The 4th Annual Canada Institutional Forum is a local peer to peer educational meeting exclusively for Canada’s institutional investor community.
The forum’s agenda was developed through extensive local travel and feedback from the institutional investor community including executive directors, chief investment officers, senior finance and investment staff, general counsels and trustees representing institutional asset owners including public and corporate pension plans, endowments, foundations, insurance portfolios, healthcare plans and investment consultants.
In a closed door environment the forum provides a platform for peer to peer knowledge exchange for the local institutional investor community. Our content is constantly updated to reflect the latest in investments, plan management and fiduciary responsibilities.
Dawn Jia Senior Portfolio Manager Canada Pension Plan Investment Board
Bert Clark President & CEO Investment Management Corporation of Ontario (IMCO)
Karen Lockridge Principal Mercer
Scott McIntosh Executive Vice President and Senior Managing Director OMERS
Kathleen Pabla Vice President and Director of Research Segal Marco Advisors
Blair Richards Chief Executive Officer Halifax Port ILA/HEA
David Ross Senior Director, FX & Fundamental Macro Strategies OPTrust
Dave Lawson Vice President, Investment Management TELUS
Luc Verville Chief Investment Officer Fondaction
Pat Leo Principal Mercer
Yusuke Khan Senior Consultant & Investment Strategist Mercer
Max Giolitti Chief Risk Officer Verus
MJ Sinha Director of Finance & Investment Catherine Donnelly Foundation
Zev Frishman Senior Strategic Advisor Morneau Shepell Asset and Risk Management Ltd.
Michel Charron Investment Consultant PBI Actuarial Consultants Ltd.
Jack Bensimon Chair, Endowment Fund Technion Canada / Technion - Israel Institute of Technology
Paul Kerr Chief Investment Officer Brookfield Annuity
Vladimir Bobko Senior Investment Consultant Aon Hewitt
Please note only corporate email addresses will be accepted only.
Why do I need to enter my corporate email address?
By using your corporate email address, we can verify that you are a registered financial professional.
INVESTORS: Complimentary Registration for all qualified investors. Email IR@marketsgroup.org for more information on obtaining a complimentary ticket.
MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.
|Sponsorship is only available upon invitation and Markets Group reserves the right to refuse sponsorship from any organization or individual deemed by Markets Group to be incompatible with the event. Markets Group forum sessions are closed to all media/press and video/audio recording is explicitly prohibited within the venue.|