Canadian Investment Institute 2023 | International Foundation of Employee Benefit Plans (IFEBP) | 14 November 2023 | Hilton Waikoloa Village, 69-425 Waikōloa Beach Dr, Waikoloa Village, HI 96738, USA

This events 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.

It 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.

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

2023 Speakers

Michel Charron, CFA
Associate Partner, Investment Consulting, Aon

Jennifer Drake
Director and Portfolio Manager, Connor Clark & Lunn Investment Management Ltd

Christian Felx, CFA
Manager and Head of Responsible Investment, Desjardins Global Asset Management

Lilach Frenkel, FCIA, FSA
Director, Product Innovation, CAAT Pension Plan

Michael Hunstad, Ph.D.
Deputy Chief Investment Officer, CIO of Global Equities & Executive Vice President, Northern Trust

Zaheed Jiwani, CFA
Vice President, Institutional, T. Rowe Price (Canada) Inc.

Firass Kansou
Director, Consultants and Institutional Client Relations, Desjardins Global Asset Management

Pat Leo, M.A., B.Ed., CFP®
Consultant

Peter Muldowney
Head of Institutional and Multi-Asset Strategy, Connor, Clark & Lunn Financial Group

Linda Nazareth
Economist, Senior Fellow for Economics and Population Change, Macdonald-Laurier Institute

Giuseppe Pietrantonio, CFA
Associate Client Portfolio Manager-Multi-Asset & Currency Management, CIBC Asset Management

Michel Piette, CFA
Senior Capability Specialist, Private Markets, Fiera Capital Corporation

Lily Price, CAIA, CIM, CIMA
Vice-President, Institutional Business Development, CIBC Asset Management

David Ross
Managing Director & Head of Private Credit, Northleaf Capital Partners

William (Bill) Tsotsos, M.B.A., CFA
Managing Director, PGIM Institutional Relationship Group

Derek Warren, CIM
Vice President, Portfolio Manager, Lincluden Investment Management

Mark S. Yamada
President and Chief Executive Officer, PŮR Investing Inc.

David Zanutto, CFA, FCIA, FSA
Senior Investment Consultant, Mercer (Canada) Limited

2023 Sponsors

• Eckler Ltd
• Fengate Asset Management
• Institutional Mortgage Capital
• Jarislowsky, Fraser Limited
• Koskie Minsky LLP
• Northleaf Capital Partners
• PGIM Institutional Relationship Group