ALLIANCEBERNSTEIN
AllianceBernstein (AB) is one of the largest global investment-management firms in the world, with $726 billion in assets under management as of January 2024. Whether you’re a global institution, financial advisor or high-net-worth individual, we’re committed to being your most valued partner. We foster a diverse, connected, collaborative culture that encourages intellectual curiosity and differentiated insights. We embrace innovation to address increasingly complex investing challenges. And we pursue responsibility at all levels of the firm—from how we work to the solutions we design for clients. At AB, we’re fully invested in delivering better outcomes.
Diverse Needs…Diverse Solutions
We work closely with clients to define and achieve their financial goals. As markets and needs evolve, we provide global perspective, independent research and investment discipline. Every client, everywhere, can benefit from access to our firm’s full resources. Today, our investment strategies span all markets and asset classes—creating a diverse and strategic balance of global services.
• Fixed Income: We bring together innovative research and forward-looking perspective across our suite of global, regional, multi-sector and single- sector fixed-income services to solve our clients’ most complex and unique investment challenges.
• Equities: Driven by distinctive research insights, we provide a comprehensive suite of equity strategies across geographies, capitalization ranges and investment styles—each focused on achieving outcomes that matter to our clients.
• Multi-Asset: We design and deliver a full range of integrated, dynamic multi-asset solutions tailored to the needs of each client, helping keep them ahead of the evolving investment landscape.
• Alternatives: Bringing together independent agility and institutional strength, we provide nontraditional investments and strategies to help diversify portfolios with new sources of risk and return.
LEARN MORE:
Website: Alliancebernstein.com
DOWNLOAD PDF RESOURCE
EQUITON
Founded in 2015, Equiton is a leading Canadian private equity firm in the multi-family residential space. We offer the Canadian institutional marketplace access to investment-grade real estate through our proven, high-performing investment solutions.
We believe that achieving success in private real estate investing requires a multifaceted perspective. Our extensive knowledge of local markets, a fundamentally grounded due diligence and valuation process and an ongoing commitment to post-acquisition property management are some of the tenets that underpin our approach. Portfolios are constructed with a risk adjusted return profile objective of capital preservation coupled with income and growth potential across markets and economic cycles.
LEARN MORE:
Website: https://equiton.com/institutional-investors/
LinkedIn: https://www.linkedin.com/company/equiton-partners/
CONTACT:
Aaron Pittman, SVP, Head of Canadian Institutional Investments
Email Address: apittman@equiton.com
Phone Number: 1.416.758.8700 x119 (Office)
1.289.208.6310 (Mobile)
DOWNLOAD PDF RESOURCE
FIDELITY CANADA INSTITUTIONAL
Fidelity Canada Institutional serves a diversified client base across all major asset classes, focusing on corporate and public defined benefit and defined contribution pension plans, endowments and foundations, insurance companies, MEPPS and financial institutions. Built on over 50 years of serving the needs of institutional investors worldwide, we offer active and risk-controlled disciplines including; Canadian, U.S., international and global equity, fixed-income, asset allocation, real estate and custom solutions.
Philosophy and Approach
The cornerstone of our investment philosophy is the belief that outstanding research drives results.
We believe in fundamental bottom-up research that is focused on identifying opportunities that offer stable growth through an investment cycle. Combined with prudent risk management and portfolio construction expertise, this allows us to offer best-in-class solutions aligned with our clients’ interests.
Research Excellence
Our global research capabilities and portfolio construction expertise allows us to combine investment insights and our unique perspectives into actionable solutions to meet the needs of our clients.
Proprietary Insights & Unrivalled Access
• Exclusive access to in-house research, unavailable to others.
• Unparalleled access to company management, central bankers and policymakers around the world.
• Our analysts carry out on-the-ground research—visiting companies and speaking to customers, competitors, suppliers and independent experts to gain conviction.
360° Views on Companies
• We combine insights from equity and credit research to form a 360° view on companies.
Client-Focused Alignment
• A commitment to understanding each client’s business, goals and expectations
• Long-term value creation aligned with our clients’ goals
• A client-service culture focused on accountability, accessibility and transparency
We have the experience to develop the investment solutions that are right for you.
