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Canadian Investment Institute

Sunday, August 12 - Wednesday, August 15, 2018
Le Centre Sheraton Montreal Hotel, Montréal, QC
Conference begins in:

Can-Invest_website.pngOverseeing 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.


We are in the process of developing the sessions for the 2018 program. Tentative topics are listed below.

  •  Keynote Session: Artificial Intelligence in Investin
  • Economic Update: How the World Has Changed . . . And How It Hasn't
  • Asset Mix in These Disruptive Times
  • Technology in Investing: Exchange Traded Funds and High-Frequency Traders
  • The Big Debate - Active v. Passive
  • Can You Normalize An Everything Bubble?
  • Now Is The Time For Global Bond Diversification
  • Opportunities in Emerging Markets Debt
  • The State of the Global Oil Industry Today and In the Future
  • Forecast
  • Real Asset Pitfalls
  • Climate Change in Pension Plans: Carbon Budgets, ESG and Investment Decisions

The importance of trustee education cannot be overstated, and the Canadian Investment Institute is the only way to get the needed education.​

David MarcusUA Journeymen and Apprentices Local 67 Hamilton​​​

​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

Accompanying Educational Event

Canadian Public Sector ​Pensions and Benefits​


Come see 13 dynamic speakers presenting 12 sessions and 2 follow-up workshops.

Lilian Quah
Managing Director
Portfolio Manager
Director of Quantitative Research
Epoch Investment Partners
(a TD Asset Management Company)
New York, New York

Frances DonaldSenior Economist
Manulife Asset Management
Toronto, Ontario

Graham Summers, M.B.A.
AuthorPresident and Chief Market StrategistPhoenix Capital Research
Alexandria, Virginia

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Continuing Education

Educational sessions at this program may qualify for CEBS continuing professional education (CPE) credit.
Visit for more information.

Registration Information

Register early and save!

Save an additional $300 when you register for both the Canadian Public Sector Pensions and Benefits Conference and the Canadian Investments Institute. Use discount code Public18 to save.

Registration Information
  Member Nonmember

Through 7/5/2018 C $1,795.00 C $2,125.00
After 7/5/2018 C $2,095.00 C $2,425.00