Please contact Robert Martins at 416-847-5142.
The Case for Optimism
Investment Innovation Conference
October 24-26, 2017
The 2017 Investment Innovation Conference will be held at the Fairmont Southampton Bermuda Resort.
Who Should Attend this Event?
The conference is an exclusive, educational forum that brings together senior representatives of Canadian pension plan sponsors, as well as representatives from the academic, custodial and money management communities.
How Do I Attend?
Participation is by-invitation-only. For more information on the Investment Innovation Conference, please email Alison Webb (Alison.Webb@tc.tc), publisher of Canadian Investment Review for consideration.
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.
For more information, contact Jennifer Hughey Editor, Conferences.
Investment Innovation Conference
Jeff Rubin is an award-winning international author and economist. After almost 20 years as chief economist and managing director of CIBC World Markets, Rubin resigned at the end of March 2009 to publish his international bestseller, Why Your World Is About to Get A Whole Lot Smaller: Oil and the End of Globalization. Simultaneously published by Random House in the US and Canada and by Virgin Books in the United Kingdom, his path-breaking book has now been published in over 15 countries and in seven different languages. NEWSWEEK wrote, “Rubin’s argument is powerful”, while the Financial Times of London called the book, “One of the year’s best”. A number-one, non-fiction bestseller in Canada, the book recently won the country’s National Business Book Award, and was also a runner-up for the Financial Times Business Book of the Year Award. In the End of Growth, Rubin argues that the end of cheap oil means the end of growth. What it will be like to live in a world where growth is over? In 0his new book, The Carbon Bubble, Rubin argues that Canada’s economic reliance on its oil reserves is misplaced. He argues that there is a lifeline to a better future. The very climate change that will leave much of the country’s carbon unburnable could at the same time make some of Canada’s other resource assets more valuable: its water and land. In tomorrow’s economy, Canada won’t be an energy superpower, but it has the makings of one of the world’s great breadbaskets. And in the global climate that the world’s carbon emissions are inexorably creating, food will soon be a lot more valuable than oil. Over the course of his career in financial markets, his calls on interest rates and foreign exchange markets won him a number-one ranking in economics in the Brendan Wood International survey of institutional investors in Canada on no less than ten separate occasions.
Shannon Vallor is the William J. Rewak, S.J. Professor in the Department of Philosophy at Santa Clara University, where her research addresses the ethical implications of emerging science and technology, especially AI, robotics and new media. Professor Vallor received the 2015 World Technology Award in Ethics from the World Technology Network. She has served as President of the international Society for Philosophy and Technology, sits on the Executive Board of the Foundation for Responsible Robotics, and is a member of the IEEE Standards Association's Global Initiative for Ethical Considerations in the Design of Autonomous Systems. She is the recent author of Technology and the Virtues: A Philosophical Guide to a Future Worth Wanting (Oxford University Press, 2016).
Session Speakers and Panellists
Dr. Tima Bansal
Dr. Tima Bansal is a professor at the Ivey Business School. She is also the director of the Centre on Building Sustainable Value and the executive director for the Network for Business Sustainability. In 2012, she was awarded the Canada Research Chair in Business Sustainability, and in 2008, she was awarded the Aspen's Institute title of Faculty Pioneer for Academic Leadership. Her research interests are at the intersection of sustainability and strategy. Her TedX talk describes some of her recent ideas. She has published in the Academy of Management Journal, Organization Science, Strategic Management Journal, and the Journal of International Business Studies, among others. She has co-edited two books in Business and the Natural Environment. Her research has also been cited in the popular press including The Globe and Mail, National Post, Wall Street Journal, and The Independent. She is currently a deputy editor for the Academy of Management Journal and was an Associate Editor from 2010 to 2013. She has also sat on eight other editorial boards in the past. Since 1999, she has successfully raised over $10 million in government grants and $2M in corporate funding for sustainability-related research. She has a DPhil and MPhil from the University of Oxford, an MA from Western University and a BA (Hons) from the University of Calgary.
