April 8th, 2019
2:30 PM - 3:00 PM | Registration & Networking
3:00 PM - 3:15 PM | Opening Remarks from Chair
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, litigation finance, and catastrophe bonds. Bolster your ROI and downside protection by venturing down the unbeaten path.
5:00 PM - 5:45 PM | Case Study | The Liquidity Conundrum: Designing a Liquidity Policy to Incorporate Increasing Liquid 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.
5:45 PM - 5:50 PM | Summary & Conference Adjourns for the Day
6:00 PM - 7:00 PM | Welcome Reception
7:00 PM - 8:30 PM | Welcome Dinner
April 9th, 2019
7:45 AM - 8:15 AM | Registration & Networking Breakfast
8:15 AM - 8:30 AM | Opening Remarks from Chair
8:30 AM - 9:15 AM | Investors VS Managers Debate | Rules of Engagement: Duel Perspectives on Yield Expectations, Portfolio Optimization, and Risk Taking
Join top asset owners and managers in candid debate on what it takes to succeed in today’s challenging investment landscape. Dissect where the market is heading, risk and return expectations for alternative assets, as well as performance and compensation. Understand key investment challenges from both sides and what each party can do to capitalize on opportunities through partnership and innovation.
Eduard van Gelderen, Senior Vice President and Chief Investment Officer, PSP Investments
Ken Kencel, President & CEO, Churchill Asset Management
Moderator: Gabriel Petre, Lead Investment Strategist, World Bank Treasury
9:15 AM - 9:45 AM | Case Study | The Truth about Investing in Gold
9:45 AM - 10:45 AM | Private Debt | Beyond Opportunistic: Capturing Momentum in Private Debt and Alternative Credit Growth
In 2017, assets under management globally by private debt funds reached $638 billion, with aggregate capital raised surpassing the $100 billion mark. Hear about latest developments in asset-back debt, direct lending, and alternative credit. Access the full spectrum of credit instruments to deliver absolute performance, while limiting your duration risk and interest rate sensitivity.
Ian Fowler, Managing Director, Co-Head of North American Private Finance Group, Barings
Theresa Shutt, Chief Investment Officer, IAM Private Debt Group
Will Palmer, Managing Director, Crestline Inc.
Moderator: Terri Troy, Former CEO, CIO Halifax Municipality Pension Plan, CEO, Troy Advisory Services Inc.
10:45 AM - 11:15 AM | Morning Networking Break
11:15 AM - 11:45 AM | Case Study | Envisioning Portfolio Construction and Alternative Allocation from a Blank Slate
Imagine building your portfolio from scratch today. How similar would it be to your current portfolio? What strategic and structural changes would you make? Construct the ideal portfolio from first principles, combining models from successful and progressive pensions worldwide. Take away innovative tools to increase the use of alternative investments to optimize performance, balance risks, and achieve your mandate in an ever unpredictable economy.
Gary Smith, Head of Investment Strategy and Risk, Alberta Teachers’ Retirement Fund Board (ATRF)
11:45 AM - 12:15 PM | Advanced Factor Investing | | Decrypting the Strong Correlation between ARP and Equities in 2018 – Cause for Alarm or a Question of Implementation?
Factor investing has become mainstream for investors looking to maximize diversification and uncorrelated returns. The ARP industry faced its first real test in 2018, leaving many wondering if it can really deliver on promises of uncorrelated performance. Understand what drove ARP’s difficult year and learn how to avoid common mistakes by institutional investors in deploying factor investments to access sources of diversifying returns.
Luc Dumontier, Partner & Head of Factor Investing, La Française Investment Solutions
12:15 PM - 1:45 PM | Networking Lunch
1:45 PM - 2:30 PM | Keynote Address | SUPERCREATIVITY™: AUGMENTING HUMAN CREATIVITY IN THE AGE OF ARTIFICIAL INTELLIGENCE
Business is changing at the speed of light. Today exponential technologies such as artificial intelligence and machine learning are creating new disruptive business models almost overnight. In this new world, one where McKinsey & Co predict that 45 percent of jobs will be automated in the next 20 years, there is one distinctly human competitive advantage you and your people must leverage - your creativity. In this tailored, entertaining and highly visual one-of-a-kind keynote, James Taylor takes the audience on a journey to discover the backstage secrets of the world’s most creative individuals and innovative organizations. Your audience will learn:
- What disruptive technologies such as artificial intelligence mean for you, your team and the investments industry.
