Mercer Global Investment Forums 2018

MONTRÉAL13 November 2018

Forum Agenda

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15:15–16:00Asset Manager Session Registration

16:00–18:15Asset Manager Session

18:30–21:30Offsite Dinner


08:45–08:55Welcome and Opening

JP ProvostWealth Leader, Canada


Michel FortinWealth Leader, Quebec

09:00–09:50Investment Themes and Practical Application

Deb ClarkeGlobal Head of Investment Research


Jay LoveUS Director of Strategic Research

Jillian KennedySenior Investment Consulting Leader

Dave MakarchukOffice Business Leader

09:50–10:10Stewardship in the 21st Century – Creating Sustainable Long-Term Growth

Max MesservySenior Investment Consultant

Karen LockridgeSenior Investment Consultant

10:10–10:25Mind Games 2.0 – Round 1

Marianne AssafSenior DB Actuarial Consultant

10:25–10:55Networking and Coffee Break

10:55–11:05Lightning Talk: Mythbusters – Alternative Risk Premia

Jonathan CroftSenior Investment Consultant

11:05–12:05Keynote Address


12:05–12:15Mind Games 2.0 – Round 2

Marianne AssafSenior DB Actuarial Consultant


13:30–14:10Meeting the Needs of Our 21st Century Constituents

Rich DellGlobal Leader, Equity Boutique

Samantha CleynSenior Investment Consultant

Stephanie MariamoSenior Investment Consultant

14:10–14:20Lightning Talk: What You Can't See Can Still Hurt You

Todd SaulnierSenior Investment Consultant



Aisling DohertySenior Investment Consultant


1.Flatter for Longer – Adapting Your Fixed Income Portfolio to Include Alternative Fixed Income Strategies

Jeff BunceResearch Specialist

2.Leveraging Illiquidity: Private Equity, Timber and Agriculture

Sid VittalAsset Class Specialist, Mercer Private Markets

3.Go Global! Real Estate and Infrastructure Considerations for Canadian Investors

Mike McGowanResearch Specialist

4.Low Beta Solutions: Exploring Liquid Alternatives

Kishen GanatraEuropean Director, Strategic Research

15:20–15:50Networking and Coffee Break

15:50–16:35What's Next for Canadian Pension Fiduciaries?

1.DC Plans: Why Great Investment Portfolios Are Not Enough

Dominique LavoieDB Actuarial Consultant

Julie DuboisSenior Investment Consultant

2.Liability Driven Investing for Canadian Plan Sponsors

Hrvoje LakotaMDDS Strategy Consultant

Sonjé GentlesInvestment Consulting Senior Manager

16:35–17:05Debate: Is Inflation Ever Coming Back? The Implications for Strategic Asset Allocation

Andrew KirtonGlobal Chief Investment Officer

David ZanuttoMarket Business Segment Leader

17:05–17:20Plot a Route to Success in This Extended Cycle

Gilles LavoieSenior Investment Consultant

17:20–17:30Mind Games 2.0 – Round 3

Marianne AssafSenior DB Actuarial Consultant

17:30–17:40Closing Remarks

Rich NuzumPresident, Wealth


Draft Agenda. Subject to change.

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