Forum Free

2026 Canadian Institutional Investor Forum

We are delighted to return to Montreal for our Canadian Institutional Investor Forum. You can expect a series of engaging discussions with industry leaders, where we will explore institutional priorities, regulatory developments, and other current topics.

Agenda Outline: 

11:00 AM: Registration 

11:30 AM: Lunch & Networking 

12:15 PM: Welcome Remarks

 

 

12:20 PM: SBAI Update

 

12:35 PM: Opening Keynote: Beyond the Bubble - Investing Through a New Economic Era

 

1:30 PM: Session One Table Discussions

  1. Absolute Return by Job, Not Label
  2. Beyond the Backtest: Diligencing Systematic and CTA Managers
  3. Active Management in a Concentrated Benchmark: Where Should Investors Take Risk?
  4. GP/LP Relationships: How the Investor-Manager Partnership is Evolving
  5. Public vs Private Credit at the Cycle Turn
  6. The Hidden Risks in Plain Sight: Where Are You Not Measuring?
  7. The Canadian Infrastructure Playbook: AI, Power, and Data Centers
  8. Building an Institutional-Grade Investment Organisation: COO/CFO Challenges
  9. Platforms as the New Fund-of-Funds and Allocator-Manager Hybrid
  10. Alpha Capture and Back Books: Edge or Hidden Concentration? 

2:30 PM: Coffee Break

3:00 PM: Session Two Table Discussions

  1. Portable Alpha Under Stress: What Actually Holds Up?

  2. Striking the Right Balance: Navigating ODD and IDD in Institutional Investments

  3. The AI Arms Race Inside the Investment Organisation

  4. Fee and Expense Pass-Through: Governance and Communication Lessons

  5. When Public and Private Markets Converge: Investing Across the Technology Lifecycle

  6. New Homes for Talent: Pods, Platforms, and New Team Models

  7. Non-Investment Alpha: Strategic Partnerships Beyond Allocation

  8. Liquidity and Capital Efficiency: Designing the Absolute-Return Portfolio

  9. When Diversifiers Fail: What Could Break in Systematic & Macro Portfolios?

  10. Beyond the Founder: Succession, GP Ownership, and Institutional Longevity

4:00 PM: CIO Panel: The New Geography of Capital - Onshoring, Capacity & Resilience

 

5:00 PM: Concluding Remarks & Refreshments 

 

Further details and speakers to be announced soon.