Speaker Spotlight
Bobby Eng
Senior Vice President, Head of Platform and Institutional ETF Distribution
Franklin Templeton
Bobby Eng, Senior Vice President, Head of Platform and Institutional ETF Distribution, Franklin Templeton, will speak at Innovation and Resilience Forum 2024, taking place at Québec City on October 16 – 18.
DARCIE JAMES-MAXWELL
Head of Canadian Operations, Data and Platform Solutions
BNY Mellon and CIBC Mellon
Black History Month Featured Interview with Darcie James-Maxwell, BNY Mellon and CIBC Mellon
Steve Mahoney
CFA, FSA, CAIA, PRM
Chief Investment Officer
Nova Scotia Pension Services Corporation
Investment Strategies under Challenging Markets
Ju Hui Lee
CFA, CAIA, FSA, FCIA, CERA, FRM
Head of Market Risk
United Nations Joint Staff Pension Fund (UNJSPF)
Ju Hui Lee on Portfolio Construction, Risk Management amidst Rising Inflation and Market Volatility
Jason Howard on DEI in Private Market Investing
VEENA RAMANI and YASIR MALLICK
Developing a Decarbonizing Roadmap in an Effort to Achieve Net Zero
Josée Mondoux
CFA, CAIA, FMA, FCSI
Chief Investment Officer
Canadian Medical Protective Association (CMPA)
Josée Mondoux on advancements of women in the world of finance, private market investments and building a sustainable DEI culture
Koblavi Fiagbedzi on real estate assets and sustainable DEI workplace
In the rising inflation environment, institutional investors increasingly allocate towards real assets such as real estate for portfolio diversification and yields. How are real estate sectors shifting and what should investors consider when approaching real estate portfolios?
Yield vs. Risk and How Females Pursue Leadership Roles
Christine Tessier, Deputy Chief Investment Officer, Foresters Financial, contributes to the oversight of the company’s general account and pension assets. Building on a successful career in institutional investing industry, Christine shares her suggestions to aspiring female leaders and her views on yield vs. risk in today’s environment.
Matthew Leatherman on managing risks across time horizons and approaches to climate change
Institutional investors are challenged with risks and priorities across time horizons. Meanwhile climate change is impacting on how investors approach their investments and risks. Institutional Connect recently interviews Matt Leatherman, FCLTGlobal’s Head of Programs and co-author of Balancing Act: Managing Investment Risk across Multiple Time Horizons, who provides comments on how to manage risks and achieve climate change goals.
OPTrust's innovation journey, asset mix strategies and approach to address climate risk
OPTrust, with net assets of over C$23 billion, has been on the innovation journey to ensure the long-term sustainability of the Plan, and subsequently, its members’ retirement security. In advance of Portfolio Innovation and Resilience Forum this November, Institutional Connect interviews speaker Kevin Zhu, Managing Director and Head of Portfolio Construction Group, OPTrust, who comments on the Plan’s approach to innovation, how it responds to inflation, manages risks and addresses climate risks in its total portfolio.
Concordia University’s Impact Investing, Governance and Innovation
Jeanett Bergan on KLP’s Responsible Investing
Deirdre Cooper on Ninety One’s Approach to Sustainable Investing and Decarbonization
Concordia University’s Journey to Impact Investing
Q&A with Andy Greene
Winston Ma
CFA & Esq., NYU School of Law Adjunct Professor; former Managing Director of CIC
Q&A with Winston Ma
The COVID-19 global pandemic has sent the global economy into a deep recession. Meanwhile, China and the U.S., the two powerhouses of digital economy, is accelerating the tech decoupling. Winston Wenyan Ma, author of The Hunt of Unicorns and former Managing Director, China Investment Corporation, answers questions on the role of asset owners in economic recovery to implications of China-U.S. decoupling.
Eoin Ó hÓgáin on Investing in China
Slower growth in China. China – U.S. decoupling. Threat of deglobalization. What’s the investment outlook of China for institutions? Eoin Ó hÓgáin, acting CEO/CIO of Power Corporation Investment Management, answers questions on this theme.