ALLIANCEBERNSTEIN
AllianceBernstein (AB) is one of the largest global investment-management firms in the world, with $792 billion in assets under management as of December 31, 2024. Whether you’re a global institution, financial advisor or high-net-worth individual, we’re committed to being your most valued partner. We foster a diverse, connected, collaborative culture that encourages intellectual curiosity and differentiated insights. We embrace innovation to address increasingly complex investing challenges. And we pursue responsibility at all levels of the firm—from how we work to the solutions we design for clients. At AB, we’re fully invested in delivering better outcomes.
Diverse Needs…Diverse Solutions
We work closely with clients to define and achieve their financial goals. As markets and needs evolve, we provide global perspective, independent research and investment discipline. Every client, everywhere, can benefit from access to our firm’s full resources. Today, our investment strategies span all markets and asset classes—creating a diverse and strategic balance of global services.
• Fixed Income: We bring together innovative research and forward-looking perspective across our suite of global, regional, multi-sector and single- sector fixed-income services to solve our clients’ most complex and unique investment challenges.
• Equities: Driven by distinctive research insights, we provide a comprehensive suite of equity strategies across geographies, capitalization ranges and investment styles—each focused on achieving outcomes that matter to our clients.
• Multi-Asset: We design and deliver a full range of integrated, dynamic multi-asset solutions tailored to the needs of each client, helping keep them ahead of the evolving investment landscape.
• Alternatives: Bringing together independent agility and institutional strength, we provide nontraditional investments and strategies to help diversify portfolios with new sources of risk and return.
LEARN MORE:
Website: Alliancebernstein.com
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EQUITON
Founded in 2015, Equiton is a leading Canadian private equity firm in the multi-family residential space. We offer the Canadian institutional marketplace access to investment-grade real estate through our proven, high-performing investment solutions.
We believe that achieving success in private real estate investing requires a multifaceted perspective. Our Extensive knowledge of local markets, a fundamentally grounded due diligence and valuation process and an ongoing commitment to post-acquisition property management are some of the tenets that underpin our approach. Portfolios are constructed with a risk adjusted return profile objective of capital preservation coupled with income and growth potential across markets and economic cycles.
LEARN MORE:
Website: https://equiton.com/institutional-investors/
LinkedIn: https://www.linkedin.com/company/equiton-partners/
CONTACT:
Aaron Pittman, SVP, Head of Canadian Institutional Investments
Email Address: apittman@equiton.com
Phone Number: 1.416.758.8700 x119 (Office)
1.289.208.6310 (Mobile)
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FIDELITY CANADA
Fidelity Canada Institutional serves a diversified client base across all major asset classes, focusing on corporate and public defined benefit and defined contribution pension plans, endowments and foundations, insurance companies, MEPPS and financial institutions. Built on over 50 years of serving the needs of institutional investors worldwide, we offer active and risk-controlled disciplines including; Canadian, U.S., international and global equity, fixed-income, asset allocation, real estate and custom solutions.
The cornerstone of our investment philosophy is the belief that outstanding research drives results. We believe in fundamental bottom-up research that is focused on identifying opportunities that offer stable growth through an investment cycle. Combined with prudent risk management and portfolio construction expertise, this allows us to offer best-in-class solutions aligned with our clients' interests.
LEARN MORE:
Website: institutional.fidelity.ca
LinkedIn: @Fidelity Canada Institutional
CONTACT INFORMATION:
Stephanie Mariamo, VP, Institutional Business Development
stephanie.mariamo@fidelity.ca
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FRANKLIN TEMPLETON
Franklin Templeton is a global investment organization with a mission to deliver better client outcomes through investment expertise, wealth management, and technology solutions. Its network of independent investment teams offers specialized expertise across the investment landscape, backed by Franklin Templeton’s global resources and infrastructure. With a 75-year history, today the company serves clients in over 165 countries, managing over US$1.6 trillion in assets as of December 30, 2024.
PH&N INSTITUTIONAL
PH&N Institutional is among Canada’s most established institutional asset managers, with a long-standing focus on distinctive active management and high-quality service. Founded in 1964, we manage approximately $144 billion in assets (as of December 31, 2024) on behalf of governments, corporations, unions, not-for-profit organizations, family offices and Aboriginal communities throughout Canada. As the institutional business division within RBC Global Asset Management (RBC GAM) in Canada, we deliver solutions that combine PH&N Institutional’s client-centred portfolio and asset mix expertise with RBC GAM’s global investment capabilities in all major asset classes, including domestic and international fixed income and equities, as well as custom, specialty and alternative investment strategies.
Whatever your interest – investment management, comprehensive portfolio solution, or delegated services – please call to discuss the breadth and depth of our abilities.
