Hotel Omni Mont-Royal
Hotel Omni Mont-Royal, 1050 Sherbrooke St W, Montreal, Quebec H3A 2R6, Canada

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Event Date Tue Nov 1 EDT - Thu Nov 3 EDT (in 9 months)
Location Hotel Omni Mont-Royal
1050 Sherbrooke St W, Montreal, Quebec H3A 2R6, Canada
Region Americas

This conference brings together speakers and participants from private and public pension plans, sovereign wealth funds, single and multi-family offices, consulting firms, investment dealers, Canadian and global investment management houses, and affiliated service providers. Panels and break-out sessions will focus on key issues facing investors and managers in Canada and elsewhere including structuring, legal & tax issues, IT and operational areas, and investments – including: hedge funds, CTAs, private equity, private lending, real estate, infrastructure, and crypto-assets/blockchain-related investments.


2021 Past Speakers


Donna Strickland
Nobel Laureate, Professor, Department of Physics & Astronomy, University of Waterloo

Dr. Elder Shirley Ida Eliza Williams
PhD, Trent University

Laura Fortino
Olympic Gold Medallist & World Champion, Women’s Ice Hockey


Millan Mulraine
PhD, Chief Economist, Ontario Teachers’ Pension Plan

Robert Lavigne
Managing Director, Economic Research, OMERS

Sarah Takaki
Senior Director, Sustainable Investing, Healthcare of Ontario Pension Plan (HOOPP)

Hazlitt Gill
SVP & Senior Research Director, Global Manager Research, Wells Fargo Investment Institute, Wells Fargo & Company

Panayiotis Lambropoulos
CFA, CAIA, FRM, Portfolio Manager, Employees Retirement System of Texas

Lindsay Saldanha
CFA, Associate Portfolio Manager, OPTrust

Ryan Abrams
CFA, FRM, Senior Portfolio Manager, Exelon Corporation

Leia Levand
CFA, Manager, Investment & Risk, Innocap Investment Management

Andy Greene
CIM, CAIA, Managing Director, Investments, Toronto Transit Commission (TTC) Pension Plan

Kevin Zhu
CFA, Managing Director, Head of Portfolio Construction, OPTrust

Robin Lundgren
PhD, Quantitative Analyst, Fourth Swedish National Pension Fund (AP4)

Cédric Fontanille
Director, Head of Investment Mandates, Cross Asset Solutions, Unigestion

Ranjan Bhaduri
PhD, CFA, CAIA, Founder & CEO, Bodhi Research Group

Akobe Sandy
CFA, Impact Investment Officer, Robert Wood Johnson Foundation

Koblavi Fiagbedzi
CFA, CAIA, Portfolio Manager & Head of Real Assets, CBC Pension Plan

Mee Warren
CFA, CAIA, President, Bodhi Research Group

Rob Goobie
CPA, CMA, AVP, Collateral Management, Fixed Income & Derivatives, Healthcare of Ontario Pension Plan (HOOPP)

Kirk Sims
CFA, Head of Emerging Manager Program, Teacher Retirement System of Texas

Caroline Chow
R.H.N., C.N.E. Founder, Happy Health & Vice President, CAASA

Jane Segal
CFA, Portfolio Manager, Healthcare of Ontario Pension Plan (HOOPP)

Kalina Berova
CFA, Portfolio Manager, Partnership Portfolio, British Columbia Investment Management Corporation (BCI)

Anne-Sophie van Royen
PhD, Senior Managing Director, La Caisse de Dépôt et Placement du Québec

Davide Sabatini
O.D., Solutions Engineer, Bodhi Research Group

Jacky Lee
Vice President, Total Portfolio, Healthcare of Ontario Pension Plan (HOOPP)

Confidy Kong
Creative Lead, Bodhi Research Group

Kunjal Shah
CIO, Lyxor Asset Management Inc.

Brandon Gill New
CFA, Senior Portfolio Manager, Capital Markets Group, OPTrust

Carlos Ferreira
CFA, CPA, FRM, Founder, Capital Governance Partners

Marco Salerno
Previously Sr. Research Associate, BMO Financial Group, Finance Research & Trading Lab

Matthew Smagacz
CFA, FRM, Senior Investment Officer, Wyoming State Treasurer’s Office

Omeir Jilani
Executive Director, Head of Alternative Investments & Member of the Asset Allocation Committee

Christophe L’Ahelec
CFA, Director, External Manager Program, University Pension Plan Ontario (UPP)

Jim Geoghegan

Mark Hannoush
CPA, (CA), CFA, Managing Director, Due Diligence & Advisory, Ontario Teachers’ Pension Plan (OTPP)

Marco Vetrone
CPA, (CA), CFA, Managing Director, International, Canada Pension Plan (CPP) Investments

Redouane Elkamhi
PhD, Professor of Finance, Rotman School of Management

James Burron
CAIA, President & Co-Founder, CAASA

Brian Broadway
CPA, President, Gryphon Capital Management

Wagner Dada
PhD, CFA, Senior Portfolio Manager, Capital Markets & Factor Investing Department, CPPIB

Keith Black
PhD, CFA, CAIA, FDP, Managing Director, Program Director, Financial Data Professional (FDP) Institute

William Kelly
CAIA, Chief Executive Officer, CAIA Association

Joe Tolen
CAIA, Director of Multi-Asset Strategies, Indiana Public Retirement System (INPRS)

Yasir Mallick
CPA, CA, CFA, CAIA, Senior Portfolio Manager, UBC Investment Management Trust (UBC IMANT)

Elena Boeva
US COO, Aflac Global Investments

Wei Liu
CFA, FRM, Lead Partner, Public Markets, Clocktower Group

John Bowman
CFA, Executive Vice President, CAIA Association

Michael Stamm
Director, Financing & Collateral Management, State of Wisconsin Investment Board (SWIB)

Claire Thornton
Senior Manager, Balance Sheet Management Investments, AustralianSuper

Wayne Kozun
Chief Investment Officer, Forthlane Partners

Elena Manola-Bonthond
CAIA, PhD, Chief Investment Officer, CERN Pension Fund

Andrew Garrett
Senior Principal, Real Estate, IMCO

Des Saraph

Pierre Barber
CFA, Portfolio Manager, Private Assets, Canadian Medical Protective Association (CMPA)

Redon Gallani
Principal, Sustainable Investing, Canada Pension Plan Investment Board (CPPIB)

Mackenzie Putici
CMS Certified Sommelier, In-house Sommelier, CAASA and Founder, New World Wine Tours & Eating Through TO

Jennifer Han
Chief Counsel & Head of Regulatory Affairs, Managed Funds Association

Cameron Boyce
Associate, British Columbia Investment Management Corporation (BCI)

Sponsors & Partners

2022 Sponsors and Partner

• Napierpark Global Capital
• Fidelity Investments

• BODHI Research Group