Fairmont Château Whistler
Fairmont Château Whistler, 4599 Chateau Blvd, Whistler, BC V8E 0Z5, Canada

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Event Date Sun Sep 15 EDT - Wed Sep 18 EDT (about 2 years ago)
Location Fairmont Château Whistler
4599 Chateau Blvd, Whistler, BC V8E 0Z5, Canada
Region Americas

Overseeing your plan assets and making prudent decisions are two of the most important duties you face as a plan fiduciary. The Canadian Investment Institute is designed for advanced trustees and professionals who have a firm grasp of investment concepts and principles.

Each year the Canadian Investment Institute features global and Canadian economic updates that will help you keep current on recent activities and trends. Other sessions will help build your skills in portfolio oversight and provide timely information about the issues impacting the funds and participants you represent.

2019 Topics:
​• Trade Wars and China
• Canadian Oil and Pipeline Outlook
• The Shifting Demographics in Investing
• Bonds or Equity? Interest Rate Risk or Not?
• Bond Overlays: Grinding Out Yield in a Low Yield Environment
​• Concurrent Workshops (2)
• Brexit and Beyond: Who’s Next?
• The Appeal of Mid-Market Infrastructure Investing
• Building Real Returns With Real Assets
• Artificial Intelligence’s Promise to Investors: Fad or Reality?
​• Concurrent Workshops (2)
• Trade War…and Peace: A Global Economic Outlook
• Investing in a Time of Climate Change
• Are Financial Markets in a Bubble?

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


2019 Speakers

Lawrence Martin
Author and Columnist, The Globe and Mail

Estelle Métayer
Principle/Founder Competia Adjunct Professor McGill University Montreal

Chris Slubick
President and Chief Executive Officer Modern Resources

Kathleen Pabla, CFA
Vice President Segal Rogerscasey Canada

Douglas Porter, CFA
Chief Economist and Managing Director, BMO Financial Group

Sponsors & Partners

2019 Sponsors

• Eckler Consultants + Actuaries
• Fengate
• GCM Grosvenor
• Invesco
• Jarislowsky Fraser
• Koskie Minsky
• Lawson Lundell LLP
• Leith Wheeler
• Northern Trust Asset Management
• Northleaf Capital Partners
• PBI Actuaries & Consultants
• Russell Investments
• Setanta Asset Management Limited
• Vontobel