Agenda

CAIP Quebec & Atlantic 2018

2018 Agenda

6:00 PM | COCKTAIL RECEPTION

7:00 PM | WELCOME DINNER

7:30 AM | REGISTRATION AND BREAKFAST
Sponsored by:

8:10 AM | OPENING REMARKS FROM THE CO-CHAIR

Co-Chair:
Mathieu Goulet

Investments Advisor
University of Quebec Pension Fund

8:20 AM | GEOPOLITICAL OUTLOOK
The Critical Risks and the Search for Value in 2019

Political risk has emerged as a major — and very critical — factor in every global investment decision. It has created turbulence in many countries — and if investors are not familiar with the risks they face, it will impact the results of their returns — sometimes dramatically! In this fascinating presentation, hear a leading alternatives investment expert on geopolitical risk analyze the hot spots around the world — and how they can dramatically affect your investments. Find out how you can benefit with the right strategy and the right knowledge. This is a not-to-be missed session!

Speaker:
Andrew Bishop
Deputy Head of Research & Director, Global Macro
The Eurasia Group

9:05 AM | POWER PANEL
Which Alternatives will Thrive in the Volatile Environment of 2019?
Developed economies that seemed locked in some form of secular stagnation are at last show-ing some signs of being in a new era. It is the “old normal” where healthy economic growth, mid-range inflation and increased volatility are taking over. That has created a need for a whole new strategic approach for alternative investments. Which alternatives thrive best in such an environment? In this session, discover how institutional pension investors are changing their strategies to thrive in such an environment.

  • The strategies and sectors that make sense in 2019
  • How to adjust your portfolio to the changing realities
  • The search for value and betting on the big picture
  • Innovative strategies to shelter assets from volatility and neutralize threats
  • How have recent changes to the legislative framework governing the funding of private pen-sion plans in Quebec driven many sponsors to revisit their investment approach?

(There will be a 15-minute question period)

Moderator:
Marc Gauthier
Treasurer and Investment Officer
Concordia University

Panel:
Claude Bergeron
Executive Vice President & Chief Risk Officer
Caisse de depot et placement du Quebec

Alexandre Roy
Vice President, Public Market and Total Fund Investment Risk
PSP Investments

Jon Spinney
Chief Investment Officer and Vice President — Quantitative Investing
Vestcor Investment Management Corporation

10:00 AM | THE CASE FOR VENTURE CAPITAL
The investment media is full of praise for “disruptors” but many investors arrive late. As start-up costs continue to fall, most of a new company’s value is created prior to the IPO, benefiting venture capital investors. Discover how identifying opportunities — while managing the risks of early stage investing —can lead to successful outcomes for institutional investors.

Speaker:
Evan Jaysane-Darr
Managing Director
Invesco Private Capital

10:30 AM | NETWORKING REFRESHMENT BREAK
Sponsored by:

10:40 AM | PRIVATE DEBT
Effectively Capturing the Growth of Private Debt in 2019
Private debt can be a highly effective way of producing results for institutional investors seeking yield by providing strong risk-adjusted returns.  As regulatory reform continues to impact traditional lenders negatively, the opportunities for private debt managers to source attractive credit investments have increased significantly.  In this session, you will discover — and evaluate — to take advantage of private financing to achieve superior results.

Moderator:
Ryan Pellegrini
Manager, Investment Strategies
NAV CANADA

Panel:
Jean-Christophe Greck
VP, Quebec
Integrated Asset Management

Brett Lauber
Director, Private Credit
Northleaf Capital Partners

Adam Vigna
Managing Partner and Chief Investment Officer
Sagard Holdings

11:40 PM | KEYNOTE ADDRESS
The Opportunities for Institutional Investors with the Canada Infrastructure Bank
(There will be a 10-minute question period)

Speaker:
Pierre Lavallée
CEO
Canada Infrastructure Bank

12:25 PM | NETWORKING LUNCHEON
Sponsored by:

1:25 PM | AN EFFECTIVE MULTI-STRATEGY APPROACH
How to Gain Steady Cash Flow and Inflation Protection with a Low Correlation to other Assets
If you are looking for steady cash flow that offers both inflation protection and a low correlation to traditional asset classes, there are great benefits in adapting a multi-strategy approach to global real assets. In this session, you will discover the benefits of using this approach for real assets such as infrastructure, real estate, timber and agriculture — all rolled together. You will hear leading experts who can show you how to access global real assets in one overall portfolio, enabling you to strengthen your portfolio and realize greater returns.

