Tuesday, June 4, 2024

8:00 AM - 9:00 AM | Registration Opens & Networking Breakfast

9:00 AM - 9:30 AM | Opening Keynote: An Economic Outlook on the Current and Future State of Fixed Income

Interest rates and Inflation were the dominating topics of the past few years, but what will be the keywords for 2025? What emerging geopolitical and economic risks could impact investors? This keynote will explore some economic predictions for the year ahead.

Katerine Judge , Director and Senior Economist , CIBC Capital Markets

9:30 AM - 10:30 AM | Portfolio Diversification: Allocating Risk & Rewards

Inflationary concerns and rising interest rates caused investors to reconsider how they are allocating to traditional fixed income. How are current market trends affecting their allocation decisions? This panel will provide a look into the diversification decisions investors are making to mitigate risk.

Simon Segall , Trustee , General Synod Pension Plan
Dave Bulger , Portfolio Manager , Tacita Capital Inc.
Kale Brown , Director, Finance and Administration , Higher Education Quality Council of Ontario (HEQCO)

10:30 AM - 11:00 AM | Spotlight Session: Make the Most of the Fixed Income Golden Age

Canadian institutions are underinvested in global fixed income, and we believe now is the ideal time to spread their wings. In this session, we will discuss where we see the current fixed income opportunities and why we believe US/Global fixed income offers potentially better performance and diversification.

Supported by BNY Mellon

Brendan Murphy , Head of Fixed Income, North America , Insight Investment

11:00 AM - 11:15 AM | Networking Break

11:15 AM - 12:00 PM | Caution - Curves Ahead: Strategies for Navigating Yield Curves & The Bond Market

Danger - inverted yield curves ahead! This session will offer a roadmap on how to navigate the bond market and yield curves in a changing landscape, as our panels of experts discuss their bond allocation strategies and offer best practices for optimizing returns and measuring duration for risk management.

Zafrin Nurmohamed , Fixed Income Portfolio Manager , IMCO
Shafak Khanani , Principal, Rates - Global Multi Asset Strategies , OMERS
Omar Masud , Deputy Treasurer , Ontario Power Generation (OPG)

12:00 PM - 12:30 PM | Spotlight Session: Supported by BMO Global Asset Management

Mark Webster , Director, ETF Distribution, Institutional Sales and Service , BMO Global Asset Management

12:30 PM - 1:15 PM | Networking Luncheon

1:15 PM - 2:00 PM | Capitalize on Credit: Creating Opportunities in Private Debt & Credit

As investors continue to increase allocations to private debt and credit, what strategies are they using to seek out new opportunities and mitigate challenges? This panel will provide expert analysis on assessing the potential rewards and risks in emerging trends in private credit, while offering best practices for incorporating private debt into a fixed income portfolio.

Jennifer Hartviksen , Managing Director, Head of Global Credit , Investment Managment Corporation of Ontario (IMCO)
Stacey Mouadeb , Director, Private Debt , Nicola Wealth

2:00 PM - 2:45 PM | Worth the Risk? Valuations & Risk Mitigation in Fixed Income

Investors know they need to diversify their portfolios to hedge against risk, but what metrics and valuations are they using to assess risk in a volatile market? What sub-asset classes within fixed income are performing the best? Where can investors play it safe without sacrificing returns? This experts panel will answer these questions, and provide examples of how they factor valuations and risk mitigation into their investing decisions.

Ian Howard , Director, Climate Services , Climate Bonds
Lindsey Walton , Director of Americas , UNPRI
Lois Morrison-Tullo , Vice Chair/CFRO , Richview Foundation/KuberMIC / Schulich School of Business / GRI

2:45 PM - 3:30 PM | Cocktails and Conversations: Liquid Considerations: Liquidity Management for Resilient Portfolios

Join us for a cocktail as we close out the day with this engaging session! This panel of experts will deep dive into the liquidity considerations across fixed income assets, including securitized products, and provide strategies for analyzing liquidity profiles to build resilient portfolios.

Rob Jackett , Senior Director of Finance and Administration , Canadian Baptist Ministries
Sandeep Kakan , Director, Pension Governance , Unifor

3:30 PM - 4:30 PM | Cocktail Reception

4:30 PM - | Close of Conference