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October 20-23, 2019
San Diego, California
November 24-27, 2019
San Francisco, California
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Overseeing 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.
Below are the topics for the 2017 Conference.
Session Details and Handouts
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
Because the sessions are at an advanced level, we recommend registrants have at least three years of investment education/experience.
Pleased to welcome the 2017 featured speakers!
Founder and CEO,
Northwest Passage Ventures;
Co-author, Blockchain Revolution
Frances DonaldSenior EconomistManulife Asset Management
Walter Scott Global Investment Management Edinburgh, Scotland
BMO Financial Group
Managing Director, Manulife Asset Management Boston, Massachusetts
Institutional Portfolio Manager, Phillips, Hager & North Investment Management Toronto, Ontario
Associate Professor, Sprott School of Business,
Advanced Trust Management Standards (ATMS™) Session A
Advanced Trust Management Standards (ATMS™) Session B
Educational sessions at this program may qualify for CEBS continuing professional education (CPE) credit.Visit
www.cebscpe.org for more information.
Register early and save!