WELCOME

Welcome to Institutional Connect Virtual Forum, an event driven by institutional investors addressing portfolio resilience at times of uncertainty, and future of institutional investing.  From this portal, you can access presentations, network with other attendees during breaks, and attend breakout discussions.

  • To join all plenary presentations, please access “Main Conference” tab;
  • To join a networking break room, please access “Networking rooms”. There is an option to reserve a private networking room.  To do so, please send a message to John He or Lesley Chan on Whova app, or an email to: admin@institutionalconnect.com.
  • To join breakout discussions, please contact John He at: john@institutionalconnect.com, to sign up for one of the topics.

To download event app or access web app, please go to:  https://whova.com/portal/webapp/icvf_202009/.  You will be able to connect with other attendees, exchange contact information and set up virtual meetings from the app.

We hope you will have a productive virtual event.  Please let us know if you have any questions or requests during the 3 days.

Gold Sponsors

ABOUT BNP PARIBAS ASSET MANAGEMENT

BNP Paribas Asset Management is the asset management arm of BNP Paribas, one of the world’s foremost financial institutions, and offers high value-added solutions to individual savers, companies, and institutional investors. It has a broad range of skills in four investment divisions: Equities, Fixed Income, Private Debt & Real Assets, and Multi-Asset, Quantitative and Solutions (MAQS). Sustainability is at the heart of BNP Paribas Asset Management’s strategy and investment decision-making process, making an active contribution to energy transition, environmental protection and the promotion of equality and inclusive growth. Its aim is to achieve long-term sustainable investment returns for its clients. BNP Paribas Asset Management has assets under management of USD 481 billion (as of June 30, 2020), with more than 500 investment professionals and almost 500 client servicing specialists, serving individual, corporate and institutional clients in 71 countries.

LFIS

LFIS was established in 2013 and is headquartered in Paris, France.  LFIS combines a quantitative approach with expertise in the range of assets and instruments, to identify, capture and risk manage opportunities across markets.  LFIS’ funds include alternative strategies focused on risk premia, credit and managed futures, as well as multi-asset funds and dedicated solutions. Our global client base ranges from institutional to retail investors and extends across Europe, Canada and Australasia. As of June 30, 2020, LFIS has $8 billion in assets under management.

ABOUT MACKENZIE INVESTMENTS

Since 1967, Mackenzie Investments has been a leading Canadian investment management firm providing investment advisory and related services to both institutional and retail clients. The firm’s CEO is an institutional leader who has held prominent positions with global investment consulting firms and asset managers. Mackenzie’s Multi-Asset Solutions Team was started by senior investment professionals joining the firm from the Canada Pension Plan. For pensions, endowments and foundations, the firm provides a consultative approach to traditional, alternative and real asset classes. Together with our parent company, Mackenzie distributes China strategies with a long track record and strong Canadian asset base. The firm manages several passive and dynamic currency strategies for institutional investors. Closing out 2020, Mackenzie’s AUM will exceed $170 billion. Mackenzie Investments is a member of the IGM Financial Inc. (TSX: IGM) group of companies. For more information, please contact msack@mackenzieinvestments.com

PICTET ASSET MANAGEMENT

Who we are

Pictet Asset Management is a global independent asset management company. Established in 1980, we are part of the Pictet group, a privately held Swiss partnership which started in 1805. The group’s independence and stability allow us to focus on our clients’ long-term goals. We have 17 offices worldwide and over 374 investment professionals across 7 investment centres managing over CAD 285 billion in assets 1 . Our aim is to be the investment partner of choice to our institutional clients. We commit substantial analytical resources to our strategic capabilities: Thematic, Emerging, Absolute Return and Multi Asset.

Environmental, social and governance (ESG)

We believe in responsible economics and take an enlarged view of the economy and its interactions with civil society and the natural environment. Consistent with our fiduciary duty to act in the best interests of our clients, and our adherence to the UN Principles for Responsible Investment (UN PRI), we are committed to integrating material Environmental, Social and Governance (ESG) criteria in our investment processes and ownership practices with a view to enhancing returns and/or mitigating risks. We also aim to include ESG aspects in our risk management and reporting tools in order to maintain high standards of transparency and accountability.

Environmental global thematic equities

We have long established credentials as an active manager of Environmental Thematic and Sustainability focused strategies. In the late 1990s, we began launching strategies that incorporate sustainability criteria into the management of our equity portfolios. Since 2000, we have pioneered and led the market in the development of innovative, actively-managed thematic strategies that have a focus on secular environmental megatrends. Today, we offer our clients a range of fundamental research-driven products that span the environmental space – from Water to Environmental Global Thematic Equities – or active-quant products that can be tailored to the sustainability criteria, specified by our clients.

ABOUT POWER PACIFIC INVESTMENT MANAGEMENT

Power Pacific Investment Management is a Shanghai and Montreal based investment boutique owned by Power Corporation, a Canadian company with a pioneering presence in China since the 1970s. We invest in Chinese equities with high conviction and a fundamentals-based, research driven investment process.

