2016 Institutional Investment Management Forum

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Members must login with their CFA Institute account. Guest registration will not reflect member pricing.

ONLINE Registration for this event is now CLOSED. Please contact eventregistration@cfatoronto.ca  for registration inquiries. 

About the event

This event will provide an interactive forum for institutional investment management practitioners and other investment professionals to learn about best practices and leading edge thinking on Alternative Investments in both liquid and illiquid markets, through panel presentations and round table discussions. The day will include a networking break, a keynote lunch speaker and a cocktail reception.
Level: Intermediate/Advanced

Committee: Portfolio Management
Topics Include

  • Canadian real estate from the perspective of Canada’s largest home builder
  • Liquid alternatives, such as hedge funds
  • Illiquid alternatives, such as infrastructure, agriculture/timberland, and private investments

Learning Outcomes

  • Better understand current market conditions for various types of alternative investments
  • Hear from leading Canadian and US experts regarding their strategies and insights
  • Interact with attendees about their experience and challenges with alternatives investments via table discussions and moderated panel discussions.


11:45 AM - 12:00 PM    Registration 
12:00 PM - 12:55 PM   Lunch & Networking 
12:55 PM  -  1:25 PM   Luncheon Keynote Speaker
                                    Brian Johnston - COO, Mattamy Group  
1:25 PM    -  1:35 PM   Opening Remarks 
                                    James Davis, CFA - Vice-Chair, Portfolio Management Committee 
                                    Pamela Ritchie - Anchor, Bloomberg TV Canada 

1:35 PM    -  3:00 PM   Panel Discussion - Illiquid Alternatives 
Mark Anson, CFA - CIO, Commonfund 
                                     Robert Boston, Partner and Practice Leader, Morneau Shepell                                              
                                     Asset & Risk Management 

3:00 PM    -  3:20 PM   Networking Break 
3:20 PM    -  4:45 PM   Panel Discussion - Liquid Alternatives
Jennifer Strickland, CFA - Executive Vice-President, Alternatives, PIMCO
                                     Steve Kennedy - Partner, Portfolio Analyst, Albourne America LLC

4:45 PM    -  4:55 PM   Forum Key Takeaways 
James Davis, CFA - Vice-Chair, Portfolio Management Committee
4:55 PM    -  5:00 PM   Closing Remarks 
                                     Grace Yu, CFA - Chair, Portfolio Management Committee 
5:00 PM    -  6:00 PM   Cocktail Reception 


Mark Anson, CFA, CAIA, Ph.D. 
Chief Investment Officer, Commonfund

Mark Anson is Chief Investment Officer for Commonfund.  In this capacity, Mark is responsible for overall client asset allocation, portfolio management and manager research and due diligence across equities, fixed income and hedge funds. He was the Chief Investment Officer for the Bass Family Office,  the President of Nuveen Investments, the Chief Executive Officer and Chief Investment Officer for both Hermes Pension Management and for the British Telecom Pension Scheme (BTPS) and the Chief Investment Officer of the California Public Employees' Retirement System.

Mark is the former Chairman of the Board of the International Corporate Governance Network and also served on the boards for the CFA Institute, the SEC Advisory Committee to SEC Chairwoman Mary Schapiro. He currently serves on the Investment Advisory Council of the UAW Pension Fund, The Law Board of Northwestern University School of Law, and the Board of Directors for the Chartered Alternative Investment Association (CAIA). He has published over 100 investment articles in professional journals, has won two Best Paper Awards, is the author of five financial textbooks including the Handbook of Alternative Assets.

Mark earned a B.A. in Economics and Chemistry from St. Olaf College, a J.D. from Northwestern University School of Law, and a Ph.D. and Masters in Finance from Columbia University Graduate School of Business, all with honors. Last, Mark has earned the Chartered Financial Analyst, Chartered Alternative Investment Analyst, and Chartered Global Management Accountant professional degrees, and he is a Member of the Bar of the State of New York and the State of Illinois.

Robert Boston
Partner, Investment Consulting Group of Ontario and Western Canada
Morneau & Shepell Asset & Risk Management

Robert Boston is a Partner and Practice Leader for the Investment Consulting group for Ontario and Western Canada. Robert has over 20 years of investment consulting experience, with clients including multi- employer pension plans for several British Columbia unions. He has also served as Chief Compliance Officer for Morneau Shepell Asset & Risk Management Ltd. and is currently the chair of the company’s Socially Responsible Investing team. Robert has authored numerous articles on various areas in investment finance for industry publications. He is also a popular speaker for a variety of organizations including Canadian Pension Benefits Institute, Association of Canadian Pension Managers, Institute of Canadian Real Estate Fiduciaries and the Society of Actuaries. Robert holds an Honours BA from McMaster University.

