Canadian Investment Institute

Sunday, September 15 - Wednesday, September 18, 2019
The Fairmont Chateau Whistler, Whistler, BC
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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.

2019 Topics

​• 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?

​• Concurrent Workshops (2)

• Trade War…and Peace: A Global Economic Outlook

• Investing in a Time of Climate Change

• What Will the Next Crisis Look Like?

The 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​​​

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

Accompanying Educational Event

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. ​

​Preconferences Sessions & Workshops

Advanced Trust Management Standards (ATMS™) Session A

Advanced Trust Management Standards (ATMS™) Session B

 

​2018 Speakers

Speakers for 2019 will be announced soon. Here are some presenters from 2018 program.

Lilian Quah
Managing Director
Portfolio Manager
Director of Quantitative Research
Epoch Investment Partners
(a TD Asset Management Company)
New York, New York

Frances DonaldSenior Economist
Manulife Asset Management
Toronto, Ontario

Graham Summers, M.B.A.
AuthorPresident and Chief Market StrategistPhoenix Capital Research
Alexandria, Virginia

​Preconference Workshops

Refresher Workshop in Core Investment Concepts

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)

Accompanying Educational Event

Canadian Public Sector Pensions and Benefits Conference​

Program Discount
Save $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.

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Continuing Education

Educational sessions at this program can qualify for CEBS Compliance credit. Visit www.cebs.org/compliance for additional information.

Registration Information

Register early and save!

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.

Registration Information
  Member Nonmember


Through 8/4/2019 C $1,815.00 C $2,145.00
After 8/4/2019 C $2,115.00 C $2,445.00