Defined Benefit Investment Forum
December 8, 2022 | Arcadian Court, Toronto, Ontario
All times listed below are in Eastern Time.
December 8, 2022
7:30 – 8:45 AM:
8:45 – 9:45 AM:
Economic outlook 2023: Cold in the forecast
In the keynote address, Douglas Porter will discuss the challenges that the Canadian and global economies continue to face as we approach 2023. In particular, he will discuss the impact of the rapid run-up of inflation and the associated aggressive tightening moves by major central banks, including the Bank of Canada and the U.S. Federal Reserve. He will examine the extent of this tightening to curb demand and discuss whether it be enough to pull inflation down sufficiently.
Speaker: Douglas Porter, chief economist and managing director, BMO Financial Group
9:45 – 10:15 AM:
Market insights and portfolio positioning
This session will explore how current market conditions are shaping asset allocation and investment decisions. It will review the macroeconomic backdrop and fundamental drivers of asset class performance and will also provide insights into market sentiment through ETF flows, derivatives positioning and other proprietary inputs.
Speaker: Robert Forsyth, head of SPDR ETF strategy and research, State Street Global Advisors SPDR
10:15 – 10:45 AM:
10:45 – 11:15 AM:
Investment opportunities in public and private real estate
This session will examine public and private real estate from the standpoint of an investor seeking to maximize risk-adjusted return. The bucketing of risk categories and investment style helps to describe return expectations and exposure to systematic risk. Specifically, Joseph Shaw will discuss how value-add investing attempts to transform B class properties to A class properties, how strategic investment in older assets can ‘expand the asset’ and manufacture core real estate and how active management can exploit unjustified gaps between share price and property portfolio values.
Speaker: Joseph Shaw, managing partner and head of institutional sales, Hazelview Investments
11:15 AM – 12:00 PM:
Political and global macro risk and global markets
In this session, Andrew Bishop will discuss major events affecting the global investment landscape – from the results of the U.S. midterm election to the simmering tensions between the U.S. and China and the war in Ukraine and its impact on petroleum prices.
Speaker: Andrew Bishop, senior partner and global head of policy research, Signum Global Advisors
12:00 – 1:00 PM: