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
12:15 PM: Welcome Remarks
Jane Buchan
Mario Therrien
John-Allan Dacres
12:25 PM: SBAI Update
Brian Digney
12:35 PM: Opening Keynote: Beyond the Bubble - Investing Through a New Economic Era
Randy Cohen
1:30 PM: Session One Table Discussions
Table 1: Absolute Return by Job, Not Label
- Jennifer Ancker Whelan, Chief Client Officer & Co-Head of Institutional Relations, Graham Capital Management
- Zarqaa Shaikh, MD, Completion Portfolio Strategies, Total Portfolio Management, OPSEU Pension Trust
Table 2: Beyond the Backtest: Diligencing Systematic and CTA Managers
- Armeen Bhesania, Senior Manager, Due Diligence & Advisory, Ontario Teachers' Pension Plan
- Lauren Sholder, Co-Head of Investor Relations, Winton Capital Management
Table 3: Active Management in a Concentrated Benchmark: Where Should Investors Take Risk?
- Christian Hensley, Strategic Partnerships, PIMCO
- Heather Tobin, Senior MD, Global Head of Capital Markets & Factor Investing, CPP Investments
Table 4: GP/LP Relationships: How the Investor-Manager Partnership is Evolving
- Patrick Irvine, Business Development, Tetragon Partners
- Eric Perlyn, Managing Director, Blackstone
Table 5: Public vs Private Credit at the Cycle Turn
- Daniel Garant, Executive Vice President & Global Head of Capital Markets & Credit Investments, BCI
- Michael Gubenko, Executive Managing Director & Global Co-Head Client Partner Group, Sculptor Capital Management
Table 6: The Hidden Risks in Plain Sight: Where Are You Not Measuring?
- Jean-Francois Crousillat, Managing Director, Lighthouse Investment Partners
- John Richardson, Chief Operating Officer & General Counsel, Ionic Capital Management
Table 7: When Public & Private Markets Converge: Investing Across the Technology Lifecycle
- Randy Cohen, Professor of Economics, Harvard Business School
- Mario Therrien, Head of Investment Funds & External Management, Public Markets, La Caisse
Table 8: Building an Institutional-Grade Investment Organisation: COO/CFO Challenges
- Brian Breakstone, Partner & Chief Financial Officer, Waterfall Asset Management
- Jonathan Joyce, Head of Operational Due Diligence, Investcorp Tages
Table 9: Platforms as the New Fund-of-Funds and Allocator-Manager Hybrid
- Sam Diedrich, Founder & Chief Investment Officer, Pacific Way Capital
- Danilo Simonelli, Managing Director, Total Portfolio Management, Investments, Mastercard Foundation Asset Management
Table 10: Alpha Capture and Back Books: Edge or Hidden Concentration?
- Tom Kanter, Relationship Manager, Marshall Wace
- Sandy Poire, Senior Portfolio Manager - Absolute Return, CN Investment Division
2:30 PM: Coffee Break
3:00 PM: Session Two Table Discussions
Table 1: Portable Alpha Under Stress: What Actually Holds Up?
- Simon Guyard, Vice President, Absolute Return, Trans-Canada Capital
- Christopher Perret, Managing Director, Diversifying Strategies, Wellington Alternative Investments
Table 2: Striking the Right Balance: Navigating ODD and IDD in Institutional Investments
- Christopher Addy, President & Chief Executive Officer, Castle Hall Alternatives
- Michael Lynch, Senior Director, Operational Due Diligence, La Caisse
Table 3: The AI Arms Race Inside the Investment Organisation
- Randy Cohen, Professor of Economics, Harvard Business School
- Jonathan Park, Chief Operating Officer of Applied AI, Balyasny Asset Management
Table 4: Fee and Expense Pass-Through: Governance and Communication Lessons
- Stephanie Filion, Director, External Managers, PSP Investments
- Jamie Wise, Co-Founder & Chief Executive Officer, Periscope Capital
Table 5: The Canadian Infrastructure Playbook: AI, Power, and Data Centres
- Michael Beaton, Head of Portfolio Construction, Polar Asset Management Partners
- Mario Therrien, Head of Investment Funds & External Management, Public Markets, La Caisse
Table 6: New Homes for Talent: Pods, Platforms, and New Team Models
- Ranjan Bhaduri, Founder, President & Chief Executive Officer, Bodhi Research Group
- Xavier Urli, Head of Investments, Innocap Investment Management
Table 7: Non-Investment Alpha: Strategic Partnerships Beyond Allocation
- William Ferri, Global Head of Asset Management, Cantor Fitzgerald
- Lauren Sokolowski Stelzer, Managing Director, Institutional Client Solutions, Bayview Asset Management
Table 8: Liquidity and Capital Efficiency: Designing the Absolute-Return Portfolio
- Stuart Davies, Senior Business Development Manager, Magnetar
- Derek Lublin, Senior Director, External Managers, PSP Investments
Table 9: When Diversifiers Fail: What Could Break in Systematic & Macro Portfolios?
- Peter Vaiciunas, Portfolio Specialist, Capital Fund Management
- Philippe Zaugg, Managing Director, Capital Markets & Factor Investing, CPP Investments
Table 10: Beyond the Founder: Succession, GP Ownership, and Institutional Longevity
- Mark Carhart, Founding Partner & Chief Investment Officer, Kepos Capital
- John Claisse, Chief Executive Officer, Albourne Partners
4:00 PM: CIO Panel: The New Geography of Capital - Onshoring, Capacity & Resilience
Patrick Charbonneau
Daniel Garant
Mario Therrien
Michael Beaton
