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Francis Sabourin Hour: Featuring AGF Management Limited

Francis Sabourin Hour: Featuring AGF Management Limited

Event Overview

Join Francis Sabourin and his guest, Kevin McCreadie, CEO and Chief Investment Officer at AGF Management Limited, as they discuss about the evolution of AGF from traditional stocks and bonds to alts and private equity.

When

  • June 28, 2023
  • 2:00 pm – 3:00 pm EDT

Where

Virtual

Speakers

Members of CAASA

Event Registration Closed

Non-Members of CAASA

Event Registration Closed

Baytek Testing

Baytek Testing

Event Overview

Join Francis Sabourin and his guest, Bryan Kelly, Portfolio Manager and Head of Machine Learning at AQR Capital Management, as they discuss AQR’s approach to multi-strategy investing and the case for diversification amid the prospect of low future expected returns.

When

  • September 5, 2023
  • 2:00 pm – 3:00 pm EDT

Where

Virtual

Speakers

Members of CAASA

Event Registration Closed

Non-Members of CAASA

Event Registration Closed

Francis Sabourin Hour: Featuring ICM Asset Management

Francis Sabourin Hour: Featuring ICM Asset Management

Event Overview

Join Francis Sabourin and his guest, David Vankka, President & Portfolio Manager at ICM Asset Management as they discuss ICM’s approach to investing in music royalties. The asset class continues to attract many of the most prolific institutional investors in the pursuit of uncorrelated returns from the ownership of music IP.

When

  • December 12, 2023
  • 2:00 pm – 3:00 pm ET

Where

Virtual

Speakers

Watch Replay

CAASA Members

Event Registration Closed

Non-Members

Event Registration Closed

Francis Sabourin Hour: Featuring Trans-Canada Capital

Francis Sabourin Hour: Featuring Trans-Canada Capital

Event Overview

Join Francis Sabourin and his guest, Nelson Lam, Senior Vice-President, Equity and Alternative Investments at Trans-Canada Capital (TCC), as they discuss private markets and TCC’s holistic and strategic approach in these ever-evolving markets.

Nelson leads the team managing a $7.8B open-ended private markets fund that aims to provide high diversification benefits with low correlation to traditional assets classes.

When

  • January 18, 2024
  • 2:00 pm – 3:00 pm ET

Where

Virtual

Speakers

Replay

Watch Here

CAASA Members

Event Registration Closed

Non-Members

Event Registration Closed

Francis Sabourin Hour: Featuring Obsiido

Francis Sabourin Hour: Featuring Obsiido

Event Overview

Join Francis Sabourin (Richardson Wealth) and his guest, Sean O’Hara, Co-Founder & CIO at Obsiido, as they discuss how private market opportunities are (finally) being put in the hands (and portfolios) of retail investors across Canada – instead of being strictly the purview of institutional investors such as the largest pension plans and family offices.

When

  • February 15, 2024
  • 2:00 pm – 3:00 pm ET

Where

Virtual

Speakers

CAASA Members

Event Registration Closed

Non-Members

Event Registration Closed

Francis Sabourin Hour: Featuring Viewpoint Investment Partners

Francis Sabourin Hour: Featuring Viewpoint Investment Partners

Event Overview

This month Francis discusses the stage of the economic cycle in which we find ourselves, as well as the outlook for commodities in the near term and as part of a multi-decade super-cycle with Scott Smith, the CIO of Viewpoint Investment Partners in Calgary.  Francis and Scott will discuss how the risk profile of a traditional 60/40 portfolio is changing, and how commodities can provide a ballast to portfolios when correlations between equities and bonds turn positive.  A key discussion point at our Family Office Summit in April, this webinar will both complement and distill the great amount of information available at this time about commodities.

When

  • March 14, 2024
  • 2:00 pm – 3:00 pm ET

Where

Virtual

Replay Available

Speakers

CAASA Members

Event Registration Closed

Non-Members

Event Registration Closed

The Maple Model on Lac Léman

The Maple Model on Lac Léman

Event Overview

For more than 30 years, Canadian public pensions have been investing like few of their international peers. These ‘Maple Eight’ funds manage more $2 Trillion (and growing) and share these characteristics: large allocations to alternatives/private markets (70% is common) and ex-Canada investments (70% is common), eschewing consultants and opting for in-house talent, a penchant for principal transactions vs. funds in the private side and Managed Account Platforms vs. funds in the public side, and pay that is closer to that in industry vs in public service. This panel will speak to this model, how other plans are implementing portions of it, and what investors can do to perhaps emulate their success (100-112% funding ratios across the board).

