2025 Agenda

8:00 AM - 9:00 AM | Registration & Networking Breakfast

9:00 AM - 9:30 AM | Opening Keynote: Macro Trends: Big Picture View of Global Investments

Unpredictable financial markets and geopolitical instability are known concerns for investors, but what about the unknown risks? What challenges will emerge in the upcoming year, where are the global opportunities, and what lessons can investors learn by looking outside their borders? This expert keynote will delve into these questions, and provide takeaways on current macroeconomic trends and their implications for global investments.

9:30 AM - 10:00 AM | Spotlight Session 1*

10:00 AM - 10:45 AM | Building Resilient Portfolios: Strategies for Alternative Allocations

This panel of industry experts will explore innovative approaches to integrating alternative assets into traditional portfolios, including effective diversification strategies for balancing risk and opportunity, best practices for evaluating allocations across the asset class, and actionable takeaways for building resilient, high-performing portfolios.

10:45 AM - 11:15 AM | Spotlight Session 2*

11:15 AM - 11:45 AM | Networking Break

11:45 AM - 12:30 PM | Outlook on Private Markets: Evolutions, Trends and Opportunities

Favorable interest rates, increased deal activity, and anticipated deployment opportunities have investors being publicly optimistic on private markets. This panel will provide a wide lens overview on private markets, including the evolutions in private investing, strategies for capitalizing on the emerging opportunities in private property and infrastructure, and the economic factors shaping private market trends.

12:30 PM - 1:00 PM | Spotlight Session 3*

1:00 PM - 2:00 PM | Networking Lunch

2:00 PM - 2:45 PM | Real Assets Reimagined: The New Risks and Returns in Real Estate & Infrastructure

Real estate and infrastructure remain essential for diversified portfolios, as creative investors look for opportunities even in challenging markets. This panel will discuss the innovative ways investors are approaching these assets, including renewable infrastructure, private real estate, and niche sectors, as well as provide analysis on how broader economic factors, such as shifting demographics and supply chain dynamics, are shaping the future of real estate and infrastructure investments.

2:45 PM - 3:15 PM | Spotlight Session 4*

3:15 PM - 4:00 PM | Technology Tools: How to Use AI to Optimize Portfolios

AI is emerging as a game-changer for investors for portfolio optimization and fund management. AI-driven technology is revolutionizing digital tools for the alternative investment space, especially in real estate and private equity investments. These tools are opening up new possibilities in reporting, value creation and deal activity data, but they are also opening up questions on governance, implications, and risk. This panel of experts will analyze how investors are leveraging AI, the emerging opportunities and challenges, and the lessons generated from these digital transformations.

4:00 PM - 4:30 PM | Spotlight Session 5*

4:30 PM - 5:15 PM | Indigenous Perspective: Overview on Indigenous Investments Strategies

This session will offer an Indigenous perspective on alternative investments, and explore how First Nations-led projects and Indigenous initiatives are transforming this landscape, especially in infrastructure, real estate, and private equity. Attendees will learn how indigenous groups are partnering with asset managers and institutional investors for co-investment opportunities, and how investors are engaging in reconciliation efforts while still achieving attractive returns.

5:15 PM - 6:15 PM | Networking Reception

6:30 PM - 8:30 PM | VIP Dinner

Hosted at the The Hare Wine Co, the VIP Dinner gives attendees the opportunity to connect in a meaningful way with colleagues and industry experts, and provides a luxury dining experience in an exquisite setting.