Virtual Conference

Investments in Today’s Climate and Beyond

Tuesday, August 18 - Wednesday, August 19, 2020
International Foundation Training Center, Brookfield, WI
Investments in Today’s Climate and Beyond


This program is made up of both live and recorded sessions.

Day 1 – August 18

Session 1

11:00 a.m. ET - 12:00 p.m. ET: Economic Outlook in Today's World (Live!)

Session 2

12:30 - 1:30 p.m. ET: Improving Your Asset Allocation

Session 3

2:00 - 3:00 p.m. ET: Equity Investment Landscape (U.S.)

2:00 - 3:00 p.m. ET: Are Canadian Equities Still Relevant for Your Portfolios -- Absolutely (Canada)

Session 4

3:30 - 4:30 p.m. ET: Investment and Market Trends in 2020 (Live!)

Day 2 – August 19

Session 1

11:00 a.m. - 12:00 p.m. ET: Managing your Investments in Times of Crisis (Live!)

Session 2

12:30 - 1:30 p.m. ET: Inside Out, Battling Short Termism

Session 3

2:00 - 3:00 p.m. ET: The Rise of Real Estate and Infrastructure Investing

2:00 - 3:00 p.m. ET: Fixed Income in Your Portfolio

Session 4

3:30 - 4:30 p.m. ET: Ask the Experts (Live!)

Session Details

Who Should Attend

This program is designed for experienced individuals (in the U.S. and Canada) involved in setting investment policy for both defined benefit and defined contribution retirement plans, including: trustees, administrators and staff, corporate officers and executives and finance personnel.


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.
  • Session Format—This virtual conference includes a mix of live and prerecorded sessions. Live sessions are hosted through Zoom. After registering, please watch for emails about access instructions.


  • Timothy Bellman Global Research Strategist Invesco
  • Frances Donald Senior Economist Manulife Asset Management
  • David Eisenberg Managing Director Cambridge Associates
  • Joshua R. Kevan, CFA Senior Consultant RVK
  • Sandy Lincoln Chief Executive Officer Lincoln Investment Perspectives, LLC
  • Kevin M. Schmid, CFA, CAIA Area Vice President Gallagher Fiduciary Advisors, LLC
  • Kim Shannon, M.B.A., CFA President and Co-Chief Investment Officer Sionna Investment Managers Inc.
  • James R. Solloway, CFA Chief Market Strategist and Senior Portfolio Manager, Investment Management Unit, Portfolio Strategies Group SEI Investments
  • Annie Taylor, CFA Managing Director, Senior Consultant Verus
  • Marc Williams, CFA, FCIA, FIA Vice President, Portfolio Manager Leith Wheeler Investment Counsel Ltd.

Continuing Education

You may self-report attendance.

Each session is worth one credit toward CEBS Compliance. You should self-report your attendance depending on how many full sessions you watch.

cebs cpe.jpg


Registration Information
  Member Nonmember

US $495.00 US $645.00

In order to achieve a more secure and compliant experience, we no longer support Internet Explorer. Please use one of the browsers listed below:

  • Microsoft Edge
  • Google Chrome
  • Mozilla Firefox
  • Apple Safari

View our system requirements for more details.