West Forum 2026

West Forum 2026

June 10 - 12
Fairmont Banff Springs, Banff AB

Our 5th annual West Forum will convene Canada’s leading institutional investors and industry decision-makers for an exclusive two-day conference at the iconic Fairmont Banff Springs. This premier gathering shines a spotlight on the key forces shaping investment trends. From energy and infrastructure to capital markets, policy, and artificial intelligence, the program delivers timely perspectives, forward-looking perspectives, and actionable insights. Designed to foster senior-level dialogue and meaningful networking, the conference provides a unique platform to connect, collaborate, and gain clarity on the evolving investment landscape amidst geopolitical and economic uncertainty.

Advisory Board

Kimberly Enge 1

Kimberly Enge


Trustee


Saskatchewan Pension Plan

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Lauren Frosst

Lauren Frosst

CFA, MBA

Director, Investments


Calgary Foundation

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Eugene Lee

Eugene Lee

CFA

Executive Director of Investments

UBC Faculty Pension Plan

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Duncan Shand

Duncan Shand


Senior Managing Dierctor, Investment Research and Portfolio Analysis

AIMCo

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Jacky Shen

Jacky Shen

CFA, MBA

Director, Treasury and Investments

Simon Fraser University

View Bio
Samir Ben Tekaya 1 1

Samir Ben Tekaya


Senior Vice President and Head of Investment Risk

BCI

View Bio
Ryan Wright 1

Ryan Wright

MBA, CFA

Director, Treasury and Investments

University of Calgary

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The Event Experience

Participate in peer-to-peer discussions addressing forward-looking topics facing institutional investors

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Network with institutional investors and your peers through a series of breaks and roundtable exchange discussions

Hear from a vast array of industry experts through interactive discussions

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Extend connections at the offsite reception and dinner

Interact with speakers and make connections through use of an event app

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Ways to Participate

Speak

Propose a speaker for a topic aligned with the conference theme

Attend

Complimentary passes available for qualified institutional investors

Sponsor

Limited sponsorship opportunities available for provider firms

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Lauren Frosst

CFA, MBA

Director, Investments

Calgary Foundation

Lauren Frosst is Director, Investments for Calgary Foundation. Lauren supports the Vice President, Chief Investment Officer with effective oversight of the Primary Endowment Portfolio and management of other financial assets. She conducts investment research, aids in asset allocation and risk management strategies, and supervises investment manager due diligence and monitoring processes. Lauren also developed the Calgary Foundation’s strategy for impact investing as well as processes for deal origination, underwriting, and monitoring of investments. Lauren has a BFA, Printmaking and MBA, Finance from the University of Calgary. She also studied international commerce at the Vienna University of Economics and Business.

Eugene Lee

CFA

Executive Director of Investments

UBC Faculty Pension Plan

Eugene is the Vice President of Investments at Vancouver Foundation and has over 25 years of experience working with pensions, endowments, foundations and Indigenous settlement trusts.
Prior to joining Vancouver Foundation in 2016, Eugene spent three years at PBI Actuarial Consultants as an Investment Consultant and 14 years at SEI and RBC Investor and Treasury Services; working closely with various plan sponsors in developing investment policies and governance guidelines as well as manager research, performance monitoring and strategic asset mix analysis.
Eugene volunteers his time serving on various boards and committee including the Law Foundation of BC, the Real Estate Foundation of BC, Public Guardian and Trustee of BC, BC Unclaimed and the Foundation for Black Communities.  Eugene is a graduate of the University of British Columbia Sauder School of Business and received his Chartered Financial Analyst (CFA) designation in 2002.

Jacky Shen

CFA, MBA

Director, Treasury and Investments

Simon Fraser University

Jacky Shen is the Director of Treasury at Simon Fraser University, where he provides the treasury, investment and responsible investing leadership by supporting the university’s investment governance
duties, implementing investment decisions and responsible investing initiatives, as well as managing debt and operating cash flows.
Jacky has managed SFU’s endowment portfolio to consistently outperformed its benchmarks for all annualized period on a rolling 10-year basis, and to consistently ranked in the top decile for the ten-year
annualized return within the balanced manager universe, as well to consistently ranked among the top performing Canadian universities in the Canadian University Investment Survey. He also successfully
implemented the university’s investment decarbonization plan and guided the investment portfolios toward the university’s 2025 divestment commitment.
Jacky is a trustee of both SFU Academic Staff Pension Plan and SFU Administrative/Union Staff Pension Plan. He is also a Treasury and Investment Committee member of Canadian Association of University
Business Officers (CAUBO).
Jacky has accumulated more than 30 years of experience of investment management, corporate finance, credit analysis, marketing and product development for various organizations including
managerial roles in leading global firms such as HSBC and AIG. Jacky joined Simon Fraser University in 2007.
Jacky earned an MBA degree from University of Pittsburgh, a Master of Global Assets and Wealth Management from Simon Fraser University, and he is a CFA Charter holder.

Samir Ben Tekaya

Senior Vice President and Head of Investment Risk

BCI

Samir Ben Tekaya joined British Columbia Investment Management Corporation (BCI) in June 2016. As the Head of Investment Risk at BCI, Samir was instrumental in building the investment risk function from the ground up. He oversees the development of multiple frameworks to measure and manage BCI’s investment risks and to enable multiple investment initiatives.

Samir has more than 21 years of experience in investment risk management in both the banking and pension management industries. Prior to joining BCI, Samir was Director, Portfolio Valuations; and before that, Director, Fixed Income and Asset Allocation Risk Management at Caisse de Dépôt et Placement du Québec (CDPQ). He also serves as a Director on the Board of Mount St. Mary Hospital in Victoria.

Samir holds a master’s degree in Financial Engineering, and a master’s degree in Applied Economics from HEC Montréal, as well as an engineering degree in Statistics from INSEA Morocco.

Ryan Wright

MBA, CFA

Director, Treasury and Investments

University of Calgary

Ryan is Director, Treasury & Investments at the University of Calgary where he is responsible for the management of the University’s $2.9 billion investment portfolio. The portfolio is almost equally split between endowed and non-endowed funds. Asset classes include Public Equities & Fixed Income, Private Equity, Hedge Funds, Infrastructure, Private Credit, and Commercial Mortgages.

Ryan was previously City Treasurer for the City of Medicine Hat where he managed the $790 million investment portfolio and oversaw the banking, insurance, and risk management functions for the organization. Prior to that he was a Portfolio Manager for the City of Calgary where he managed a $4.2 billion portfolio of public and private market investments. Ryan has an MBA from Queen’s University and is a CFA charterholder.

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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