM - 9:00 PM

    Evening Free for Private Functions

  • 8:00 AM - 9:00 AM

    Breakfast Discussion Tables

  • 9:00 AM - 9:15 AM

    Report Back from Breakfast Discussion Tables

  • 9:00 AM - 10:20 AM

    The 3 Structural Macro Changes Which Will Indelibly Alter the Investment Landscape

  • 10:25 AM - 10:45 AM

    Coffee Break

  • 10:45 AM - 11:45 AM

    Consolidation Among Pension Plans: The Good, The Bad and the Ugly

  • 11:45 AM - 12:30 PM

    Geopolitical Overview by BCA

  • 12:30 PM - 1:45 PM

    Lunch

  • 1:45 PM - 2:00 PM

    Canadian Investment Forum Concludes – See You in 2021!

Venue

Vantage Venues

150 King St W
Toronto, ON
M5H 1J9

+1 416-366-4228
www.vantagevenues.com/

Multipurpose spaces and rooms bring together decades of expertise in event planning, culinary excellence and premium technology with a convenient location in the heart of downtown Toronto and stunning views of the city.

Contact

For more information, please contact:

Scott Cohen
Executive Director, Investor Relations
212 224 3647
scott.cohen@iiforums.com

For sponsorship information please contact:

Randy Klein
Chief Operating Officer
212 224 3629
randy.klein@institutionalinvestor.com