Maximize ROI | Meet Liability | Exploit Alternatives | Mitigate Risks | Navigate Uncertainty
*Draft Agenda (Subject to Change)
3:00 PM | OPENING REMARKS FROM CHAIR
3:15PM | MACRO OUTLOOK
Dissecting Global Economics and Geopolitics – Drivers and Investment Implications
NAFTA renegotiations, interest rate hikes, market pullback are just a few factors contributing to the global economic maelstrom. Get an informed analysis of the macro-economic and geopolitical landscape. Understand the trajectory of monetary policies and outlook on alternative asset classes. Decipher implications for your portfolio and source strategies on how to deal with emerging forces.
4:00PM | CASE STUDY: UTAM
Establishing an Action-Oriented Risk Toolkit to Strengthen Your Portfolio Resilience
UTAM is enhancing its risk toolkit and monitoring process to improve portfolio risk control. Follow UTAM’s risk management process from quantification, attribution, liquidity assessment, sensitivity & scenario analysis, to action planning. Employ single-period and path-dependent ex-ante scenario analysis to refine the overall risk management process.
4:45PM | POWER PANEL
Breaking Ground – Infrastructure Development Opportunities in Canada and Abroad
Along with the establishment of Canada Infrastructure Bank, estimated spend in new infrastructure development will exceed $50 trillion by 2030. Internationally, geopolitics and economic trends are also creating immense opportunities in infrastructure. Recognize how top pensions are participating in global transactions to generate steady cash-flow while positioning for solid long-term growth.
5:30PM | CONFERENCE CONCLUDES FOR THE DAY
6:00PM | COCKTAIL RECEPTION
7:00PM | NETWORKING DINNER
8:15AM | OPENING REMARKS FROM CHAIR
8:30AM | POWER PANEL
Pushing Innovation – Retool Asset Allocation to Create Value in an Expensive Investment Environment
Hear first-hand from top pension leaders on innovating total portfolio construction and asset allocation in order to thrive in uncertainty. Stay ahead of threats and opportunities in alternative investing to drive your overall returns, manage total portfolio risk exposure, and optimize liquidity. Devise techniques to leverage alternative liquid and illiquid assets to help construct a more balanced portfolio while pursuing potential alpha in those spaces to amplify your success.
9:15AM | CURRENCY MANAGEMENT
Advanced Currency Strategies to Reduce Portfolio Risks and Improve Returns
Institutional investors must preserve precious alpha, while mitigating risks from growing allocations to public and private foreign investment mandates. Address your foreign currency exposures taken relative to the Canadian dollar. From simple to sophisticated strategies, learn how to apply progressively advanced techniques in currency management to enhance ROI.
9:45AM | ESG INVESTING
Going Green – Enhance Triple Bottom-line by Incorporating ESG into Your Asset Mix
Globally, institutional investors are raising commitments to responsible investments (RI). What is the reality of the RI market? Attain best practices to integrate ESG considerations into your investment process and deploy multi-factor solutions to strengthen returns. Benefit by focusing on climate change through climate awareness and carbon-consciousness.
10:45AM | INDUSTRY BRIEFING
AI: A Practitioner’s Guide to Solving Real World Investment Problems
Join this discussion to explore key opportunities and challenges of incorporating artificial intelligence and other advanced data techniques into the investment process.
11:15AM | ALTERNATIVE CREDIT
An All-Seasons Approach to Deliver Through the Cycle Performance
Find out why credit markets are especially rich in relative value opportunities, now that we are on the cusp of a major change in the credit cycle, when interest rates are set to rise and quantitative easing on the decline. Decipher how pensions should make credit allocations to avoid duration risk and deliver not only in today’s markets, but throughout the cycle. Get an overview on the attractive late-cycle opportunity set, as well as European credit for additional diversification.
11:45AM | BEST PRACTICES
Capitalizing on the Intersection of Alternative Risk Premia, Factors and Style Investing
In recent years, there has been tremendous evolution in the systematic implementation of alternative return streams. Hear experiences and observations on how sophisticated institutional investors are enhancing asset allocation in a burgeoning alternative universe. Attain practical tips to improve your investment precision and efficiency by combining the use of multi-assets, premia and factor/style strategies.
1:30PM | PRIVATE DEBT
Capturing Growth of Private Debt as an Institutional Asset Class
Private debt provides strong risk adjusted returns for institutional investors seeking yield. As regulatory reform continues to impact traditional lenders negatively, the opportunities for private debt managers to source attractive credit investments increased significantly. Evaluate available strategies to take advantage of private financing and achieve superior results.
