September 21, 2020
12:00 PM - 1:50 PM | Registration Opens
1:50 PM - 2:05 PM | Opening Remarks from the Chair
2:05 PM - 2:45 PM | Keynote Address
2:45 PM - 3:40 PM | Enhancing Outcomes from Optimal Portfolio Construction for 2021
How do pension funds now allocate assets in a fragmented alternative investments market? And what do the asset managers recommend? In this unique session, hear a panel of top pension investors and leading asset managers discuss what to invest in — and how to allocate your assets — for 2020 and beyond:
• How has multi-asset investing evolved over the years?
•How to navigate the various options and approaches that are available today.
• Do these strategies reduce correlations, lower volatility and limited downside risk or drawdown? And, if so, by how much?
• Constructing the portfolio with a risk factor approach.
• Where is the “smart money” currently invested?
• Given market conditions and the risk of overexposure, what are your allocation and investment plans for 2020-21?
3:40 PM - 3:55 PM | Networking Break
3:55 PM - 4:15 PM | To be Announced
4:15 PM - 5:00 PM | Fireside Chat: How does an Investment Strategy mire your operations?
Sophisticated investment strategies are known to increase the needs for operational support. But how does your strategy work against your operations? Do today’s most advanced strategies radically constrain the back office? What are the technology and data implications to your front office support? Can a combination of third party providers truly achieve data and reporting optimization? Should your legal team be part of the consideration? In this session, with an entirely fresh vantage point, an investment operations expert will take us through all of this, connecting the dots between your front and back office gaps and most importantly, how to mitigate them.
Lorelei Graye, President & CEO, ADS Initiative
5:00 PM - | Networking Reception
September 22, 2020
8:00 AM - 9:00 AM | Breakfast
9:00 AM - 9:15 AM | Opening Remarks from the Chair
9:15 AM - 10:00 AM | Keynote Address - Why the World is on the Edge of a Fundamental Reshaping of Finance
Peter Lindley, President & CEO OPTrust
10:00 AM - 11:00 AM | The Sophisticated Advisors’ Playbook for Alternative Investing
Ruthless policy is rattling markets. Trump is erratic — ramping up pressure on China, the EU and others. Brexit has caused great uncertainty. Climate change — and the horrors it might bring — is on everyone’s minds. These uncertainties — and many others — are poison for the economy and risk sentiment alike. These uncertainties all remain the key drag on global economic uncertainty. Investors in alternatives, however, can take advantage of these risks --if they have the knowledge and are aware of the risks. This panel, consisting of senior investors and asset managers from highly respected institutions, will discuss the strategies and industry sectors they expect will drive their investments in the years to come.
Hear them discuss:
• Are you considering changes to your plan’s asset allocation?
• If yes, what is driving that decision?
• How are you navigating high prices and growing competition to generate superior returns?
• Highlight your most successful and least successful investment decision
• Do you use your plan’s funded status to make asset allocation strategies?
• Discuss how your fund approaches ESG/Sustainability investing.
• What is the smartest money buying?
• How did alternatives help the ROI of your fund?
Leo Kolovakis, Publisher, Pension Pulse
11:00 AM - 11:20 AM | Networking Break
11:20 AM - 11:50 AM | To be Announced
11:50 AM - 12:40 PM | How to take advantage of Innovative Non-Correlated and Niche Fund Strategies
Niche strategy investing could be defined as any investment that doesn’t fit neatly into a defined category or traditional set of parameters. It requires unique expertise and sophistication to pursue, manage and evaluate it. It’s likely to involve investments that are harder to understand, complex and go against traditional norms and trends and are often private and relatively illiquid. But therein lie the opportunities. Investments that are not popular or mainstream are likely to provide premiums for those who can handle the eccentricities — just like private equity back in the day before everyone was doing it. In this session, hear experts in a variety of niche investments who will discuss how to “think outside the box” when considering how to generate return premiums.
• What are today’s niche strategies and how niche can become mainstream?
• What role do non-correlated investments play in a well-dressed allocation and risk model?
• What are the key drivers of return and what are the key risks?
• Current strategies and opportunities that exist in the world against which non-correlated investments mitigate or eliminate risk
• Two unique niches: the value of institutional investment into art and litigation funding
• Considering alpha, does investing in private or direct alternatives offer a premium significant enough to warrant the perceived or real risks associated with these investments?
12:40 PM - 2:00 PM | Lunch
2:00 PM - 2:50 PM | ESG: Now You Can Have your Cake and Eat it Too!
Sustainable investing is very hot right now — but it is often misunderstood. Many investors think a sustainable agenda limits a portfolio to a narrow piece of the market. Conventional wisdom suggests that creating a sustainable equity portfolio is a restrictive exercise that involves screening out stocks and fishing in a condensed subset of the broader equity market. But both research and practice shows quite the opposite: many companies across a wide range of industries and countries are, in fact, aligned with the United Nations Sustainable Development Goals (SDG). In this session, hear from leading experts about how to get the very best return on investments using sustainable investing — and why it works so well! Discover: • Finding the alignment of positive impact and shareholder value — How ESG can lead to higher financial returns • Allocating resources and prioritizing to drive an ESG agenda • Why reporting and communication have become vital in positive impact investing • How investors are changing strategies, investments and technologies to meet the 2030 and 2050 horizons well!