Scott Bennett is the director of equity strategy and research at Russell Investments, focusing on the research and development of Russell’s Direct Investment strategies. In this role, he leads a team of senior research analysts who are dedicated to the continual development of global quantitative equity strategies. Prior to Bennett’s current role he was a portfolio manager for Russell Investments focusing on Russell’s Australian equity funds. He was responsible for all aspects of the portfolio management process including; strategy development, portfolio construction and continuous monitoring of the funds. Since joining the investment division at the beginning of 2007, he has been integral in the development of Russell’s direct investing capabilities, which includes Russell’s proprietary select holdings, tracker and exchange traded funds. Bennett serves as a principal spokesperson for Russell Investments, representing Russell’s investment process and insight with clients, industry conferences and the media. He is also regular guest on CNBC Asia and the Sky Business channel. Scott has a B. Business (Distinction), Economics and Finance, RMIT University, 2001, Advanced Diploma of Financial Services, Financial Planning, RMIT University, 2003, M. Finance, Applied Finance, University of New South Wales, 2007.
Erin Bigley is a senior portfolio manager for the fixed income team and is a member of the firm’s Responsible Investment Committee, as well as the Municipal Impact Investment Policy Group. She joined AB in 1997 and previously served as a portfolio manager and trader for global and Canadian bond strategies. Bigley also spent two years based in London as the global head of fixed income business development for institutional clients. She is the coauthor of LDI: Reducing Downside Risk with Global Bonds, published in The Journal of Investing. Bigley holds a BS in civil engineering from Villanova University and an MBA from the Massachusetts Institute of Technology’s Sloan School of Management. She is a CFA charterholder and is located in New York.
Wesley S. Chan
Wesley S. Chan is senior vice-president, director, Stock Selection Research with Acadian Asset Management. He joined Acadian in 2011 as director of Stock Selection Research, leading Acadian’s bottom-up research effort. Chan previously worked at Goldman Sachs Asset Management (GSAM), where he served as vice-president in the Quantitative Investment Strategies Group. While there, he was a leading member of the research team responsible for developing alpha themes and implementing new signals. Prior to that, he was a partner and lead equity researcher at AlphaSimplex Group. At MIT, Chan originated one of the earliest and most widely cited studies on using news to predict stock returns. Before gaining his Ph.D., he worked as a fundamental analyst on the value active equity team at GSAM. Chan received a Ph.D. in financial economics from the Sloan School of Management at MIT and an A.B. in economics from Princeton University. He has 18 years of investment experience, is also a member of the Acadian Operating Committee.
Kyle Concannon is an investment strategist on the Dynamic Allocation Strategies team at William Blair. In this capacity, he contributes to the investment process and is responsible for communicating the team’s philosophy and process, portfolio positioning, and drivers of performance to internal and external stakeholders. Before joining William Blair in 2015, Concannon spent eight years at UBS Global Asset Management, most recently as part of its global investment solutions team, where he was responsible for interacting with clients and prospects regarding the firm’s multi‐asset capabilities. He is a member of the CFA Institute, the CFA Society of Chicago, and the CAIA Association and has a B.S. in finance from Boston College.
James C. Davis
James C. Davis is chief investment officer of OPTrust, one of Canada’s largest pension funds with assets of $18.4 billion and investment professionals in Toronto, London and Sydney. Davis joined OPTrust in 2015. He leads the organization’s investment strategy and oversees its diversified portfolio spanning the globe with public market, private market, infrastructure, and real estate assets in North America, Europe, Developed Asia and emerging markets. Davis has more than 25 years of strategic investment planning and leadership experience, including proven results in liability driven investing and portfolio design. Most recently, he held the role of vice-president, Strategy and Asset Mix and chief economist at Ontario Teachers’ Pension Plan (Teachers’). Before joining Teachers’, he was President of FuturesTrend Capital Corporation in Prince Edward Island and vice-president and head, Global Fixed Income and Currencies at RBC Global Investment Management in Toronto. Davis is widely recognized as an engaging speaker in a broad range of forums within the pension industry, and is known for his insights on global economics, portfolio construction and investment strategy. In addition to degrees in mathematics and m eteorology, he holds an MBA in Finance from Dalhousie University and is a CFA charterholder.
Peter Fitzgerald is global head of multi-asset and a co-fund manager of AIMS Target Return Fund and the Target Income Fund with Aviva Investors which he joined in 2011. His main responsibilities include the management of their suite of outcome-focused multi-strategy funds targeting specific client outcomes such as achieving reliable capital growth and securing a steady stream of income. He also leads the global multi-assets investment team and is responsible for the strategic direction of the global multi-asset and multi-strategy offering. Fitzgerald began his career at Old Mutual in 1995 before joining BNP Wealth Management’s multi-asset team. He has extensive international experience having worked in Asia, Latin America and Europe. He holds a postgraduate diploma in Education from Trinity College Dublin and a degree in European studies from the University of Cork. He is also a CFA charterholder.
