Canadian Investment Institute

Sunday, August 8 - Wednesday, August 11, 2021
Delta by Marriott St. John's Hotel and Conference Centre, St. John's, NL
Canadian Investment Institute

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.


2021 sessions will be announced soon. Sessions from 2019 include:
  • ​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

  • Are Financial Markets in a Bubble?

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

​Preconferences Sessions & Workshops

Advanced Trust Management Standards (ATMS™) Session A

Advanced Trust Management Standards (ATMS™) Session B



Speakers will be announced soon.


Speakers for the 2020 conference will be announced in fall of 2019. Please check back soon.

​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 for additional information.

COVID-19 Preparations

The International Foundation is closely monitoring local, state and federal agencies regarding the latest safety precautions. We are also working closely with the event property to implement the current safety guidelines. As the event draws closer, watch for safety guidelines that will be in place.

Register With Confidence

This event is also available virtually so those learning remotely can share in the educational experience. You can register now for either an in-person or a virtual format; you’ll have the flexibility to change how you participate should your plans change—Just give us a week’s notice so we can best prepare for your participation. The virtual format includes all key content, and you can still qualify for a Certificate of Attendance (assuming you attend the minimum number of sessions required). If program changes become necessary, we will notify all registrants. All conferences have a no-penalty transfer policy to any other 2021 or 2022 program. Hotel cancellation policies apply. See

Registration Information

Register early and save!

Registration Information
  Member Nonmember

Through 6/27/2021 C $1,840.00 C $2,170.00
After 6/27/2021 C $2,140.00 C $2,470.00