Wednesday, October 14, 2026

7:45 Registration & Breakfast

8:45 Welcome & Opening Remarks

 

8:55 Sponsor Remarks

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9:00 Panel - Around the World: A Macro Perspective

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Chloe Duanshi

Managing Director, Head of Macro & Investment Strategy, Rockefeller Global Family Office

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Michael Unglesbee

Department Chair, United Managers Japan & Director Susanoh Ltd. and UMJ International Singapore Pte. Ltd.

 Moderator:

 

9:45 Keynote

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Gillian Brown

Chief Investment Officer, Public & Private Investments, Ontario Teachers' Pension Plan

Moderator:

 

10:15 Coffee break

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10:45 Panel - Hedge Funds

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Steve Mahoney

Chief Investment Officer, Nova Scotia Pension Services Corporation

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Jarrod Quigley

Deputy Chief Investment Officer and Head of Investment Management Hedge Fund Solutions, Morgan Stanley Investment Management

Moderator:

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Ralph Daghfal

Senior Vice President, Institutional Business, PICTON Investments

 

11:25 Panel - Private Credit - Asset-Backed

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Dana Kayali

Director, Leveraged Finance Investments, OMERS

 

 

12:05 Lunch

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13:20 Keynote - Portfolio Construction: Perspectives from APAC

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Kevin Bong

Managing Director, Head of Portfolio Design, Research & Engineering, CPP Investments

Moderator:

 

13:50 Panel - Private Equity

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Alisa Mall

Chief Investment Officer, DFO Management, LLC

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Geeta Kapadia

Vice President and Chief Investment Officer, Fordham University

 

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14:30 Panel - Private Credit - Direct Lending

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Fernando Martinez

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

 

 

15:10 Coffee break

15:40 Panel - Democratization of Alternative Investments and what it means for Institutions

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Julie Stapel

Employee Benefits Partner, Morgan Lewis & Bockius LLP

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Brian Marcus

Head of Cross Platform Investing, Global Credit, Carlyle

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Robert Janson

Co-Chief Executive Officer and Chief Investment Officer, Westcourt Capital Corporation

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16:20 Panel - Portfolio Construction

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Anik Lanthier

Partner, Chief Investment Officer, Portfolio Manager, Richter Family Office

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Han Yik

Senior Advisor to the ED/CIO Stewardship, NYSTRS

Moderator:

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Jared Gross

Managing Director, Head of Institutional Portfolio Strategy, JP Morgan

 

17:00 Closing remarks

17:05 Reception

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19:00 Close

 

Thursday, October 15, 2026

7:30 Registration & Breakfast

8:00 InvestorXchange Roundtables

Investors: 

George Economou

Director, Private Credit Investments, Canada Post Pension Plan

Moderators:

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Jonathan Beardall

Head of Wealth and Asset Management for DIFC Authority, Dubai International Financial Centre Authority (DIFC)

 

8:55 Opening Remarks

9:00 Panel - Megatrends: Technology, Currency, Power and more

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Mark Steed

Chief Investment Officer, Arizona PSPRS Trust

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Moderator:

 

9:40 Panel - Public vs Private: Balancing Tradeoffs

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Jason Dillow

Co-Head of US Private Credit and Head of US Opportunistic Credit, Man Investment Partners (US) LP

 

 

10:20 Coffee break

10:50 Panel - The Art and Science of Manager Selection

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Ryan Teal

Head of ODD, Albourne Partners Limited

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Mario Therrien

Head of Investment Funds and External Management - Public Markets, La Caisse

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Deepika Sharma

Head of Multi-Asset Custom Solutions, Northern Trust Asset Management

 

11:30 Co-Keynote Interview: Transitioning to TPA

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David Ross

Senior Executive Managing Director and Global Head of Liquid Assets, OPTrust

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Sandra Bosela

Senior Executive Managing Director and Global Head of Illiquid Assets, OPTrust

 

12:05 Lunch

13:00 Keynote Speech: The Honourable André Ebanks, MP, Premier of the Cayman Islands

 

13:10 Keynote: Marcie Frost, CalPERS

 

13:40 Panel - Insurance & Alternatives

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Phil Sherrill

Global Head of Insurance, Blackstone Credit and Insurance (BXCI)

 

14:20 Panel - Guest Speaker: Sports Investing

 

15:00 Coffee break

15:30 Panel – Where to find Alpha in 2027

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Jason Landau

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

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Aaron Stern

Managing Partner & Chief Investment Officer, Converium Capital

 

16:10 100WF Partnership Panel

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Sandy Poiré

Portfolio Manager, Absolute Return, CN Investment Division

 

16:50 Closing remarks