Registration & Breakfast Buffet
Sponsored by: RBC Global Asset Management - PH&N Institutional
09.00 - 17.30
Main conference and concurrent match-making sessions
Eileen Murray, Co-CEO, Bridgewater Associates in conversation with
Jonathan Hausman, Head of Global Strategic Relationships, Ontario Teachers’ Pension Plan
Panel 1: Hedge Funds
What role are hedge funds playing in the investor portfolios these days?
While some of the largest hedge funds continue to get larger, what is the role for emerging managers and new funds?
Which strategies most excite you going into 2020?
At a time when private markets are getting more of investors’ attention and dollars, what is the case for hedge funds & liquid alternatives?
Alexandra Krystal, Managing Director, Prime Services, CIBC Capital Markets
Jimmy Castro, Director of Investment Transactions & Operations, The Regents of the University of California
David Arnaud, CEO, AlphaBet Asset Management
Kunjal Shah, Head of Hedge Fund Research, Lyxor Asset Management
Andrew Torres, Founding Partner, Chief Executive Officer, Lawrence Park Asset Management
Sponsored by: CIBC Capital Markets
Sponsored by: CIBC Mellon
Panel 2: Alternative Credit Perspectives
Late-cycle risks in the private credit market – where do the opportunities remain and how are you thinking about risk when the cycle turns?
Sourcing deals in a more competitive market
How to mitigate risk in an issuer friendly environment
Taking the pulse of the alternative credit market in Canada: how has the asset class evolved?
As alternative credit becomes an asset class in its own right, how are investors adjusting their asset allocation models, staffing up and benchmarking performance?
Theresa Shutt, Managing Director and CIO, Fiera Private Debt
James Garvey, Credit Opportunities Portfolio Manager, Emso Asset Management Limited
Arif Bhalwani, CEO & Managing Director, Third Eye Capital
Tarik Serri, Director, Hedge Funds & Alternative Investments, Trans-Canada Capital Inc. (TCC), former Air Canada Pension Investments
Sean Rogister, CEO, Cortland Credit Group Inc.
Sponsored by: Emso Asset Management Limited
Panel 3: Under the Hood of Alternative Credit
LP transparency requirements and ongoing reporting expectations
Due diligence hot topics: valuation, subscription line finance, managing conflicts, expense allocation, outsourcing
Applying ESG in a private debt context
Where have you seen the industry make progress as it has institutionalized and what work still needs to be done?
Tim Baron, Partner, Davies Ward Phillips & Vineberg LLP
Elena Boeva, Director, Head of Operational Due Diligence and On Boarding, ALFAC Global Investments
Glenn Hubert, Managing Director, Private Credit, Investment Management Corporation of Ontario
Greg Racz, President, MGG Investment Group LP
Michael Haynes, Portfolio Manager, Beach Point Capital Management
Sponsored by: Davies Ward Phillips & Vineberg LLP
Sponsored by: KPMG
Michele Romanow, “Dragon”, CBC Dragons’ Den | Co-Founder & President, Clearbanc
Panel 4: Rise of the Machines: Blockchain, Alternative Data, Artificial Intelligence & the Future of Alpha
How is the alternative investment industry being disrupted by technology?
Competing in the war for talent
Hunting for alpha vs creating efficiencies
What will be the impact on the investor landscape? User experience?
Myths vs reality: how do you separate from the hype to understand practical applications and valid use cases for AI and alternative data sets
Jamie Wise, President & CEO, Periscope Capital
Jim Orlando, Managing Partner, Wittington Investments
Marc Potters, Chief Investment Officer, Capital Fund Management
Michael Weinberg, Managing Director, Head of Hedge Funds and Alternative Alpha, APG Asset Management
Hossein Rahnama, Founder and CEO, FlyBits/Ryerson
Sponsored by: SS&C CommonWealth
Panel 5: Private Equity
As the private equity markets continue to reach new heights, where do opportunities remain?
The evolution of operational due diligence in a private equity context – what can be gleaned from the hedge fund experience?
Digging under the hood on risk evaluation
Adam Buzanis, Portfolio Manager, CAAT Pension Plan
Lee Brashear, Managing Director, Private Equity Investments, GCM Grosvenor
Francois Audet, Senior Director and co-head of the Credit & Private Investment Risk group, PSP Investments
Rajiv Bakshi, Managing Director, Manulife Capital
Devon Leckie, Sr. Principal, Private Equity, BCI
Sponsored by: GCM Grosvenor
Panel 6: CEO Round-table – Designing the Alternative Asset Management Firm of the Future
How are CEOs transforming investment boutiques into sustainable multi-generational institutions
Creating a culture of success & managing talent
How are Canadian pension funds building successful asset management franchises internally? What lessons can be learned from external and internal investment teams?
Andrew McCreath, CEO & CIO, Forge First Asset Management
Francois Rivard, President & CEO, Innocap Investment Management Inc
Xavier Rolet, CEO, CQS
John Wilson, Co-CEO, Managing Partner, Senior Portfolio Manager, Ninepoint Partners
Day One Closing Remarks
Sponsored by: Société Générale
08.00 – 08.50
Registration & Breakfast Buffet
Sponsored by: DiligenceVault
08.50 - 14.00
Panel 1: Trends from the Front Lines & Leveraging Insights from AIMA’s Global Research Program
Aligning interests between managers and investors
Increased collaboration, customization and co-investments
Impact of technology on the global hedge fund industry
Fostering an inclusive investment management culture
Greg Lemaich, COO, Polar Asset Management Partners
Tom Kehoe, Managing Director, Global Head of Research and Communications, AIMA
Luigi Rossi, Senior Principal, Capital Markets, Ontario Teachers’ Pension Plan
Panel 2: The Rise of Responsible Investing
As responsible investment is going mainstream, how is it being applied by different classes of investors in Canada and around the world?
Exploring the application of SRI, ESG and impact investing across the alternative investment landscape
Investor expectations for transparency and reporting
Where do the challenges in implementation remain?
Jason Landau, Portfolio Manager, Waratah Capital Advisors
Bruce Lourie, President, Ivey Foundation
Kate Murtagh, Managing Director for Sustainable Investing & CCO, Harvard Management Company, Inc
Julie Cays, CIO, CAAT Pension
Esther Zurba, Director, Castle Hall Diligence
Sponsored by: TD Securities
Panel 3: Investor Roundtable – 2020 Vision
Where do the opportunities and risks lie for the markets in 2020 and how are allocators navigating the uncertainty?
Which asset classes, geographies and trades are investors prioritizing for the year ahead?
Martha Tredgett, Canadian Representative, Belco/LGT Capital Partners
Francoise Lyon, President & Managing Partner, DGC Capital
Caitlin Walsh, Senior Portfolio Manager, Thematic Investing | Active Equities, Canada Pension Plan Investment Board
Pierre Chamberland, Senior Director, Portfolio Construction team, Caisse de dépôt et placement du Québec
Alex Da Costa, Head of Investments, Prime Quadrant
Bertrand Millot, Chief Stewardship Investing Officer, CDPQ
Closing Lunch Buffet