Rows of houses
Canadian Investment Institute

Canadian Investment Institute

Monday, November 9 - Wednesday, November 11, 2026

The Royal at Atlantis Paradise Island,
Nassau, Bahamas

Session Schedule

8:15 AM - 9:30 AM

How Politics Is Shaping Markets and Investment Risk

  • How geopolitical tensions are affecting global markets
  • Impact of U.S. policy and China relations on investment decisions
  • Political risks that could influence inflation, trade and growth
  • Key issues trustees should monitor over the next year

9:45 AM - 10:45 AM

Economic Trends and What Trustees Should Watch

  • Global economic outlook for growth, inflation and interest rates
  • How central bank policy may affect markets and portfolios
  • Key risks that could influence economic conditions
  • What the economic outlook means for pension plan investors

11:00 AM - 12:00 PM

Rethinking Asset Allocation in Today’s Investment Environment (Canadian Lens)

  • Key trends affecting portfolio construction
  • How rising rates and volatility are influencing asset allocation
  • Balancing growth, diversification and risk management
  • Role of public markets, private markets and real assets
  • Questions trustees should ask when reviewing portfolio strategy

1:00 PM - 2:00 PM

Investing in Canada: Opportunities and Risks for Pension Plans

  • Why governments and investors are emphasizing domestic investment
  • Opportunities in Canadian resources, infrastructure and innovation
  • Potential benefits and risks of increasing Canadian exposure
  • What trustees should consider when allocating capital to Canada
  • How domestic investment fits within a diversified portfolio

2:15 PM - 3:15 PM

Farmland and Canada’s Role as the World’s Breadbasket

  • Canada as a global food power
  • The long-term investment case for Canadian farmland
  • Beyond geography: Canadian farmland is a diversified asset class
  • Understanding farmland return drivers
  • Natural inflation and pension plan liability hedge
  • Important portfolio construction considerations
  • A reliable real asset in an uncertain world

3:30 PM - 4:30 PM

Real Estate Investing in Canada Today

  • Current conditions in Canadian real estate markets
  • Liquidity, valuation and financing challenges
  • Sector trends across office, residential and industrial markets
  • What the outlook means for institutional investors

8:30 AM - 9:30 AM

From Coffee to Copper: Why the Next Ten Years Matter for Commodities

  • Why commodity markets are entering a new investment cycle
  • The role of commodities in diversification and inflation protection
  • Supply constraints and long-term demand trends
  • How commodities may fit into institutional portfolios

9:45 AM - 10:45 AM

Infrastructure Markets: Where Pension Capital Is Going

  • Why infrastructure has become a core pension investment
  • Key sectors attracting institutional capital
  • Risk and return characteristics of infrastructure investments
  • Inflation protection and long-term cash flow characteristics
  • Global trends shaping infrastructure investment opportunities
  • Factors trustees should consider when evaluating allocations

11:00 AM - 12:00 PM

Thinking Outside North America: Global Equity Outlook

  • Global equity opportunities beyond North America
  • Regional trends shaping international markets
  • Risks related to valuation, concentration and geopolitics
  • How global equities can diversify pension portfolios

1:00 PM - 2:00 PM

Which Risk Runs Deeper: Owning or Avoiding Emerging Markets?

  • Current valuation differences between emerging and developed markets
  • How governance and economic reforms are changing emerging markets
  • Key risks investors must consider when allocating to these markets
  • How emerging markets can improve diversification

2:15 PM - 3:15 PM

Currency Risk and What It Means for Pension Portfolios

  • Why currency movements matter for global portfolios
  • Approaches pension plans use to manage currency risk
  • Benefits and trade-offs of currency hedging
  • When currency exposure can create opportunity
  • Governance considerations when setting currency policy

3:30 PM - 4:30 PM

Incorporating Liability Considerations When Making Asset Mix Decisions

  • How pension liabilities influence investment strategy
  • Overview of liability-driven investing approaches
  • Aligning asset mix with funding and risk objectives
  • Questions trustees should ask when evaluating asset liability strategy

8:30 AM - 9:30 AM

Artificial Intelligence, Energy and the New Demand for Resources

  • How AI growth is increasing demand for energy and infrastructure
  • The role of mining, power and data infrastructure in the AI economy
  • Investment opportunities linked to AI-related resource demand
  • Risks and considerations for investors

9:45 AM - 10:45 AM

How Target-Date Funds Are Evolving

  • How target-date strategies have changed over time
  • Increased use of alternatives and private assets
  • Adjustments to glidepaths and portfolio design
  • Considerations for pension plan investors

11:00 AM - 12:00 PM

Built to Last: Designing Liquidity Resilience in Open-Ended Private Market Funds (Not a Sales Pitch)

  • How liquidity works in open-ended private market funds
  • Key risks when redemption pressure increases
  • Structural features that support liquidity resilience
  • Governance considerations for long-term investors

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