07.30

Registration & Breakfast Buffet

​

Sponsored by: RBC Global Asset Management - PH&N Institutional

09.00 - 17.30

Main conference and concurrent match-making sessions

Opening Remarks

09.10

Keynote 
 

Eileen Murray, Co-CEO, Bridgewater Associates in conversation with 
Jonathan Hausman, Head of Global Strategic Relationships, Ontario Teachers’ Pension Plan

09.45

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?

Moderator:

• Alexandra Krystal, Managing Director, Prime Services, CIBC Capital Markets

Panellists:

• 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 

10.30

Coffee Break

Sponsored by: CIBC Mellon

11.10

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?

​

Moderator:

• Theresa Shutt, Managing Director and CIO, Fiera Private Debt

Panellists:

• 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

11.55

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?

​

Moderator:

• Tim Baron, Partner, Davies Ward Phillips & Vineberg LLP

Panellists:

• 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

12.40

Lunch
 

Sponsored by: KPMG

14.00    

Guest Keynote

Michele Romanow, “Dragon”, CBC Dragons’ Den | Co-Founder & President, Clearbanc

14.30

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

​

Moderator:

• Jamie Wise, President & CEO, Periscope Capital

Panellists:

• 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

15.15

Coffee Break

Sponsored by: SS&C CommonWealth

15.55

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

​

Moderator:

• Adam Buzanis, Portfolio Manager, CAAT Pension Plan

​

Panellists:

• 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

16.40

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?

​

Moderator:

• Andrew McCreath, CEO & CIO, Forge First Asset Management

Panellists:

• Francois Rivard, President & CEO, Innocap Investment Management Inc

• Xavier Rolet, CEO, CQS

• John Wilson, Co-CEO, Managing Partner, Senior Portfolio Manager, Ninepoint Partners

​

17.25

Day One Closing Remarks

17.30

Drinks Reception

​

Sponsored by: Société Générale 

08.00 – 08.50

Registration & Breakfast Buffet

Sponsored by: DiligenceVault

08.50 - 14.00

Main conference and concurrent match-making sessions

Opening Remarks

09.00

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

​

Moderator:

• Greg Lemaich, COO, Polar Asset Management Partners

Panellists:

• Michael Weinberg, Managing Director, Head of Hedge Funds and Alternative Alpha, APG Asset Management

• Tom Kehoe, Managing Director, Global Head of Research and Communications, AIMA

• Luigi Rossi, Senior Principal, Capital Markets, Ontario Teachers’ Pension Plan

​

09.50

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?

​

Moderator:

• Jason Landau, Portfolio Manager, Waratah Capital Advisors

Panellists:

• 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

​

10.40

Coffee Break

​

Sponsored by: TD Securities

11.20

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?

• Institutional priorities

• Which asset classes, geographies and trades are investors prioritizing for the year ahead?

Moderator:

• Martha Tredgett, Canadian Representative, Belco/LGT Capital Partners

Panellists:

• 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

12.05

Keynote 

Bertrand Millot, Chief Stewardship Investing Officer, CDPQ

12.35

Closing Lunch Buffet