19th Annual Pension Conference

April 23, 2025
9:00 a.m.-5:00 p.m. ET

Arcadian Court

401 Bay Street, Simpson, tower 8th floor
Toronto, ON M5H 2Y4

Registration Deadline: April 16, 2025

Hosted By: Institutional Asset Management Committee
Level: General
Format: Full Day Conference

Join us for the highly anticipated 19th Annual CFA Society Toronto Pension Conference, where the pulse of Canadian pensions and the broader financial landscape will be front and center. In an era marked by unprecedented challenges and transformative opportunities, pension funds are navigating a complex world. Equity markets are grappling with historic levels of concentration, while shifting geopolitical dynamics, including a new U.S. administration, add layers of uncertainty. At the same time, groundbreaking AI technologies continue to generate excitement, even as their practical applications remain elusive.

This year's conference promises to bring together thought leaders, industry experts, and practitioners to explore these critical issues and their implications for pension plans in Canada. Expect insightful discussions, actionable takeaways, and a forward-looking perspective on the future of pensions in a rapidly evolving environment. Don't miss this opportunity to stay ahead of the curve and be part of the conversation shaping the future of the pension landscape.

YOUR EXPERTS

Speaker Lineup

WHY ATTEND?

  • Learn from Industry Trailblazers and Experts: Gain exclusive insights from renowned speakers and leading CIOs, as they share strategies for navigating governance challenges, geopolitical uncertainty, and market trends in the Canadian pension landscape.
  • Explore Cutting-Edge Investment Trends: Delve into emerging topics such as AI-driven portfolio management, the increasing importance of macroeconomic and thematic factors, and the evolving demand for data centers and energy resources in private markets.
  • Enhance Your Professional Toolkit: Stay ahead of the curve with actionable takeaways on optimizing portfolio risk-adjusted returns, leveraging Big Data and AI, and adapting to the ever-changing economic and geopolitical environment.
  • Unpack the Future of the Canadian Pension Model: Engage in a critical discussion on the strengths, challenges, and adaptability of the Canadian Pension Model, widely regarded as a global benchmark for success, and explore its trajectory in the face of evolving market dynamics.
  • Network with Industry Leaders and Peers: Connect with influential thought leaders, investment professionals, and fellow CFA Charterholders to exchange ideas, foster relationships, and build meaningful connections that can drive your career and organization forward.

LEARNING OBJECTIVES

  • Gain insights into the evolving challenges and opportunities facing the Canadian pension model in the years ahead.
  • Understand the implications of geopolitical instability on the global macroeconomic environment and its impact on pension portfolios.
  • Explore how advancements in AI and Big Data are enabling more efficient portfolio management for Canadian pensions and asset owners.
  • Discover how AI is driving demand for infrastructure investment and uncover strategies for private investors to capitalize on these opportunities.
  • Stay informed on the latest innovations in portfolio construction, including new factor developments, climate change implications, and the growing significance of macroeconomic and thematic factors.
  • Learn from the perspectives and strategies of CIOs from leading Canadian pension funds as they address current and future priorities.

WHO SHOULD ATTEND?

  • Senior Executives and Decision-Makers
  • Buy-Side Professionals
  • Pension Fund Administrators and Trustees
  • Alternative Investment Specialists
  • Institutional Asset Managers
  • Emerging Industry Leaders

CFA Institute Professional Learning (PL) Credit Information: Eligible for 6 CFA Institute PL credit hours

Registration Information:

  • Early Bird Deadline: March 19, 2025
  • Registration Deadline: April 16, 2025

Dietary Restrictions and Allergies: Please email us at eventregistration@cfatoronto.ca with any dietary restrictions or allergies by April 9, 2025. Requests received after this date may not be accommodated by the venue.

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THANK YOU TO OUR SPONSORS

Presenting Sponsor

RBC Investor Services

Event Sponsors

Global X by Mirae Asset
Mackenzie Investments
TD Asset Management

Supporting Sponsors

Fiera Captial
PGIM
ROBECO- The Investment Engineers
Trans-Canada Capital

Supporting Event Partner

Trans-Canada Capital

CFA Society Toronto Corporate Sponsors

CFA Society Toronto thanks our Corporate Sponsors whose support empowers our activities and mission throughout the year.

GOLD

Mackenzie Investments
TD Asset Management Logo

BRONZE

RBC Global Asset Management logo
Trans-Canada Capital

SUPPORTING PARTNER

RBC Global Asset Management logo