- Which job roles in your industry are most at risk from automation.
- Why China’s richest man believes ‘creativity’ is the most important skill you need to develop to survive and thrive in the age of disruption.
- The simple five step process for developing creative thinking skills.
- How to lead innovative teams and foster a creative culture to increase innovation ROI.
- How to use the new science of ‘Augmented Creativity’ to generate, evaluate, develop and implement more ideas, more quickly.
James Taylor, Award-winning Entrepreneur, Author, and Keynote Speaker
2:30 PM - 2:50 PM | EM at a Glance | Rising Powers: Enhancing Yields with Emerging Market Opportunities
Approximately 70% of global economic growth will originate from the emerging markets. Gain insight into the economic positioning and risks of different emerging markets, focusing on Asia’s growth. Recognize what astute investors should consider when allocating part of your portfolio to these regions to avoid pitfalls.
Derrick Irwin, Portfolio Manager, Wells Fargo Asset Management (WFAM)
2:50 PM - 3:15 PM | Afternoon Networking Break
3:15 PM - 4:15 PM | Power Panel: Real Estate | Global 360°: Capitalizing on International and Domestic Real Estate Markets
Despite its illiquid nature and high valuations, real estate has served as a core performer for investors. Gather expert perspectives on current developments and where real estate demands are heading in Canada, U.S., and internationally. Examine a broad range of strategies and property types to discover new opportunities in a crowded market.
David Pappin, President, IAM Real Estate Group
Daniel Marchand, Senior Vice President, Head of Investor Global Sales, Trez Capital
Tracey Luke, Senior Director, Portfolio Manager, Invesco Real Estate (IRE)
Erika Gufca, Investment Director, Private Markets, Product Strategy & Solutions, Aberdeen Standard Investments
Moderator: Robert Cultraro, Chief Investment Officer, Hydro One
4:15 PM - 5:00 PM | Peer to Peer Roundtables | Evolution of Alternative Investments – Threats, Opportunities, Solutions
Tackle the most pressing challenges in alternative investing today as a collective think-tank. The audience will break into groups to collaborate on ideas and solutions to maximize ROI and calibrate asset mix by incorporating alternative investments. Take the opportunity to engage your peer investors and industry experts on effective tools, techniques, and approaches. During this session attendees will be invited to join the conversation via guided networking roundtables on the evoloution of alternative investments. Please see the list below to select the roundtable you would like to join.
- Private Equity
- Hedge Funds - Speaker: John Denham, Chief Investment Officer, Workplace Safety and Insurance Board (WSIB)
- Real Assets
5:00 PM - 5:10 PM | Summary & Conference Concludes for the Day
6:00 PM - 6:30 PM | Transport to Gala Venue
6:30 PM - 7:30 PM | Cocktail Reception
7:30 PM - 9:00 PM | Gala Dinner at Stratus Winery
April 10th, 2019
8:15 AM - 8:50 AM | Networking Breakfast
8:50 AM - 9:00 AM | Opening Remarks from Chair
9:00 AM - 9:45 AM | Portfolio Optimization Spotlight
9:45 AM - 10:15 AM | Managing Multi Asset Portfolio with Derivatives Solutions
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.
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.
Doug Chau, Chief Risk Officer and Head of Research, University of Toronto Asset Management (UTAM)
Lisa L. Lafave, Senior Portfolio Manager, Real Estate, Healthcare of Ontario Pension Plan (HOOPP)
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
Mark Webster, Director, ETF Sales, Institutional Sales & Service, BMO Global Asset Management