With low interest rates, increased uncertainty abroad, and volatile equity markets continuing to alter the investment landscape, uncertainty prevails in the markets and many institutional investors are adding alternative assets in their portfolio. Now that real estate, infrastructure and PE have become standard investments within institutional investor portfolios, what is the next frontier of alternative asset class investing? Increasing numbers of investors have found their way to the lesser known asset classes such as farmland, renewable energy and private lending. These asset classes can offer institutional investors exposure to rising economic growth in the world’s emerging economies; strong risk-adjusted total returns; and the ability to match the timing of the asset’s financial maturity with the duration and schedule of a pension plan’s liabilities. Join us for an in-depth view of the present and future landscape of global agriculture, renewable energy and private lending investing as well as hear from how a plan sponsor is looking at allocating to newer alternative strategies.
• Investment characteristics of farmland, renewable energy and direct lending
• Overview of institutional market
• Portfolio diversification benefits
• Investment risk
• Investment outlook
The alternative asset classes have grown substantially over the years and offer many benefits to investors. Participants should gain insights into several lesser known asset classes, the factors driving their pricing today, and outlooks on future performance.
Managing Director and Co-Head of Private Markets Group
Sandra is responsible for jointly managing the Private Markets Group and oversees OPSEU Pension Trust’s (OPTrust) global private equity program, which includes funds commitments, co-investments and direct investments into companies around the world, focusing on middle market buyout and growth capital opportunities, long-term equities and opportunistic private credit situations. Sandra served previously as President and Managing Partner at EdgeStone Capital Partners Inc. and spent over thirteen years with the firm focused on making private equity investments in North American middle market companies and working with portfolio companies to create long-term sustainable value. Prior to that, she worked in the Investment Banking Group at National Bank Financial and focused on mergers and acquisitions. Sandra holds an Honors Business Administration degree from Ivey Business School at the University of Western Ontario, and completed the General Management Program at the Harvard Business School.
Partner and Chief Executive Officer
Fiera Comox Partners
Antoine is a Partner and CEO of Fiera Comox Partners, a global agriculture and private equity investment firm, in partnership with Fiera Capital Corporation. Prior to Fiera Comox, Antoine spent seven years with PSP Investments where he last was Managing Director heading up Private Equity for the Americas and Asia. Prior to this, he started PSP’s global Natural Resources investment group and led the group for five years building a $3 billion portfolio of direct investments. Before joining PSP, Antoine worked in private equity at CPPIB and investment banking at National Bank of Canada. He has sat on the Boards of Telesat Canada, AmWins Group Inc. (US), Haymarket Financial LLP (UK), TimberWest Forest Corp. (Canada), Kaingaroa Timberlands (New Zealand) and X2 Resources (UK). Antoine received an MBA from Harvard Business School, a Bcom from McGill University and is a CFA charterholder.
Managing Director and President
Hancock Renewable Energy Group
Glenn is responsible for the international development, acquisition, and investment in a portfolio of renewable energy projects, and associated infrastructure. Glenn’s career spans more than 30 years in the energy and infrastructure industries in which he has been involved in project, merger, acquisition, finance, turnaround, operational and restructuring activities involving both private and public companies. Prior to joining HREG, Glenn held C-level leadership roles and ownership in a number of private and public internationally focused sustainable resource and thermal energy companies. Glenn holds a Bachelor of Engineering with honors from the University of West England and has the distinctions of Eur.Ing., CEng, MIMechE and MIGasE.
Managing Director and Co-Head of North American Private Finance – Private Lending
Ian is responsible for leading a team that originates, underwrites and manages North American private finance investments. Ian has worked in the industry since 1988 and his experience has encompassed middle market commercial finance, including originating, underwriting and managing senior secured loans, mezzanine and co-investment transactions. Prior to joining the firm in 2012, he was a Senior Managing Director with Harbour Group and co-founded Freeport Financial LLC where he was responsible for all business development and capital market initiatives. Before Freeport, Ian was Managing Director and Global Group Leader for GE Capital's Global Sponsor Finance Group. Prior to GE Capital, Ian held various leveraged finance and investment positions with NationsBank and Mellon Bank. Ian holds a B.A. (Honors) from the University of Western Ontario and is a member of the CFA Institute.
Who Should Attend
Any investment professional or industry participant who is interested in the learning more about alternative asset classes, the history of the selected private markets, and expectations of future performance should find this session both educational and interesting.
Society Member Discounts
CFA Institute Activity
This program qualifies for credit under the guidelines for the CFA Institute Continuing Education Program
Eligible for 1 CFA Institute CE credit hour
May be eligible for CE credits to maintain CFP® certification
Information on withdrawals, cancellations, and/or refunds can be found here.
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