Virtual Forums

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Event Date Wed Nov 4 EST - Wed Dec 16 EST (12 months ago)
Location Virtual Forums
Region Americas

The 2020 CAiP Virtual Series will be YOUR HOME to valuable insights and influential connections. All within an easy to access, secure, web-based platform that captures the very essence of what CAiP is all about – highly technical information and face-to-face discussions.

Headlined by pension fund executives, each virtual forum will feature thought leader keynote presentations, pension plan executive power panels, spotlight sessions pairing industry experts with pension plan execs, and the ability to interact with pension fund community members during video chat sessions and other designated times.

This year’s virtual series will be organized by Asset Class and will deliver more than 20 hours of interactive, essential industry insights and technical information, which allows us to delve deeper into the challenges facing fund allocators and managers.

The 2020 CAiP Virtual Forums Series Includes:
• Portfolio Construction & Optimization - November 4
• Real Estate & Infrastructure - November 18
• Debt Strategies - December 2
• Credit Strategies - December 3
• Fixed Income - December 16


2020 Speakers

Keith Ambachtsteer
Director Emeritus, International Centre for Pension Management, President, KPA Advisory Services KPA Advisory Board Services LTD.

François Audet
Senior Director, Credit & Private Investment Risk, PSP Investments

Sam Blaichman
Managing Director, Direct Private Equity, CPP Investments

Ryan Bradley
Senior Investment Officer, Province of Prince Edward Island

Peter Cashion
CIO, International Finance

Paul Colatrella
Managing Director, Fiera Private Debt

Heather Cooke
Chief Investment Officer, The Audra Group

Gwendolyn De Guzman
Senior Advisor, Business Development, Desjardin Global Asset Management

Wayne Ehgoetz
President & CEO, Waygar Capital Inc.

Christian Felx
Manager, Research and Responsible Investment, Desjardins Global Asset Management

Jamie Forster
Senior Pension Investment Manager - North America, Rio Tinto

Noah Funderburk
Vice President, Portfolio Manager, Amundi Pioneer

Brian Gildea
Head of Investments, Hamilton Lane

Michael Hattab
Senior Portfolio Manager, LFIS

Chris Holtved
Senior Portfolio Manager, Real Estate, HOOPP

Claiborne Johnston
Managing Director, Head of North America Real Assets Investors coverage, Morgan Stanley Investment Management

Jimmy Karam
Director, ETF Trading, BMO Capital Markets

Ramesh Kashyap
Managing Director & Group Head, Alternative Investments, Ninepoint Partners LP

Edouard Laurent-Bellue
Partner and Head of Fund Solutions, LFIS

Peter Lindley
President & CEO, OPTrust

Clive Lipshitz
Managing Partner, Tradewind Interstate Advisors

Colyn Lowenberger
Pension Jedi, Mobius Benefit Administrators

Daniel Marchand
Senior Vice President, Head of Investor Global Sales, Trez Capital

William McDonnell
Board Member and Chair - Finance, Audit & Risk Committee, Associated Medical Services Inc.

Marina Mets
Head of Americas, Fixed Income and Multi-Asset Index Product Management, FTSE Russell

Vishnu Mohanan
Director, Private Markets, HRM Pension Plan

Matt Montemurro
Director, ETF Fixed Income Portfolio Manager, BMO Global Asset Management

Joseph Morgart
Vice President and Client Portfolio Manager, Amundi Pioneer

Marie-Noël Ouellet
Senior Director, Infrastructure Financing, CDPQ

Catherine Payne
Portfolio Manager, Credit Strategies, Capital Markets group, OPTrust

Charles Quintal
President, Retirement Committee, Assembly of Québec Catholic Bishops Pension Plan

Matt Rachiele
Managing Director & SVP, Investment Sales, Calgary Brokerage

Gregory N. Racz
President, MGG Investment Management

François Rozon
Vice President, Credit and Private Investment Risk, PSP Investments

Andrew Shannon
Managing Director, Fiera Private Debt

Theresa Shutt
Chief Investment Officer, Fiera Capital

Chris Steele
Vice President-Advisory , Conway Data, Inc.

Bruno Taillardat
Global head of Smart Beta & Factor Investing, Amundi Asset Management, Amundi Asset Management

Stephen Thompson
Executive Director, Dept. of Treasury Board and Finance, Government of Alberta

Tony Treier
Senior Portfolio Manager – Fixed Income and Currencies, TELUS Pension Investments

Terri Troy
Co-Founder, Placemore Capital Inc.

Lois Tullo
CFO/CCO/CRO, Risk Management Faculty, Global Risk Institute

Marie-Josee Turmel
Director, Real Estate Investments, Canada Post Pension Plan

Pierre-Luc Vachon
Responsible Investment Analyst, Desjardins Global Asset Management

Mark Webster
Director, ETF's, BMO Global Asset Management

Adam Whiteley
Senior Portfolio Manager, Insight Investment

Andrew Willis
Business Columnist, Globe and Mail

John Worth
Executive Vice President, Research & Investor Outreach, Nareit

Catherine Yoshimoto
Director, Product Management, FTSE Russell

Sponsors & Partners

2020 Sponsors


• Amundi

• Fiera Private Debt
• FTSE Russell
• MGG Investment Group

• BMO Global Asset Management
• BNY Mellon
• Bond Capital
• Crestline
• Desjardins
• Hamilton Lane
• Morgan Stanley
• Ninepoint Partners
• Trez Capital