Canadian Investment Institute

Sunday, September 18 - Wednesday, September 21, 2022
Québec City Convention Centre, Quebec City, QC
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.

Sponsorship and Exhibit Opportunities Available!


    • Available in person
    • Available virtually
    • Health
    • Retirement
    • Canadian
    • General
    You must be a logged in registrant to access session handouts.

    No sessions match your selected criteria.

    Sessions will be announced soon.

    This conference will build your skills to provide effective trustee oversight of pension investing and your self-confidence in doing so.

    Larry Guthrie

    Simon Fraser University

    Burnaby, British Columbia

    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


    • Candice Bangsund, CFA Vice President and Portfolio Manager, Global Asset Allocation Fiera Capital Corporation
    • Frederic Blanc-Brude Director, EDHECinfra | EDHEC Asia-Pacific, CEO, Scientific Infra Ltd. EDHECinfra and Scientific Infra Ltd.
    • Ching Chang, CFA Vice President, Portfolio Manager Burgundy Asset Managment Ltd.
    • Stephane Corriveau President, Managing Director & Chief Compliance Officer AlphaFixe Capital
    • Laura Coy Philanthropy Strategy and ESG Integration William Blair & Company
    • Jennifer Drake Director and Portfolio Manager Connor Clark & Lunn Investment Management Ltd.
    • Daniel Garrie, Esq. Co-Founder, Law and Forensics; Co-Founder, Global Cyber Institute; Neutral, JAMS
    • Karen Kerr, CFA Vice President and Institutional Portfolio Manager PH&N Institutional
    • Mario Lavallee, Ph.D., CFA Professor of Finance University of Sherbrooke
    • Pat Leo Vice President, Longevity Retirement Solutions Purpose Investing
    • Kevin Minas Client Portfolio Manager, Global Fixed Income CIBC Asset Management
    • Gary Morris Head of Fixed Income Cidel Asset Management
    • Peter Muldowney Senior Vice President Connor, Clark & Lunn Financial Group
    • Bryan Pilsworth, CFA, MBA President & CEO, Portfolio Manager - Canadian Equities Foyston, Gordon & Payne Inc.
    • Jeff Roberts, M.B.A., CFA, CIM Institutional Portfolio Manager PH&N Institutional
    • Christian Roberts Client Portfolio Manager Aeolus Capital Management Ltd.
    • Fraser Stark, M.B.A. President, Longevity Retirement Platform Purpose Financial
    • Alex Tapscott Founder and CEO Northwest Passage Ventures
    • Ben Tingling Institutional Portfolio Manager MFS

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    Continuing Education

    Educational sessions at this program can qualify for continuing education (CE) credit in many provinces, if attended live. You must register and request CE credit at least 30 days prior to the start of the program so the Foundation can seek preapproval from the governing agency, as required.   

    Requests made for CE credit do not guarantee administration of credit. For more information on CE credit, please call (262) 786-6710, option 2.

    Educational sessions at this program can also qualify for CEBS Compliance credit. Visit for additional information.

    COVID-19 Safety Protocols

    We're excited to be bringing this meeting to an in-person experience. See our safety protocol for details.

    Our registration policies have changed. Learn more.

    Registration Information

    Register early and save!

    Registration Information
      Member Nonmember

    Through 8/8/2022 C $1,875.00 C $2,205.00
    After 8/8/2022 C $2,175.00 C $2,505.00

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