ACADIAN ASSET MANAGEMENT LLC
Acadian Asset Management is a global, systematic institutional investment manager. Founded in 1986, Acadian is headquartered in Boston, with affiliates located in London, Singapore, and Sydney. Acadian’s edge is at the convergence of experienced investors and economic insights; data-driven research and innovation; and the computational power and analytical tools enabling us to tackle complex investment challenges for our clients.
Building on the idea that markets are systematically mispriced, we were among the first firms in the world to apply data and technology to the systematic evaluation of global investments. With over 35 years of data-driven insights, we manage equity strategies intended to deliver active returns and alternative strategies designed to deliver absolute, uncorrelated results. Our sustainable investing capabilities are integrated throughout all strategies and provide a platform for both client-specific solutions and a cutting-edge approach to engagement. A rigorous research agenda, sophisticated forecasting and portfolio construction tools, and a culture of collaboration underpin continuous innovation.
CONTACT INFORMATION:
Derek Towle
Vice-president
617 598 6891
dtowle@acadian-asset.com
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CIBC ASSET MANAGEMENT
CIBC asset management (CIBC AM) is the asset management subsidiary of CIBC. Dedicated to being the leader in client relationships, CIBC AM provides a range of high-quality investment management services and solutions to retail and institutional investors. Offerings include a comprehensive platform of mutual funds, strategic managed portfolio solutions, discretionary investment management services for high-net-worth individuals and institutions. CIBC AM is one of canada's largest asset management firms, with over $198 billion in assets under administration as of march 2023.
CONTACT INFORMATION:
Sergio De Rango
Vice-president, institutional business development
CIBC Asset Management
Sergio.derango@cibc.com
Lilly Price
Vice-president, institutional business development
CIBC Asset Management
Lilly.price@cibc.com
Michael Cook
Vice-president, institutional client relations and LDI client portfolio manager
CIBC Asset Management
Michael.cook1@cibc.com
LEARN MORE:
Website: cibcam-institutional.com
LinkedIn: @CIBC Asset Management
Twitter: @CIBCAMNEWS
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FIDELITY INVESTMENTS
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 INFORMATION:
David Shedd
Vice-president and institutional sales
1-416-307-5573
david.shedd@fidelity.ca
Catherine Dimitriadis
Vice-president and institutional sales
CIBC Asset Management
1-416-217-7657
catherine.dimitriadis@fidelity.ca
Philippe Potvin
Vice-president and institutional sales
1-416-578-6754
Philippe.potvin@fidelity.ca
HAZELVIEW INVESTMENTS
Hazelview Investments has been an active investor, owner, and manager of global real estate investments since 1999 and remains committed to creating value for people and places. Hazelview employs a global investment and asset management team of more than 90 people in its offices in Toronto, New York, Hong Kong and Hamburg and manages 11.7 billion (CAD) in real estate assets.
Hazelview Investments has been an active investor, owner, and manager of global real estate investments since 1999 and remains committed to creating value for people and places. Hazelview employs a global investment and asset management team of more than 90 people in its offices in Toronto, New York, Hong Kong and Hamburg and manages 11.7 billion (CAD) in real estate assets.
PRIVATE EQUITY
Value Add
Acquiring well-located properties and actively pursuing improvements to the assets cash flow through renovations, operational enhancements, repositioning programs.
Entitlement
Acquiring well-located properties and attaining approval for greater and better use for some or all of the property through thorough and thoughtful site / master plan community applications.
Development
Leveraging an in-house platform that includes broad development expertise and 20+ years of property management experience to design and build future-proofed products that appeal to high-quality tenants.
PRIVATE DEBT
Investments in mortgages secured by real property that generate higher yields relative to traditional mortgages due to the improved flexibility they provide to a real estate investor (shorter-duration, open-repayment privileges, greater proceeds).
PUBLIC SECURITIES
Core
Investments in publicly traded companies that have own high-quality assets located in supply-constrained developed markets, have exposure to sectors with strong fundamentals and are run by high-quality management teams.
Focus
Investments in publicly traded companies seeking to take advantage of high-conviction real estate investment opportunities with outsized return potential (deep value contrarian investments, secular growth opportunities, cyclical plays; mispriced recovery opportunities; and turn-around stories).
LEARN MORE:
Website: hazelview.com/
PH&N INSTITUTIONAL
Established Canadian asset manager
Since 1964, PH&N Institutional has grown to become one of Canada's most established institutional asset managers, with a long-standing reputation for distinctive active management and a focus on providing high-quality service. A division of RBC Global Asset Management (RBC GAM)1, PH&N Institutional currently manages over $117.12 billion on behalf of Canadian institutional investors.
Industry-leading service
We are humbled to be named a 2022 Greenwich Leader in Overall Canadian Institutional Investment Management Service Quality for the ninth consecutive year, as determined by Canadian institutional investors.3
A full spectrum of global capabilities
PH&N Institutional offers clients a comprehensive range of asset classes and strategies managed by RBC GAM’s 18 investment teams located in Europe, North America and Asia, including RBC GAM’s London-based global credit specialists, the RBC BlueBay team; and RBC GAM’s Vancouver-based Canadian credit and Liability-Driven Investment (LDI) specialists, the PH&N Fixed Income team.
We aim to add value while controlling risk
A multi-facetted undertaking, “controlling risk” includes having a dedicated risk-management team, proprietary portfolio and risk management technology, and careful investment counsel that may include using traditional risk-mitigation strategies such as diversification and currency hedging, as well as more sophisticated techniques like overlay strategies, LDI approaches, and objective-oriented equity strategies.
