5th Annual Canada Institutional Forum 2020 | Markets Group | 15 July 2020 | TBA, Toronto, Canada

The 5th Annual Canada Institutional Forum is a local peer to peer educational meeting exclusively for Canada’s institutional investor community.

The forum’s agenda was developed through extensive local travel and feedback from the institutional investor community including executive directors, chief investment officers, senior finance and investment staff, general counsels and trustees representing institutional asset owners including public and corporate pension plans, endowments, foundations, insurance portfolios, healthcare plans and investment consultants.

In a closed door environment the forum provides a platform for peer to peer knowledge exchange for the local institutional investor community. Our content is constantly updated to reflect the latest in investments, plan management and fiduciary responsibilities.

Key Discussion Topics:
• Examining the Role of Real Estate in an International Investment Portfolio
• China- The Great Disruptor of Our Time
• Emerging Markets: Relevancy and Value in Today's Markets?
• Are the Benefits of Multi-Factor Investing Still There?
• Execution Capabilities: Considerations for Building and Scaling Internally Managed Portfolios
• Tips for Resilient Decision Making in a VUCA World
• The Emerging New Asset Class in Regulatory Capital Relief
• ESG Now and Then: Recent Trends in ESG Implementation
• Where are the Current Opportunities in Alternative Credit?
• A Conversation with the Region’s Leading Investment Officers

2019 Past Speakers

Dawn Jia
Senior Portfolio Manager, Canada Pension Plan Investment Board

Bert Clark
President & CEO, Investment Management Corporation of Ontario (IMCO)

Karen Lockridge
Principal, Mercer

Scott McIntosh
Executive Vice President and Senior Managing Director, OMERS

Kathleen Pabla
Vice President and Director of Research, Segal Marco Advisors

Blair Richards
Chief Executive Officer, Halifax Port ILA/HEA

David Ross
Senior Director, FX & Fundamental Macro Strategies, OPTrust

Dave Lawson
Vice President, Investment Management, TELUS

Luc Verville
Chief Investment Officer, Fondaction

Pat Leo
Principal, Mercer

Yusuke Khan
Senior Consultant & Investment Strategist, Mercer

Max Giolitti
Chief Risk Officer, Verus

MJ Sinha
Director of Finance & Investment, Catherine Donnelly Foundation

Zev Frishman
Senior Strategic Advisor, Morneau Shepell Asset and Risk Management Ltd.

Michel Charron
Investment Consultant, PBI Actuarial Consultants Ltd.

Jack Bensimon
Chair, Endowment Fund, Technion Canada / Technion - Israel Institute of Technology

Paul Kerr
Chief Investment Officer, Brookfield Annuity

Vladimir Bobko
Senior Investment Consultant, Aon Hewitt