Innovation and Resilience Forum 2023

September 20 - 22, 2023
The Westin Trillium House, Blue Mountains ON

Gold Sponsor

Aviva Investors 1

Aviva Investors

Silver Sponsors

Cortland Credit 1

Cortland Credit

CIBC 2

CIBC Mellon

Fiera Capital 1

Fiera Capital

Bronze Sponsors

Franklin Templeton

Franklin Templeton Investments

Moodys Analytics UK

Moody’s Analytics

Northern Trust Asset Servicing

Northern Trust Asset Servicing

T. Rowe Price

T. Rowe Price

Dinner Sponsor

Asset 360 one

360 One Asset

To discuss your firm’s sponsorship involvement, please inquire
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Aviva Investors is a leading global asset manager that combines the breadth of our multi-asset, private and public market capabilities to deliver solutions that are designed to last. We operate across 9 countries with over USD $309* bn of AUM.

With an approach rooted in the principles of collaboration and commitment, we are experts in connecting the right investment capabilities with individual client needs. We use the full scope of our capabilities to design solutions that last – solutions that start with you.

The value of an investment is subject to increases and decreases. Investors may not recover the amount originally invested. * Data as at 31 March 2025.

Amundi, the leading European asset manager, ranking among the top 10 global players¹, offers its 100 clients a complete range of savings and investment solutions in active and passive management, in traditional or real assets. This offering is enhanced with IT tools and services to cover the entire savings value chain. A subsidiary of the Crédit Agricole group and listed on the stock exchange, Amundi currently manages more than CAD 2.84 trillion of assets². With its six international investment hubs³, financial and extra-financial research capabilities and long-standing commitment to responsible investment, Amundi is a key player in the asset management landscape. Amundi clients benefit from the expertise and advice of 5,500 employees in 35 countries.”

  1. Source: IPE “Top 500 Asset Managers” published in June 2024, based on assets under management as at 31/12/2023.
  2. Amundi data as at 31/03/2024.
  3. Boston, Dublin, London, Milan, Paris and Tokyo.

Cortland Credit is a leading Canadian asset manager focused on short-term private debt. We provide financing solutions to established companies across Canada, the US and Western Europe looking to scale and develop their business.

Our expertise and collective experience in the field allow us to leverage deep origination networks and operate across the spectrum of borrowers, evaluating opportunities on a case-by-case basis. Our conservative underwriting is underpinned by strong collateral support and detailed oversight of our borrower’s operations, giving assurance to ourselves and our investors of the protection of their capital. At Cortland, we focus on senior-secured, floating rate loans that are generally less than 1 year in term, as we believe this asset class offers the best risk-adjusted returns available in private debt markets. The strategy attracts most of its AUM from Canadian institutions that use this strategy for diversification, yield enhancement and duration mitigation.

CIBC Mellon is a Canadian company exclusively focused on the investment servicing needs of Canadian institutional investors and international institutional investors into Canada. As at March 31, 2025, CIBC Mellon had more than C$3.1 trillion of assets under administration on behalf of banks, pension funds, investment funds, corporations, governments, insurance companies, foreign insurance trusts, foundations and global financial institutions whose clients invest in Canada.

Fiera Capital Corporation is an independent asset management firm with a growing global presence. We deliver customized multi-asset solutions across public and private market asset classes to institutional, financial intermediary and private wealth clients across North America, Europe and key markets in Asia. We strive to be at the forefront of investment-management science and we are passionate about creating sustainable wealth for clients. At Fiera Capital, we recognize that the investment landscape is constantly evolving. Our teams collaborate and seek to draw on the global industry’s most innovative and diverse offerings to craft strategies that meet the needs of every client, anywhere in the world. We have the ambition to extend our reach globally and the determination to provide the best solutions with excellence. As a public company, we seek to adhere to the highest governance and risk management standards and operate with transparency and integrity to create value for our customers and our shareholders over the long term.

