2024 AIF Institute Canadian Investors' Symposium
June 11 | The Mount Royal Club | Montreal
On behalf of AIF Global, we hope you will join us for the 2024 AIF Institute Canadian Investors’ Symposium to be held June 11 at The Mount Royal Club in Montreal.
The Symposium will bring together leading institutional investors, board members, and investment consultants to discuss important themes and trends in alternative investments.
Agenda at a Glance
Tuesday, June 11
8:30–9:10 a.m
Registration
9:10–9:40 a.m.
Welcome and Opening Remarks
Welcome:
- Brant Maller, Founder and CEO, AIF Global
Opening Remarks:
- Paul Desmarais III, Chairman & CEO, Sagard
- Mario Therrien, Head of Investments and External Management, CDPQ
9:40–10:20 a.m.
Opening Presentation: The Five Future Fears: Civilizational Risk from an Investor Perspective
- Randy Cohen, Senior Lecturer, Harvard Business School and Academic Board Member, AIF Global
10:30–11:30 a.m.
Portfolio Construction and Risk Management Roundtable Discussion
Session Leader:
- Pierre Luc Gariepy, Co-Leader, Alternative Investments Canada, Mercer Global Investment Canada
Session Participants:
- Ranjan Bhaduri, CEO, Bodhi Research Group
- Dominic Garcia, Chief Investment Pension Strategist, CBRE Investment Management
- Bruno Roy, President and Chief Executive Officer, CN Investment Division
- Louis-Philippe Roy, Director of Investments, Joddes Ltd
11:45–12:30 p.m.
Update on Private Capital Research Institute (PCRI) and the World Economic Forum Study: The Evolution of the Private Equity Industry: Returns, Relationships and Responsibility
- Josh Lerner, Professor of Investment Banking, Harvard Business School and Academic Board Chair, AIF Global
12:30–1:30 p.m.
Luncheon
1:30–2:30 p.m.
Private Credit Strategies: Direct Lending and Specialized Strategies
Session Leader:
- Yves Caron, Senior Director, Funds Private Markets, CDPQ Funds Management
Session Participants:
- Brandon Cahill, Managing Director, GCM Grosvenor
- Chrissy Lamont Svejnar, Partner, Credit Secondaries, Ares Management
- David MacNaughtan, Partner & Head of Sagard Healthcare, Sagard
- Michael Payton, Vice President, ACORE Capital
- David Sheng, Managing Director, Portfolio Advisory, Aksia
2:45–3:30 p.m.
Integrating Liquid Diversifiers into Total Portfolio Construction
Speakers:
- Zarqaa Shaikh, Director, Multi-Strategy Investments, OPTrust
- David Sheng, Managing Director, Portfolio Advisory, Aksia
- Brian Shushkovsky, Senior Advisory Associate, Aksia
3:45–4:45 p.m.
Real Assets: Real Estate, Infrastructure, and Energy Transition
Session Leader:
- Dominic Garcia, Chief Investment Pension Strategist, CBRE Investment Management
Session Participants:
- Matt DeNichilo, Partner, ECP
- John Maurer, Senior Managing Director, Head of Equity, Sagard Real Estate
- Olivia Wassenaar, Head of Sustainability and Infrastructure, Apollo Global Management
4:45–5:45 p.m.
Closing Reception
2024 AIF Canadian Investors’ Symposium Participant List
Investor, Consultant and Finance Academic Participants
Aksia
Brian Shushkovsky, Senior Advisory Associate
David Sheng, Managing Director, Portfolio Advisory
Alterna Saving | Alterna Bank
Rob Paterson, President and CEO
Bimcor
Jean-François Pépin, CIO
BMO Capital Markets
Serkan Eskinazi, Managing Director and Head of Merchant Banking
Annie Lapointe, Managing Director & Co-Head
Bodhi Research Group
Ranjan Bhaduri, CEO
Caisse de dépôt et placement du Québec (CDPQ)
Yves Caron, Senior Dir
Mario Therrien, Head of Investments and External Management
Caisse de retraite d’Hydro-Québec
Sylvain Charpentier, Head Manager – Real Estate Investments
CIBC Pension
Paul Sawaya, Vice President and Regional Head
Cody Jones, Senior Director
Charles Simpson, Director
Alexandra Vincent, Director
Claridge
Brian Cyr, Vice President
CN Investment Division
Bruno Roy, President and Chief Executive Officer
Co-operators Insurance
Tomas Blazejowski, AVP, Corporate Development & Venture Fund
John Dempsey, Director
Daniel Sinclair, VP Corporate Development, Head Co-operators Corporate Venture Fund
Export Development Canada
Greg McElheran, Vice President, Market Development
Fondaction
Louis de La Haye Duponsel, Senior Portfolio Manager
Healthcare of Ontario Pension Plan (HOOPP)
Mark Cormier, Managing Director
Kruger, Inc.
Rume Johnskareng, Senior Investment Analyst
Kourosch Akhbari, Junior Financial Analyst
Mercer Global Investment Canada
Pierre Luc Gariepy, Co-Leader, Alternative Investments Canada
OPTrust
Zarqaa Shaikh, Director, Multi-Strategy Investments
Sun Life
Ray Angad, Director, Partnerships and Investments
