Coverage of the 2024 Global Investment Conference

On April 10-12, the Canadian Investment Review hosted a group of delegates, including defined benefit plan sponsors, asset managers and academics, in Alberta for the 2024 Global Investment Conference.

The three-day conference kicked off with a deep dive into key geopolitical risks affecting international trade that will have reverberations in global and regional investment strategies. As well, delegates explored innovations that are changing the investment landscape, including artificial intelligence, drug innovations, the future of real estate and leveraging the social aspect of ESG strategies to generate risk-adjusted returns.

Find out what you missed!

PHOTO GALLERY

John Sitilides
Principal, Trilogy Advisors LLC
Global energy interests posing challenges to institutional investors’ net-zero targets

Global powerhouses China and India will continue to heavily bet in oil and gas opportunities due to projected demand, despite the global push for green energy.

Read session coverage

Rémi Tétreault
Director, client solutions, Trans-Canada Capital
How the risk-return proposition can help portfolios perform well in a variety of market conditions

It’s important for institutional investors to view risk mitigation as a way to improve the risk-return proposition and not as a way to express a bearish view on markets.

Read session coverage

Daniel Sausmikat
Partner, origination & execution, InfraRed Capital Partners
Comparing clean energy landscapes across North America and Europe

To reach 2050 net-zero targets, investment volume in U.S. and European clean power markets has to be scaled on an annualized basis from now until 2030.

Read session coverage

Aaron Pittman
Senior vice-president, head of Canadian institutional investments, Equiton
Canadian real estate pressures increasing demand for rental market investments

If Canadians aren’t able to access single-family housing, then by necessity they have to move to rentals.

Read session coverage

John Chisholm
Investment director, global and international equities, Schroders
How institutional investors can re-think active management to add value, generate alpha

An active manager only adds value for clients through three distinct ways: interpreting information through their research and decision-making, the way they manage risk through their portfolio construction and the way they engage as active owners in the businesses they’re invested in.

Read session coverage

Jennifer O'Hara Martin
Global equity portfolio specialist, T. Rowe Price
Technology, health-care innovations providing institutional investors with alpha

Institutional investors are navigating two massive innovations, namely artificial intelligence and artificial incretins.

Read session coverage

Andrew Ness
Portfolio manager, emerging markets equity, Franklin Templeton Investments Ltd.
Emerging markets providing opportunities for institutional investors

It’s the right time for institutional investors to commit allocations to the emerging markets asset class.

Read session coverage

Olga Bitel
Partner, global strategist, William Blair

Radhika Desai
Professor, department of political studies, director, geopolitical economy research group, University of Manitoba
Global risk assessment in need of a change

The conventional assessment of global risk needs to consider the dynamic correlation between geopolitical and economical risks.

Read session coverage

Delaney Greig
Director, investor stewardship, University Pension Plan
How institutional investors can leverage their influence with stewardship goals

Active ownership, accompanied by a concrete set of stewardship goals, is critical for long-term value creation.

Read session coverage

Leona Fields
Director, pension fund, York University

Francois Quinty
Director, investment management, VIA Rail Canada Inc.

Nora Lamb
Director, pensions and savings, Suncor Energy Inc.

A look at evolving retirement trends

During a panel discussion, three pension plan sponsors shared their perspective on plan design and the changing patterns for employees close to retirement.

Read session coverage

James Ash
Chief investment officer and head of pension investment management and treasury, CIBC Pension Plan

Jean-Christophe Lermusiaux
Managing director, global emerging markets, British Columbia Investment Management Corp.

Steve Mahoney
Chief investment officer, Nova Scotia Pension Services Corp.
How institutional investors are navigating developed, emerging market trends

During a panel, three key thought leaders representing defined benefit pension plan sponsors shared their views on investment trends and challenges in developed and emerging markets.

Read session coverage

Sponsors

To view highlights from the 2023 Global Investment Conference, click here.

To view highlights from the 2022 Global Investment Conference, click here.

To view highlights from the 2021 Global Investment Conference, click here.