Investment Innovation Conference

November 2-4, 2022 | Fairmont Scottsdale Princess, Arizona, U.S.

All times listed below are in Mountain Time.
November 2, 2022
Optional golf tournament for pre-registered participants at the Champions Course at TPC Scottsdale

6:00 – 7:30 AM:

Breakfast (Ironwood American)

8:00 AM:

Tee off

4:30 – 5:30 PM:

Speaker rehearsal (Salons H-I)

6:00 – 9:30 PM:

Opening cocktail reception and dinner (Princess Falls)

November 3, 2022

7:00 – 8:00 AM:

Breakfast (North Lobby)

8:00 – 8:30 AM:

Opening remarks and ice-breaker activity (Salons H-I)


8:30 – 9:30 AM:

Robots in the roaring 2020s: How the pandemic kickstarted an automation revolution

With so many consumers turning to online shopping during the coronavirus pandemic, factories and fulfillment centres faced an acute labour shortage. A new generation of robots, built on recent advances in AI, helped address this. In this keynote address, Ken Goldberg will discuss how further developments in robotics will lead to a world where robots free us to focus on what we do best – empathizing, communicating and innovating.

SpeakerKen Goldberg, award-winning roboticist, professor and William S. Floyd Jr. distinguished chair in engineering, University of California, Berkeley

9:30 – 10:00 AM:

ESG in fixed income: Navigating the complexities of climate change

Climate change will likely have a long-term impact on returns. In this session, Soami Kohly and Colin Sinclare will discuss the challenges that climate risk present for Canadian fixed income, how to manage those risks and how active management can play a role in affecting change over the long-term.


Soami Kohly, fixed income portfolio manager, MFS Investment Management

10:00 – 10:05 AM:

Wellness break

10:05 – 10:35 AM:

Finding differentiated sources of growth and alpha in emerging markets

As deglobalization entrenches itself, the global tide no longer lifts all boats. China’s pursuit of a dual-circulation growth strategy focused on consumption and self-sufficiency is unlikely to promote as much growth in other economies world as its traditional approach. In this session, Alexis Freyeisen will discuss the economies with strong domestic structural growth stories that are most likely to perform well against this backdrop in the medium term.

SpeakerAlexis Freyeisen, investment strategist, emerging markets equities, AllianceBernstein

10:35 – 11:00 AM:

Networking break (North Foyer)

11:00 – 11:30 AM:

Building an innovative and diversified private market portfolio

As their allocations to private markets grow larger, many institutional investors are considering innovative thematic ideas to build diversified and non-correlated portfolios. Opportunities exist in emerging markets, digital infrastructure, energy transition, early-stage ventures, proptech and blockchain, as well as credit strategies such as government claims and media royalties. This session will aim to provide an overview of strategies being used to provide diversification and increase returns in the current market environment.

SpeakerNelson Lam, senior vice-president, equity and alternative investments, Trans-Canada Capital

11:30 AM – 12:00 PM:

How the global energy crisis will speed up the energy transition

Underinvestment in both oil and gas markets has led to an inflexible conventional energy system. This will result in higher than expected prices for the foreseeable future. In this session, Mark Lacey will discuss how these higher prices will be accompanied by a greater amount of redirected capital towards the energy transition technologies and what investors should know.

SpeakerMark Lacey, head of global resource equities and global thematics, Schroders

12:00 – 1:00 PM:

Lunch (Palamino Plaza E)


1:00 – 1:30 PM:

New realities, new opportunities: Climate alpha

In the global fight against climate change, investing in technologies and solutions that mitigate the pace of climate change and help global communities adapt to evolving realities will generate a new source of financial return – climate alpha. This session will explore how integrating financial capital, human capital and natural capital can deliver both superior financial returns as well as authentic sustainable impact returns.

SpeakerPatrick Vizzone, managing director, global private equity, Franklin Templeton

1:30 – 2:00 PM:

Setting the record straight on fixed income impact investing

Fixed income impact investing has tremendous potential to address some of the world’s greatest challenges, though common misconceptions have often surrounded it. During this session, Matt Lawton will dispel four common misconceptions of this exciting and growing corner of the market.

SpeakerMatt Lawton, fixed income portfolio manager, global impact credit strategy, T. Rowe Price

2:00 – 2:30 PM:

Using alternative fixed income during uncertain times

Today’s high inflation and rising rates environment means considerable risks for investors. Alternative fixed income, including multi-asset credit strategies, could provide diversifying characteristics while maintaining attractive yields when compared to traditional fixed income. In this session, Steve Guignard will discuss the diversity of the alternative fixed income space and how its various asset classes can offer investors the benefits of shorter duration exposure, stable income streams and strong alpha generation potential.

SpeakerSteve Guignard, senior director of client solutions, Sun Life Capital Management

2:30 – 3:00 PM:

Networking break (North Foyer)

3:00 – 3:30 PM:

Harvesting traditional alpha: Not your Gen-Z financial disruption

Canadian institutional investors are consistently presented with new investment ideas and solutions, from cryptocurrency and block chain technology, to fintech. While these are interesting and potentially rewarding, they have yet to reliably withstand the increasingly challenging current macroeconomic environment of 40-year highs in inflation, central banks rapidly tightening monetary policy and global growth concerns, including recession. After the significant market downturn in risk assets during the first half of 2022 and the potential economic maelstrom that lies ahead, sometimes returning to traditional assets such as high yield credit, particularly using newly available technology, like quantitative modeling, and existing market data and tools, such as exchange-traded funds (ETFs), can provide an effective escape for investors to continue the path toward their financial objectives. In this session, Paul Benson will guide institutional investors as they continue to search for attractive risk/reward profiles in financial assets amid a challenging market environment.

SpeakerPaul Benson, head of efficient beta, Insight Investment

3:30 – 3:35 PM:

Wellness break

3:35 – 4:05 PM:

The state of the market: What can history teach us?

Will history repeat itself? This session will share a global macro outlook and leading analysis of financial market trends, what history can teach us and how these insights can inform asset allocation decisions for plan sponsors in the current environment and for years ahead.

Speaker: Jurrien Timmer, director of global macro, Fidelity Investments

4:05 – 4:35 PM:

Net-zero target development for pension plans

This plan sponsor case study presentation will look at the top-down and bottom-up elements used by the University Pension Plan to establish its baseline, interim and long-term net-zero targets. It will also detail the connection between these targets and fiduciary duties.

SpeakerAaron Bennett, chief investment officer, University Pension Plan Ontario

6:30 – 9:00 PM:

Cocktails and dinner reception (Copper Canyon)

November 4, 2022

7:00 – 8:00 AM:

Breakfast (North Lobby)

8:00 – 8:45 AM:

Limiting the risk posed by cyberattacks to pension plans

Cyberattacks against businesses usually succeed because of human error. People are a vulnerability that no organization, however sophisticated its cybersecurity infrastructure, can entirely defend against. In this session, Darace Rose will discuss the human traits that hackers exploit and the steps delegates can take to minimize these threats at an organizational level.

SpeakerDarace Rose, co-founder and chief technology officer, Oppos Inc.

8:45 – 9:15 AM:

ESG by the numbers: Data science and the next generation of responsible investing

As the momentum behind ESG investing accelerates, the field has grown in scope and complexity. Prior generations of ESG investing tools are no longer sufficient to meet investors' increasingly diverse responsible investing objectives. In this session, Andy Moniz will show how advanced data science methods equip systematic managers with the ability to deliver on the financial promise of ESG and better target engagement on behalf of investors.

SpeakerAndy Moniz, senior vice-president, director of responsible investing, Acadian Asset Management

9:15 – 9:45 AM:

A tactical approach to institutional investing

An expert on long-horizon investment strategies, trading issues and asset allocations in both public and private markets, Sunil Wahal's presentation will highlight actionable ideas drawn from his recent research that are particularly relevant to defined benefit plan sponsors.

SpeakerSunil Wahal, professor of finance, Arizona State University

9:45 – 10:15 AM:

Networking break (North Foyer)


10:15 – 10:45 AM:

Plan sponsor case study: Arizona State Retirement System

In this session, Paul Matson will discuss the investment strategies and overall operations of the $50 billion Arizona State Retirement System, a public pension fund with more than 600,000 members. Special attention will be paid to several significant steps taken to improve the sustainability and viability of the pension fund and its ancillary programs.

SpeakerPaul Matson, executive director, Arizona State Retirement System

10:45 – 11:15 AM:

C-suite panel

In this session, two pension leaders will discuss how to build a closer bond with defined benefit plan members and other stakeholders. The panelists will also discuss the strategies their own organizations use to reach out to members and the surprising side benefits these initiatives have provided to their plans.


Colyn Lowenberger, founding president and chief executive officer, Möbius Benefit Administrators Inc.

Alison McKay, chief executive officer, Saskatchewan Healthcare Employees’ Pension Plan

11:15 AM – 12:15 PM:

Lunch (Palamino Plaza E)

*This agenda is subject to change.







Please email Megan Lepage