Innovation and Resilience Forum

October 16 - 18, 2024
Fairmont Le Château Frontenac, Québec City, QC

Gold Sponsors

Franklin Templeton

Franklin Templeton


Silver Sponsors

BMO Global Asset Management

BMO Global Asset Management

CIBC MELLON 1

CIBC Mellon


Fiera Capital 1

Fiera Capital


Tikehau Capital

Tikehau Capital

Networking Sponsor

Pictet Asset Management 1

Pictet Asset Management

Bronze Sponsor

Northern Trust Asset Servicing

Northern Trust Asset Servicing

To discuss your firm’s sponsorship involvement, please inquire
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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.

BMO Asset Management is a multi-asset management business in Canada with over $158 billion on behalf of an array of Canadian clients. As a wholly owned subsidiary of BMO Financial Group, BMO AM enjoys the solid backing of a world class financial institution with a strong financial position. The business has a long and successful track record of managing portfolios at various levels, across a wide variety of asset classes and for unique client needs. BMO AM specializes in finding institutional quality solutions for: Foundations, Endowments, Indigenous trusts, Religious orders, Not for profits, Insurance companies, and Pension plans. Dedicated in its commitment to being a responsible investor, the business has a long heritage in responsible investing and is a long-standing member of the United Nations Principles for Responsible Investing (UNPRI).
The business has a long and successful track record of managing portfolios at various levels, across a wide variety of asset classes and for unique client needs. BMO AM specializes in finding institutional quality solutions for: Foundations, Endowments, Aboriginal trusts, Religious orders, Not for profits, Insurance companies, and Pension plans. Dedicated in its commitment to being a responsible investor, the business has a long heritage in responsible investing and is a long-standing member of the United Nations Principles for Responsible Investing (UNPRI). 

As at March 29, 2024, CIBC Mellon had more than C$2.8 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. CIBC Mellon is part of the BNY Mellon network, which as at March 29, 2024 had US$48.8 trillion in assets under custody and/or administration. CIBC Mellon is a licensed user of the CIBC trade-mark and certain BNY Mellon trade-marks, is the corporate brand of CIBC Mellon Global Securities Services Company and CIBC Mellon Trust Company, and may be used as a generic term to refer to either or both companies.

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.

Founded in 1989, Orbis is a specialized global investment firm with C$53 billion in assets under management as at 31 Mar 2024. Our core skill is bottom-up stock selection using a fundamental, long-term and contrarian investment philosophy, and our primary offering includes four long-only equity strategies: Global (ACWI), International (ACWI ex-US), Emerging Markets, and Japan. Our flagship Global Equity Strategy has outperformed the MSCI ACWI Index by 4.0% p.a. (net of fees) since inception in 1990.

Our firm is structured to reinforce our investment philosophy and build close alignment with our clients. The controlling interest in Orbis is held by a philanthropic foundation established by our founder, which allows the firm to remain privately owned in perpetuity. We view private ownership as critical to ensure we have the freedom to act in the long-term interests of our clients. In addition, we have designed our investment process to emphasize individual decision making and accountability to encourage contrarian thinking. Finally, Orbis’ management and owners invest in the same pools and pay the same fees as our clients. This alignment of interests is reinforced by our unique refundable performance fees through which we refund fees to investors during periods of underperformance.

Learn more at www.orbis.com.

Tikehau Capital is a global alternative asset management Group with €44.4 billion of assets under management
(at 31 March 2024).
Tikehau Capital has developed a wide range of expertise across four asset classes (private debt, real assets, private equity and capital markets strategies) as well as multi-asset and special opportunities strategies. Tikehau Capital is a founder-led team with a differentiated business model, a strong balance sheet, proprietary global deal flow and a track record of backing high quality companies and executives. Deeply rooted in the real economy, Tikehau Capital provides bespoke and innovative alternative financing solutions to companies it invests in and seeks to create long-term value for its investors, while generating positive impacts on society. Leveraging its strong equity base (€3.2 billion of shareholders’ equity at 31 December 2023), the Group invests its own capital alongside its investor clients within each of its strategies. Controlled by its managers alongside leading institutional partners, Tikehau Capital is guided by a strong entrepreneurial spirit and DNA, shared by its 778 employees (at 31 March 2024) across its 16 offices in Europe, Middle East, Asia and North America. 

Pictet stands as a distinguished private Swiss financial institution with a global presence, including Canada, with USD 761 BN in total AUM or custody as of 31 March 2024. 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. Pictet’s strategic capabilities are thematics & impact investing, quantitative and AI driven solutions, hedge funds and private assets.

Thematics & Impact Investing – Innovation driven by 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.

Quantitative and AI driven solutions

We offer evidence-based and scalable products and solutions by leveraging on the power of data & technology to deliver sustainable investment performance.

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. Our single-strategy offering spans market-neutral and directional equities as well as relative-value and event-driven fixed income. We have demonstrated uncommon strength in defensive strategies.

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.

For more information, visit assetmanagement.pictet

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/

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