Moderator:
Terri Troy
Retired Chief Executive Officer & Chief Investment Officer
Halifax Regional Municipality Pension Plan

Panel:
Sweta Chattopadhyay
Director of Private Markets
bfinance

Alexander Matthews
Senior Investment Analyst
Palomino Capital

Raymond J. Jacobs
Managing Director, Franklin Real Assets Advisors
Franklin Templeton Investments

2:10 PM | SPOTLIGHT: CHINA
China: The Second Great Transformation
It will be China — not America — that will define the investment narrative for the next 50 years. Yet today, however, Chinese assets remain significantly underweight in global indices and investment portfolios. President Xi’s reforms are tackling debt, corruption and transforming the country’s growth model. China is investing heavily in its new economy, internationalizing its currency and opening its domestic capital markets. This has all resulted in meaningful investment opportunities that are emerging for global investors; some of Canada’s largest pension plans have said they would increase their portfolio allocation in the very near-term. In this session, discover both the opportunities and the challenges facing Canadian investors as they pursue a comprehensive China asset allocation strategy.

Speaker:
George Varino
Head of Emerging Market Solutions
Investec Asset Management

2:30 PM | ESGs STEALTHY SPREAD
How Investors will Benefit
Many institutional investors are learning that ESG is a core approach to investing — and the products which are out there are proving it.  As more and more investors move into the field, discover the advantages of integrating in ESG into decision-making and hear about the approach of leading pension funds.  Take away key insights on:

  • ESG, PRI, SDGs — demystifying the acronyms
  • Trends and best practices in ESG integration
  • The key ESG integration
  • ESG integration v. impact investing

Moderator:
Francois Boutin-Dufresne
Founder
Sustainable Market Strategies

Panel:
Stephanie Lachance
Vice President, Responsible Investing
PSP

Martha Tredgett
Executive Director
LGT Capital Partners

Rosalie Vendette
ESG Practice Leader
Desjardins Group

3:15 PM | NETWORKING REFRESHMENT BREAK
Sponsored by:
Earth Capital Nobel Sustainability Fund

3:30 PM | CASE STUDY
An Innovative Way to Integrate ESG into Global Growth Private Equity Portfolios
Sustainable investing is one of the fastest-growing segments of the asset management industry. And, used well, it can deliver attractive returns relative to risk with low correlation to both traditional and alternative investments. In this fascinating presentation, hear how the Nobel Sustainability Fund, launched in 2017 with the support of H.S.H. Prince Albert of Monaco, has developed a proprietary impact assessment tool — the Earth Dividend — giving investors a unique scorecard to develop the highest possible return on their investments — and dispelling the myth that ESG focus comes at a cost to financial performance.

Speaker:
Richard Burrett
Chief Sustainability Officer
Nobel Sustainability Fund

4:00 PM | SPOTLIGHT: ETF
Strategically Deploying ETF for Maximum Return
The growth in ETF has become a dominant trend of the era. With over $100 billion in ETF in-vestment in Canada, there are vast opportunities to be found for institutional investors — provided they use the right strategies. In this session by a leading ETF expert, discover the pros —and the cons — of this vehicle for pension investors. You will walk away with an understanding of how Canadian pensions should think about using ETF going forward and how even smaller plans can take advantage of them.

Speaker:
Bobby Eng
Head of SPDR ETF Business Development – Canada
State Street Global Advisors, Ltd

4:20 PM | ALTERNATIVE CREDIT
An All-Seasons Approach to Deliver Through the Cycle Performance
There are multiple opportunities to be found with investments into credit. Credit markets are especially rich in relative value opportunities, especially since we are on the cusp of a major change in the credit cycle where interest rates are set to rise and quantitative easing is on the decline. Discover:

  • Where are the opportunities to be found?
  • How pension plans should make credit allocations to avoid duration and risk
  • How can successful returns be assured throughout the duration of the cycle
  • The North American and European credit opportunities for diversification.

Moderator:
Brian Cyr
Managing Director
bfinance Canada

Speaker:
Renaud Champion
Head of Credit Strategies
La Française Investment Solutions

5:00 PM | CONFERENCE CONCLUDES FOR THE DAY

5:30 PM | Departure from Hotel for Grand Quai, Port of Montreal

6:00 PM | Networking Cocktail Reception aboard AML Cavalier Maxim  [ Click for Details ]

7:00 PM | Gourmet Getaway Dinner — Old Port of Montreal into Boucherville Islands
Sponsored by:
Franklin Templeton Investments

9:00 PM | Return and Disembarkation

7:30 AM | NETWORKING BREAKFAST
Sponsored by:

8:20 AM | OPENING REMARKS FROM THE CO-CHAIR

Co-Chair:
Errico Cocchi
Head of Pension Investments and Debt Financing
The City of Montreal

8:25 AM | INNOVATION FOR INSTITUTIONAL INVESTORS
The Opportunities and Challenges for Leading the Industry into a Digital Age
Institutional investment is in the midst of a technological revolution. Everyone accepts that it will transform and drive innovation in in the industry which is now facing a whole new set of opportunities and challenges. In this novel session, discover how leading pension plans are moving into the digital age — and will reap the benefits. Discover:

  • Are we doomed to innovate? How to think about innovation when you are an asset owner
  • How the use of big data will significantly modify the way pension funds manage risk across their portfolio
  • How will innovation impact the risk-return of the overall portfolio as some sectors are being disrupted by technology innovations?
  • What investments need to be made for digital infrastructure and skills?
  • Innovation as a threat: how to respond to cyber security challenges

Moderator:
Alexandre Hovette
Managing Partner, North America
Chappuis Halder & Co.

