Breakfast

The global economic outlook in a more fragmented world

This session will cover the outlook for the global economy, with a focus on growth, inflation and policy dynamics across developed and emerging markets. It will also discuss the implications of shifting monetary policy paths, geopolitical fragmentation and the changing global capital flows in financial markets in the years ahead.

Speaker:

Sandra Ramirez, vice-president, economic research, OMERS

A case for Canadian infrastructure

Canada is at an inflection point and infrastructure is central to the conversation. This session will examine why Canadian infrastructure is receiving renewed attention and what recent public and private investment activity might demonstrate about what priorities are ahead. It will also discuss data sovereignty, resiliency and evolving national objectives — with practical takeaways for investors and operators.

Speaker:

Julien Eaton, managing director, InfraRed Capital Partners

This session has been made possible by SLC Management.

Networking break (St. Andrew’s Lounge)

Session details to come. This session has been made possible by Area One Farms.

Impact investing: A 10-year journey

Leaders from the Inspirit Foundation will present a session about the investing journey of an organization prioritizing impact investment solutions. The session will offer a candid examination of how investing for the health of the planet and its people plays a role for an endowment foundation's bottom line.

Speakers:

James Chan, chair, board of directors, Inspirit Foundation

Sadia Zaman, chief executive officer, Inspirit Foundation

Fireside chat: Building an asset manager from the ground up 

What happens when a team is handed $50 billion and told to build an institutional asset manager from scratch? In this fireside chat, Danilo Simonelli from the Mastercard Foundation Asset Management, will offer an inside look at one of the more unusual build stories in Canadian institutional investment. He’ll also discuss how to build a total portfolio management framework free of legacy constraints — and what endowment peers might take from the experience.

Speaker:

Danilo Simonelli, managing director, total portfolio management, Mastercard Foundation Asset Management

Closing networking lunch (Edinburgh Room)