ABOUT NINETY ONE

Ninety One is an independent, active global asset manager dedicated to delivering compelling outcomes for its clients, managing more than USD$128 billion in assets (as of March 31, 2020).

In the Americas, Ninety One offers a full range of investment strategies and solutions spanning equity, fixed income, multi-asset, sustainable and alternatives led by specialist teams that invest across global, emerging and frontier markets. For more than a decade, the firm has been committed to clients in the US, Canada and Latin America, developing trusted partnerships by delivering local expertise with a global platform.

Established in South Africa in 1991, as Investec Asset Management, it started with domestic investments in an emerging market. In 2020, almost three decades of organic growth later, the firm demerged from Investec Group and became Ninety One. Today Ninety One offers distinctive active strategies to institutions, advisors and individual investors around the world.

For more information visit:
Website
Twitter
LinkedIn

Silver Sponsors

ABOUT BMO GLOBAL ASSET MANAGEMENT

BMO Global Asset Management is a multi-asset management business focused on meeting the needs of investors, both locally and globally. The business is characterized by specialized, regional investment teams providing a range of investment solutions, with the objective of delivering world-class investment management expertise to clients across North America, Europe, Asia/Pacific and the Middle East. 

Our heritage in asset management spans back 150 years – a century and a half in which the world and investment landscape have transformed and continue to evolve. During that time, we have strived to constantly reassess and reappraise the needs of our clients and develop innovative and relevant solutions to help them meet their objectives.

The strategies we apply today demonstrate our commitment to offering new ideas and fresh perspectives. These include a host of outcome-focused solutions, pioneering capabilities and long-standing success stories like the world’s first publicly quoted investment vehicle that we still manage today.

ABOUT BONNEFIELD

Bonnefield is one of Canada’s leading farmland investment managers, with four investment partnerships comprising 125k acres of farmland across Canada and over $900mm of Assets Under Management. 

Bonnefield’s investment model provides investors with exposure to the unique characteristics of Canadian farmland. Bonnefield Funds target low-correlated, low-volatility returns from stable lease income and capital appreciation which offer an inflation and climate change hedge within a responsible ESG framework.

ABOUT BNY MELLON INVESTMENT MANAGEMENT

BNY Mellon Investment Management is one of the world’s leading investment management organizations and one of the top U.S. wealth managers. Our business encompasses BNY Mellon’s affiliated investment management firms, wealth management organization, and global distribution companies.

At BNY Mellon Investment Management, our goal is to build and deliver investment and wealth management strategies and solutions to meet your needs. Drawing on deep expertise, we collaborate with you to tailor our best ideas and resources to meet your specific requirements. Through our global network, we have developed a significant understanding of local requirements. We pride ourselves on providing dedicated service through our teams. With extensive experience in anticipating and responding to the investment and financial needs of the world’s governments, pension plan sponsors, corporations, foundations, endowments, planned giving programs, advisors, intermediaries, individuals, families, and family offices, BNY Mellon Investment Management seeks to help you reach your goals.

BNY Mellon has been serving clients in Canada for over 30 years and has had a physical presence in the country since 1983. We currently maintain offices in Toronto, London (Ontario), Calgary, Halifax, Montreal and Vancouver and provide a comprehensive range of services in asset servicing, asset management, corporate trust, investment services, wealth management, treasury services and technology.

BNY Mellon Asset Management Canada oversees the distribution of investment services offered by BNY Mellon’s affiliated Investment management firms and is one of the leading investment management organizations in Canada.

Contact information:
Michael Parsons
Vice-President of Sales and Marketing
BNY Mellon Investment Management
416-840-8019
michael.parsons@bnymellon.com
https://im.bnymellon.com/us/en/institutional/

CIBC ASSET MANAGEMENT

CIBC Asset Management (CIBC AM) is a wholly owned subsidiary of CIBC and is the asset management arm of CIBC. CIBC AM is one of the largest asset managers in Canada with over 45 years of investment management experience. CIBC AM is faithful to its fundamental principles of rigorous research, thought leadership and dynamism. Our experienced investment teams are CIBC AM’s key competitive advantage. With our clients at the forefront, we maintain a strong tradition of disciplined investment processes, while prudently managing risk and developing innovative solutions. We believe that investment research, guided by a rigorous and consistent process, will yield better results and serve our clients well over the long term. For CIBC AM, this is a core belief that has sustained us since our founding.

