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Agenda

 

Monday June 14, 2021

 

Tuesday June 15, 2021

  • 12:30 – 12:55 pm   |   Breakout Panel Discussions – Round 1

    1. Transformational Investing: Addressing Systemic Risks for Long-term Investment Success

      Ashley Knight, Mercer’s Fellow at the World Economic Forum
      Peter Grant, Senior Investment Consultant, Norwalk

    2. Breaking the Bond: Where Will Returns Come From Going Forward?

      Facilitator: Todd Saulnier, Senior Investment Consultant, Ottawa

      Panelists:
      Jeff Bunce, Asset Class Specialist, Fixed Income Boutique

    3. The ESG Experience: Different Approaches to ESG-ing a Portfolio

      Facilitator: Monika Freyman, Head of Responsible Investment, Canada

      Panelists:
      TBC

    4. How Healthy is Your DC Plan: Retirement Readiness Barometer

      Facilitator: Roddy MacKenzie, Investment Consultant, Toronto

      Panelists:
      Neil Lloyd, Wealth Leader, Western Canada
      Bernadette Chik, Senior Investment Consultant, Toronto

    5. Endowment and Foundations Funds’ Response to a Low Expected return Environment: A Discussion

      Facilitator: Peter Hallett, Senior Investment Consultant, Vancouver

      Panelists:
      TBC

  • 1:25 – 1:50 pm pm   |   Breakout Panel Discussions – Round 2

    1. Transformational Investing: Addressing Systemic Risks for Long-term Investment Success

      Ashley Knight, Mercer’s Fellow at the World Economic Forum
      Peter Grant, Senior Investment Consultant, Norwalk

    2. Breaking the Bond: Where Will Returns Come From Going Forward?

      Facilitator: Todd Saulnier, Senior Investment Consultant, Ottawa

      Panelists:
      Jeff Bunce, Asset Class Specialist, Fixed Income Boutique

    3. The ESG Experience: Different Approaches to ESG-ing a Portfolio

      Facilitator: Monika Freyman, Head of Responsible Investment, Canada

      Panelists:
      TBC

    4. How Healthy is Your DC Plan: Retirement Readiness Barometer

      Facilitator: Jillian Kennedy, Leader of DC and Financial Wellness, Canada

      Panelists:
      Neil Lloyd, Wealth Leader, Western Canada
      Bernadette Chik, Senior Investment Consultant, Toronto

    5. Endowment and Foundations Funds’ Response to a Low Expected return Environment: A Discussion

      Facilitator: Peter Hallett, Senior Investment Consultant, Vancouver

      Panelists:
      TBC

  • 1:50 – 2:10 pm   |   Keeping it Real: (Re)Positioning Real Assets for the Future

    Brandon Perra, Real Estate Specialist, Alternatives
    Michael McGowan, Senior Infrastructure Specialist, Alternatives

  • 2:10 – 2:20 pm   |   Day 2 Close

    TBC

 

Wednesday June 16, 2021





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