In partnership with

For last year’s joint event with 100 Women in Finance, we held a robust discussion on the “Canadian model” of institutional investing that focused on independent governance, internal investment talent, size, scale, and true global asset-class diversification.

This year, we will revisit the “Maple Model” of investing again but this time with a focus on Total Portfolio Management approach used within the Canadian institutional investment model.

Join us for a lively discussion from leading pension and family office managers, as they examine the Total Portfolio Management approach:

• Designing and implementing a holistic investment portfolio over various time horizons.
• Factor investing considerations.
• Responsible investing as an impact or risk management evaluation.
• Systematic investing during periods of dislocation.
• Technology, Data & Analytics requirements.
• The impact of liquidity, term, and taxation on portfolio construction.
• Differences in management approach between the types of institution (family office and pension)

Speakers:

• Rachael Volynsky, CIO, Mercer Delegated Solutions
• Heather Cooke, CIO, The Audra Group Family Office
• Janet Rabovsky, CIO, Fairwater Capital Corporation
• Brandon Gill New, Senior Portfolio Manager Multi Strategy Investments, OP Trust

Moderator:

• Alana Johnston Gould, Director, Prime Services Capital Introduction, Scotiabank Global Banking and Markets

Sponsored by: