Agenda at a glance:

Wednesday, April 22

4:30 – 5:30 PM: Speaker rehearsal
6:00 – 9:00 PM: Opening cocktail and dinner reception

Thursday, April 23

7:30 – 8:30 AM: Breakfast
8:30 – 10:00 AM: Sessions
10:00 – 10:30 AM: Networking break
10:30 AM – 12:00 PM: Sessions
12:00 – 1:00 PM: Lunch
1:00 – 2:30 PM: Sessions
2:30 – 3:00 PM: Networking break
3:00 – 4:00 PM: Sessions
6:00 – 9:30 PM: Cocktail and dinner reception

Friday, April 24

8:00 – 9:00 AM: Breakfast
9:00 – 10:30 AM: Sessions
10:30 – 11:00 AM: Networking break
11:00 AM – 12:00 PM: Sessions
12:00 – 1:00 PM: Lunch
6:00 – 9:00 PM: Pub night

Confirmed sessions:

Navigating geopolitical risks and opportunities

As the founder and chairman of Signum Global Advisors, Charles Myers is a leading expert in geopolitical and macro risk as it relates to financial markets, corporations and the general public. Drawing on his experience and network within Washington, D.C. and beyond, this session will unpack key issues facing North America and the world today, including war and security, national sovereignty, central bank independence, global trade and technology (including critical minerals) and rising inequality.

Speaker:
Charles Myers, chairman and founder, Signum Global Advisors

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Panel: Financing the growing global infrastructure gap

Institutional investors are becoming the financing cornerstones in the increasing demand for new infrastructure projects in Canada and abroad. Experts anticipate nearly US$4.2 trillion is required to modernize existing global transportation, energy and digital infrastructure. In this session, decision-makers at some of Canada’s biggest pension investment organizations will discuss the opportunities and challenges they face and their expectations for the infrastructure investment landscape.

Panellists:
Jean-Bastien Auger, managing director, infrastructure investments, PSP Investments
Frédéric Lesage, managing director, infrastructure, La Caisse
Fred Robert, managing director, head, digital infrastructure, IMCO

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Panel: Emerging market equities demanding closer look in an uncertain global economy

During one of the most turbulent years in geopolitics, institutional investors gravitated to emerging market equities, with the MSCI EM index outpacing the MSCI World index for the first time since 2020. Will this momentum continue amid ongoing talks of de-globalization? In this panel, experts will discuss the work required to keep up with EM equities and their long-term view.

Panellists:
Frédéric Gauvin, president and chief investment officer, Université du Sherbrooke pension plan
Michelle Hannen, director, pension office, University of Manitoba
Jia Wang, senior fellow, University of Alberta’s China Institute, and senior fellow, Asia Pacific Foundation

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Aligning public goals with pension fund realities

Governments increasingly call on pension funds to fund national priorities such as infrastructure, defence and the green and digital transitions. How can pension funds collaborate with governments and increase domestic investment while fulfilling their fiduciary obligations? This session will explore the evolving dynamic between Canadian pension funds and government agencies increasingly in need of financial support.

Speaker:
Sebastien Betermier, associate professor of finance, McGill University’s Desautels Faculty of Management, executive director, International Centre for Pension Management

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Private equity in 2026: What Canadian pension funds need to know

Drawing on McCarthy Tétrault’s 2026 private equity outlook and recent transaction experience, this session will examine how Canadian and global private equity markets are evolving and what this will mean for Canadian pension funds and other institutional investors. It will explore key themes including deal activity, exit dynamics, sector trends and valuation discipline, as well as how pension funds can position portfolios amid ongoing market, regulatory and geopolitical uncertainty.

Speaker:
Patrick Shea, partner, co-head, national private equity group, McCarthy Tétrault LLP

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Are emerging markets set to continue outperforming global markets?

This session will explore whether emerging markets can sustain their recent outperformance amid shifting global economic conditions. It will examine key drivers for 2026 and beyond, including fundamental outlooks, secular growth themes and asset class characteristics.

Speaker:
Todd McClone, partner, portfolio manager, William Blair

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Beyond beta: Rethinking alpha in long-term corporate bonds

In a market shaped by persistent spread compression and benchmark concentration, traditional sources of outperformance are increasingly constrained. This session explores how significant alpha can be generated through diversified return drivers and an expanded implementation toolkit, reinforced by disciplined risk management aimed at delivering consistent performance across market environments.

Speaker:
Andréanne Pagé, associate vice-president, client solutions, Trans-Canada Capital

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More sessions to be announced.