Link to Allocator coffee chats
 

Tuesday, October 8

7:15 am Registration & Breakfast

 

 

8:30 am Welcome & Opening Remarks

 

8:40 am Sponsor Opening Remarks

 

8:45 am Keynote Speech

 

8:55 am Around the World: Word on the Street

 

Chloe Duanshi

Head of Investment Research & Strategy, Rockefeller Global Family Office

 

9:40 am Hedge Funds: Equipped for Alpha Generation

 

Zarqaa Shaikh

Managing Director, Completion Portfolio Strategies, Total Portfolio Management, OPTrust

Diana Myint

Co-Chief Investment Officer, Hedge Fund Solutions (HFS), BlackRock

Brad Dunkley

Chief Investment Officer & Co-Founder, WARATAH Capital Advisors Ltd.

 

10:25 am Coffee Break

 

 

10:55 am Beyond the Hype: The Realities and Limits of Private Credit

 

Fernando Martinez

Managing Director, Global Credit, Investment Management Corporation of Ontario (IMCO)

Ken McKinnon

Senior Managing Director, Institutional Mortgage Capital (IMC)

 

11:45 am Balancing Act: The Public vs. Private Markets Debate

 

Joe Dowling

Global Head, Blackstone Multi-Asset Investing (BXMA)

 

12:15 pm Lunch

 

 

 

1:20 pm Lessons in Strategy - How Institutions Navigate Uncertainty in a Volatile World

 

Greg Lemaich

President and Chief Executive Officer, Polar Asset Management Partners

 

1:50 pm Liquidity in Focus: Flexibility and Stability across Multi-Asset Portfolios

 

Mark van der Zwan

Chief Investment Officer, Hedge Fund Solutions, Morgan Stanley Investment Management

Derek Walker

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

Ross Curry

Senior Manager, Strategic Asset Allocation, BCI

Marc-André Lewis

Executive Vice President, Co-Head and Chief Investment Officer, CI Global Asset Management

 

 

2:30 pm Private Equity: Investing in Growth, at What Valuation?

 

3:00 pm Coffee break

 

 

3:40 pm Building World-Class External Manager Programs

 

Sandy Poiré

Portfolio Manager, Absolute Return, CN Investment Division

Mark Hannoush

Managing Director, Due Diligence & Advisory, Ontario Teachers'​ Pension Plan

Dan Conklin

Vice President - Alternative Capital Partners, Swiss Re

 

4:20 pm Putting it All Together: Portfolio Construction for a New Age of Uncertainty

 

 

5:00 pm Closing Remarks

 

5:10 pm Networking Reception

 

 

7:00 pm Close

 

Wednesday, October 9 

7:15 am Registration & Breakfast

 

 

 

8:00 am Welcome & Opening Remarks: Allocator Roundtables

 

8:05 am Sponsor Remarks: Allocator Roundtables

Peter Boffo

Managing Director, Prime Brokerage, TD Securities

 

8:10 am Allocator Roundtables

 

Speakers:

Bill Tang

Senior Manager, Operational Due Diligence, OMERS

Henry Chau

Head of Investments, The Hong Kong Jockey Club

Jonathan Vapsva

Executive Director, Investment Funds, CIBC Private Wealth Management

Sean Yu

Senior Analyst, CIO Group, PSP Investments

 

Moderators:

Michael Peck

Executive Vice President, Institutional Client Development, PIER21 ASSET MANAGEMENT INC

Anne Iyer

Global Head of IR Navigator, iConnections

Loc Vukhac

Managing Director, Institutional Business Development, Pretium

Fiona Treble

Managing Director, Global Head of Membership, AIMA

 

9:00 am Welcome & Opening Remarks

 

9:10 am Innovation in Portfolio Construction

 

Mark Steed

Chief Investment Officer, Arizona PSPRS Trust

 

9:40 am Megatrends

 

Anne-Marie Fink

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

Gary Paulin

Head of Enterprise Client Solutions, Northern Trust

 

10:20 am Coffee Break

 

 

10:50 am Game-Changers: How Emerging Managers are Redefining Competitive Edge

Kirk Sims

Managing Director of Emerging Managers Program, Texas Retirement System

Odrée Ducharme

Managing Director, Investment funds and external management, Caisse de dépôt et placement du Québec (CDPQ)

Fiona Treble

Managing Director, Global Head of Membership, AIMA

 

11:35 am Delivering Michelin Hospitality to Asset Management

 

 

12:00 pm Best Idea: Sohn Montreal Preview

Aaron Stern

Managing Partner & Chief Investment Officer, Converium Capital

 

12:10 pm Lunch

 

 

1:20 pm A New Era of Hedge Fund Investing: The Power of a SaaS-Driven Approach

 

Derek Drummond

Portfolio Manager, Head of Strategy - Funds Alpha, State of Wisconsin Investment Board (SWIB)

Angela Lin-Reeve

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

 

1:50 pm Digital Assets: Is the Future of Asset Management On-Chain?

Joe Marenda

Global Head of Digital Assets Investing, Partner, Cambridge Associates

Brian Abely

Digital Asset Strategist, Fidelity Digital Asset Management

 

2:30 pm Coffee Break

 

 

 

 

3:00 pm A look inside: How charities and family offices are implementing alternatives

Anne Iyer

Global Head of IR Navigator, iConnections

 

3:30 pm From Canada to the World: Can the Maple 8 Model Be Replicated?

Laura Adams

Managing Director, CEO of Morgan Stanley Wealth Management Canada & Head of Morgan Stanley Canada’s Institutional Distribution Business

 

4:10 pm Closing Remarks

 

4:20 pm Close