Canadian Investment Institute Sessions

All times listed are in Eastern Time.
Session handouts will be available to registered attendees and will post as they are available starting on Monday, November 16, 2020.

In order to download session handouts you must be logged in and registered for the program.

Session handouts will be available to registered attendees Monday, November 16, 2020 through Sunday, November 21, 2021.

Show Date:  

Monday, November 23

10:00 AM – 11:00 AM

CIVC01  U.S. Election and Canadian Outlook

Candice Bangsund Speaker
Vice President and Portfolio Manager, Global Asset Allocation
Fiera Capital
Montreal, QB

2020 has been an eventful year to say the least. With the turbulent year coming to a close, where does this leave the global economy heading into 2021? Top considerations include the progression of the coronavirus and the implications for global growth, the pandemic response from monetary and fiscal authorities, and the political landscape following the US elections—all of which have important implications for asset classes and investment strategy going forward. This session will look deeper at:

  • The 2021 global economic outlook
  • The U.S. election: Outcome and macroeconomic impacts
  • Financial market implications: Equities, bonds, commodities, and currencies
  • Portfolio strategy recommendations and positioning.

This session is worth 1 credit toward CEBS compliance.


11:30 AM – 12:30 PM

CIVC02  Low and Negative Rates and Their Impact on Canadian Plans

Bradley Hough, ACIA, CAIA, FIA Co-Speaker
Senior Consultant
PBI Actuarial Consultants Ltd.
Vancouver, BC

Catherine Jackman, CFA Co-Speaker
Senior Institutional Director, Portfolio Manager
Cidel Asset Management Inc.
Toronto, ON

The "lower-for-longer" trend in bond yields appears set to continue. Might Canadian rates turn negative? How should pension plans respond? This session will explore the ripple effects of low rates, insights from Japan's "lost decade" and considerations for pension plans.

This session is worth 1 credit toward CEBS compliance.


1:00 PM – 2:00 PM

CIVC03  How Emerging Markets Are Emerging

Ian J. Beattie Co-Speaker
Co-Chief Investment Officer
NS Partners Ltd.
London, UK

Peter Muldowney Co-Speaker
Senior Vice President
Connor, Clark & Lunn Financial Group
Toronto, ON

Canadian investors have historically shied away from emerging markets, partly due to the similarities with high energy and material sector exposures, but that no longer holds true today. Emerging markets offer investors access to some of the strongest growing economies today, led by China, which is fast becoming the new America. This session will look at:

  • How emerging markets have evolved and shifted from manufacturing to higher value-added interests
  • The relative outlook for emerging markets vs. developed markets in the midst of the COVID-19 pandemic
  • How best to access the opportunities in emerging markets.

This session is worth 1 credit toward CEBS compliance.


2:30 PM – 3:30 PM

CIVC04  Building Resilient Portfolios: What We’ve Learned During COVID-19

Margaret Childe Speaker
Head of ESG
Manulife Investment Management
Toronto, ON

Long-term resiliency and the ability to manage tail risks have been front and centre for investors during the global pandemic and the resulting economic downturn. This session will explore lessons learned during COVID-19 and why environmental, social and governance (ESG) investing has emerged as a key method for pursuing such portfolio resilience. In addition, we will look at emerging trends in ESG investing and what’s in store for investors.

This session is worth 1 credit toward CEBS compliance.


4:00 PM – 5:00 PM

CIVC11  Networking and Games

Join your peers and others as we network, play a game of Jeopardy and earn a chance to win a prize.

This session does NOT count towards a certificate of attendance or CEBS compliance credits.