Franklin Templeton is a global investment management organization serving clients in over 165 countries. Everything Franklin Templeton does has a single focus: to deliver better client outcomes through investment management expertise, wealth management and technology solutions. The company is made up of diverse and independent specialist investment managers that are entrepreneurial and practice true specialization. Through its specialist investment managers, the company brings extensive capabilities in equity, fixed income, multi-asset solutions and alternatives. The Investment teams are backed by global resources for analytics, sustainable investing capabilities, and risk management. With offices in more than 30 countries and approximately 1,300 investment professionals, the California-based company has 75 years of investment experience and over US$1.5 trillion (over CAN$1.9 trillion) in assets under management as of December 31, 2021. Franklin Templeton aims to offer the best of both worlds: global strength and boutique specialization. For more information, please visit franklintempleton.ca and connect with Franklin Templeton on Twitter, Facebook and LinkedIn, and read the Beyond Bulls & Bears blog.
Moody’s Analytics provides financial intelligence and analytical tools to help business leaders make better, faster decisions. Our deep risk expertise, expansive information resources, and innovative application of technology help our clients confidently navigate an evolving marketplace. We are known for our industry-leading and award-winning solutions, made up of research, data, software, and professional services, assembled to deliver a seamless customer experience. We create confidence in thousands of organizations worldwide, with our commitment to excellence, open mindset approach, and focus on meeting customer needs.

A global leader in wealth and institutional financial services, our exclusive focus in Canada is on providing asset servicing and asset management solutions to institutional asset owners, investment managers, foundations and endowments. We combine regional insights with a global breadth of capabilities to support your needs. WHY WE’RE DIFFERENT Northern Trust Canada has been successfully servicing clients for over 35 years – including pension funds, investment managers, insurance companies, government agencies and corporations. Our rich heritage and intricate understanding of the region allows us to provide unique insights and strategic perspectives to our clients. At Northern Trust we have a continuous innovation program to ensure that we are delivering solutions to meet your current and future needs. This includes using the latest advances in analytics, technology solutions and big data. Our goal is to deliver strong and consistent service – allowing our clients to focus on what really matters to them. We have a long-standing presence in Canada and an unmatched staff of client-focused experts, all backed by more than 130 years of service, expertise and integrity.

Website: https://www.northerntrust.com/canada/

T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on—now, and over the long term.

We provide an array of separate account management and related services for institutions and accredited investors.

Our intellectual rigor helps us seek the best ideas for our clients, our integrity ensures that we always put their interests first, and our stability lets us stay focused on their goals as we pursue better investment outcomes.

As of as of March 31, 2025, T. Rowe Price has CAD $ 2,253.9 billion1 in assets under management and serves clients in 55 countries worldwide.

1Firmwide AUM includes assets managed by T. Rowe Price Associates, Inc. and its investment advisory affiliates. Assets under management are calculated in U.S. dollars and converted to Canadian dollars using an exchange rate determined by an independent third party.

IMPORTANT INFORMATION

Intended for Accredited Investors only. The value of an investment and any income from it can go down as well as up. Investors may get back less than the amount invested. Issued in Canada by T. Rowe Price (Canada), Inc. T. Rowe Price (Canada), Inc.’s investment management services are only available to non-individual Accredited Investors and non-individual Permitted Clients as defined under National Instrument 45-106 and National Instrument 31-103, respectively. T. Rowe Price (Canada), Inc. enters into written delegation agreements with affiliates to provide investment management services.

360 ONE Asset (formerly IIFL AMC) is part of one of India’s largest wealth management firms, 360 ONE Wealth (Formerly IIFL Wealth). 360 ONE Wealth started in 2008 and advises over USD $25 billion of assets belonging to 6,800 HNI and ultra-HNI families. The firm has a market cap of over USD $2 billion. 360 ONE Asset is a leading alternates-focused asset management firm managing over USD $7.5 billion across India-dedicated listed equity, private equity, private credit, and real-estate debt strategies. USD $2 billion of this AUM is managed on behalf of offshore, institutional investors.

Criteria

Green Key certified establishments meet a set of high standard environmental requirements. The Green Key criteria and their explanatory notes are available to all interested parties and can be downloaded below. We have developed criteria and explanatory notes for six Green Key categories (hotels and hostels, campsites and holiday parks, small accommodations, conference centres, restaurants, and attractions) covering the same 13 criteria areas.

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