Panel:
Alexandre Synnett
Executive Vice President, Digital Technologies and Operations
CDPQ

Ari Shaanan
Director, Digital Innovation
PSP

9:15 AM | EMERGING MARKETS
The Value of Investing in Global Markets
There is great investment potential to be found in emerging markets. With approximately 70% of all global economic growth now originating from emerging markets — especially India and China — institutional investors can benefit greatly if they deploy the right strategies. In this session, discover the key factors that will enhance your ROI, allowing your fund to hedge against currency and FX volatility and seize opportunities from the steady growth outside of developed markets.

Speaker:
Arup Datta, MBA, CFA
Senior Vice President and Head of Global Quantitative Equity
Mackenzie Investment Corporation

9:55 AM | INSURANCE-LINKED SECURITIES
How to Benefit from the Amazing Growth of Insurance-Linked Securities
Since 2008, the Insurance-Linked Securities (ILS) market has grown 4.5 times to $90B and is projected to grow to ~$225B by 2021. The ILS market has also become a fertile ground for innovation leading to an increasingly diversified offering, including: ESG, Pandemic and Financial Guarantees for various players that span from corporations to Governments including the UN. As a result, more and more institutional investors have been considering this asset category. Our panel will discuss what is the state of the market today and how should a prudent investor enter the space.

Moderator:
Martin LeRoux
Strategic Advisor
Investment Management Services

Panel:
Jonathan Malawer, CFA
Managing Director, K2 Advisors
Franklin Templeton Investments

Jean-Francois Gagnon
Pivot Strategy

Nicolas Rouault
Vice President – Strategy
Caisse de depot et placement du Quebec

10:40 AM | NETWORKING REFRESHMENT BREAK
Sponsored by:
Wells Fargo Securities

11:00 AM | REAL ESTATE
What Strategy Best Fits Investors in 2019
Real estate has long served as a core performer for institutional investors — despite its illiquid nature and high valuations. But it requires a solid understanding of the risks. In this session, hear expert perspectives on the very latest developments in both domestic and international real estate and discover:

  • The best opportunities both inside and outside developed markets
  • Current challenges in the real estate asset class
  • Facing — and solving — the valuation challenges
  • Are these asset classes overvalued?
  • Will they continue to retain their diversification challenges via lower correlations with more liquid asset classes?

Moderator:
Francois Audet
Senior Director, Private Market Risk Group
PSP

Panel:
Sylvain Charpentier
Head Manager, Real Estate Investments, Pension Funds
Hydro Quebec

Gilles Horrobin
Chief Investment Officer
Montreal Transit Commission

Shawn Lese
Managing Director, Head of Americas Product & Solutions
TH Real Estate, a Nuveen Company

David Pappin
President
IAM Real Estate Group

12:00 PM | REAL ASSETS
Are You Aware of the Benefits — and Risks — of Investing in Farmland in 2019?
Farmland can offer enormous benefits to institutional investors. Not only does it offer an inflation hedge, but it also produces very desirable risk-adjusted returns. In this session, moderated by a major Quebec-based investor with extensive experience in farmland investments, you will hear from two leading experts who will show you:

  • How to scale your portfolio so that it can benefit from geographic and commodity diversification — and produce top returns
  • Where the best farmland investments can be found — and how to value them
  • Why farmland can be an excellent investment that can weather inflation and produce stable returns not found in other investment areas
  • But — what are the risks? And how can they be overcome?

Moderator:
Mathieu Goulet
Investments Advisor
University of Quebec Pension Fund

Panel:
Antoine Bisson McLernon
Partner and Chief Executive Officer
Fiera Comox

Joelle Faulkner
Co-founder and CEO
Area One Farms

12:40 PM | CASE STUDY
A New Horizon: Multi-Employer Pension Schemes
Will new multi-employer schemes revive defined benefit plans? Both OPTrust and CAAT believe so. In ground-breaking moves, they have just opened the doors to employers in Ontario in the charitable, not-for-profit and broader public sectors that may be averse to the liability of a traditional defined benefit plan but still want to provide their employees with a stable income in retirement. In this case study, discover how both OPTrust and CAAT each developed its plans and implemented its roll-out. They will show you a model for how it can benefit the millions of people in Ontario who are not currently part of a defined benefit pension fund. You will walk away with an entirely new perspective on multi-employer pension schemes — and how other plans can implement them in both Quebec and the Atlantic regions.

Moderator:
Cameron Hunter
Principal
Eckler Ltd.

Speakers:
Dani Goraichy
Chief Actuary and Head of Policy
OPTrust

Asif Haque
Director, Investments
CAAT

1:20 PM | CLOSING REMARKS

1:25 PM | NETWORKING LUNCHEON AND CONFERENCE CONCLUDES

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