LEARN MORE:
Website: https://institutional.phn.com/
LinkedIn: @PH&N Institutional
CONTACT:
John Skeans, CFA
Managing Director & Institutional Portfolio Manager
Email Address: institutions@phn.com
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SCHRODERS
Schroders is a world-class asset manager that offers cutting-edge proprietary tools and intensive fundamental research. With a global network of more than 38 locations, the firm assists clients in addressing a range of outcomes and preparing for the future through traditional equity, fixed income, sustainability, and impact investments. Additionally, Schroders provides distinctive illiquid investments such as private equity, private debt, real estate, and infrastructure.
For more than 200 years, Schroders has built its understanding of markets, enhancing its ability to help clients navigate their financial journeys. As the world evolves, so do the needs of clients. The firm has a long history of adapting to changing circumstances and continues to focus on what matters most to its clients—the creation of long-term value to meet their financial requirements.
LEARN MORE:
Website: Schroders Canada - Financial Professionals
LinkedIn: @schroders
Instagram: @schrodersglobal
X: @schrodersUS
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SLC MANAGEMENT
SLC Management is a global institutional asset manager that offers institutional investors traditional, alternative and yield-oriented investment solutions across public and private fixed income markets, as well as global real estate equity and debt and infrastructure equity. We help our clients optimize their asset allocation profile and meet their long-term income and capital appreciation objectives by leveraging our insights and deep capabilities in fixed income, alternatives and real assets through our group of companies: SLC Fixed Income, BGO, Crescent Capital Group, InfraRed Capital Partners and Advisors Asset Management.
As of December 31, 2024, SLC Management has assets under management of C$409 billion. For more information, visit www.slcmanagement.com.
LEARN MORE:
Website: www.slcmanagement.com
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The assets under management (AUM) represent the combined AUM of Sun Life Capital Management (Canada) Inc., Sun Life Capital Management (U.S) LLC, BentallGreenOak, Crescent Capital Group, InfraRed Capital Partners, and Advisors Asset Management. Data is as of December 31, 2024. Total firm AUM includes approximately $C11 billion in cash, other, unfunded commitments, and Advisors Asset Management equity. Total firm AUM excludes $C16 billion in assets under administration by AAM.
T. ROWE PRICE
T. Rowe Price is a premier global asset management organization that works with individuals, advisors, institutions, and retirement plan sponsors. T. Rowe Price actively invests in opportunities to help people thrive in an evolving world, bringing our dynamic perspective and meaningful partnership to clients so they can feel more confident.
As a trusted advisor to many of the world’s largest and most sophisticated investors, OHA serves as the cornerstone of T. Rowe Price’s private credit investments. The partnership combines T. Rowe Price’s deep expertise in client solutions with OHA’s 30+ years of extensive private credit investment capabilities.
T. Rowe Price has $1.6T total assets under management.* OHA is a leading alternative investment firm with $88B assets under management*, across performing and distressed credit-related investments in North America, Europe, and other geographies.
*As of December 31, 2024
CONTACT:
Jonathan Flegg
Vice President, Institutional
Email Address: Jonathan.Flegg@troweprice.com
Mike Meligrigoris
Vice President, Institutional
Email Address: Mike.Meligrigoris@troweprice.com
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WILLIAM BLAIR
Ninety Years as an Independent Investment Manager
William Blair is committed to building enduring relationships with our clients. As a fiduciary of over $100 billion
of client assets, we work to exceed the investment objectives of private and public pension funds,
endowments, foundations, and sovereign wealth fund clients, as well as other financial institutions. We are
100% active-employee-owned with broad-based ownership. Our experienced, global investment teams are
solely focused on active management and employ disciplined, analytical fundamental research processes
across a wide range of strategies. William Blair is headquartered in Chicago with offices around the world
providing expertise and solutions to meet our global clients’ evolving needs.
Intrinsic Strengths
The firm’s private partnership structure, deep investment resources, and collegial and “client first” culture are
critical factors to our success. These characteristics assist in attracting and retaining our seasoned investment
professionals. With long-tenured portfolio managers and research analysts, our portfolios have been managed
by stable investment teams over decades providing for consistent application and repeatable investment
processes.
Fulfilling Our Commitment to Clients, Communities, and Colleagues
Across all aspects of our firm, we are uplifting and inspiring best practices in philanthropy, employee
engagement, governance, and the environment reflective of our values and our commitment to stewardship
and sustainability.