James Davis, CFA 
Chief Investment Officer, OPTrust 
Vice-Chair, Portfolio Management Committee, CFA Society Toronto 

James Davis, CFA, is Chief Investment Officer for OPTrust. James is responsible for setting the strategic direction for Investments and overseeing the management of OPTrust's assets to ensure it can deliver sustainable pension security for all of its members. Prior to joining OPTrust, James was Vice President, Strategy & Asset Mix and Chief Economist for Ontario Teachers’ Pension Plan, where he advised the Teachers’ Board and senior management on such topics as the outlook for the macro economy and financial markets, medium-term risks and Total Fund investment strategy. Prior to joining Teachers’, James managed over $20 billion in global fixed income and foreign currency assets for a large investment management firm. Mr. Davis holds an MBA degree from Dalhousie University as well as undergraduate degrees in meteorology and mathematics. He is a CFA charterholder.

Brian Johnston, 
Chief Operating Officer, Mattamy Homes 

Brian Johnston is the Chief Operating Officer at Mattamy Homes, with responsibility for all operational aspects of the Company’s homebuilding business across Canada and the United States. Prior to joining Mattamy in 2012, Brian was the President of Monarch Corporation, the Canadian arm of U.S.-based homebuilder Taylor Morrison. As President of Monarch, Brian was responsible for all facets of the company’s low- and high-rise businesses in Canada. Prior to that, Brian also served as Monarch’s EVP and Chief Financial Officer and was instrumental in Monarch’s expansion in the US as well as its entry into the Toronto high-rise sector in the 1990s. Brian holds a Bachelors of Commerce degree from the University of Toronto, and is a Chartered Accountant, having received his designation in 1983. He currently serves on a number of external organizations, including Director roles at Enerquality Corporation and the Canada Housing and Mortgage Corporation. Brian was previously President of the Ontario Home Builders Association, Chairman of the Residential Construction Association of Ontario, Director of TARION, and a board member of the C.D. Howe Institute.

Steve Kennedy
Partner, Portfolio Analyst, Albourne America LLC

Steve Kennedy joined Albourne in April 2006 as a Senior Portfolio Analyst. Steve is a partner and is lead consultant to public and corporate plans, large Endowments, Foundations and Family Offices.Steve was previously Director of Research (global equity and fixed income asset managers, hedge funds and private equity funds) from 2000-2006 at Harris myCFO. Prior to myCFO, Steve was a Vice-President of the multi-manager Investment Management Consulting program, Senior Manager/Research Analyst, from 1997-2000 at Banc of America Securities.Steve holds a MS in Investment Management from Boston University Graduate School of Management (USA) in addition to a BA in Environmental Policy and Analysis from Boston University (USA). Steve is also a CFA charter holder.

Pamela Ritchie, 
Anchor, Bloomberg TV Canada 

Pamela Ritchie is an experienced financial reporter skilled at hosting fast-paced, live, breaking-news programs through the opening and close of trade. Ritchie regularly interviews industry titans such as CEO of TD Bank, Bahrant Masani, CEO of the Caisse de dépôt et placement du Québec, Michael Sabia, Founder of Barrick Gold, Peter Munk, and Canada’s Finance Minister, Bill Morneau. Prior to joining Bloomberg TV Canada, Ritchie anchored BNN’s flagship morning show 'The Street'. With access to so many top lawmakers, and with her particular interest in The Middle East and International Affairs, Ritchie brings a unique perspective when discussing today's political economy and its impact on the market. Join Pamela weekdays at 4pm ET on The Daily Brief.

Jennifer Strickland, CFA
Executive Vice-President, Alternatives, PIMCO

Ms. Strickland is an executive vice president and alternatives marketing account manager in the Newport Beach office. Prior to joining PIMCO in 2012, she was a managing director in investor relations at BlueMountain Capital Management in New York, a long/short credit manager. Previously, she spent nine years as director of investor relations at HBK Capital Management, one of the oldest multi-strategy hedge fund firms. She also worked at Citibank Private Bank in Hong Kong and at Morningstar, Inc. where she led the firm’s coverage of variable annuities. She has 25 years of investment and financial services experience and holds an MBA in finance and a bachelor's degree in statistics from the University of Chicago.

Who Should Attend 
The event aims to attract practitioners from large, medium and well as small institutions

Society Member Discounts

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CFA Institute Activity
This program qualifies for credit under the guidelines for the CFA Institute Continuing Education Program

Other Information
May be eligible for CE credits to maintain CFP® certification
Eligible for Tuition Tax Receipt - Form T2202A

Information on withdrawals, cancellations, and/or refunds can be found here.

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When & Where
Jan 23
23rd January 2017
12:00 PM - 08:00 PM
Toronto, ON
2017-01-23 12:00 PM 2017-01-23 08:00 PM America/New_York 2016 Institutional Investment Management Forum 401 Bay St, 8th Floor Toronto, ON,

Arcadian Loft

401 Bay St, 8th Floor Loft 1 & 2 12:00 PM - 6:00 PM