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Canadian Investment Institute

Monday, November 13 - Wednesday, November 15, 2023
Hilton Waikoloa Village, Waikoloa, HI
Canadian Investment Institute

Investment portfolios are experiencing market fluctuations and the trends point to continued instability into the near future. High inflation, climbing interest rates and geopolitical issues with Russia and China continue to be a concern and it is affecting your portfolios performance and sustainability.

Each year the Canadian Investment Institute dives into global and Canadian economic updates that will help you keep current on recent activities and trends impacting the funds you represent. Engaging sessions and open forums provide practical insight into the issues that plans are facing. Attendees can ask questions, gather feedback from leaders and learn from other attendees.


Sponsorship and Exhibit Opportunities Available!


Schedule

​Monday, November 13

  • Opening Keynote: Economic Outlook

  • China or not China, That is the Question!

  • What's Next for Global Growth Investors?

  • Net Zero Pledge 2050: The Urgency of Asset Manager to Engage companies to Achieve carbon Reduction Targets without Compromising Performance

  • The Next Frontier of ESG

  • ESG Open Forum

Tuesday, November 14

  • The Impact of Artificial Intelligence on Investing for Tomorrow

  • Private Equity Portfolios

  • Decumulation Pool Management

  • We Bought a Farm, Now What?

  • Real Estate

  • Open Forum

Wednesday, November 15

  • Future Proofing Investment Portfolios

  • Private Equity

  • Six Key Drivers of Unintended Portfolio Outcomes

  • Available in person
  • Available virtually
  • Health
  • Retirement
  • Canadian
  • General
You must be a logged in registrant to access session handouts.
Monday November 13, 2023
8:30-9:45 a.m. HT
The Global Economy in Context
8:30-9:45 a.m. HT

Europe, the U.S., oil prices, interest rates, population change, currency markets, the markets and more—What is the big picture, and how do you make the right decisions to stay ahead of the curve? How does Canada fit into the mix, and how do you plan for your own industry and investments? This presentation will look at the economic outlook, the opportunities in the face of challenges and how the larger picture will affect your own business interests.

Category: Investments
Linda Nazareth
Speaker
Linda Nazareth
Economist, Senior Fellow for Economics and Population Change
Macdonald-Laurier Institute
10:00-11:00 a.m. HT
China or Not China, That is the Question!
10:00-11:00 a.m. HT

Canadian investors are increasingly embracing the role of emerging market assets, both equities and debt. For many years, the focus has been on the growth of China and its increased exposure in the emerging market equity indices. The COVID pandemic has witnessed some challenges and setbacks for the Chinese equity market, and questions are being asked about the best approach to investing in emerging markets as well as the role of China versus emerging markets ex-China.

Category: Investments
Jennifer Drake
Co-Speaker
Jennifer Drake
Director and Portfolio Manager
Connor Clark & Lunn Investment Management Ltd.
Peter Muldowney
Co-Speaker
Peter Muldowney
Senior Vice President, Head of Institutional & Multi-Asset Strategy
Connor, Clark & Lunn Financial Group
11:15 a.m.-12:15 p.m. HT
What's Next for Global Growth Investors?
11:15 a.m.-12:15 p.m. HT

This session will discuss the recent history of public equity growth investing, the metrics and dynamics that have been at play for this investment style, and the expectations for growth investors going forward. Topics include:

  • The opportunity set for growth investors
  • Key sectors fueling growth
  • Risks to growth.
Category: Investments
William A. Tsotsos, CFA, MBA
Speaker
William A. Tsotsos, CFA, MBA
Managing Director
PGIM Institutional Relationship Group
1:30-2:30 p.m. HT
Net Zero Pledge 2050: The Urgency to Achieve Targets Without Compromising Performance
1:30-2:30 p.m. HT

Many asset managers around the world have joined the Net Zero Asset Managers initiative, pledging to achieve net-zero emission for their assets by 2050. This session will present research conducted by DGAM and CIRANO to assess the impact of adopting science-based carbon reduction targets on portfolio risk/return characteristics. It will discuss the Net Zero initiative, the results of the study, what it means for an asset manager wanting to follow a path toward net zero and what to expect in terms of increased level of engagement from asset managers in the coming years.

Category: Investments
Christian Felx, CFA
Co-Speaker
Christian Felx, CFA
Manager and Head of Responsible Investment
Desjardins Global Asset Management
Firass Kansou
Co-Speaker
Firass Kansou
Director, Consultants and Institutional Client Relations
Desjardins Global Asset Management
2:45-3:45 p.m. HT
The Next Frontier of ESG
2:45-3:45 p.m. HT

With over 35 years of existence, ESG has changed the investing landscape including the companies we invest in. This session will look at how pension plans can position themselves for a future in which ESG is integrated into every investment decision made. Additionally, the speaker will look at some of the recent proposals on guidance both federally and internationally.

