Conference Coverage: 2023 Defined Benefit Investment Forum

On Dec. 6, the Canadian Investment Review hosted its annual Defined Benefit Investment Forum.

With the close of a year marred by financial fragility and global discontent, leaders from Canada’s defined benefit pension plan sponsor community gathered to shed light on the challenging economic landscape of 2023 and make informed predictions about the hurdles and opportunities ahead.

Here’s what you missed!

PHOTO GALLERY

Eric Lascelles
RBC Global Asset Management
Can institutional investors expect a recession in 2024?

The “most widely anticipated recession in history” could arrive in 2024.

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Aaron Pittman
Equiton
Housing unaffordability may launch ‘generational move’ toward multi-family segment

Canada has a real estate “supply and demand crisis” that is likely to get worse in the coming years with ineffectual government intervention and central bank policies and not-in-my-backyard movements stymying development.

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Michael Tsourounis
Hazelview Investments
How exposure to multi-family real estate can optimize risk-adjusted returns

Multi-family real estate is set up for long-term sustained returns given the extreme dislocation between housing supply and demand in Canada and record-high federal immigration targets.

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Dustin Haygood
Aristotle Capital Management

Ranjit Sufi
Aristotle Capital Management

How quality investing can help plan sponsors navigate uncertain markets

A quality investing strategy has some of the same benefits of a well-made pair of sneakers.

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Samantha Cleyn
BMO Global Asset Management

Mark Webster
BMO Global Asset Management

Managing liquidity through listed assets

After the simultaneous sell-off of both equities and bonds in the first half of 2022, many defined benefit pension plan sponsors were forced to “pay much more attention to the liquidity profiles of their portfolios” and manage risk by implementing a temporary policy reprieve, halting new investment activity or selling assets in the secondary market.

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Kamil Dimmich
Pacific North of South Capital

The value of active management in emerging markets

With historic perceptions of emerging markets and equities no longer matching reality, institutional investors have the opportunity to scoop up good companies at low valuations.

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Sandeep Kakan
Canada-Wide Industrial Pension Plan
How policy-makers, plan sponsors can manage, mitigate cybersecurity risks

Pension plan sponsors must effectively employ care, diligence and skill when facing cybersecurity threats.

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Sponsors
Supporting Sponsors

To view highlights from the 2022 Defined Benefit Investment Forum, click here.