- Finding the alignment of positive impact and shareholder value — How ESG can lead to higher financial returns.
- Allocating resources and prioritizing to drive an ESG agenda.
- Why reporting and communication have become vital in positive impact investing.
- How investors are changing strategies, investments and technologies to meet the 2030 and 2050 horizons.
Rosalie Vendette, Independent Sustainable Finance Expert
2:50 PM - 3:20 PM | To be Announced
3:20 PM - 3:40 PM | Networking Break
3:40 PM - 4:30 PM | The Hottest New Opportunities in Private Debt and Alternative Credit
There are enormous opportunities to be found in private debt and alternative credit growth. In 2019, assets under management globally by private debt funds reached $692 billion, with aggregate capital raised surpassing the $113 billion mark. Hear about the latest developments in asset-backed 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. Discover the latest opportunities in the remarkable achievements of a small asset class . . . and walk away with innovative investment ideas that increase your ROI.
Francois Audet,Senior Director, Co-Head of Credit & Private Placement, PSP Investments
Vishnu Mohanan, Director of Private Investments, Halifax Regional Municipality Pension Plan
4:30 PM - 5:15 PM | Effectively Capitalizing on International and Domestic Real Estate MarketsReal estate has served as a core performer for investors — despite its illiquid nature and high valuations. In this session, discover expert perspectives on current developments. Learn where real estate demands are heading in Canada, the U.S. and internationally — and find out where — and how — to make your investments profitable. Your will get to examine a broad range of strategies and property types to discover new opportunities in a crowded market. You will walk away with new perspectives that will unhand your real estate investments
6:00 PM - | Gala Reception & Dinner
September 23, 2020
8:00 AM - 8:45 AM | Breakfast
8:45 AM - 9:00 AM | Opening Remarks from the Chair
9:00 AM - 9:45 AM | The Explosive Power of Enhancing Yields with Emerging Market Opportunities
Although they are more prone to extreme ups and downs, emerging markets as a whole typically grow at a faster pace than developed markets. In 2019, emerging markets expanded at a rate of 4.9% — more than twice the rate of developed markets. Technological advances, GDP growth, and demographic shifts are some of the key drivers of transformative change in emerging markets. But not all opportunities are created equal. How can you help clients tap into this growth story while being mindful of the risks? Hear industry veterans weigh in on this debate - and your investment decisions in this most interesting area will be vastly improved!
Vito G. Dellerbra, Director, Investments, CDPQ
Rashad Kaldany, Co-Founder & CIO, Orange Sustainable Capital, (Previously EVP for Growth Markets at CDPQ)
Peter Cashion, Chief Investment Officer, Financial Institutions Group, International Finance Corporation
9:45 AM - 10:30 AM | Why are Institutional Investors are so Attracted to Real Assets?
Under pressure to rise to the ESG challenge and against a backdrop of slowing global growth, institutional investors continue to increase their allocation to real assets. Real assets offer diversification and cashflow-matching characteristics that can deliver positive returns during these uncertain times. Investors' challenges lie in the sheer breadth of investment opportunities now available, as well as the inherent complexities surrounding asset allocation, market timing and risk management.
• The risks — and the opportunities
• Which real assets categories are expected to grow
• Key drivers for growth • Expected challenges and barriers
• ESG considerations
10:30 AM - 10:45 AM | Networking Break
10:45 AM - 11:15 AM | Sponsored Session, TBA
11:15 AM - 12:00 PM | Alternative Investments for Small and Mid-Sized Pension Funds
Some smaller to mid-sized pension plans do not invest in alternatives. That is because they believe they just do not have a large enough amount to invest in these instruments — or because they just don’t have the knowledge. But neither of those objections should constrain them. In this session, learn from seasoned experts just how smaller and mid-sized fund can put their funds to constructive use to achieve a higher ROI.
• Why small to mid-sized plans should invest in alternatives.
• How to achieve maximum ROI with the correct investments.
• Persuading management to use them • Implementing a plan for alternatives.
• What are the best alternative investments for these plans?
12:00 PM - 12:45 PM | Closing Keynote Presentation - The Risks and Opportunities of Technology on Asset Management
Hear how new technologies such as Artificial Intelligence/Machine Learning, Quantum Computing, Digital Asset/BlockChain, the Internet of Things (IOT)/5G, and Cyber Security are impacting pension funds and their assets under management. Opportunities such as ubiquity, speed and solving complex problems requiring big data inputs and efficiency through the illimitation of repetitive tasks as well as anonymity, are balanced against the risks of ever increasing cyber breaches and privacy concerns and bias decision. Consider how Cyber Dependency is interacting with other non financial risks such as aging, disparity of income and wealth, and interstate conflict will change the landscape of investing over the next decade.Speaker: