CAASA Annual Conference 2022

Our Flagship Conference

High Touch & Back In-Person

We believe that people attend conferences for many reasons: great panels, lively discussions, meet new & old friends, and in many cases some super food and after-hours bonding. That being said, we’re happy to welcome you back to Montréal at CAC ’22 to be held in-person at the Omni Hotel.

Mark your calendars & save the date!

More info to follow…

Who Attends?

The CAASA Annual Conference brings together speakers and participants from private and public pension plans, sovereign wealth funds, single and multi-family offices, consulting firms, investment dealers, Canadian and global investment management houses, and affiliated service providers. Panels and break-out sessions will focus on key issues facing investors and managers in Canada and elsewhere including structuring, legal & tax issues, IT and operational areas, and investments – including: hedge funds, CTAs, private equity, private lending, real estate, infrastructure, and crypto-assets/blockchain-related investments.

All content is subject to Chatham House Rule.

When

  • November 1, 2022
  • 8:00 am – 6:00 pm EST
  • November 2, 2022
  • 8:00 am – 6:00 pm EST
  • November 3, 2022
  • 8:00 am – 2:00 pm EST

Where

Omni Hotel, 1050 Sherbrooke St W, Montreal, Quebec H3A 2R6

Past Keynote Speakers (2021)

Past Select Speakers (2021)

Our Educational Partner

Past Agenda (2021)

Day 1

  • November 16, 2021
  • 8:00 am – 6:00 pm

Day 2

  • November 17, 2021
  • 8:50 am – 6:00 pm

Day 3

  • November 18, 2021
  • 8:50 am – 4:15 pm

Day 4

  • November 19, 2021
  • 8:00 am – 6:00 pm

  • November 16, 2021
  • 8:00 am – 6:00 pm

Day 1

8:40 am

Virtual Platform Orientation

Paul Koonar, CAASA

8:50 am

Conference Welcome & Curriculum Overview

James Burron, CAASA & Ranjan Bhaduri, Bodhi Research Group

9:00 am

D1: The Private Equity & Real Assets Conundrum? Opportunities, Demand, Dry Powder, and Frothy Valuations

Omeir Jilani, National Bank of Abu Dhabi (moderator)
Koblavi Fiagbedzi, CBC Pension Fund
Matthew Smagacz, State of Wyoming
Andrew Garrett, Investment Management Company of Ontario
Pierre Barber, Canadian Medical Protective Fund

10:00 am

L1: Portfolio Tilts using Views on Macroeconomic Regimes

Marco Salerno, Rotman School of Management
Jacky Lee, Healthcare of Ontario Pension Plan
Dr. Redouane Elkamhi, University of Toronto

10:20 am

D2: Sustainable Investing, Impact Investing, and Responsible Investing

Dr. Ranjan Bhaduri, Bodhi Research Group (moderator)
Lindsay Saldanha, OPTrust
Sarah Takaki, Healthcare of Ontario Pension Plan
Akobe Sandy, Robert Wood Johnson Foundation
Redon Gallani, CPP Investments
Dr. Des Saraph, Yale University & Stanford University

11:20 am

Break

11:30 am

D3: Alpha Opportunities – Best Strategy Ideas for 2022 + Due Diligence Insights

James Burron, CAASA
Jane Segal, Healthcare of Ontario Pension Plan
Christophe L’Ahelec, University Pension Plan

12:15 pm

N1: Cryptocurrencies and Digital Assets: Market structure, risks & opportunities

Dr. Keith Black, FDP Institute

12:45 pm

Break

1:00 pm

K1: Keynote CAASA Chat with Physics Nobel Laureate Donna Strickland

Professor Donna Strickland, University of Waterloo
Dr. Davide Sabatini, Bodhi Research Group

1:45 pm

Break

2:00 pm

CC1: The Coming Inflation Regime and What it can Mean for Asset Allocation

Dr. Millan Mulraine, Ontario Teachers’ Pension Plan
Robert Lavigne, Ontario Municipal Employees’ Retirement System

3:00 pm

TBA

3:30 pm

Sponsored Table Talks

Fidelity Clearing Canada – Bitcoin and Ethereum as distributed computers: The coming DeFi disruption
North Peak Capital – Equity Long Short Investing: Opportunities at these all-time highs
Lyxor Asset Management – The Value of Hedge Funds in the Current Market Conundrum
CIBC Mellon – Alternative Momentum

4:30 pm

One-on-One Meetings

6:00 pm

End of Day 1

  • November 17, 2021
  • 8:50 am – 6:00 pm

Day 2

8:50 am

D4: The Path Forward with External Manager Programs: Hurdles, Challenges and Opportunities

Carlos Ferreira, Capital Governance Partners (moderator)
Elena Boeva, Aflac Global Investors
Marco Vetrone, CPP Investments
Mark Hannoush, Ontario Teachers’ Pension Plan

9:45 am

N2: Strategies Private Equity – Exit Strategies

Dr. Keith Black, FDP Institute

10:15 am

D5: Emerging Managers – First Mover Advantage

Leia Levand, Innocap Investment Management (moderator)
Carlos Ferreira, Capital Governance Partners
Panayiotis Lambropoulos, Employees Retirement System of Texas
Kirk Sims, Teachers Retirement System of Texas
Wei Liu, Clocktower Group

11:00 am

Break

11:15 am

Sponsored Table Talks

Table Talks – 3 x 20-minute sessions over one hour

Napier Park Global Capital – You can beat Equities with lower vol and little correlation
Avenue Living Asset Management – Hedging Inflation by Investing in the Everyday
The TMX Group – The 5 bps Difference
Picton Mahoney Asset Management – Breaking Down Bonds

12:15 pm

K2: Keynote NowTalk – Jellybeans: Coping during Residential School

Dr. Elder Shirley Ida Eliza Williams

1:00 pm

N3: Nutrition in Today’s Hectic World

Caroline Chow, Happy Health & CAASA

1:30 pm

D6: Portfolio Perspectives & Innovations

Ryan Abrams, Exelon Corporation Pension (moderator)
Andy Greene, Toronto Transit Commission Pension Plan
Kevin Zhu, OPTrust
Wayne Kozun, Forthlane Partners

2:15 pm

L2: Treasury Desk Alpha – liquidity management, cash management, & collaterization

Rob Goobie, Healthcare of Ontario Pension Plan
Claire Thornton, AustralianSuper
Michael Stamm, State of Wisconsin Investment Board

2:45 pm

Sponsored Table Talks

Table Talks – 3 x 20-minute sessions over one hour

BitBuy – Session 1 & 3: How to Trade Cryptocurrencies: A live-action look at crypto-trading; Session 2: Regulation of Cryptocurrencies: A look at the latest in this new asset class
Figment – Staking Cryptocurrencies: Generating Stable Returns on digital assets and fueling innovation
Harrison Street Asset Management – Demographic-driven Alternative Real Assets Investing

3:45 pm

One-on-One Meetings

5:00 pm

Virtual Wine Tasting – From Classic to Super: Get to know the wines of Tuscany

Led by CAASA’s in-house sommelier, Mackenzie Putici of New World Wine Tours. 

CAASA invites you to explore the prized wines of Tuscany through a virtual tasting with Mackenzie Putici. We’ll also keep the conversation going with a short talk by Keith Black on the latest risks and opportunities in the crypto space followed by “Quick Answers to Uncomfortable Questions” such as, should a prop trader at a pension be paid the same as one that does manager selection? (Answers will be anonymous). Don’t miss this one!

 

6:30 pm

End of Day 2

  • November 18, 2021
  • 8:50 am – 4:15 pm

Day 3

8:00 am

One-on-One Meetings

8:50 am

D7: Opportunities in Times of Uncertainty

Brian Broadway Gryphon Capital (moderator)|
Kalina Berova, British Columbia Investment Management Corporation
Joe Tolen, Indiana Public Retirement System
Cédric Fontanille, Unigestion
Elena Manola-Bonthond, CERN Pension Plan

9:45 am

L3: Factor Investing using Capital Market assumptions + Factor targeted asset allocation

Marco Salerno, Rotman School of Management
Jacky Lee, Healthcare of Ontario Pension Plan
Dr. Redouane Elkamhi, University of Toronto

10:30 am

D8: Quant – On the Edge of Change?

Mee Warren, Bodhi Research Group (moderator)
Dr. Anne-Sophie van Royen, Caisse de dépôt et placement du Québec
Dr. Robin Lundgren, Fjärde AP-fonden (AP4)
Dr. Wagner Dada, CPP Investments

11:15 am

Break

11:30 am

N4: The Portfolio of the Future

Bill Kelly & John Bowman, CAIA Association

12:00 pm

D9: The Global Hunt for Alpha

Jim Geoghegan, formerly CPP investments (moderator)
Brandon Gill New, OPTrust
Kunjal Shah, Lyxor Asset Management
Yasir Mallick, UBC Investment Management Trust

12:45 pm

K3: Keynote CAASA Chat with Olympic Gold & World Champion Laura Fortino!

Interviewed by: Confidy Kong, Bodhi Research Group

1:20 pm

One-on-One Meetings

6:00 pm

End of Day 3

  • November 19, 2021
  • 8:00 am – 6:00 pm

Day 4

8:00 am

One-on-One Meetings

6:00 pm

End of Day 4

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Thank You to Our Sponsors