Thank you to the University of Geneva for lending us their space and coordinating catering!

This panel is offered in person only.

When

  • April 23, 2024
  • 6:15 pm – 9:00 pm CET

Where

University of Geneva
Uni Pignon – Room: MR170
Reception closeby.

University of Geneva, 1205 Genève, Switzerland
Map

Speakers

The Evening’s Agenda

Day 1

  • April 23, 2024
  • 6:30 pm – 9:00 pm

  • April 23, 2024
  • 6:30 pm – 9:00 pm

6:15 pm

Registration

Please arrive at about 18:15 as there is a class in the room until 6pm.  We will start promptly at 18:30.

6:30 pm

Welcome and Keynote Fireside

We aim to start at about 18h and begin our Keynote Fireside as soon as we can. This is possibly a once-in-a-lifetime opportunity to hear the origin story of the Canadian/Maple Model that has allowed these pension plans to outpace their peers as well as their liabilities.

The audience will be treated to how this model was created and implemented in the early days (c. 1990), its evolution over the last 33 years, and how applicable it might be to today’s markets and other constraints.

Claude Lamoureux
Interviewed by:
Elena Manola-Bonthond, CERN Pension Plan

7:15 pm

Does the World Need More Canada?

The Maple Model has served the beneficiaries and plan sponsors (in many cases the Canadian and provincial governments) very will for more than three decades.  Since its introduction, the roadmap has changed as staffing has increased at these plans, ex-Canada offices (e.g., London, Hong Kong, Singapore, New York) have been opened, and asset mixes have been tweaked in order to get the plans into the best possible position to make good on their commitments.

How has this evolution affected the efficacy of the underlying model and what is in store for these plans as these changes (and many more) take root and possibly affect how they invest and manage risk?

We will also hear from one plan that is a fraction the size of the typical Maple Eight plan – and come to know how they achieved incredible results without having “$7 billion in AUM” as some say is required to make the most of this scheme.

Moderated by:
Elena Manola-Bonthond, CERN Pension Plan

Claude Lamoureux
Blair Richards, Halifax Port ILA/HEA
Aleksander Weiler, Constanter Investment Office (formerly with CPP Investments)

8:00 pm

Reception

The audience’s opportunity to meet with the panel and each other!

9:00 pm

End of Event

Thank you to our panel and audience for their time and attention – à bientôt!

Members of CAASA

Multi-Family Offices, Asset Managers, & Service Providers

Complimentary

 

Event Registration Closed

Allocators / Investors

Pensions & Single Family Offices
(Member & Non-Member)

Complimentary

 

Event Registration Closed

Thank you to our sponsors

Francis Sabourin Hour: Featuring MGG Investment Group

Francis Sabourin Hour: Featuring MGG Investment Group

Event Overview

This month’s Francis Sabourin Hour features our local Montréal celebrity Investment Advisor speaking with Daniel Leger (who has a connection to Montréal!).  They will speak to MGG’s expertise in the mid-market segment (all industries) financing solutions business.  They have some interesting trades (which might involve sports) to discuss – as well as which investors (via the iCapital Network platform) might benefit most.

When

  • April 16, 2024
  • 2:00 pm – 3:00 pm ET

Where

Virtual

Speakers

CAASA Members

Event Registration Closed

Non-Members

Event Registration Closed

Francis Sabourin Hour: Featuring MANRA Capital

Francis Sabourin Hour: Featuring MANRA Capital

Event Overview

Join Francis Sabourin (Richardson Wealth) and his guest, Michael Roman, CEO of MANRA Capital, as they discuss trends in short-term real estate rentals in Quebec, Ontario, and the UAE.

When

  • September 17, 2024
  • 2:00 pm – 3:00 pm ET

Where

Virtual

Replay Available

Speakers

CAASA Members

Event Registration Closed

Non-Members

Event Registration Closed

Francis Sabourin Hour: Featuring LionGuard Capital Management

Francis Sabourin Hour: Featuring LionGuard Capital Management

Overview

Join Francis Sabourin (Richardson Wealth) and his guest, Andrey Omelchak – President, Chief Executive Officer and Chief Investment Officer of LionGuard Capital Management, as they discuss about specialized investment management with expertise in small-and medium-capitalization equities.

When

  • October 15, 2024
  • 2:00 pm – 3:00 pm ET

Where

Virtual

Replay Available

Speakers

CAASA Members

Event Registration Closed

Non-Members

Event Registration Closed

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