Carol W. Geremia
Carol W. Geremia is president of MFS Institutional Advisors, Inc. (MFSI) and co-head of Global Distribution for MFS Investment Management (MFS). She is also a member of the firm’s Management Committee. In these roles, she oversees the management of the company’s global institutional business, which includes relationships with corporate and public retirement plans, sovereign wealth plans, investment authorities and endowments and foundations. Geremia joined MFS in 1984 and was named president of MFSI in 2004 and co-head of Global Distribution in 2011. Prior to running the global institutional business, she was president of MFS Retirement Services, which was dedicated to servicing US plan sponsors and their participants. She is a member of the City Year Seven Generations Board and also serves as a member of the MFS Charitable Oversight Committee and as an Advisory Council member for Bridge Over Troubled Waters, Inc.
Phil Gillin is executive vice-president and Portfolio Manager for Bentall Kennedy (Canada) Limited Partnership and Sun Life Investment Management. He oversees Canadian Property Investments for the General Account of the Sun Life Financial Group of Companies, with responsibility for its large portfolio of Canadian commercial mortgages and real estate investments. In addition, he is the Chair of Sun Life Financial’s International Sustainability Council. He is also senior managing director and portfolio manager for the Sun Life Canadian Commercial Mortgage Fund, with responsibility for the management and performance of the fund. Gillin has over 36 years of experience in the property investment sector. He joined Sun Life Assurance Company of Canada in 1998 as vice-president of Canadian Real Estate, overseeing the growth and enhancing the management of the portfolio, and was appointed as senior managing director and Head of Canadian Real Estate in 2007. His responsibilities were expanded in 2012 to also include Canadian commercial mortgages. Prior to joining Sun Life Assurance Company, he managed the real estate assets at one of Canada’s largest retailers, and prior to that he with was one of North America’s largest real estate companies. Gillin speaks frequently on property investment topics and is very active in industry and community organizations. Among others, he is a member of the Commercial Real Estate Development Association (known as NAIOP) and the International Council of Shopping Centers, the Urban Land Institute and serves on the Real Estate Advisory Board of the Schulich School of Business. He holds a Bachelor of Arts from the University of Western Ontario and an M.B.A. from the Schulich School of Business. He is also a Certified Management Accountant/Certified Public Accountant.
Malcolm Jones is an investment director, absolute return and multi-asset investing with Aberdeen Standard Investments. Aberdeen Standard Investments is a brand of the investment businesses of Aberdeen Asset Management and Standard Life Investments. He is focused on absolute return and multi-asset investing with 29 years of investment experience. Working closely with the multi-asset, product development and business teams, he is responsible for communicating the firm’s multi-asset propositions and promoting the ongoing development of the multi-asset product suite. Jones spent the first 15 years of his career as a fund manager working on both equity and fixed income strategies. As a senior fund manager, he was also a key member of asset allocation groups overseeing the management of multi-asset mandates. He has a First-Class Honours degree in BSc Actuarial Mathematics and Statistics from Heriot-Watt University and is also a Fellow of the Faculty of Actuaries.
Matthew Killi is head of Machine Learning Deployment at the Toronto based AI company DeepLearni.ng. At DeepLearni.ng, he works with business leaders to unlock the latent value in their data assets with the latest machine learning technology. He most recently led in the deployment of a self-learning credit risk model at a global bank, and in the development of an AI engine to process property claims using deep neural network technology. Previously, Killi worked at McKinsey & Company where he worked with multiple Fortune 500 executives to lead transformations in their organizations. He has multiple years of experience working within Financial Services and Advanced Electronics industries and has extensive knowledge of the Aerospace & Defense and Basic Materials industries. He is also the director of Tech North, a partnership between McKinsey and a network of over 50 executives, entrepreneurs, academics and investors striving to develop the Toronto-Waterloo Innovation Corridor. Killi has a PhD is Theoretical Physics from the University of Toronto quantum materials and has spent close to a decade working with advanced analytics.
Douglas Kinney is executive vice-president, client relations and product development across the Bentall Kennedy North American investment platform. He brings more than 30 years of real estate asset management, client relations, product development and capital advisory experience to Bentall Kennedy. Most recently, Kinney was managing director of global real estate capital formation at The Carlyle Group. Prior to Carlyle, he held senior positions with Greenhill and Co, Credit Suisse Real Estate Private Fund Group and with Heitman/JMB Realty Corp. Kinney received a B.A from the University of Tennessee. He holds Series 7, 24 and 63 licenses. He maintains registrations in all 50 states and Puerto Rico.