LEARN MORE:
Website: U.S. Active Never Rests microsite: https://active.williamblair.com/
Twitter: https://twitter.com/williamblairim
LinkedIn: https://www.linkedin.com/showcase/william-blair-investment-management/
YouTube: https://www.youtube.com/user/WilliamBlairInvMgmt
CONTACT:
Jason Stefanelli, Director, Head of Canada
Email Address: jstefanelli@williamblair.com
Phone Number: 617.235.7565
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Academic Sponsor
PICTET ASSET MANAGEMENT
For more than two centuries, Pictet has been a distinguished private Swiss financial institution, evolving into a global leader with a presence in key markets, including Canada since 1974. Serving both private clients and institutional investors, we were managing over USD 821 billion in assets under management or custody as of September 30, 2024.
Our business is investment-led, centered around a long-term perspective and a dedication to exceptional client service. We take a forward-thinking and pragmatic approach to investing, meticulously considering all relevant financial risks and opportunities. As industry leaders, we are committed to staying at the forefront of investment standards. We continuously enhance our processes with cutting-edge technology and, when relevant, integrate the latest scientific research into our investment process.
As long-term investors, we aim to direct capital to the real economy in a manner that improves the state of the planet. We achieve this by building responsible partnerships with our clients and the companies in which we invest. Our dedication goes beyond financial returns. We are passionate about our role as investors, actively managing our stewardship activities and engaging with the wider industry to elevate investment standards and practices. Pictet aims to deliver exceptional investment performance while maintaining a steadfast commitment to excellence and integrity in every aspect of our work.
Our strategic capabilities include thematics & specialist equities, emerging markets, European private assets, and hedge funds.
Thematics & Specialist Equities - Innovation and 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.
Emerging Markets - Deep and broad knowledge
As early entrants into emerging markets in the mid 1980’s, we combine deep market knowledge with a disciplined approach to risk. We have created a diverse range of bond, equity and absolute return strategies that aim to help investors capitalise on the dynamism of the emerging world.
European 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.
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. We offer both multi-strategy and single-strategy solutions that span both equities and fixed income in market-neutral, directional, relative-value and event-driven strategies. We have demonstrated uncommon strength in defensive strategies.
Pictet has a long history in Canada, with a presence spanning over 50 years. We have been actively involved in diverse initiatives, including our commitment as an international sponsor to Climate Engagement Canada (CEC), a Canadian finance-led effort that drives dialogue between the financial community and corporate issuers to promote a just transition to a net-zero economy. We would welcome the opportunity to have a conversation with you and your firm.
For more information, visit assetmanagement.pictet
LEARN MORE:
Website: assetmanagement.pictet
LinkedIn: Pictet Asset Management
Twitter: @PictetAM
CONTACT:
François Forget
Email Address: fforget@pictet.com
Phone Number: (514) 518-8587
Laila Danechi
Email Address: ldanechi@pictet.com
Phone Number: (514) 294-2345
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Date as 31 December 2024.
Disclaimer: This marketing document is issued by Pictet Asset Management. Any investment incurs risks, including the risk of not getting back amounts initially invested. The information or data contained in this document does not constitute an offer or solicitation to buy, sell or subscribe for securities or other financial instruments. Pictet AM Inc is registered as an Exempt Market Dealer in Canada and is authorized to conduct marketing activities on behalf of Pictet Asset Management Limited (Pictet AM Ltd), Pictet Asset Management SA (Pictet AM SA) and Pictet Alternative Advisors (PAA).
Keynote Sponsor
RBC INVESTOR SERVICES
RBC Investor Services delivers investment servicing solutions to Canadian asset managers and asset
owners, insurance providers, investment counsellors and global financial institutions. With more than
1,500 employees and offices across the globe, our focus is on safeguarding the assets of our clients
and enabling their growth. Part of Royal Bank of Canada, Canada’s largest bank and one of the top 10
banks globally1, RBC Investor Services has over C$2.6 trillion of assets under administration. Learn
more at rbcis.com.
(1) Based on market capitalization as at October 31, 2024
LEARN MORE:
Website: www.rbcits.com/
LinkedIn: RBC Investor Services
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Ski Sponsor
QV INVESTORS
QV Investors is an independent, employee-owned asset and wealth management firm based in Calgary. For nearly 30 years, our disciplined, risk-managed approach to investing has protected and added value for Canadian pension funds, mutual funds, insurance companies, foundations, endowments, corporations and high-net-worth individuals.
QV stands for “Quality” and “Value”. This combination has performed well on the upside and, just as importantly, provided downside protection in challenging markets. We build portfolios of resilient companies that compound growth into the future while minimizing the risk of capital loss.
We manage seven pooled funds, which serve as models for our segregated accounts. Our offerings include Canadian and global small and large-cap equity, balanced and fixed income strategies.
LEARN MORE:
Website: www.qvinvestors.com
LinkedIn: QV Investors
CONTACT:
Darren Dansereau, Chief Executive Officer
Email Address:
ddansereau@qvinvestors.com
Phone Number: 403-265-7007
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