Category: Investments
Michel Charron, CFA
Speaker
Michel Charron, CFA
Associate Partner, Investment Consulting
Aon
3:45-4:30 p.m. HT
ESG Open Forum
3:45-4:30 p.m. HT

Join the afternoon’s speakers as they address your questions about the latest ESG trends and legislation.

Category: Investments
Christian Felx, CFA
Panelist
Christian Felx, CFA
Manager and Head of Responsible Investment
Desjardins Global Asset Management
Firass Kansou
Panelist
Firass Kansou
Director, Consultants and Institutional Client Relations
Desjardins Global Asset Management
Michel Charron, CFA
Panelist
Michel Charron, CFA
Associate Partner, Investment Consulting
Aon
Tuesday November 14, 2023
8:30-9:30 a.m. HT
Impact of Artificial Intelligence (AI) on Investing
8:30-9:30 a.m. HT

AI’s increasing influence on human activity promises profound change for the way we live, work and play. This session examines AI types, how they work, current and future AI use by the investment industry, and ways the technology can be harnessed to address the unique needs of multi-employer pension plans. The session will look at:

  • AI rudiments including classifications and examples of: – Reactive artificial intelligence (RAI) – Artificial narrow intelligence (ANI) – Artificial general intelligence (AGI) – Artificial superintelligence (ASI)
  • AI use in money management
  • AI’s potential to improve DB and DC plan efficiency
  • AI’s impact on jobs, productivity and income inequality.
Category: Investments
Mark S. Yamada
Speaker
Mark S. Yamada
Investment software consultant
Conmark Strategy
9:45-10:45 a.m. HT
Private Equity: An Opportunity for Long-term Investment Success
9:45-10:45 a.m. HT

Private equities provide opportunities for higher returns along with some portfolio diversification benefits. However, in order to capitalize on these opportunities, investors face a number of challenges and complexities when compared to investing in public equities. Along with addressing the potential benefits of adding private equity to your investment portfolio and the current market environment for this asset class, this session will:

  • Explain the key differences when compared to public equities
  • Outline common challenges investors encounter when investing in private equity
  • Describe approaches to overcoming these challenges.
Category: Investments
David Zanutto, CFA, FCIA, FSA
Speaker
David Zanutto, CFA, FCIA, FSA
Senior Investment Consultant
Mercer (Canada) Limited
11:00 a.m.-12:00 p.m. HT
Private Credit-Key Considerations for Investors
11:00 a.m.-12:00 p.m. HT

Private credit is a well-established asset class that offers compelling return and diversification benefits for pension plans and other institutional investors. This session will address the following:

  • History and development of the private credit asset class
  • Overview of the key drivers of return and risk
  • Approach to sourcing and underwriting private loans
  • Diversification benefits when added to an institutional portfolio
  • Performance of private credit across multiple market cycles.
Category: Investments
David M. Ross
Speaker
David M. Ross
Managing Director & Head of Private Credit
Northleaf Capital Partners
1:15-2:15 p.m. HT
Solving Decumulation Challenges
1:15-2:15 p.m. HT

This panel discussion will explore the needs and approaches to overcoming decumulation challenges across Canada and how to help members have a secure financial future. This session will cover:

  • What are the challenges?
  • Research from the National Institute on Aging
  • Importance of pensions in decumulation
  • Developing participant education.
Category: Investments
Lilach Frenkel, FCIA, FSA
Panelist
Lilach Frenkel, FCIA, FSA
Director, Product Innovation
CAAT Pension Plan
Pat Leo, CFP
Panelist
Pat Leo, CFP
Consultant
Zaheed Jiwani, CFA
Panelist
Zaheed Jiwani, CFA
Vice President, Institutional
T. Rowe Price (Canada) Inc.
2:30-3:30 p.m. HT
We Bought a Farm. Now What? The Value of Agriculture in Your Portfolio
2:30-3:30 p.m. HT

With a growing global population and as developing nations expand their economic wealth, the value of agriculture production has become more important. Investing in agriculture provides a unique opportunity to diversify your portfolio, generate income and hedge your portfolio against inflation. This session will discuss the key features of agriculture investing, including:

  • Why to consider global diversification
  • The variety of crops that can be included in a portfolio
  • Building strong long-term partnerships with the farming community to support regional economic development
  • How climate change and long-term environmental sustainability are considered to ensure stable long-term value.
Category: Investments
Michel Piette, CFA
Speaker
Michel Piette, CFA
Senior Capability Specialist, Private Markets
Fiera Capital Corporation
3:30-4:30 p.m. HT
Re-Evaluating Real Estate—Where Do You Go?
3:30-4:30 p.m. HT

Over the past few years, real estate as an asset has had major swings. This session will discuss the key issues investors need to consider when looking at this asset class:

  • Historical trends vs. today
  • Allocation options and the portfolio benefits of real estate
  • Industrial, retail space, self-storage
  • Repurposing
  • Housing issues: Single/multifamily, urban/suburban
  • Future of real estate?
Category: Investments
Derek Warren, CIM
Speaker
Derek Warren, CIM
Vice President, Portfolio Manager
Lincluden Investment Management
Wednesday November 15, 2023
8:30-9:30 a.m. HT
Future-Proofing Investment Portfolios
8:30-9:30 a.m. HT

The investment environment is becoming more and more challenging. Return tailwinds are being replaced by headwinds, including tighter liquidity, higher inflation and more geopolitical risk. In this session, we will discuss ways to evolve portfolios to maximize long-term expected performance in this new reality.

