Monday, November 9 - Wednesday, November 11, 2026
Session Schedule
8:15 AM - 9:30 AM
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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 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
- 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