To learn more and register for the 2024 program, please click here


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

Pre-forum Panel: AIMA & 100 Women in Finance: Alternative leadership perspectives
Wednesday, October 11 | 4:45PM - 7:00PM
This session is open to AIMA members, 100 Women in Finance members, & AIMA Global Investor Forum attendees.

To register, click here.


Link to Allocator coffee chats

Thursday, October 12

7:45 am | Registration & breakfast

Lanyards sponsored by



Breakfast sponsored by:




8:50 am | Opening Remarks

Tracey Grant

Head of Institutional Client Business, Canada, BlackRock


9:00 am | Keynote interview: Redefining fiduciary leadership

Marlene Puffer

Chief Investment Officer, Alberta Investment Management Corporation

Sponsored by:




9:30 am | Panel: Where in the world are the alpha opportunities?

Oleg Mogilny

Managing Director, Public Market Alternatives, Investment Management Corporation of Ontario (IMCO)

Vidy Vairavamurthy

Chief Investment Officer for the Alternative Portfolio Solutions, Multi-Alternatives, BlackRock


Sponsored by:





10:10 am | Coffee break

Sponsored by:





10:45 am | Panel: Hedge funds: Generating alpha in a volatile world

Paul Zummo

Chief Investment Officer, J.P. Morgan Alternative Asset Management Hedge Fund & Alternative Credit Solutions


Sponsored by:





11:25 am | Fireside panel: Founder perspectives

Gillian Brown

Executive Managing Director, Capital Markets, Ontario Teachers Pension Plan

Ross Laser

Co-Founder and President, Magnetar Capital, LLC

Sponsored by:




12:00 PM | Lunch

Sponsored by:




1:20 pm | Keynote interview: AI and the evolution of portfolio management

Katie Pries

President and CEO, The Northern Trust Company, Canada


Sponsored by:





1:50 pm| Panel: Private credit: Essential lending for firms and funds

Jeremy Lee

Principal, Credit Portfolio Strategist, Blue Owl Capital

Jennifer Shum

Senior Managing Director, Structured & Private Credit, Healthcare of Ontario Pension Plan

Joel Holsinger

Partner, Portfolio Manager and Co-Head of Alternative Credit, Ares Credit Group


Sponsored by:




2:30 pm | Panel: Private equity: Vintage opportunities and the state of secondaries

Jeremy Heer

Managing Director, University of Illinois Foundation

Josh Blaine

Senior Managing Director, Blackstone Strategic Partners, Blackstone


Sponsored by:




3:10 pm | Coffee break

 Sponsored by:






3:40 pm | Panel: ESG: Improving outcomes for portfolios and the planet

Jason Landau

Managing Director, Portfolio Manager, Head of Investment Team, Waratah Capital Advisors


Sponsored by:



4:20 pm | Panel: Implementing total portfolio approach

Anne-Marie Fink

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

Chiam Swee Chiang

Head of Total Portfolio Policy & Allocation, Economics & Investment Strategy, GIC

Derek Walker

Managing Director, Head of Portfolio Design & Construction, Total Fund Management, CPP Investments

Samantha Cleyn

Head of Institutional Sales & Service, BMO Global Asset Management


Sponsored by:




5:00 pm | Networking reception

Sponsored by:





Friday, October 13

8:00 am | Registration & breakfast

Sponsored by:




8:15 am | Allocator coffee chats

Allocators :

Nicholas Clark

Senior Analyst, Absolute Return Strategies, University Pension Plan Ontario

Ryan Bailey

Chief Investment Officer, Paradigm Institutional Investments

Angela Lin-Reeve

Senior Portfolio Manager, External Managers Program, Healthcare of Ontario Pension Plan (HOOPP)

Ali Ghaziasgar

Senior Investment Analyst, Public Assets, The Canadian Medical Protective Association (CMPA)

Les Marton

Managing Director, Client Consulting, bfinance Canada

Ju Hui Lee

Head of Market Risk, United Nations Joint Staff Pension Fund



Drew Nicol

Associate Director, Research and Communications


9:05 am | Keynote interview: Modernizing the maple model

Eduard van Gelderen

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

Sponsored by:




9:35 am | Panel: Wealth rising: How to best include alternative building blocks in HNW and UHNW portfolios

Jonathan Vapsva

Executive Director, Investment Funds, CIBC Private Wealth Management


Sponsored by:





10:15 am | Coffee break

Sponsored by:




10:45 am | Panel: Digital assets and the big blockchain opportunity

Alex Tapscott

Managing Director, Digital Assets Group, Ninepoint Partners


Sponsored by:



11:25 am | Panel: Trust, but verify – due diligence importance in a fast world

Jennifer Keeney

Director of Operational Due Diligence, BNY Mellon Investor Solutions, LLC

Bill Tang

Senior Manager, Operational Due Diligence, OMERS

Chris Kundro

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

Sponsored by:


12:05 pm | Closing panel: The future is alternative

Allison Taylor

Chief Executive Officer & Portfolio Manager, Invico Capital Corporation

David Picton

President and CEO, Picton Mahoney Asset Management

Jim McGovern

CEO, Senior Portfolio Manager, Arrow Capital Management Inc.

Peter Boffo

Managing Director, Prime Brokerage, TD Securities

Sponsored by: