Tuesday, September 17, 2024
10:00 AM - | Registration Opens
11:00 AM - 11:30 AM | Opening Keynote: Looking Forward: An Economic Roadmap for Navigating Uncertainty
Volatile financial markets, geopolitical instability, and inflationary pressures remain some of the most pressing concerns for investors. How can investors best position themselves for these macroeconomic challenges, and for the new risks that will emerge in the upcoming years? This keynote will provide their expert analysis on how to navigate through economic uncertainty and market shifts.
Russ Goyenko, Associate Professor of Finance - McGill University11:30 AM - 12:00 PM | Spotlight Session: Essential Ground: Why Farmland Belongs in Every Investor’s Portfolio
Institutional investor interest in farmland is at an all-time high driven by its ability to offer strong risk-adjusted returns, inflation protection, and non-correlation to traditional asset classes. By partnering with farmers, investors can also achieve strong ESG outcomes. This session will explore the strategic advantages of investing in farmland and should help investors understand how to approach and invest in the sector, and its principal risks.
Supported by Area One Farms
Joelle Faulkner, CEO - Area One Farms12:00 PM - 12:45 PM | Dynamic Diversification: Smart Strategies for Portfolio Construction
Alternative investments have proved to be a crucial component for portfolios, but how are investors positioning their portfolios for optimal performance? Which assets offer steady returns, and what assets are worth the risk? This panel will discuss their diversification decisions, and offer smart strategies for portfolio construction.
Simon Segall, Trustee - General Synod Pension PlanKale Brown, Director, Finance and Administration - Higher Education Quality Council of Ontario (HEQCO)
Sandeep Kakan, Director, Pension Governance - Unifor
Diego Andrade, VP, Senior Gold Strategist - State Street Global Advisors
12:45 PM - 1:15 PM | Spotlight Session: Supported by BMO Global Asset Management
1:15 PM - 2:30 PM | Networking Lunch
2:30 PM - 3:00 PM | Spotlight Session: Supported by Goldman Sachs
3:00 PM - 3:45 PM | Private Practices: Unveiling Opportunities in Private Markets
As institutional investors plan to increase their allocations to private markets, which sectors offer the best opportunities? How are investors balancing the risks, such as lower liquidity and higher cost of capital, against the rewards of inflation-hedging? This panel will offer an overview on the outlook of private assets, the emerging opportunities in private markets, and best practices for private allocations.
Ahmad Musa, Portfolio Manager, Private Assets - Canadian Medical Protective Association
Jeff Benson, Vice President - Hamilton Lane
3:45 PM - 4:15 PM | Spotlight Session: Supported by Macquarie Group
4:15 PM - 5:00 PM | Real Assets, Real Returns: Investment Trends in Real Estate & Infrastructure
Real estate and infrastructure remain essential for diversified portfolios, but are not without risk. Where are investors finding new opportunities, and what new tactics are they using to mitigate risks? This panel will discuss how to capitalize on the current invest trends in real assets, and offer their forecasts on where future opportunities will emerge.
Robin Pilkey, Trustee - CWIPP (Canada-Wide Industrial Pension Plan)
Paul Mayer, Executive VP – Investment Sales - Centurion Asset Management
5:15 PM - 6:15 PM | Networking Reception
6:30 PM - 8:30 PM | VIP Dinner
Wednesday, September 18, 2024
9:00 AM - 10:00 AM | Registration & Networking Breakfast
10:00 AM - 10:30 AM | Keynote Address: Looking Ahead: The Current & Future State of Alternative Investments
The landscape of alternative investments continues to evolve as investors adapt to market volatility. This keynote will offer their expert insights into the latest trends and shifts in alternative assets, as well as their predictions for the future outlook of alternative investments.
Moshe Lander, Economist - Concordia University10:30 AM - 11:00 AM | Spotlight Session: Supported by Northleaf Capital Partners
11:00 AM - 11:45 AM | Real Estate Sector Showdown: Strategies for Sector Allocation
As the demand for residential real estate is expected to grow exponentially in the next five years, investors remain optimistic on multifamily. What other sectors will provide opportunities, and what sectors will remain a risk? This panel will provide smart strategies for sector allocations within real estate.
Hooman Tabesh, Founder & Chief Executive Officer - Alliance REITPeter Rizzo, Director of Residential Facilities - University at Buffalo
11:45 AM - 12:30 PM | Making An Impact: Aligning Alternatives with ESG Goals
Investors know that every asset class comes with ESG considerations. This panel will provide examples of how they are balancing planet and profit in their alternative allocations.
Erkan Yonder, Associate Professor of Real Estate Finance - Concordia UniversityKathryn Wortsman, Managing Partner - Amplify Capital
Eoin Callan, Executive Director - Upper Canada Equity Fund
12:30 PM - 1:30 PM | Networking Luncheon
1:30 PM - 2:15 PM | Transforming Today for Tomorrow: Innovations in Infrastructure Investments
This panel will explore the exciting innovations happening in infrastructure investments, including energy transitions, technology advancements, and inventive financing strategies.
Darrin Pickett, Senior Manager, Global Infrastructure Investments - RBC Global Asset ManagementMichael McGowan, General Manager, Infrastructure Investments - Canada Post Pension Plan
Rachel McAllister, CFO - FNFA
Ashley Ng, Head of Infrastructure - Nicola Wealth
2:15 PM - 3:00 PM | Innovation Outlook: Innovations in Alternative Investing
This panel will explore the innovations happening in the alternative landscape, and provide insight on how these innovations are being integrated in their current investment strategies.
Megan Dover, Principal - Cross Border Impact VenturesOlivia Hornby, Managing Partner - Spring Impact Capital
Lois Morrison-Tullo, Vice Chair/CFRO - Richview Foundation/KuberMIC / Schulich School of Business / GRI
3:30 PM - 4:15 PM | Navigating Headwinds: Strategies for Risks & Returns in Private Equity
While private equity funds faced challenges in the past year, opportunities remain for strong returns. This session will provide an in-depth analysis into private equity and venture capital investments including emerging opportunities, risk mitigation, the role of secondaries, strategies for overcoming challenging fundraising cycles, and best practices for enhancing returns in a competitive environment.
Martin Cheski, Partner & Investment Director - TELUS Global VenturesBryan Marcovici, Co-Founder, CEO & Managing Partner - Koru
Nancy Bertrand, Managing Director, Head of Citi Private Bank, Canada - Citi