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 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 global asset manager with over £218 bn* of AUM managed in real asset, fixed income, equity, multi-asset and alternative investments in 12 countries. Our clients can benefit not only from our significant local knowledge and experience, but also from the extensive global investment resources at our disposal. Responsibility is incorporated at all levels of our organization: understanding the factors, risks and opportunities in ESG helps us to be better investors and delivering the investment results our clients expect.

The value of an investment is subject to increases and decreases. Investors may not recover the amount originally invested. * Data as at 30 September 2023

Amundi, ranking among the top 10 global players1, offers its clients a complete range of investment solutions in active and passive management, in traditional or real assets. With its six international investment hubs, research capabilities and long-standing commitment to responsible investment, Amundi is a key player in the asset management landscape. Created in 2010 and listed on the stock exchange in 2015, Amundi currently manages more than $2.84 trillion of assets. 2

1. Source: IPE “Top 500 Asset Managers” published in June 2022 and based on AUM as at December 2021
 2. Amundi figures as of March 31, 2023 in CAD

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 December 29, 2023, CIBC Mellon had more than C$2.6 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 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.


T. Rowe Price is an asset management firm focused on delivering global investment management excellence that investors can rely on—now, and over the long term. They provide an array of separate account management and related services for institutions and accredited investors. The intellectual rigor helps seek the best ideas for clients, integrity ensures that we always put their interests first, and stability lets us stay focused on their goals as we pursue better investment outcomes.

The principle on which Thomas Rowe Price, Jr., founded the firm in 1937—that his company’s success should follow from the success it achieves for its clients—continues to guide us today. Our disciplined investment approach is rooted in proprietary research carried out by experienced professionals around the globe. To this approach, we bring a deep understanding of client needs and a long-term view that balances risk and reward. And we nurture a culture that encourages collaboration and diverse thinking.

Facts about T. Rowe Price as of June 30, 2023:

§ CAD $1,853.9 billion1 in assets under management (over 50% institutional)

§ Headquartered in Baltimore, MD U.S. with 25 offices in 16 countries across four continents

§ Serves clients in over 52 countries

§ 7,900+ associates worldwide

§ Offers a full range of equity and fixed income strategies across various market capitalizations, sectors, styles, and regions

§ Management Committee members average 14 years’ tenure

§ Investment portfolio managers average 17 years’ tenure

§ Publicly traded, independent organization with substantial associate ownership (NASDAQ-GS: TROW)

§ Solid balance sheet with no long-term debt

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

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.

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