AIMA GLOBAL INVESTOR FORUM 2024:
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

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Breakfast sponsored by:

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8:50 am | Opening Remarks

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Tracey Grant

Head of Institutional Client Business, Canada, BlackRock

 

9:00 am | Keynote interview: Redefining fiduciary leadership

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Marlene Puffer

Chief Investment Officer, Alberta Investment Management Corporation

Sponsored by:

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

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Oleg Mogilny

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

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Vidy Vairavamurthy

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

 

Sponsored by:

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10:10 am | Coffee break

Sponsored by:

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

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Paul Zummo

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

 

Sponsored by:

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11:25 am | Fireside panel: Founder perspectives

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Gillian Brown

Executive Managing Director, Capital Markets, Ontario Teachers Pension Plan

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Paul Sabourin

Chairman & Chief Investment Officer, Polar Asset Management Partners

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Ross Laser

Co-Founder and President, Magnetar Capital, LLC

Sponsored by:

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12:00 PM | Lunch

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

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Katie Pries

President and CEO, The Northern Trust Company, Canada

 

Sponsored by:

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

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Jeremy Lee

Principal, Credit Portfolio Strategist, Blue Owl Capital

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Jennifer Shum

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

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Joel Holsinger

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

 

Sponsored by:

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

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Jeremy Heer

Managing Director, University of Illinois Foundation

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Josh Blaine

Senior Managing Director, Blackstone Strategic Partners, Blackstone

 

Sponsored by:

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3:10 pm | Coffee break

 Sponsored by:

 

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

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Jason Landau

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

 

Sponsored by:

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4:20 pm | Panel: Implementing total portfolio approach

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Anne-Marie Fink

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

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Chiam Swee Chiang

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

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Derek Walker

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

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Samantha Cleyn

Head of Institutional Sales & Service, BMO Global Asset Management

 

Sponsored by:

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5:00 pm | Networking reception

Sponsored by:

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Friday, October 13

8:00 am | Registration & breakfast

Sponsored by:

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8:15 am | Allocator coffee chats

Allocators :

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Nicholas Clark

Senior Analyst, Absolute Return Strategies, University Pension Plan Ontario

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Ryan Bailey

Chief Investment Officer, Paradigm Institutional Investments

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Angela Lin-Reeve

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

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Ali Ghaziasgar

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

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Les Marton

Managing Director, Client Consulting, bfinance Canada

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Ju Hui Lee

Head of Market Risk, United Nations Joint Staff Pension Fund


 

Interviewers

 

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

Sponsored by:

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

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Jonathan Vapsva

Executive Director, Investment Funds, CIBC Private Wealth Management

 

Sponsored by:

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10:15 am | Coffee break

Sponsored by:

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

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Alex Tapscott

Managing Director, Digital Assets Group, Ninepoint Partners

 

Sponsored by:

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

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Jennifer Keeney

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

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Bill Tang

Senior Manager, Operational Due Diligence, OMERS

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Chris Kundro

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

Sponsored by:

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

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Allison Taylor

Chief Executive Officer & Portfolio Manager, Invico Capital Corporation

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David Picton

President and CEO, Picton Mahoney Asset Management

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Jim McGovern

CEO, Senior Portfolio Manager, Arrow Capital Management Inc.

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Peter Boffo

Managing Director, Prime Brokerage, TD Securities


Sponsored by:

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