CONTACT:
Catherine Dimitriadis, Vice President, Institutional Sales
Email Address: catherine.dimitriadis@fidelity.ca
Phone Number: 416-659-9489
Rajan Burney, Vice President, Institutional Client Management
Email Address: rajan.burney@fidelity.ca
Phone Number: 416-209-3806
David Shedd, Vice President, Institutional Sales
Email Address: David.shedd@fidelity.ca
Phone Number: 416-806-0293
DOWNLOAD PDF RESOURCE
FRANKLIN TEMPLETON
Franklin Templeton is a global investment organization with a mission to deliver better client outcomes through investment expertise, wealth management, and technology solutions. Its network of independent investment teams offers specialized expertise across the investment landscape, backed by Franklin Templeton’s global resources and infrastructure. With a 75-year history, today the company serves clients in over 165 countries, managing over US$1.6 trillion in assets as of January 31, 2024.
DOWNLOAD PDF RESOURCE
SCHRODERS
Schroders is a truly global asset management firm with an over 200-year history and professionals operating in 38 locations. Schroders provides a full range of actively managed domestic, international and emerging market investment products: from equities to fixed income, and multi-asset- to alternatives. Our firm structure and investment philosophy are focused on strengthening the partnership with our clients over the long-term. Schroders offers innovative solutions by intelligently challenging global market practices in anticipation of what’s ahead. Schroders is also deeply committed to its sustainable investment philosophy and seeking to make a wider contribution to society.
Schroders has been managing assets for Canadian clients since 1994 with CAD $5,365 billion in AUM as of December 31, 2023.
DOWNLOAD PDF RESOURCE
SLC MANAGEMENT
SLC Management is a global institutional asset manager that offers institutional investors traditional, alternative and yield-oriented investment solutions across public and private fixed income markets, as well as global real estate equity and debt and infrastructure equity. We help our clients optimize their asset allocation profile and meet their long-term income and capital appreciation objectives by leveraging our insights and deep capabilities in fixed income, alternatives and real assets through five specialty managers: SLC Fixed Income, BGO, Crescent Capital Group, InfraRed Capital Partners (“InfraRed”) and Advisors Asset Management.
InfraRed is an international infrastructure asset manager. They manage equity capital in multiple funds across value-add and core strategies for investors across the globe. From their offices in London, Madrid, New York, Sydney and Seoul, InfraRed actively manages over 240 infrastructure projects in 15 countries. Their talented, experienced, and diverse team is drawn from a wide range of backgrounds and expertise and includes over 25 different nationalities. So far, they have launched 11 infrastructure funds, including two investment companies listed on the London Stock Exchange, with US$14 billion of equity1 under management.
As of December 31, 2023, SLC Management has assets under management of C$374 billion2.
LEARN MORE:
Website: www.slcmanagement.com
DOWNLOAD PDF RESOURCE
1$14bn equity under management (USD) – Uses 5-year average FX as at 30th September 2023 of GBP/USD of 1.2944; EUR/USD 1.1291. EUM is USD 13.597m
2The assets under management (AUM) represent the combined AUM of Sun Life Capital Management (Canada) Inc., Sun Life Capital Management (U.S) LLC, BentallGreenOak, Crescent Capital Group, InfraRed Capital Partners, and Advisors Asset Management. Data is as of December 31, 2023. Total firm AUM includes approximately $43B in cash, other, unfunded commitments, and Advisors Asset Management equity. Total firm AUM excludes $50 billion in assets under administration by AAM.
TRANS-CANADA CAPITAL
About Trans-Canada Capital Inc.
Trans-Canada Capital (TCC) is an asset management firm specializing in innovative investment strategies for investors. Since 2009, the team has successfully managed the pension assets of Air Canada, one of the largest corporate pension plans in the country. Over the years, we have earned an enviable reputation by generating superior returns through strategies focusing on alpha generation in a rigorous risk-controlled framework. With C$30 billion in assets under management*, more than 100 investment professionals based in Montreal and Toronto, and a complete range of alternative solutions, TCC is well positioned to meet the needs of investors seeking steady returns.
One team, no silos
Our team approach means that all investment choices are made by a team of investment professionals with strong, diverse and complementary backgrounds. We are focused on constantly introducing new investment ideas and exploring promising opportunities.
