WEDNESDAY, 2 NOVEMBER
15:00–15:30Registration and Refreshments
15:30–17:15Asset Manager Session
18:00–21:30Welcome Offsite Dinner
Pre-dinner address: Louis Gagnon, Market Leader and CEO - Canada
Meet in the lobby at 6:00 pm for coach transfers to our offsite dinner venue, Le Salon Richmond. Dinner will conclude by 9:30 pm and coach transfers to the hotel will be provided.
Louis GagnonMarket Leader and CEO — Canada
THURSDAY, 3 NOVEMBER
09:00–09:10Welcome and Opening
Jaqui ParchmentInvestments Business Leader — Canada
Yvan BretonHead of Fiduciary Management — Canada
09:15–09:55Investment Themes and Opportunities
The current economic and market environment presents investors with many sources of uncertainty. Although risk management remains high on the agenda, investors should also prepare for the opportunities that might arise from periods of market stress. In this session, we explore our key strategic research themes: tilting portfolios from beta to alpha, handling reduced liquidity in "liquid" markets, preparing for a maturing credit cycle and thinking long term. We discuss how these themes translate into practical investment opportunities for our clients across Canada.
Deb ClarkeGlobal Head of Investment Research
Sofia AssafDirector of Client Consulting (DOCC) — Canada
Simon CabralSenior Investment Consultant
Travis PruitUS Proposition Leader, Not-For-Profit OCIO
09:55–10:25Long-Term Investing: From Theory to Practice
Long-term investing is a philosophy many investors aspire to, but how many really adopt a long-term focus in practice? This session provides clarity around what it means to invest for the long term, addressing topics such as:
- How long is long term?
- What factors should we take into account when investing for the long term?
- What practical steps can long-term investors take in their portfolios?
In particular, the session focuses on how investors might adopt a broader perspective on risk in order to address some of the difficult-to-measure risks and secular trends ignored by traditional risk models.
Dave MakarchukMarket Business Leader — Central Canada
10:25–10:55Networking and Coffee Break
10:55–11:55Keynote Address: Canada's Shifting Political Landscape
A year into his term, Canadian Prime Minister Justin Trudeau is an international "rock star" and a popular leader at home. Can the legend endure as the federal government gets down to making difficult choices.
Chantal HébertPolitical Raconteur and Columnist
11:55–12:50Bull or Bear? Three Topical Investment Issues
Is it now time to buy emerging market equities or is this actually the time to sell? Are interest rates set to drop further or have they reached their lows — and therefore should you hedge more or less of your long-term liabilities? How is the Canadian dollar positioned, and what does this mean for your foreign currency exposure? In this session, we debate these three topical investment issues and you can decide if you are a bull or a bear.
David ZanuttoDirector of Strategic Research — Canada
Frank BelvedereSenior Investment Consultant
JD CôtéSenior Investment Consultant
14:10–15:00A Timely Debate: Which Strategy Gets Your Investment?
You want to diversify your portfolio and provide additional returns above mainstream assets, but which asset class should you invest in? In this session, we put forward three different investment opportunities: European private debt, a "sustainable opportunities" strategy and global real estate. These will be hotly debated by three of our specialists, who will aim convince you to select their investment opportunity of choice. Which will get your vote as the most compelling in the current environment?
Brian DayesSenior Investment Consultant
European Private Debt
Jesse ChrumkaInvestment Consultant
A "Sustainable Opportunities" Strategy
Ryan PolliceInvestment Consultant
Global Real Estate
Ghiwa NakhléSenior Investment Analyst
15:00–15:10Lightning Talk: Robo-advisors - The Future Of DC & Wealth Management
Computerized investment advice, or "robo-advice", is gaining substantial momentum and has the potential to be at the centre of technology disruption in the investment industry. In this lightning talk, we outline how robo-advice can remove many barriers to success that investors face, and how it can potentially improve member outcomes. We will also discuss how robo-advice can be incorporated into current institutional and retail service models to better meet the needs of DC plan participants.
Vartkes RubenyanSenior Investment Consultant
15:10–15:40Pension Plans of the Future — The Next Generations of DC & DB
Over the recent years, we have seen an acceleration in the transition from traditional defined benefit (DB) pension plans to defined contribution (DC) pension arrangements. Have DC plans won the pension war? Will DB plans gradually disappear? Will DC plans be able to deliver a desired level of retirement income? What will the pension plans of the future look like? During this session, we discuss some of the trends in pension plan design, management and regulation, and the impact they have on how plan assets are invested.
Hrvoje LakotaHead Strategist, Dynamic De-risking Solutions
Todd SaulnierSenior Investment Consultant
15:40–16:10Networking and Coffee Break
16:10–16:20Lightning Talk: What Are We Doing About Diversity?
The concept of diversity as a tool to improve the quality of decision-making is nothing new, but are we actually doing anything about it? In this session, we look at different types of diversity and explore how we are using these in our manager research for our assessment of managers. We take one particular aspect — gender diversity — and discuss where the asset management industry is today in terms of women and what actions we can all take now to make a difference.
Lamar SmallSenior Hedge Fund Research Specialist
16:20–16:50Meeting the Evolving Needs of Your Plan Participants: The Next Frontier in Financial Wellness
As DC and savings assets increase and more plan participants rely on these types of plans to support their retirement income, the needs of individuals. In the past, the DB and DC world has typically focused on the accumulation of retirement assets, and more recently on decumulation and overall benefit adequacy; however, we believe that a broader financial wellness approach is the key to understanding and providing for individuals' needs in the future. In this session, we discuss the importance of financial wellness and present opportunities to build and implement employer solutions that will engage employees and support overall company objectives.
Jillian KennedySenior Investment Consultant
Brett JenningsInvestment Consultant, Defined Contribution
16:50–17:10Building Portfolios for Long-Term Investing in a Short-Term World
In this session, we draw together the major themes highlighted over the course of the Forum. We put forward suggestions for how investors should act, both to manage the short term, by capitalizing on opportunities and responding to changing risk environments, and to achieve long-term goals, by positioning the portfolio to address perceived long-term themes, risks and opportunities.