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January 20-22, 2020
Rancho Mirage, 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.
• Trade Wars and China
• Canadian Oil and Pipeline Outlook
• The Shifting Demographics in Investing
• Bonds or Equity? Interest Rate Risk or Not?
• Bond Overlays: Grinding Out Yield in a Low Yield Environment
• Concurrent Workshops (2)
• Brexit and Beyond: Who’s Next?
• The Appeal of Mid-Market Infrastructure Investing
• Building Real Returns With Real Assets
• Artificial Intelligence’s Promise to Investors: Fad or Reality?
• Trade War…and Peace: A Global Economic Outlook
• Investing in a Time of Climate Change
• Are Financial Markets in a Bubble?
Session Details and Handouts
Canadian Investment Institute offers opportunities to learn about what is new
and innovative investment in pension and health and welfare funds.
James KishQuinte St. Lawrence Electical Workers
Because the sessions are at an advanced level, we recommend registrants have at least three years of investment education/experience.
Canadian Public Sector Pensions and Benefits
Save an additional $375 when you register for both the Canadian Public Sector Pensions and Benefits Conference and the Canadian Investments Institute. Use discount code Public19 to save.
Advanced Trust Management Standards (ATMS™) Session A
Advanced Trust Management Standards (ATMS™) Session B
Speakers will be announced soon.
Author and Columnist
The Globe and Mail
Estelle MétayerPrinciple/FounderCompetiaAdjunct ProfessorMcGill UniversityMontreal, Quebec
Chris SlubickiPresident and Chief Executive OfficerModern ResourcesCalgary, Alberta
Frances DonaldSenior EconomistManulife Asset Management
Kathleen Pabla, CFAVice President Segal Rogerscasey CanadaToronto, Ontario
Douglas Porter, CFAChief Economist and Managing DirectorBMO Financial GroupToronto, Ontario
August 7, 2016—1:30-4:00 p.m.
This refresher workshop is designed for trustees who are looking for a review. If it's been a while since you participated in investment-related education, this preconference is for you. [Learn More.]
(Register for this preconference program when registering for the Canadian Investment Institute using the orange "register" button at top of this page)
Canadian Public Sector Pensions and Benefits Conference
Program DiscountSave $300 when you register for both the Canadian Investment Institute and the Canadian Public Sector Pensions and Benefits Conference. Use discount code Public16 when registering for both programs to save.
Educational sessions at this program can qualify for CEBS Compliance credit. Visit www.cebs.org/compliance for additional information.
Register early and save!