ABOUT CIBC MELLON

CIBC Mellon is dedicated to helping Canadian institutional investors and international institutional investors into Canada service their financial assets throughout the investment lifecycle. Founded in 1996, CIBC Mellon is 50-50 jointly owned by The Bank of New York Mellon (BNY Mellon) and Canadian Imperial Bank of Commerce (CIBC).  CIBC Mellon delivers informed investment services for investment funds, pension plans, insurance companies, banks, foundations, endowments, corporations, and global financial institutions whose clients invest in Canada.  As at June 30, 2020, CIBC Mellon had more than C$2 trillion in assets under custody and/or administration.  CIBC Mellon is part of the BNY Mellon network, which as at June 30, 2020 had US$37.3 trillion in assets under custody and/or administration. CIBC Mellon is a licensed user of the CIBC trade-mark and certain BNY Mellon trade-marks, is the corporate brand of CIBC Mellon Global Securities Services Company and CIBC Mellon Trust Company, and may be used as a generic term to refer to either or both companies. www.cibcmellon.com

ABOUT NINEPOINT PARTNERS

Ninepoint Partners manages unique alternative investment solutions that offer investors the benefits of better diversification. We target investment strategies that are uncorrelated from traditional asset classes, such as equities and bonds, with the goal of lowering overall portfolio risk. Ninepoint Institutional Partners, a division of Ninepoint Partners LP, works with Canadian Pension Plans, Foundations, Endowments, Insurance Companies, Family Offices, and other Institutional investors to provide objective, comprehensive investment management solutions from around the globe.

As a team, we have a long track-record of managing alternative income, real asset and alternative core strategies. Innovative thinking, and our ability to apply it to real-world solutions, is what defines us.

Ninepoint is an independent, employee-owned firm serving the investment advisor and institutional investor communities. With over $6 billion in assets and institutional contracts and 75 employees, we are among the largest independent asset management firms in Canada.

ABOUT SIMCORP

SimCorp provides integrated, best-in-class, multi-asset investment management solutions to the world’s leading asset managers, fund managers, asset servicers, pension and insurance funds, wealth managers, central banks, sovereign wealth funds, and treasury. Deployed on premise or in the cloud, SimCorp’s core solution, SimCorp Dimension®, alongside SimCorp Coric®, SimCorp Gain™, and SimCorp Sofia™ form a powerful and complete solution. Together with a range of managed services, they support the entire investment life cycle, based on a market-leading IBOR. SimCorp invests around 20% of its annual revenue in R&D, helping clients develop their business and stay ahead of ever-changing industry demands. Listed on Nasdaq Copenhagen, SimCorp is a global company, with regional offices across Europe, North America, and Asia Pacific. 

For more information, please visit www.simcorp.com.

ABOUT TREZ CAPITAL

Founded in 1997, Trez Capital is a diversified real estate investment firm and preeminent provider of commercial real estate debt financing solutions in Canada and the United States. We offer private and institutional investors strategies to invest in a variety of opportunistic, fully-secured, high-yield mortgage investment funds and like investment assets, and provide property developers and owners with quick approvals on flexible short- to mid-term financing.   

With offices in Canada and the U.S., Trez Capital has over $3.8 billion in assets under management and has funded over 1,500 transactions totaling more than $11.5 billion since inception.   

For more information, visit www.trezcapital.com

Bronze Sponsors

ABOUT ABERDEEN STANDARD INVESTMENTS

Aberdeen Standard Investments is dedicated to helping investors around the world reach their investment goals and broaden their financial horizons.

We provide expertise across a breadth of markets, asset classes and investment approaches. With around 1,000 investment professionals, and operations in global financial capitals and important regional centres, this brings us closer to our clients and customers around the world. It also provides invaluable knowledge and insight to share with our people.

As at 30 June 2020, we manage CA$766.7 bn on behalf of governments, pension funds, insurers, companies, charities, foundations and individuals in 80 countries.

ABOUT AVIVA INVESTORS

Aviva Investors is a global asset manager with integrated expertise across all major asset classes. This, combined with our insurance heritage and investment capabilities, uniquely positions us to deliver the outcomes that matter most to today’s investor.

Support Sponsors

ABOUT ORTEC FINANCE

Ortec Finance is the leading provider of technology and solutions for risk and return management.

It is our purpose to enable people to manage the complexity of investment decisions. We do this through delivering leading technologies and solutions for investment decision-making to financial institutions around the world. Our strength lies in an effective combination of advanced models, innovative technology and in-depth market knowledge. This combination of skills and expertise supports investment professionals in achieving a better risk-return ratio and thus better results.

https://www.ortecfinance.com/

ABOUT VONTOBEL

Vontobel Asset Management is an active asset manager with global reach and a multi-boutique approach. Assets from institutional and intermediary clients total C$200bn. Each of our boutiques draws on specialized investment talent, a strong performance culture and robust risk management. Our commitment to active management empowers us to invest on the basis of our convictions. The Vontobel Quality Growth Boutique, dedicated exclusively to managing long-only global equity portfolios, employs a patient, growth-oriented investment approach that relies on bottom-up analyses to help identify high-quality businesses that can sustain superior earnings growth over the long term. TwentyFour Asset Management, a fixed income specialist, seeks to provide investors with superior risk-adjusted returns with a strong focus on capital preservation through the economic cycle.