Virtual Conference

Canadian Investment Institute

Monday, November 23 - Wednesday, November 25, 2020
International Foundation Training Center, Brookfield, WI
Canadian Investment Institute


Ignite your learning experience by attending sessions whenever it is convenient for you.

  • Session recordings—Not able to watch the sessions right away? Return to the virtual environment to watch recorded sessions at any time for up to one year.
  • Ask the experts—Answers to questions posed during the sessions will be posted in the virtual conference website as a resource for all attendees.
  • Session handouts and documents—Download session handouts and other resources ahead of time so that you are prepared to follow along with each presentation.
  • Access anytime—The virtual environment will be open 24/7 giving you the opportunity to access everything in the environment on your time.

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


Each year, the curriculum is carefully developed by active trustees and administrators along with the industry’s leading authorities in investments, fund management, legal and consulting businesses, and top government and regulatory officials.

Live sessions will allow for attendees to ask questions, gather feedback from experts and learn from other attendees.

In addition to ten live sessions, there will be a virtual networking event Monday at 4 p.m. The virtual networking hour is your chance to get to know your fellow attendees, play a game and earn a chance to win a prize. Download the full agenda.

Session Details

November 23

10:00 a.m. ET | U.S. Election and Canadian Outlook

11:30 a.m. ET | Low and Negative Rates and Their Impact on Canadian Plans

1:00 p.m. ET | How Emerging Markets Are Emerging

2:30 p.m. ET | Building Resilient Portfolios: What We've Learned During COVID-19

4:00 p.m. ET | Networking Event

November 24

10:00 a.m. ET | Understanding The Alternative Investments Landscape

11:30 a.m. ET | Future Proofing with Global Real Estate

1:00 p.m. ET | Behavioural Biases in Finance

2:30 p.m. ET | Building a Better Balanced Portfolio: A Focus on Economic Diversification

November 25

10:00 a.m. ET | Junk or Treasure: Adding Breadth and Resilience to Your Fixed Income

11:30 a.m. ET | Panel Discussion: Where Do We Go From Here?


  • Candice Bangsund Vice President and Portfolio Manager, Global Asset Allocation Fiera Capital
  • Ian J. Beattie Co-Chief Investment Officer NS Partners Ltd.
  • Margaret Childe Head of ESG Manulife Investment Management
  • Andrew Croll, CFA, CAIA Vice President and Director, Alternative Investments TD Asset Management
  • Monika Freyman, CFA Head of Responsible Investment, Canada Mercer
  • Benjamin F. Homsy Associate Portfolio Manager, Fixed Income Leith Wheeler Investment Counsel Ltd
  • Bradley Hough, ACIA, CAIA, FIA Senior Consultant PBI Actuarial Consultants Ltd.
  • Catherine Jackman, CFA Senior Institutional Director, Portfolio Manager Cidel Asset Management Inc.
  • Kendra Kaake, ACIA, ASA, CFA, FRM Director of Investment Strategy SEI Investments
  • Colin Lynch, MBA Vice President and Director TD Asset Management
  • Peter Muldowney Senior Vice President Connor, Clark & Lunn Financial Group
  • David K. Picton President, Chief Executive Officer and Portfolio Manager Picton Mahoney Asset Management
  • Fatma Sonmez-Leopold, Ph.D., M.Sc. Assistant Professor Of Finance Syracuse University - Martin J. Whitman School of Management
  • Max Widmer, CFA, B.B.A. Client Portfolio Manager Invesco

Continuing Education

cebs cpe.jpgEach session is worth one credit toward CEBS Compliance. You will need to self-report your attendance, depending on how many full sessions you watch. 

Insurance Continuing Education (CE) credits are not available in Quebec. 

Please review this document for insurance CE credit availability and procedures in other provinces.


Registration Information
  Member Nonmember

C $495.00 C $645.00