Name
Positioning Canada: Competitiveness and Value in a Global Portfolio
Date & Time
Thursday, September 18, 2025, 2:30 PM - 3:00 PM
Speakers
Derek Walker, Managing Director, Head of Applied Research and Models, Total Fund Management - CPP Investments
David Gregoire, VP - Federated Hermes
David Gregoire, VP - Federated Hermes


Description
In this fireside chat, Derek Walker will share perspectives on Canada’s role within a large institutional portfolio, drawing on CPP Investments’ global experience. The discussion will highlight how Canada’s long-term strengths and areas of competitiveness inform portfolio construction, capital allocation, and diversification decisions. Against a shifting macro backdrop, Derek will explore where Canada stands as a source of value, resilience, and opportunity for institutional investors.