Product offering • Fixed income: Sophisticated strategies to generate added-value, control undesired risks and further diversify active bets
• Equities: Diversified sources of alpha within equity strategies, including long only, and long/short equity funds
• Alternatives: A holistic, diversified private markets solution readily available via an open-ended fund
• Absolute return: Internally and externally managed funds, investing in a wide range of financial instruments
LEARN MORE:
LinkedIn: https://www.linkedin.com/company/transcanadacapital/
CONTACT:
Rahul Khasgiwale, CFA, CAIA
Email Address: rkhasgiwale@transcanadacapital.com
Phone Number: 437-900-5289
DOWNLOAD PDF RESOURCE
T. ROWE PRICE
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization, we’re deeply focused on our clients’ investment objectives, working closely with them to help achieve their long-term financial goals. We take an active approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. With more than 85 years of experience, we provide a broad range of investment solutions across equity, fixed income, and multi-asset capabilities for clients around the world—from individuals to advisors to institutions to retirement plan sponsors.
Championing an active, independent approach to investing
We’re independent thinkers, united behind an active and rigorous approach. With diverse perspectives, our investment professionals collaborate to identify market risks and opportunities that can give our clients sharper insights and an investment edge. But we do more than just analyze the numbers. We go beyond the numbers, leveraging best-in-class global research capabilities to uncover opportunities for investors that others might overlook.
Pursuing performance with principle
We’re committed to our clients’ success. That’s why we maintain a long-term view as we aim to deliver consistently strong performance for investors in up and down markets. Deep experience—through many market cycles—keeps us focused on what’s most important as markets shift. And we work together with our clients, providing a full range of solutions and vehicles to meet diverse needs and delivering the kind of dynamic perspectives investors need to stay ahead of change. This approach goes beyond investing. In every aspect of our business, clients can expect us to rely on principles that have stood the test of time.
Driving deliberate innovation
To meet the evolving needs of our clients, we create investment and retirement solutions in a way that’s forward-thinking and purposeful. For us, it’s not about being first. It’s about looking for ways to better serve clients. With embedded experts around the world, we’re constantly analyzing trends, studying client needs, and evaluating emerging opportunities so we can advance our capabilities and services in ways that drive the most value for our clients.
Building meaningful partnerships
We listen to understand our clients—and to learn. This helps us create deep partnerships. By understanding clients’ needs and delivering timely, actionable insights and solutions, we help them navigate change and achieve better outcomes. We see partnership as a two-way street, a place where clients’ goals meet T. Rowe Price expertise. From each insight to every investment, our singular focus is on our clients and their success.
LEARN MORE:
Website: https://www.troweprice.com/en/ca
LinkedIn: https://www.linkedin.com/company/t-rowe-price-canada/
CONTACT:
Zaheed Jiwani
Vice President, Institutional
Email Address: Zaheed.Jiwani@troweprice.com
Jean-Sebastien Garant
Vice President, Institutional
Email Address: Jean-Sebastien.Garant@troweprice.com
DOWNLOAD PDF RESOURCE
WILLIAM BLAIR
Eighty-Eighty Years as an Independent Investment Manager
William Blair is committed to building enduring relationships with our clients. As a fiduciary of institutional clients, we work closely with private and public pension funds, endowments, foundations, sovereign wealth funds, as well as other financial institutions. We are 100% active-employee-owned with broad-based ownership. Our experienced, investment teams are solely focused on active management and employ disciplined, analytical fundamental research processes across a wide range of strategies. William Blair is headquartered in Chicago with offices around the world providing expertise and solutions to meet our global clients’ evolving needs.
Intrinsic Strengths
In our view, the firm’s partnership structure, collegial and “client first” culture are critical factors to our success. These characteristics assist in attracting and retaining our seasoned investment professionals. With long-tenured portfolio managers and research analysts, our portfolios have been managed by stable investment teams providing for consistent application and repeatable investment processes.
Fulfilling Our Commitment to Clients, Communities, and Colleagues
Across all aspects of our firm, we are uplifting and inspiring best practices in philanthropy, employee engagement, governance, and the environment reflective of our values and our commitment to stewardship and sustainability.
