Wednesday, November 20, 2019
7:30 AM - 8:15 AM | Registration and Continental Breakfast
8:15 AM - 8:30 AM | Opening Remarks from the Co-Chairs
8:30 AM - 9:30 AM | LP-GP Power Panel: Seeking Alpha in Private Market in 2020 and Beyond
9:30 AM - 10:15 AM | LP Spotlight: How to Construct a Private Equity Portfolio in a Costly Investment Environment
10:15 AM - 10:45 AM | Networking Refreshment Break
10:45 AM - 11:30 AM | GP Spotlight:The Answers to Asset Allocation and Investment Strategy in 2020
11:30 AM - 12:15 PM | Investing in Asian Private Credit and Debt: Is Now a Good Time?
• What strategies is the money going into? And, where is it coming from? How does it compare on a global basis?
• What are the challenges for investing with Asian based managers, such as rule of law, enforcement, currency and how are Asian credit managers addressing these issues?
• Why an economic downturn will create opportunities for higher returns. In what strategies?
• Why the perceived risks of investing in some strategies are higher than the actual risks resulting in excellent returns.
• Understand why the leading Canadian public and corporate pension plans are actively looking to grow their Asian private credit allocations.
12:15 PM - 1:00 PM | The Canadian Business Growth Fund: How Canadian Entrepreneurs finally have access to the Growth Capital they Need
1:00 PM - 2:15 PM | Networking Luncheon
2:15 PM - 3:00 PM | Building on the Infrastructure Boom
3:00 PM - 3:45 PM | The Latest Trends in Secondaries: Looking at 2020
3:45 PM - 4:00 PM | Networking Refreshment Break
4:00 PM - 4:45 PM | A FIRESIDE CHAT WITH CDPQ: Developing New Strategies in a High Competitive Market
With increasingly fierce competition for assets and faced with volatile markets, investors are forced to find new ways to distinguish themselves and perform. In recent years, CDPQ has ramped up investments in less-liquid portfolios, including in private equity. But a related class has also been at the centre of CDPQ’s strategy: private debt – a sector that should reach $1 trillion globally by next year.