AGENDA

November 13 – 15, 2016 | The OMNI King Edward Hotel | Toronto

The OPTrust Global Pension Leadership Summit is an exclusive, invitation-only dialogue that brings together leaders from the worlds of institutional investment and public policy-making. The event will provide a two-day forum to discuss and address five key themes and their impact on long-term asset owners. These themes include:

  1. The low return environment
  2. Innovation, disruptive technology and venture capital
  3. The infrastructure gap in developed and emerging economies
  4. Climate change and the transition to low carbon energy sources
  5. Collaborative opportunities.

7:00 – 9:00pm

Welcome Cocktail Reception

Join fellow attendees for an evening of conversation and networking over cocktails and canapés in the Windsor Ballroom at the Omni King Edward Hotel.

7:00 – 8:30am

Breakfast

Full breakfast served in the Windsor Ballroom, one level below the Sovereign Ballroom.

8:30 – 8:45am

Opening Remarks: Hugh O'Reilly, President and CEO, OPTrust

Read bio

8:45 – 9:30am

Session 1: Collaboration in Theory and Practice

What works, what doesn't, what's interesting.

Moderator

  • Gordon Clark, Director, Smith School of Enterprise and the Environment, Oxford University

Panellists

  • Dorothee Franzen, Partner, Avida International
  • Christian Racicot, CEO, Institutional Investors Roundtable
  • Gavin Ingram, Global Head of Infrastructure, OPTrust

9:30 – 10:30am

Session 2: Infrastructure Investment – Global Opportunities for Institutional Investors

This session will examine the growing need for investment in public infrastructure and the role pension investors could play. Panellists will begin with a brief presentation on their experience and perspective followed by a moderated question and answer session.

Moderator

  • Omar Khalifa, Director, London, OPTrust

Panellists

  • John Fitzgerald, formerly with the Victoria State Government and CEO, Infrastructure Australia
  • Pablo de la Sierra Perez, Assistant Director, Private Real Assets, Employees Retirement System of Texas
  • Thierry Deau, Founding Partner & CEO, Meridiam
  • L. Victor Traverso, Special Advisor to the Executive President, CAF Development Bank of Latin America
  • Andrew Chung, Founder & Managing Partner, 1955 Capital

10:30 – 11:00am

Networking Break

 

11:00 – 11:30am

Session 3: Keynote Speaker – The Honourable Kathleen Wynne, Premier of Ontario

Read bio

11:30 – 12:00pm

Break for Lunch

 

12:00 – 1:00pm

Session 4: Resolution: Be it resolved, the Canadian public sector defined benefit model is a shining example for the world to follow.

“Maple Revolutionaries” is the term coined in 2012 by The Economist to describe large Canadian public sector defined benefit (DB) plans, citing them as models for how other pension plans should tackle the challenges of institutional investment. Canadian plans are often praised for their long-term perspective, strong, independent governance, internalization of asset management, and adoption of market-based approaches to compensation. Our debaters will attempt to persuade you, the audience, with arguments in support of, and in opposition to, the assertion that Canadian DB pension plans are a model for others to follow.

Moderator

  • Gordon Clark, Director, Smith School of Enterprise and the Environment, Oxford University

Debaters

For the resolution:

  • Hugh O'Reilly, President and CEO, OPTrust
  • Marlene Puffer, Partner, Alignvest Investment Management

Against the resolution:

  • Jack Gray, Adjunct Professor, Centre for Capital Market Dysfunctionality, University of Technology Sydney
  • Malcolm Hamilton, Senior Fellow, C.D. Howe Institute

1:00 – 2:00pm

Keynote Speaker: Terry Stuart, Chief Innovation Officer, Deloitte

Read bio

2:00 – 3:00pm

Session 5: Investing in Innovation

What role can long-term investors like pension funds play in fostering innovation and investing in the technologies that will drive economic growth in the future? How do leading institutions invest in this sector and what can we learn from other jurisdictions? Panellists will provide a brief presentation or case study followed by a moderated question and answer session.

Moderator

  • Sandra Bosela, Global Head of Private Equity, OPTrust

Panellists

  • Salil Munjal, General Partner, Yaletown Partners & Chair, TMX Advancing Innovation Roundtable
  • Thomas Birch, Managing Partner, Funds & Technology, Caisse de dépôt et placement du Québec
  • John Ruffolo, CEO, OMERS Ventures
  • Andrew Chung, Founder & Managing Partner, 1955 Capital

3:00 – 4:00pm

Session 6: Opportunities for Collaboration

Selected institutions will highlight specific opportunities or examples of collaborative action related to the summit themes.

4:00 – 5:30pm

Personal Time

 

5:30 – 6:30pm

Cocktail Reception

Rosewater Supper Club
19 Toronto Street

6:30 – 10:00pm

Dinner

Rosewater Supper Club

7:00 – 8:30am

Breakfast

Full breakfast served in the Windsor Ballroom, one level below the Sovereign Ballroom.

8:30 – 9:00am

Session 7: Keynote Speaker – The Honourable Amarjeet Sohi, Canada’s Minister of Infrastructure and Communities

Read bio

9:00 – 9:45am

Session 8: Setting the Stage – Overview of Global Macroeconomic and Geopolitical Challenges with Keynote Speaker: Anatole Kaletsky, Founder, GaveKal Research

This session will outline the macroeconomic and geopolitical challenges and opportunities facing pension funds today. Read bio

9:45 – 11:00am

Session 9: Investing in a Challenging Environment

Panellists will provide a brief case study of their key investment challenges and solutions followed by a moderated question and answer session.

Moderator

  • James C. Davis, Chief Investment Officer, OPTrust

Panellists

  • Keisuke Kawasaki, President and CEO, Nippon Life Global Investors
  • David George, Head of Debt & Alternatives, Future Fund
  • Leslie Teo, Chief Economist, GIC

11:00 – 11:15am

Networking Break

 

11:15 – 11:45am

Session 10: Keynote Speaker – Cameron Hepburn, Director, Economics of Sustainability, Institute for New Economic Thinking, Oxford University

Read bio

11:45 – 12:45pm

Session 11: Climate Change – An Investor Perspective

Panellists will present case studies on their own experience with climate change and investing followed by a moderated question and answer session.

Moderator

  • Katharine Preston, Director, Responsible Investing, OPTrust

Panellists

  • Jackie Forrest, Vice President, ARC Financial Corp.
  • Reid Capalino, Principal, Aligned Intermediary
  • Jaap van Dam, Principal Director Investment Strategy, PGGM
  • Uday Khemka, Vice-Chairman, Sun Group

12:45 – 1:00pm

Session 12: Keynote Speaker – Warren (Smokey) Thomas, President, Ontario Public Service Employees Union

Read bio

1:00 – 2:30pm

Lunch and Wrap Up with Closing Remarks: Hugh O’Reilly, President and CEO, OPTrust

 

Download a print version of the agenda.

THE OMNI KING EDWARD HOTEL
37 KING STREET EAST
TORONTO, ONTARIO, M5C 1E9