10th Annual Canada East Institutional Forum

Portfolio Construction - Finding the Best Opportunities in 2026 Many are calling this a new investment era with opportunities for investors that have never been seen before. Market movements, fiscal challenges, the denominator effect, and revised globalization have all created unique opportunities for investors who go well beyond the traditional 60/40 portfolio construct.

Navigating ESG - Considerations for a Successful Institutional Investment Strategy Numerous institutional investors think asset managers should be more proactive in developing new ESG products. ESG has moved from being a niche consideration to a central component of strategic institutional investment.

Navigating Markets in 2026: Investment Strategies and Macroeconomic Outlook Investors are faced with the imperative challenge to construct resilient portfolios in the face of economic shifts and market volatility.

Direct Lending: Growth and Performance in an Uncertain World In recent years, the financial landscape has faced unprecedented challenges, from economic fluctuations to global uncertainties.

Global Equities: Stock Selection will Drive Returns Volatility in markets has been omnipresent over the past 3 years, and (many investors) believe inflation and high interest rates are likely to be persistent.

Institutional Views on Private Credit’s Growing Portfolio Utility & Importance Great Recession-era bank regulations helped fuel the rise of private credit, as investors looked for more attractive returns. The rise is not without its challenges, and private-credit investors are preparing to face higher borrowing costs and a slower economy weighing on the margins of portfolio companies.

A ‘Future Proof’ Private Equity in 2026 and Beyond Over the past decade, private equity has seen an increase in popularity and importance amongst institutional investors. However, rising inflation, geopolitical tensions and other market factors raise new concerns for LPs regarding risk and liquidity, especially in the Healthcare sector.

Institutional Uses of ETFs Institutional investors use Exchange Traded Funds in a variety of different investment strategies. In fact, ETFs are among the fastest growing vehicles in institutional portfolios.

Effectively Investing Through Private Markets; Diversification & Returns As investors search for additional sources of revenue and methods for portfolio diversification in the volatile and changing environment, private markets stand out as an area of opportunities.

Alternative Investments – From Diversifier to Return-Generating Strategies With interest rates relatively high and central banks around the world working to fight inflation, which alternatives offer the most meaningful diversification and how can the best managers be sourced?

 The Importance of Process in Factor Investing This discussion is intended to provide asset owners with a practical set of criteria that they can apply when evaluating providers of equity factor strategies.

Recognizing Emerging Markets: an Overview of Equity and Debt Understanding the dynamic landscape of emerging markets is crucial for allocators who want to explore the unique opportunities and challenges that come with investing in these regions.

Leadership Roundtable: Decision-Making in Disruptive Times In the midst of all this operational, cultural, and technological change, businesses must make strategic decisions on how to run and steer their firms in the face of these challenges. Leading institutional investors shed light on the most pressing investment and management issues facing their organizations.