2:30PM | EMERGING MARKETS
Global Stakes – Building Momentum with Emerging Markets to Enhance Yield
Approximately 70% of global economic growth will originate from emerging markets, with China and India responsible for 40% of that growth. Examine key considerations for institutional investors to access emerging markets and generate returns. Hedge against currency and FX volatility while seizing opportunities from the steady growth outside of developed markets.
3:00PM | CASE STUDY
How to Integrate ESG into a Global Private Equity Portfolio
Source insight into a major initiative launched in partnership with the Nobel Sustainability Trust® to target global PE investments addressing sustainable development challenges, such as climate change, food, energy, and water security. Explore how you can simultaneously deliver positive impact and strong returns with low correlation by gaining exposure to PE in renewables, energy storage, energy efficiency, and sustainable technologies.
3:50PM | CASE STUDY: CPPIB
Less is More – Implementing a Factor-Based Total Portfolio Framework to Drive ROI
Armed with the mandate to maximize rate of return without undue risk of loss, CPPIB set to translate their investment beliefs into a results-driven total portfolio investment framework. See their evolution over the last decade to develop an enterprise approach to portfolio construction, optimized with factor investing, asset characterization, and active management. Acquire important lessons learned from implementation and understand why less is more.
4:30PM | SPOTLIGHT: ETFS
Institutional ETF Strategies as a Portfolio Management Tool
Large institutional investors continue to use Exchange Traded Funds in a variety of different strategies. In fact, ETFs are among the fastest growing investment vehicle in institutional investment portfolios. This session will discuss the most commonly used institutional ETF strategies. Gain knowledge on how these valuable tools are supporting active decisions related to portfolio construction and asset allocation.
4:45PM | REAL ESTATE DEBT
Avoid the Crowds – Finding Opportunities in a Low Yield Environment in Securities and Secured Loans
Today’s markets offer dramatically reduced compensation for traditional risks. Investors earn less risk premium in taking term risk, volatility risk, convexity risk, and even credit risk. However, a number of markets have been transformed by regulation and feature inefficiency that can be exploited to offer lower leverage profiles with more attractive returns and limited interest rate sensitivity. Discover how you can benefit from providing liquidity to less efficient areas of traditional finance.
5:15PM | CONFERENCE CONCLUDES FOR THE DAY
6:00PM | TRANSPORT TO WINERY
6:30PM | COCKTAIL RECEPTION
7:30PM | GALA DINNER
8:15AM | OPENING REMARKS FROM CHAIR
8:25AM | KEYNOTE ADDRESS
The Climatic Equation – How Institutional Investors Should Respond to Climate Change
Following the consequences of the Paris agreement, what changes can institutional investors expect in business and financial markets? Dissect risks and opportunities in a changing world. Gain unique insight into IIGCC’s work to drive crucial transformation in response to climate change, as well as PKA’s change in investment strategy.
9:10AM | REAL ASSETS
Farmland VS Timberland – Distinguishing Myths from Reality
Although farmland and timberland are distinct asset classes, each can offer an inflation hedge with desirable risk-adjusted returns and exposure to positive secular trends. Learn how to best allocate these emerging classes into your asset mix. Scale your portfolio to benefit from geographic and commodity diversification, without relying on blockbuster deals.
9:40AM | POWER PANEL
Staying Power – Unlocking Potential within International and Domestic Real Estate
Despite its illiquid nature and high valuations, real estate has served as a core performer for investors. Gather expert perspectives on Canadian, US, and international real estate developments. Given the range of opportunities, which property type or geography should investors focus on? Assess where real estate demands are heading to better your investments.
10:25AM | SPOTLIGHT: HEDGEFUND STRATEGIES
Utilizing Hedge Funds and Leverage to Overcome the Diversification Challenge
10:40AM | NETWORKING BREAK
11:00AM | CRO ROUNDTABLE
Moving Target – Envisioning Next Generation Risk Management Tools
In a precarious economy, institutional investors can no longer afford to isolate their risk and investment functions. Discover creative ways pensions can integrate risk analysis into the execution of investment strategy and make critical decisions to raise performance and provide downside protection. From advanced qualitative and quantitative tools to ESG governance to evaluation of disruptive technology, get inspired on how you can take risk management to the next level.
11:45AM | BEST PRACTICES
Reality Check – Fortifying the Foundation for Good Governance and Due Diligence
Regulators are increasing scrutiny on pension governance and funding. What role should the board play in making sound decisions in investment and asset allocation? Fulfill your fiduciary duties by designing a governance model and investment policy that align with your mandate and objectives. Learn how pension management and the board can collaborate to ensure effective administration and build diversity, while meeting ever growing investment and funding needs.
12:30PM | NETWORKING LUNCH AND CONFERENCE CONCLUDES