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Investment portfolios are experiencing market fluctuations and the
trends point to continued instability into the near future. High
inflation, climbing interest rates and geopolitical issues with Russia
and China continue to be a concern and it is affecting your portfolios
performance and sustainability.
year the Canadian Investment Institute dives into global and Canadian
economic updates that will help you keep current on recent activities
and trends impacting the funds you represent. Engaging sessions and open
forums provide practical insight into the issues that plans are facing.
Attendees can ask questions, gather feedback from leaders and learn
from other attendees.
Monday, November 13
Opening Keynote: Economic Outlook
China or not China, That is the Question!
What's Next for Global Growth Investors?
Net Zero Pledge 2050: The Urgency of Asset Manager to Engage companies to Achieve carbon Reduction Targets without Compromising Performance
The Next Frontier of ESG
ESG Open Forum
Tuesday, November 14
The Impact of Artificial Intelligence on Investing for Tomorrow
Private Equity Portfolios
Decumulation Pool Management
We Bought a Farm, Now What?
Wednesday, November 15
Future Proofing Investment Portfolios
Six Key Drivers of Unintended Portfolio Outcomes
Europe, the U.S., oil prices, interest rates, population change, currency markets, the
markets and more—What is the big picture, and how do you make the right decisions to
stay ahead of the curve? How does Canada fit into the mix, and how do you plan for your
own industry and investments? This presentation will look at the economic outlook, the
opportunities in the face of challenges and how the larger picture will affect your own
Canadian investors are increasingly embracing the role of emerging market assets, both
equities and debt. For many years, the focus has been on the growth of China and its
increased exposure in the emerging market equity indices. The COVID pandemic has
witnessed some challenges and setbacks for the Chinese equity market, and questions
are being asked about the best approach to investing in emerging markets as well as the
role of China versus emerging markets ex-China.
This session will discuss the recent history of public equity growth investing, the metrics
and dynamics that have been at play for this investment style, and the expectations for
growth investors going forward. Topics include:
Many asset managers around the world have joined the Net Zero Asset Managers initiative, pledging to achieve net-zero emission for their assets by 2050. This session will present research conducted by DGAM and CIRANO to assess the impact of adopting science-based carbon reduction targets on portfolio risk/return characteristics. It will discuss the Net Zero initiative, the results of the study, what it means for an asset manager wanting to follow a path toward net zero and what to expect in terms of increased level of engagement from asset managers in the coming years.
With over 35 years of existence, ESG has changed the investing landscape including the companies we invest in. This session will look at how pension plans can position themselves for a future in which ESG is integrated into every investment decision made. Additionally, the speaker will look at some of the recent proposals on guidance both federally and internationally.
Join the afternoon’s speakers as they address your questions about the latest ESG trends
AI’s increasing influence on human activity promises profound change for the way we
live, work and play. This session examines AI types, how they work, current and future AI
use by the investment industry, and ways the technology can be harnessed to address the
unique needs of multi-employer pension plans. The session will look at:
Private equities provide opportunities for higher returns along with some portfolio diversification
benefits. However, in order to capitalize on these opportunities, investors face
a number of challenges and complexities when compared to investing in public equities.
Along with addressing the potential benefits of adding private equity to your investment
portfolio and the current market environment for this asset class, this session will:
Private credit is a well-established asset class that offers compelling return and diversification benefits for pension plans and other institutional investors. This session will address the following:
This panel discussion will explore the needs and approaches to overcoming decumulation
challenges across Canada and how to help members have a secure financial future. This
session will cover:
With a growing global population and as developing nations expand their economic
wealth, the value of agriculture production has become more important. Investing in
agriculture provides a unique opportunity to diversify your portfolio, generate income
and hedge your portfolio against inflation. This session will discuss the key features of
agriculture investing, including:
Over the past few years, real estate as an asset has had major swings. This session will
discuss the key issues investors need to consider when looking at this asset class:
The investment environment is becoming more and more challenging. Return tailwinds
are being replaced by headwinds, including tighter liquidity, higher inflation and more
geopolitical risk. In this session, we will discuss ways to evolve portfolios to maximize long-term expected
performance in this new reality.
Gain actionable insights from a recently released six-year analysis of nearly 300
institutional equity portfolios around the world. This portfolio construction deep dive reveals
the underlying investment elements causing a drag on institutional portfolios—and the
steps that could be taken to enable more consistent returns. Key topics will include:
Get all of your questions answered from the speakers over the past few days.
This conference will build your skills to provide effective trustee oversight of pension investing and your
self-confidence in doing so.
Simon Fraser University
Burnaby, British Columbia
Because the sessions are at an advanced level, we recommend registrants have at least three years of investment education/experience.
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
Requests made for CE credit do not guarantee administration of credit. For
more information on CE credit, please call (262) 786-6710, option 2.
at this program can also qualify for CEBS Compliance credit. Visit www.cebs.org/compliance for
The International Foundation will continue to follow the guidance of The Centers for Disease Control (CDC) as it relates to COVID-19 and other highly contagious diseases along with state, local and venue requirements to meet safely. See the full policy.
Register early and save!
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