2021-04-15T00:00:00-0400

2021-04-15T00:00:00-0400

5th Annual Canada Institutional Forum Toronto | April 15, 2021 Request Agenda


The 5th Annual Canada Institutional Forum is an educational initiative designed through close coordination with the region’s leading institutional investors to build peer communities that merge global best practices with local expertise. The forum is designed to bring together fund leadership teams, investment officers, board members, trustees, and their consultants representing Canada's institutional investment community.

The forum's agenda was developed through extensive local travel and feedback from the institutional investor community representing institutional asset owners across public and corporate pension plans, endowments, foundations, insurance portfolios, healthcare plans, and investment consultants. 


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Key Discussion Topics

MID-CAP GLOBAL EQUITIES

While U.S. equities have produced strong returns in recent years, market leadership has historically cycled, strengthening the alpha and diversification potential from investing in an array of international businesses.

ARE THE BENEFITS OF MULTI-FACTOR INVESTING STILL THERE?

This panel will discuss how the recent under-performance of multi-factor strategies is not necessarily related to factors but is instead linked to non-explicit risks embedded in multi-factor indices or funds.

MACRO OUTLOOK AND GLOBAL ASSET ALLOCATION

This panel will discuss how the recent under-performance of multi-factor strategies is not necessarily related to factors but is instead linked to non-explicit risks embedded in multi-factor indices or funds.

ACTIVE CURRENCY MANAGEMENT IN A GLOBAL ASSET ALLOCATION

This session will describe through a case study, the implementation of active currency program done by a US institutional investor to reduce currency risk associated with foreign-denominated investments. What are the goals of active hedging and were they achieved over the last three years? 

ESG IN PRACTICE FOR LONG TERM INVESTORS

The session will outline where big picture ESG philosophy ties into practical opportunities, and how to make it more effective within the investment process. The discussion will be from the eyes of long-term quality growth equity investors. 

REAL ASSETS — INVESTMENTS IN REAL ESTATE, ENERGY AND INFRASTRUCTURE

In a climate where we are witnessing historically low yields on fixed income products and elevated stock market valuations, real assets offer higher yields, long-term total returns, inflation protection, and valuable diversification. In addition, long-duration and illiquid characteristics provide long-term commitments for investors. 

EMERGING MARKETS: RELEVANCY AND VALUE IN TODAY'S MARKETS?

What factors should institutional investors consider when debating whether to allocate to or diversify within the asset class?

ALTERNATIVE INVESTMENTS — HEDGE FUNDS PRIVATE DEBT AND PRIVATE EQUITY STRATEGIES

What’s the role of private debt within a diversified portfolio, and what are the best opportunities across commodities, private debt, and private equity? 

AN EVOLVING WORLD FOR ALTERNATIVE CREDIT

The panelists will seek to define the various segments within alternative credit, to highlight several key characteristics of these strategies, and to discuss real-time examples of opportunities in today’s market. 

FIXED INCOME RISKS

Evaluating the real risks in a fixed income portfolio has always been a challenging endeavor. Is it interest rate risk, credit risk or liquidity risk that is moving the value of portfolio up or down? Is it worth paying for active management or will simply trying to invest in a fixed income benchmark at a rock bottom fee accomplish the same portfolio objective? 

THE FUTURE OF IMPACT INVESTING IN PRIVATE EQUITY: FROM NASCENT TO SCALE

Impact investing is the emerging focus in private equity and we will review the characteristics of impact investing and how private equity can deliver both financial and impact returns.  

A CONVERSATION WITH THE REGION'S LEADING INVESTMENT OFFICERS

What does a successful allocation look like and how are these being identified? What are the best investment ideas looking forward and what levels of return are expected? 

PRICING

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.

VENUE


Sheraton Centre Toronto Hotel
123 Queen St W, Toronto, ON M5H 2M9, Canada
Toronto, Ontario
Canada M5H 2M9
CLICK TO VISIT VENUE WEBSITE

CONTACT

Sponsorship Opportunities & Registration

+1 212-804-6220

[email protected]

Allocator Attendance

+1 347-778-2568

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Media Partnerships

+1 212-600-8631

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