CONTACT INFORMATION:
Julie Ducharme
Vice-president and portfolio manager
jducharme@phn.com
Erick Zanker
Vice-president and portfolio manager
ezanker@phn.com
1 RBC Global Asset Management is the asset management division of Royal Bank of Canada (RBC) which includes RBC Global Asset Management Inc. (RBC GAM Inc.), RBC Global Asset Management (U.S.) Inc., RBC Global Asset Management (UK) Limited, and RBC Global Asset Management (Asia) Limited, which are separate, but affiliated subsidiaries of RBC. PH&N Institutional is the institutional business division of RBC GAM Inc.
2 As of June 30, 2023
3 PH&N Institutional was named a 2022 Greenwich Leader in Overall Canadian Institutional Investment Management Service Quality. Greenwich Quality Leaders are distinguished for providing the industry’s highest-quality service as determined by Canadian institutional investors. We have been recognized as a Greenwich Quality Leader for the past nine years. https://www.greenwich.com/institutional-investing/2022-greenwich-leaders-canadian-institutional-investment-management
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 $1,221.5 billion in AUM globally as of June 30, 2023.
LEARN MORE:
Website: www.schroders.com/en-ca/ca/professional/
LinkedIn: @Schroders
Twitter: @SchrodersUS
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TREZ CAPITAL
Trez Capital is one of Canada’s largest non-bank commercial real estate lenders. Our business supports borrowers with custom real estate financings and contributes to our investors’ financial success with a source of stable income. We operate across North America with the vision to help build a successful future for developers and investors alike.
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Academic Sponsor Profile
MANULIFE INVESTMENT MANAGEMENT
Manulife Investment Management is the global wealth and asset management segment of Manulife Financial Corporation. We draw on more than a century of financial stewardship to partner with clients across our institutional, retail, and retirement businesses globally. Our specialist approach to money management includes the highly differentiated strategies of our fixed-income, specialized equity, multi-asset solutions, and private markets teams—along with access to specialized, unaffiliated asset managers from around the world through our multimanager model.
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Golf Sponsor Profile
RUSSELL INVESTMENTS
Russell Investments Canada Limited provides Canadian pension plans, endowments and foundations with capital market insights, manager research, portfolio construction and implementation services. With over 30 years’ experience in Canada, we understand the pressures Canadian institutional investors face and can provide customized solutions for transition management, overlay services and currency management as well as investment outsourcing (OCIO).
Globally, we've worked with many of the world’s leading institutions providing everything from complete investment and implementation services to specific solutions that work alongside your own in-house capabilities.
Building on an 86-year legacy of continuous innovation to deliver exceptional value to clients, Russell Investments works every day to improve the financial security of its clients. The firm has $390 billion in assets under management (as of 3/31/2023) for clients in 30 countries. As a consultant to some of the world’s largest pools of capital, Russell Investments has $1.3 trillion in assets under advice, assets traded around $2.9 trillion and managed 133 transition events in 2022 through its Customized Portfolio Solutions team*. Headquartered in Seattle, Washington, Russell Investments has offices in 17 cities around the world, including in Toronto, New York, London, Tokyo and Shanghai.
Figures represented in CAD. *As of 12/31/2022
LEARN MORE:
Website: www.russellinvestments.com/ca/institutional
LinkedIn: @Russell Investments Canada
CONTACT INFORMATION:
Chris Wright, Director, institutional sales
1-416-640-2482
cwright@russellinvestments.com
Russell Investments is the operating name of a group of companies under common management, including Russell Investments Canada Limited.
Russell Investments is the operating name of a group of companies under common management, including Russell Investments Canada Limited. Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates, with a significant minority stake held by funds managed by Reverence Capital Partners. Certain of Russell Investments' employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes.
Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the “FTSE RUSSELL” brand.
Copyright © Russell Investments Canada Limited 2023. All rights reserved.
Keynote Sponsor Profile
LINCLUDEN INVESTMENT MANAGEMENT
Lincluden Investment Management has provided discretionary investment management since 1982. We employ traditional, value-based investment principles across a range of equity, fixed income, real estate and balanced portfolios. Lincluden clients have benefited from over 40 years of solid risk-adjusted performance. Through superior security selection, effective risk management, diligent research and a rigorous portfolio management process, we strive to maintain this high level of performance for our clients each and every day. Lincluden manages assets for a variety of institutions including pension funds, unions, foundations, endowments, First Nations and long-term health and disability funds.
At Lincluden our only business is managing client assets offering clients the investment focus of a highly experienced entrepreneurial team of investment professionals along with the personal service and attention to client goals that only a boutique can offer.
As value investors, we believe that financial markets are efficient in the long run but can be inefficient in the short and medium term. The investment process that we employ focuses on identifying mispriced securities to create diversified client portfolios that will outperform over time. Our goal is to identify securities that trade at a discount to our appraisal of their intrinsic or true economic value. This approach acts as a buffer from further price declines and offers the potential for greater capital appreciation.
We invest with a long-term focus, we perform our own research and we follow a strict price discipline when purchasing and selling securities. Performing our own research gives us the conviction to construct focused portfolios of our best ideas.
Lincluden’s clients have benefited from:
• A focus on preserving clients’ capital.
• A culture of integrity.
• The firm’s long-standing tradition of ensuring that client portfolios are entrusted to an investment management team with a demonstrated performance track record, experience in a range of market environments and a commitment to the firm’s investment disciplines.
VALUE DRIVEN, CLIENT FOCUSED