• LinkedIn Social Icon
  • Twitter Social Icon

AGENDA 

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:


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:

 

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:

 

Panellists:

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:

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:

 

Panellists:

17.25

Day One Closing Remarks

17.30

Drinks Reception

Sponsored by: Société Générale 

DAY TWO| FRIDAY, OCTOBER 18

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:

 

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:

 

Panellists:

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:

 

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

DAY ONE | THURSDAY, OCTOBER 17