The Defined Benefit Investment Forum -- MONTREAL
December 6, 2018
Hosted by Canadian Investment Review, the Defined Benefit Investment Forum is one of the newest events to be added to the CIR roster of most established and reputable events in the defined benefit pension and investment realm in Canada.
The 2018 Defined Benefit Investment Forum is an exclusive forum, bringing together DB plan decision-makers, consultants and leading industry experts to share their views, practices and theories to address the challenges and issues they are faced with in the current economy. This event includes several expert presentations.
The theme of this year's conference is:
Protecting the Pension Promise – The Challenge of Long-term Investing
In a world where short-termism rules decision-making, investing for the long-term can be challenging for DB plan sponsors. To help, today’s plan sponsors are increasing their allocation to investments that can help them earn returns over longer time periods. They are looking closely at investments like infrastructure and real estate, as well as tools and strategies that can mitigate risk in the short-term. This year’s DB Investment Forum will look at the top challenges involves in managing DB plans with a long time horizon and the investments tools and solutions that can help.
Who Should Attend this Event?
Participation is for qualified DB decision-makers and investment consultants.
Canadian Investment Review is Canada's leading forum for academics, institutional investors and industry practitioners to exchange ideas on the capital markets, investment and economic theory and the related sociology and demographics. To that end, it publishes articles that offer original ideas based on existing literature and brings new insight to relevant themes and practices within the institutional investment community.
2018 Defined Benefit Investment Forum Agenda (Montreal):
*Please note that this agenda is a draft and may be subject to change
7:15 – 8:10 a.m.
Breakfast and registration
Looking long-term: Economic outlook for 2019 and beyond
What does the economic climate look like for Canada (and the world) in 2019 and beyond? This forecast will address the challenges and opportunities that exist for plan sponsors and the pension industry in the years ahead.
Brett House, deputy chief economist, Scotiabank
9:10 – 9:40 a.m.
Building real returns with real assets
Real estate has created vast sums of wealth for long-term investors over time. What opportunities arise at this point in the cycle for liquid and illiquid real estate investments? What challenges exist as the category becomes institutionalized? What risks does the changing interest rate environment bring?
Derek Warren, vice-president, Lincluden Investment Management
9:40 – 10:10 a.m.
Plan sponsors and money managers have the same challenge – Selecting investments that work
Just as some companies are positioned to deliver high returns over the long term, investment managers can position themselves to outperform their benchmarks. Managers, fund analysts, and investment consultants all must first identify what works and then select winning investments. When it comes to active equity managers, academic studies have shown that being different, agile, aligned and patient leads to outperformance.
Richard Fogler, managing director, chief investment officer and portfolio manager, Kingwest & Company
10:10 – 10:40 a.m.
10:40 – 11:10 a.m.
Can you still find value in a competitive infrastructure marketplace?
In a market where competition for equity and investment grade debt is at an all-time high, this presentation will discuss a how you can still access secure, diversified cashflows from operational infrastructure assets in a crowded marketplace. By moving down the credit spectrum from senior to junior debt, pension funds can avoid competition from insurance companies and find a niche which still offers good relative value compared to other investment options of a similar credit quality.
Claire Smith, investment director, infrastructure finance, Schroders
Other sessions to be announced shortly.
Closing remarks followed by lunch
For more information on the agenda or speaking at a CIR event, contact Lauren Harris, Editor, Conferences.
The Ritz Carlton Hotel, Montreal
December 6, 2018
When it opened in 1912, the Ritz-Carlton Montreal was recognized as one of the city's most esteemed five star hotels. Today, more than 100 years later, the Grande Dame of Sherbrooke Street still sets the standard among luxury hotels in downtown Montreal, blending historic splendor with contemporary design and earning the prestigious AAA Five Diamond award year-after-year. Set within the Golden Square Mile, Ritz-Carlton Montreal offers guests:
- Five star hotel accommodations blending historic elements with modern features
- Fine dining at Maison Boulud, featuring modern interpretations of classic French cuisine in an upscale setting
- Elegant meeting and event spaces that offer flexible seating arrangements and state-of-the-art technology
- A rooftop and terrace featuring an indoor saltwater pool and stunning views overlooking the city
- Afternoon Tea, which originated at this downtown Montreal hotel
- A Montreal spa where senses are awakened in a peaceful sanctuary
For more information on event logistics, contact Joanne Merrick, senior event manager.