  • Diversification, with a focus on liquid and private market alternatives that access sources of return and income not available in traditional public markets
  • Rigorous manager research to identify the most skilled managers
  • Active portfolio management to exploit opportunities offered by volatility
  • More flexible tools and approaches to risk management
Category: Investments
Giuseppe Pietrantonio, CFA
Co-Speaker
Giuseppe Pietrantonio, CFA
Associate Client Portfolio Manager-Multi-Asset & Currency Management
CIBC Asset Management
Lilly Price, CAIA, CIMA, CIM
Co-Speaker
Lilly Price, CAIA, CIMA, CIM
Vice President, Institutional Business Development
CIBC Asset Management
9:45-10:45 a.m. HT
Six Key Drivers of Unintended Portfolio Outcomes
9:45-10:45 a.m. HT

Gain actionable insights from a recently released six-year analysis of nearly 300 institutional equity portfolios around the world. This portfolio construction deep dive reveals the underlying investment elements causing a drag on institutional portfolios—and the steps that could be taken to enable more consistent returns. Key topics will include:

  • Uncovering the largest uncompensated risks found in institutional portfolios
  • Exploring the cause and effect of the performance-hindering “cancelation effect”
  • Identifying the hidden portfolio risks causing unexpected outcomes.
Category: Investments
Michael Hunstad, Ph.D.
Speaker
Michael Hunstad, Ph.D.
Deputy Chief Investment Officer, CIO of Global Equities & Executive Vice President
Northern Trust
11:00-11:45 a.m. HT
Open Forum
11:00-11:45 a.m. HT

Get all of your questions answered from the speakers over the past few days.

Category: Investments
Derek Warren, CIM
Panelist
Derek Warren, CIM
Vice President, Portfolio Manager
Lincluden Investment Management
Giuseppe Pietrantonio, CFA
Panelist
Giuseppe Pietrantonio, CFA
Associate Client Portfolio Manager-Multi-Asset & Currency Management
CIBC Asset Management
Lilly Price, CAIA, CIMA, CIM
Panelist
Lilly Price, CAIA, CIMA, CIM
Vice President, Institutional Business Development
CIBC Asset Management
Mark S. Yamada
Panelist
Mark S. Yamada
Investment software consultant
Conmark Strategy
Michael Hunstad, Ph.D.
Panelist
Michael Hunstad, Ph.D.
Deputy Chief Investment Officer, CIO of Global Equities & Executive Vice President
Northern Trust
Michel Charron, CFA
Panelist
Michel Charron, CFA
Associate Partner, Investment Consulting
Aon
Michel Piette, CFA
Panelist
Michel Piette, CFA
Senior Capability Specialist, Private Markets
Fiera Capital Corporation

This conference will build your skills to provide effective trustee oversight of pension investing and your self-confidence in doing so.

Larry Guthrie

Simon Fraser University

Burnaby, British Columbia

Benefits of Attending

  • Learn from leading-edge investment and economic professionals in Canada
  • Choose from a unique mix of investment workshops that provide enhanced opportunities for interaction with speakers
  • Hear what other funds are doing and why.

Who Should Attend

Because the sessions are at an advanced level, we recommend registrants have at least three years of investment education/experience.

  • Experienced labour and management trustees
  • Public sector trustees
  • Administrators
  • Other professionals who have mastered basic investment principles

Speakers

Continuing Education

Educational sessions at this program can qualify for continuing education (CE) credit in many provinces, if attended live. You must register and request CE credit at least 30 days prior to the start of the program so the Foundation can seek preapproval from the governing agency, as required.   

Requests made for CE credit do not guarantee administration of credit. For more information on CE credit, please call (262) 786-6710, option 2.


Educational sessions at this program can also qualify for CEBS Compliance credit. Visit www.cebs.org/compliance for additional information.


The International Foundation will continue to follow the guidance of The Centers for Disease Control (CDC) as it relates to COVID-19 and other highly contagious diseases along with state, local and venue requirements to meet safely. See the full policy.

Policies
View our registration policies.

Registration Information

Register early and save!

Registration Information
  Member Nonmember


Through 10/16/2023 C $1,935.00 C $2,265.00
After 10/16/2023 C $2,235.00 C $2,565.00
 
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