Meg Starr is a vice-president within Goldman Sachs Asset Management, focused on Environmental, Social and Governance (ESG) and Impact Investing initiatives. Previously, Starr was the chief of staff of The JPB Foundation, a $3.8B private family foundation based in New York City. Starr earned an A.B. from Harvard College in Environmental Science and Public Policy, magna cum laude with highest honors in field of concentration, and was awarded summa cum laude for her thesis on biological carbon offsets. She also earned an M.B.A. and a Certificate in Public Management and Social Innovation from the Stanford Graduate School of Business, where she was an Arbuckle Leadership Fellow.
Alex Veroude is head of Credit and Deputy Head of Fixed Income for Insight Investment. He joined the Fixed Income Group at Insight in July 2007, overseeing all credit activities with responsibility also for setting credit strategy. He also became Deputy Head of Fixed Income (New York) in June 2016. Veroude oversees a team of more than 40 credit analysts covering corporate issuers (investment grade and high yield) as well as secured finance which includes ABS, CLOs and off-the- run private financings. Veroude is lead portfolio manager of the Absolute Insight Credit Fund, the Secured Finance Fund, the Consumer Debt Recovery Fund and a number of customized separate accounts. In April 2015, Veroude relocated from London to New York to oversee the integration of a US credit business (Cutwater Asset Management) into existing Insight credit teams and processes and to spearhead the expansion of Insight’s US investment capability. Veroude began his career at Gulf International Bank (formerly Saudi International Bank) in 1997, initially as a high yield analyst before managing structured product portfolios. He then became Head of Structured Products and latterly Head of Credit. He holds a first class equivalent MSc in Quantitative Economics from Tilburg University in the Netherlands, is fluent in English, Dutch, German and Swedish and is a CFA charterholder.
Benjamin (Ben) Pousty is a content strategist with Fidelity Investments. He serves as the product marketing lead for the Fidelity Labs Bitcoin & Blockchain Incubator. His responsibilities include helping to develop sustainable, future-forward financial technology solutions for internal and customer use. Pousty has over a decade of experience in emerging financial technologies in a broad range of roles across marketing, consulting and research. Prior to joining Fidelity, he served as marketing director at itBit, the first regulated bitcoin exchange in the United States, and Paxos, a blockchain solutions provider for financial institutions. Pousty received his B.A. in Financial Economics and English from Binghamton University.
For more information, contact Jennifer Hughey -- Canadian Investment Review Conference Editor.
More information regarding the actitives taking place at the 2017 Investment Innovation Conference will be posted soon.
The Investment Innovation Conference is pleased to offer a registered spousal program which will include:
Cocktails and dinner on October 24 and 25
Breakfast on October 25 and 26
Closing luncheon on October 26
More details are available upon registration.
For more information, contact Joanne Boccia, Senior Event Producer.
Fairmont Southampton Bermuda Hotel
101 South Shore Road, Southampton,
Perched on Bermuda’s stunning south shore with miles of pink sand beaches, the luxurious Fairmont Southampton, Bermuda beach resort sits on nearly 100 acres, dotted with lush bougainvillea and towering coconut palms. Conveniently located in the mid-Atlantic, less than a two-hour flight from most east coast gateways; this Bermuda hotel is perfect for Atlantic vacations, getaways, meetings & events year-round.
Fairmont Southampton Bermuda hotel's spacious guestrooms—many with sweeping water views—are richly appointed with private balconies, walk-in closets and marble bathrooms. For unsurpassed luxury and service reserve a room on the Fairmont Gold Floor, a hotel-within-a-hotel.
Activities and Amenities
Fairmont Southampton, Bermuda resort offers unparalleled amenities throughout the entire property. Relax at the resort pool, or pull up a chaise lounge at the sprawling oceanfront beach club with Dive Centre, tennis courts, jet ski rentals, & more. Unwind in the Willow Stream Spa with indoor pool & fitness facility, or tee off at the 18-hole par-3 championship Turtle Hill Golf Club. Family-friendly, the hotel offers a kids camp.
Entry and Exit Requirements
All Canadian citizens traveling by air to Bermuda must present one of the following valid documents:
- A passport, which must be valid until the date of expected departure; or
- NEXUS card when used at kiosks in participating airports.
The most important formality on entering another county is providing proof of your Canadian citizenship. Your Canadian passport is the best document to prove your Canadian citizenship and your right to return to Canada. Additional information is available from Passport Canada.
For more information, contact Joanne Boccia, Senior Event Producer