Investments in Today’s Climate and Beyond Sessions

All times listed are in Eastern Time.


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, August 17, 2020 through Tuesday, August 17, 2021.

Show Date:  

Filter by Track:  

Tuesday, August 18

8:00 AM – 5:00 PM

VC00  Test Your System

Access this session before attending the virtual conference to familiarize yourself with all of the features in the environment.

(#3—Training and Education)

11:00 AM – 12:00 PM

VC01  Economic Outlook in Today’s World

Frances Donald Speaker
Senior Economist
Manulife Asset Management
Toronto, ON

This session will be broadcast live via Zoom

Due to the effects of COVID-19, our economic situation remains uncertain. Favorable investment returns are key to providing stability to your benefit funds, so this opening session will offer a snapshot of the current economic forecast that considers:

  • Current economic cycle
  • The COVID-19 effect and what to anticipate moving forward
  • Markets during U.S. presidential election years
  • Monetary and fiscal policy
  • Trade wars.

This session is worth 1 credit toward CEBS compliance.

(#13—Investments)

12:30 PM – 1:30 PM

VC02  Improving Your Asset Allocation

Kevin M. Schmid, CFA, CAIA  Speaker
Area Vice President
Gallagher Fiduciary Advisors, LLC
Tampa, Florida

Finding the right asset allocation for your fund is no easy task. In this session, we will cover various asset allocation strategies used to obtain the returns your plan is looking for. Topics will include:

  • Evolution of asset allocation
  • Expanding role of alternative investments—Hedge funds, private equity, private credit
  • Cash and liquidity needs
  • Risk management tools
  • Impact of COVID on market assumptions.

This session is worth 1 credit toward CEBS compliance.

(#13—Investments)

2:00 PM – 3:00 PM

VC03  Equity Investment Landscape

James Solloway, CFA Speaker
Chief Market Strategist and Senior Portfolio Manager, Investment Management Unit, Portfolio Strategies Group
SEI Investments
Oaks, PA

If you want a diversified portfolio, there's a world of opportunities available within equity investments. In this session, we will cover the array of choices within equities, including:

  • Impact of trade and geopolitical risk
  • Domestic vs. international equities
  • Growth vs. value
  • Currency risk
  • Developed markets vs. emerging markets.

This session is worth 1 credit toward CEBS compliance.

(#13—Investments)

VC04  Are Canadian Equities Still Relevant for Your Portfolios? Absolutely!

Kim Shannon, M.B.A., CFA Speaker
President and Co-Chief Investment Officer
Sionna Investment Managers Inc.
Toronto, ON

  • Large decreases in allocation away from Canadian equities
  • Is the reallocation justified?
  • Shouldn't we be investing in our own economy?
  • What can we learn from the past?

This session is worth 1 credit toward CEBS compliance.

(#13—Investments)

3:30 PM – 4:30 PM

VC05  Investment and Market Trends in 2020

David Eisenberg Presenter
Managing Director
Cambridge Associates
Boston, Massachusetts

This session will be broadcast live via Zoom

We can’t predict future market returns, but we can look at investments trends to help guide us in our decision making. In this session, we will discuss current investment and market trends and how they may be able to help you reach the returns you’re looking for. Topics will include:

  • Expanding role of alternative investments
  • Active and passive investing in public equities
  • Asset allocation
  • Rise of environmental, social and governance (ESG) investing
  • Fees—Keeping investment costs down
  • Discretionary OCIO services.
This session will be broadcast live via Zoom.

This session is worth 1 credit toward CEBS compliance.

(#13—Investments)