April 8th, 2019
2:30 PM - 3:00 PM | Registration & Networking
3:00 PM - 3:15 PM | Opening Remarks
3:15 PM - 3:45 PM | Keynote: Economic and Geopolitical Outlook for Pension Funds
Given 9 years in a bull market, how close is the next economic crisis? Is it time to be conservative or make big commitments? Hear first-hand from a leading economist how geopolitics will influence the economic outlook.
Marc Desormeaux, Economist, Scotiabank
3:45 PM - 4:15 PM | Case Study | Metamorphosis Within: How to Adapt Disruptive Tech to Catalyze Internal Innovation as Investors
Dive into 5 key emerging technologies and how they are disrupting broad industries and pension investment. Stay relevant with insights from one of Canada's largest pension funds with over $95 billion in net assets. Hear how innovation is driving their internal transformation as an investor in channelling disruptive technologies to evolve pension operations and investment management.
Jim Orlando, Managing Partner, OMERS Ventures
4:15 PM - 5:00 PM | Breaking Convention: Uncorrelated Strategies to Enhance Performance and Diversification
As traditional asset classes become increasingly more narrow and expensive, investors are actively seeking uncorrelated opportunities. Get an overview of innovative investment strategies, such as royalty, infrastructure, and insurance linked securities. Bolster your ROI and downside protection by venturing down the unbeaten path.
Peter DiFiore, Managing Director, Neuberger Berman
Adam Vigna, Managing Partner and Chief Investment Officer, Sagard Holdings
Joelle Faulkner, President, Area One Farms
Moderator: Jim Buckley, Managing Director, PwC
5:00 PM - 5:30 PM | Case Study | The Liquidity Conundrum: Designing a Liquidity Policy to Incorporate Increasing Illiquid Allocation
Confronted with toughness in the funding regime and diminishing market returns, what can pensions do in face of liquidity challenges? Learn how to determine the ideal liquidity ratio for your mandate and devise a holistic a liquidity policy to meet obligations and maintain cash-flow. Acquire strategies to enhance the use of leverage and prevent the need to liquidate during a suboptimal market.
Ann-Marie Fink, Portfolio Strategist, Alternatives Program Management, State Street Global Advisors
5:30 PM - 5:45 PM | Conference Adjourns for the Day
6:00 PM - 7:00 PM | Welcome Reception
7:00 PM - 8:30 PM | Welcome Dinner
April 9th, 2019
April 10th, 2019
8:15 AM - 8:50 AM | Networking Breakfast
8:50 AM - 9:00 AM | Opening Remarks
9:00 AM - 9:45 AM | Case Study | Strategic Risk Monitoring
It is common practice for pension funds to regularly carry out an Asset Liability Study. However, this also implies that if there is a major change in financial markets between studies there is no insight on how this affects the outcome of the previous ALM study. To tackle this, the concept of Risk Navigator allows pension funds to monitor on a quarterly basis how the main fund objectives have changed and whether any policy changes or actions are required. This session will discuss how regular monitoring allows funds to prepare for possible year end contribution increase/decrease, re-balance decisions, etc.
Richard Liu, Senior Director, Research and Strategy, HOOPP
Pieter Wijnhoven, Managing Director, Ortec Finance Canada Inc.
9:45 AM - 10:15 AM | Derivatives-based solutions and strategies for multi asset portfolios
The use of derivatives has become almost mainstream in equity investments to improve diversification, achieve liquidity and reduce volatility. Learn from the lens of pension fund managers how derivatives products are being compared and selected within their investment universe to drive returns.
Caroline Grandoit, Vice President, Multi Asset and LDI, Fiera Capital
Antonio Cabeda, Senior Advisor - Equity Derivatives, TMX
Kambiz Kazemi, Partner & Portfolio Manager, La Financière Constance Inc.
10:15 AM - 10:30 AM | Morning Networking Break
10:30 AM - 11:15 AM | Power Panel: ESG & Impact Investing | Mutually Inclusive: Delivering Positive Impact and Financial ROI through ESG Integration
With the emergence of social infrastructure and renewables as viable asset classes, responsible investments are gaining momentum. See how progressive investors around the world are successfully integrating ESG considerations beyond the fundamentals to mitigate risks and invest in future generations. Develop solutions to move beyond ESG screening to generate sustainable financial, social, and environmental returns.
Moderator: Doug Chau, Chief Risk Officer and Head of Research, University of Toronto Asset Management (UTAM)
Martha Tredgett, Canadian Representative, LGT Capital Partners, Canada
Tony Campos, Director, ESG Product Management, FTSE Russell
11:15 AM - 12:00 PM | Alternative ETFs | Alternative ETF Usage within an Institutional Portfolio
Large institutional investors are utilizing Exchange Traded Funds in a variety of different strategies. Realize why ETFs are among the fastest growing investment vehicle in institutional portfolios. Get practical tips on how to implement alternative ETF strategies to create value and support active decisions in portfolio construction and asset allocation.
Bill DeRoche, Chief Investor Officer & Portfolio Manager, AGFiQ Asset Management
Brian R. O’Donnell, Senior Vice President (Head, Funds and Managed Accounts Group Strategy & Enablement), Northern Trust
Alfred Lee, Director, Portfolio Manager, Exchange Traded Funds, BMO Global Asset Management
Moderator: Daniel Straus, Vice President - Research Analyst - ETF Research and Strategy, National Bank of Canada Financial Markets
12:00 PM - 12:30 PM | Nonfinancial Risk: Back to the Future:2007 to 2030
Examining the future scenarios and implications of non financial risks.
Lois Tullo, Executive-in-Residence, Global Risk Institute / Professor, Schulich School of Business/ CRO & CCO, Blockmine Development