2019 Agenda

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 | Industry Briefing | AI Genesis: Real World Investment Applications of Machine Learning and Artificial Intelligence

Deep machine learning has enabled intelligent systems to continually push the boundary on what is possible. See beyond pure theory and source inspiration from real-life examples of practical AI investment applications. Discover opportunities and overcome challenges of incorporating AI and advanced analytics into your investment processes.

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 | Innovation Showcase | 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 | Dragon’s Den | The $250 Million Alternative Investment Challenge: Multi-Asset Mandates

Enter the arena where the world’s elite multi-asset managers will fight for your vote. Competitors will have 10 minutes to present an ideal $250 Million portfolio constructed with at least 3 alternative asset classes. The audience will determine the winner based on return potential, risks, and overall allocation.

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
 
More to come...

9:15 AM - 9:45 AM | 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.

9:45 AM - 10:30 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.

10:30 AM - 11:00 AM | Morning Networking Break


11:00 AM - 11:30 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)

11:30 AM - 12:00 PM | Advanced Factor Investing | Honing Factor-Based Approaches to Strengthen Total Portfolio Performance

Factor investing has become mainstream for investors looking to maximize diversification and uncorrelated returns. Develop a factor-based framework for total portfolio construction and fine-tune asset allocation to align with your return objectives and risk appetite. 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

12:00 PM - 1:30 PM | Networking Lunch


1:30 PM - 2:15 PM | Keynote Address | Proximity Alert: An Investors’ Survival Guide when Geopolitics and Economic Volatility Collide


2:15 PM - 3:00 PM | Power Panel: Real Assets | Above Concrete: Alternative Strategies in Infrastructure and Farmland to Improve Diversification

By 2030, estimated spend in new infrastructure development will exceed $50 trillion. As the definition of infrastructure expands and evolves, immense opportunities are being created worldwide. Examine how pension leaders are participating in infrastructure and agriculture / timberland to generate sustainable income for the long haul.

3:00 PM - 3:20 PM | Afternoon Networking Break


3:20 PM - 3:40 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)

3:40 PM - 4:25 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.
 
Robert Cultraro
Chief Investment Officer
Hydro One
 
More to come...

4:25 PM - 4:30 PM | Short Break


4:30 PM - 5:20 PM | Interactive Peer to Peer | 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.

5:20 PM - 5:30 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


April 10th, 2019

7:45 AM - 8:15 AM | Networking Breakfast


8:15 AM - 8:25 AM | Opening Remarks from Chair


8:25 AM - 9:10 AM | Keynote Address | The Butterfly Effect: Reconciling Implications and True Cost of Climate Change for Institutional Investors


9:10 AM - 9:55 AM | Fireside Chat: Asset Allocation | Impending Storm: Proactively Building Value and Portfolio Resilience for the Next Economic Downturn

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 leading institutional investors on innovating total portfolio construction and asset allocation in the late cycle. Leverage alternatives to drive your overall performance, build downside protection, at the same time, pursue potential alpha.

9:55 AM - 10:40 AM | Private Equity | Overcoming Scarcity: Harnessing Private Equity Returns among Record High Valuations

In a frothy market saturated with dry powder, where can PE investors deploy capital and find growth? How should you allocate between funds, co-investments, and going direct? What level of leverage is appropriate? Hear from industry veterans on approaches to originate, analyze, and execute successful PE transactions. Evolve your portfolio to capture market inefficiencies to meet targets and drive returns.

10:40 AM - 11:00 AM | Morning Networking Break


11:00 AM - 11:45 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)
 
More to come...

11:45 AM - 12:15 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.

12:15 PM - 1:00 PM | Closing Address | Extended Horizon: Fostering Long Term Approaches to Drive Investment Outcomes and Sustainability


1:00 PM - 2:00 PM | Closing Remarks from Chair & Networking Luncheon