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
7:45 AM - 8:15 AM | Registration & Networking Breakfast
8:15 AM - 8:30 AM | Opening Remarks
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.
Alexandre Roy, Vice President, Total Fund Strategy, Chief Investment Office, PSP Investments
Ken Kencel, President & CEO, Churchill Asset Management
Moderator: Gabriel Petre, Lead Investment Strategist, World Bank Treasury
9:15 AM - 9:45 AM | Gold as a Strategic Asset Class
This expert panel discussion will review why and how you should consider an allocation in gold in your institutional portfolios. Our experts will highlight:
- The strategic case for gold and the outlook for 2019
- Gold’s long term performance versus traditional asset classes
- How investors are incorporating gold into their portfolios today
- Improving risk adjusted returns in volatile markets
Bobby Eng, Vice President, Head of SPDR ETFS Canada, State Street Global Advisors
George Milling-Stanley, Vice President, Head of Gold Strategy, State Street Global Advisors
Adam Perlaky, Manager, Investment Research, World Gold Council
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.
Stéphane Legrand, Partner, LGT European Capital
Moderator: Terri Troy, President, 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
Tracey Luke, Senior Director, Portfolio Manager, Invesco Real Estate (IRE)
Erika Gucfa, Investment Director, Private Markets, Product Strategy & Solutions, Aberdeen Standard Investments
Moderator: Joe Cerullo, Senior Consultant, Segal Rogerscarsey Canada
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 - Speaker: John Matheson, Partner, PwC
- Hedge Funds - Speaker: John Denham, Chief Investment Officer, Workplace Safety and Insurance Board (WSIB)
- Real Assets - Speaker: Blair Richards, CEO, Halifax Port ILA/HEA
5:00 PM - 5:10 PM | 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
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