Virtual Conference

Canadian Investment Institute

Monday, November 23 - Wednesday, November 25, 2020
International Foundation Training Center, Brookfield, WI
Canadian Investment Institute
VIP Member Access—Join or renew International Foundation membership for 2021 by October 31, 2020 receive FREE ACCESS to all 2020 virtual conferences. [Learn More]


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. All 10 sessions will be live.

Draft Agenda

November 23

10:00 a.m. | US Election and Canadian Outlook

11:30 a.m. | Negative Rates and its impact on Canadian Plans

1:00 p.m. | How Emerging Markets are Emerging

2:30 p.m. | ESG-Based Investing: Making Sense of a Rapid-Paced Industry Trend

November 24

10:00 a.m. | Making Sense of Alternative Investments

11:30 a.m. | Global Real Estate: Uncorrelated and Underutilized!

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

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

November 25

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

11:30 a.m. | Panel Discussion: Where do we go from here?


Speakers will be announced soon.

Continuing Education

Each 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. For other provinces, CE credits may be available for live sessions only, when viewed during the live airing.  

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Registration Information
  Member Nonmember

C $495.00 C $645.00