LEARN MORE:
Website: U.S. Active Never Rests microsite: https://active.williamblair.com/
Twitter: https://twitter.com/williamblairim
LinkedIn: https://www.linkedin.com/showcase/william-blair-investment-management/
YouTube: https://www.youtube.com/user/WilliamBlairInvMgmt
CONTACT:
Jason Stefanelli, Director, Head of Canada
Email Address: jstefanelli@williamblair.com
Phone Number: 617.235.7565
DOWNLOAD PDF RESOURCE
Academic Sponsor Profile
PICTET ASSET MANAGEMENT
Who we are
Pictet Asset Management (Pictet AM) is a specialist asset manager offering investment solutions and services to investors worldwide. We are part of the Pictet Group, founded in Geneva in 1805 and with 30 offices around the world. Pictet opened its Montreal office 50 years ago in 1974 and Pictet AM has been providing both discretionary and advisory investment management services on a global scale, including in Canada, to a wide range of institutional clients since 1980. As long-term investors, we aim to direct capital to the real economy in a manner that improves the state of the planet. We do this by building responsible partnerships with our clients and the companies in which we invest.
As an independent asset manager, Pictet AM was overseeing CAD 361 billion as of 31 December 2023. Our business is investment led and centred around a long-term perspective with a dedication to client service. Our aim is to be the investment partner of choice to our clients. This means giving them our undivided attention, offering pioneering strategies, and being committed to excellence.
Our range of investment capabilities is pioneering and differentiated. We don’t do everything, rather we focus on the areas where we can add value for our clients. Our strategic capabilities are focused around Thematics, Emerging Markets, European Private Assets and Hedge Funds.
Thematics & Specialist Equities – Innovation and megatrends
Since the 1990s, our innovative thematic equity strategies have offered investors the opportunity to capitalise on the most powerful trends shaping our world. This approach has evolved into high-impact solutions investing in the transition to a sustainable future.
Emerging Markets - Deep and broad knowledge
As early entrants (mid 1980’s) into emerging markets we combine deep market knowledge with a disciplined approach to risk. We have created a diverse range of bond, equity and absolute return strategies that aim to help investors capitalise on the dynamism of the emerging world.
European Private Assets
Whether in European Real Estate, Private Equity or Private Debt, our private asset franchise effectively utilizes Pictet's extensive network of 19 offices across Europe and solid reputation with clients. This allows the investment teams to identify and engage in appealing off-market transactions and referrals. These transactions, and our dedicated local teams, bring substantial value to our European private market strategies.
Hedge Funds- Uncorrelated and risk-focused
Focus on consistent, uncorrelated returns throughout cycles. Each strategy is managed by a highly focused and well-supported portfolio team. We offer multi-strategy solutions as well as single-strategy strategies that span both equities and fixed income in market-neutral, directional, relative-value and event-driven strategies. We have demonstrated uncommon strength in defensive strategies.
LEARN MORE:
Website: assetmanagement.pictet
LinkedIn: Pictet Asset Management
Twitter: @PictetAM
CONTACT:
François Forget
Email Address: fforget@pictet.com
Phone Number: (514) 518-8587
Laila Danechi
Email Address: ldanechi@pictet.com
Phone Number: (514) 294-2345
DOWNLOAD PDF RESOURCE
Keynote Sponsor Profile
RBC INVESTOR SERVICES
RBC Investor Services delivers asset servicing solutions to Canadian asset managers and asset owners, investment counsellors and other financial institutions. Part of Royal Bank of Canada, Canada’s largest bank and one of the top 10 banks globally1, our focus is on safeguarding the assets of our clients and supporting their growth. Clients benefit from our long-standing experience and expertise:
• Over 120 years in providing investor services
• Financial strength and stability with the highest credit ratings amongst our asset servicing peers2
• Focused on delivering seamless client experiences and employing technology to enable our clients’ success
Products and Services
RBCIS’ products and services include custody, fund administration, shareholder services, middle office, cash management, foreign exchange and securities finance.
DOWNLOAD PDF RESOURCE
(1) Based on market capitalization as at January 31, 2024
(2) Ratings (as at February 27, 2024) for senior long-term debt issued prior to September 23, 2018 and senior long-term debt issued on or after September 23, 2018, which is excluded from the Canadian Bank Recapitalization (Bail-in) regime