In-Person Virtual
October 13 | North America Tour October 14 | A Global Future October 14 | Wealth Advisor Summit DATE TBA | EMEA TOUR

 

Note: This is a tentative agenda, subject to change. Final agenda and speakers will be posted closer to the event date.
All times are ET


IN-PERSON INSTITUTIONAL AGENDA

Thursday, October 13 | North America Tour 

8:00am | Registration/Breakfast

 

9:00am | Opening Remarks

 

9:10am | Keynote Interview: What Being a CIO Means Today

 

Eduard van Gelderen

Senior Vice President and Chief Investment Officer, Public Sector Pension Investment Board (PSP Investments)

 

9:40am | Panel: How GPs & LPs are Partnering to Solve for an Uncertain Future

 

10:30am | Coffee break

 

 

11:05am | Panel: Hedge Funds - Delivering Alpha in a Changing World

 

Graham Jones

Managing Director, Scotiabank Prime Services (Moderator)

Adam Rej

Head of Macro Research, Capital Fund Management

Jane Segal

Managing Director, Fund Investments, Wittington Investments, Limited

Jasmine Yu

Managing Director, Head of Manager Research, Bank of New York Mellon

 

11:55am | Panel: Private Credit - Powering Portfolios and the Economy

 

 

12:40pm | Lunch

 

 

13:50pm | Keynote Interview: Inflation, Rising Rates & Volatility, Oh My - Protecting Portfolios in 2022 and Beyond

Anne-Marie Fink

Chief Investment Officer, Private Markets and Funds Alpha, State of Wisconsin Investment Board

 

14:25pm | Panel: Beyond Public - Fueling Private Equity Opportunities

 

Chris Kundro

Managing Director & Head of the Global Fund and Allocator Services, SS&C

Lynn Baranski

Managing Director, Global Head of Investments, BlackRock Private Equity Partners (PEP)

 

15:10pm | Coffee break

 

 

15:40pm | Panel: Emerging Manager Edge & Building the Next Generation of Legends

 

16:25pm | Panel: That’s so Meta - Going Big on Digital Assets

Brandon Gill New

Managing Director & Head of External Partnerships, Alberta Investment Management Corporation (AIMCo)

Greg Carson

Managing Partner, XBTO Humla Ventures & Head of corporate Development and Ventures,XBTO Group.

 

 

 

 

17:10pm | Networking Reception

 

 

 

 

Friday, October 14 | A Global Future

7:30am | Registration/Breakfast

8:00am | Panel with 100wf: Maple Model Leadership - Attracting and Retaining Talent

 

Denisa Farrow

Vice President, Investment Counsellor, Guardian Partners Inc.

Gillian Brown

Executive Managing Director, Capital Markets, Ontario Teachers Pension Plan

Tracy Creelman

Managing Director, Head of Talent Acquisition, CPP Investments

 

 

9:05am | Opening Remarks

 

9:10am | Panel: ESG - Climate in the Spotlight

 

 

9:55am | Panel: Accelerating Diversity, Equity and Inclusion

Sarah Wildman

Director, Institutional & Family Office Wealth Services, PenderFund Capital Management (Moderator)

Alan Bowser

Chief Diversity Officer, Bridgewater Associates

Michael Cherny

Director, Diversity, Equity and Inclusion, Ontario Teachers’ Pension Plan

Kripa Kapadia

Principal & Director, Client Portfolio Management, RPIA

 

10:40am | Coffee break

11:00am | Panel: Rise of Wealth - How Retail is Changing the Alternative Landscape & What That Means for Institutions

 

Tim Baron

Partner, Davies Ward Phillips & Vineberg LLP (DAVIES)

Erin Berry

Executive Director, Morgan Stanley Wealth Management

 

11:40am | Panel: Digital Assets Due Diligence

Beste Portnoff

Principal and Head of Operational Due Diligence, Bessemer Trust

 

12:20pm | Keynote Interview: How Digital Assets will Change Portfolios & the World

 

 

12:50pm | Lunch & Close

 

IN-PERSON WEALTH ADVISOR SUMMIT AGENDA

Friday, October 14 | Wealth Advisor Summit

8:00am | Registration/Breakfast

8:50am | Opening Remarks

 

9:00am | Keynote Interview: Evolution of Multi-Family Office Investing

 

9:30am | Advisor Perspectives: Assessing Suitability & Integrating Alternatives

 

Peter Boffo

Managing Director, Prime Brokerage, TD Securities

Ben Lee

Portfolio Manager, Investment Advisor, TD Wealth

Michael Yhip

Senior Portfolio Manager & Wealth Advisor, RBC Dominion Securities Inc., RBC Wealth Management

 

10:10am | Panel: Positioning Portfolios with Hedge Funds and Liquid Alts

Neil Ross

Managing Director, National Sales, Ninepoint Partners (Moderator)

Michael White

Portfolio Manager, Multi-Asset Strategies, Picton Mahoney Asset Management

 

10:50am | Coffee break

11:10am | Panel: Positioning Portfolios with Private Credit & Private Equity

 

Emily Cao

Portfolio Strategist, BMO Private Wealth (Moderator)

 

11:50am | Keynote: Transcending 60/40 with Portfolios that solve for today’s markets and make a difference

 

David McGowan

Vice President, Strategic Asset Allocation, British Columbia Investment Management Corporation (BCI)

 

12:20pm | Lunch & Close

 

 

VIRTUAL AGENDA

DATE TBA | EMEA TOUR

13.30 BST | Opening Remarks

13.40 BST | EMEA Allocator Perspectives