Rows of houses
Canadian Investment Institute

Canadian Investment Institute

Monday, November 9 - Wednesday, November 11, 2026

The Royal at Atlantis Paradise Island,
Nassau, Bahamas

Build Your Case for Attending

In times of uncertainty, education serves as the cornerstone for smart, reasonable decision making. Now is the time to take advantage of every opportunity possible to gather the insights and knowledge that will strengthen your investment strategy, and the Canadian Investment Institute is your educational event to do just that.

The value of this education is crucial for your plan. Here are four discussion points to help sell your participation or the participation of your trustees to attend this November.

1 Three Days of Education

The Canadian Investment Institute offers three days full of learning with over 15 sessions presented by Canada’s leading investment strategy experts. Sessions are designed for those with immediate to advanced knowledge of investing principles, providing key takeaways and action items you can implement into your strategy immediately.

2 Certificate of Attendance is Available

Validate your participation by earning a certificate of attendance.

You must attend 11 sessions to receive this electronic certificate.

3 Great Investment

Those in attendance walk away with access to all conference session presentations and takeaways for six months. Allowing you to equip your team with the knowledge you have gained.

4 More Than Just Information

Attending the Canadian Investment Institute provides you with more than just the vital information you need. Registration includes opportunities to meet your peers from around the country during lunch, morning refreshment breaks and shuttle bus rides each day.

Download Letter Template

Session Schedule

Review the list of sessions below and share which sessions will provide value to your fund when justifying your attendance for this year's program.

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