Canadian Investment Institute

Sunday, November 19 - Wednesday, November 22, 2017
The Fairmont Southampton, Southampton
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OverseeCan-Invest_website.pnging 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.

  • ​Keynote Session: Blockchain Technology: Disruptive Technologies and Investment Opportunity
  • Trumponomics: What Does It Mean for Canada?
  • Infrastructure: Understanding Public-Private Partnerships
  • Managing Currency Exposure: Not a Matter of If, Rather How
  • The Global Economy and Its Impact on Canada
  • Investing in Emerging Markets
  • Why Canadian Investors Should Consider Investing Into Global Real Estate
  • ​Are Hedge Funds the Bermuda Triangle of Investing?
  • Fearless Forecasts For Stocks And Bonds
  • Real Asset Investing Beyond Real Estate And Infrastructure
  • All That Glitters Is(n't) Gold

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


Pleased to welcome the 2017 featured speakers!

Alex Tapscott

Founder and CEO,
Northwest Passage Ventures;
Co-author, Blockchain Revolution
Toronto, Ontario

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Roy Leckie

Investment Director,
Walter Scott Global Investment Management
Edinburgh, Scotland

Douglas J. Porter, CFA

Chief Economist,
BMO Financial Group
Toronto, Ontario


Marcelle Daher

Managing Director,
Manulife Asset Management
Boston, Massachusetts

Martin LeClair CFA

Institutional Portfolio Manager,
Phillips, Hager & North Investment Management
Toronto, Ontario


​Ian Lee

Associate Professor,
Sprott School of Business,
Carleton University
Ottawa, Ontario

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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!

Registration Information
  Member Nonmember

Through 10/8/2017 C $1,770.00 C $2,100.00
After 10/8/2017 C $2,070.00 C $2,400.00