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CAIA Vancouver 14th Annual Alternative Investment Forum
Date(s):
March 9, 2023
Note: All times listed are in local time
Venue:Fairmont Hotel Vancouver
900 W Georgia St
Vancouver, BC V6C 2W6
Fee(s):This event has a fee
Description: CAIA Vancouver Chapter invites you to The 14th Annual Alternative Investment Outlook Forum
hosted by CAIA Vancouver, CFA Society Vancouver and AIMA Canada
Thursday, March 9th, 2023 3:00 PM - 6:00 PM PST
The Outlook Forum brings together leaders from across the industry to discuss the changing landscape and outlook of alternative investments. This year, we are looking at the key secular forces emerging within the global economy and financial markets, and implications for asset returns and allocation decisions. There will be discussions on endowments and a specific pension fund. The session will conclude with a long overdue in-person networking reception!
Keynote Speaker:
Martin Gerber, CFA
Director, President & CIO, Head of Asset Allocation
Connor, Clark & Lunn Investment Management
Martin will discuss some key secular forces emerging within the global economy and financial markets, and implications for asset returns during the next cycle. The most significant change is the secular shift in the outlook for inflation and interest rates globally. This will require a paradigm shift in how investors approach asset allocation. The recommended strategies of the past decade to diversify market (beta) exposures and increase allocations to private assets may not be sufficient to meet objectives going forward.
Presentation from:
Steven Novakovic, CAIA, CFA
Managing Director, CAIA Curriculum
CAIA Association
Endowment - An update on performance and asset allocation Fireside Chat with:
Sahar Sharafzadeh, CFA
Manager, Pension Investment
Teck Resources
Agenda:
2:30PM – 3:00PM Registration
3:00PM – 4:30PM Outlook Forum
4:30PM – 6:00PM Networking Reception
Fees:
Members: CAD 49
Non-members: CAD 59 Includes arrival refreshments followed by networking reception first drink and hors d’oeuvres.
Location:
The Fairmont Hotel Vancouver
900 W Georgia St
Vancouver, BC
V6C 2W6, Canada
Sponsorship:
To inquire about sponsorship opportunities, please contact: Vancouver.CAIA@gmail.com or smartin@cfavancouver.com
Thank you to our generous sponsors! Platinum Sponsor Gold Sponsor
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Martin Gerber
Job Title: President & CIO
Organization: Connor Clark & Lunn Investment Management
Martin Gerber, President & CIO of Connor, Clark & Lunn Investment Management Ltd.
Martin is responsible for setting the strategic direction for the firm as well as the ongoing oversight of our business and investment programs. In addition, he is head of the asset allocation committee, chairs the investment risk management committee, and is a Director of Connor, Clark & Lunn Investment Management Ltd. He is also on the board of directors of Connor, Clark & Lunn Financial Group Ltd. Martin joined the firm in 1990 and has had responsibilities in a variety of areas, including equity trading, quantitative and fundamental research, and portfolio management. He was also the previous leader of the Quantitative Equity Team.
Martin holds a Bachelor of Commerce from the University of British Columbia and is a CFA charterholder.
Steven Novakovic
Job Title: Managing Director, Educational Programs
Organization: CAIA Association
Steve is responsible for managing the CAIA Charter curriculum, ensuring the content remains relevant and reflects current trends in the institutional asset allocator space. He joined CAIA Association in 2022 and has been a Charterholder since 2011. Prior to CAIA Association, Steve was a faculty member at Ithaca College in Ithaca, NY, where he taught a variety of finance courses including: Cryptocurrencies, Alternative Asset Management, and Wealth Management, among others. Before entering academia, he worked at his alma mater, Cornell University, (B.S. 2004, MPS 2006) in the Office of University Investments. In his time at Cornell University, Steve invested across a variety of asset classes for the $6 billion endowment. His twelve years at Cornell generated substantial insight into endowment management and fund investing across the alternatives and traditional landscape.
Sahar Sharafzadeh
Job Title: Manager, Pension Investment
Organization: Teck Resources
Sahar has been working for 8 years in the treasury department at Teck. She leads the investment management activities for Teck’s various retirement plans which total $3.3 billion and are comprised of defined benefit plans, defined contribution plans, group RRSPs, and retirement compensation arrangements. The defined benefit plans’ assets are invested 50% in fixed income, 35% in public equities, and 15% in alternative assets comprised of real estate and infrastructure investments. She is responsible for manager selection and due diligence, asset allocation design, reporting to internal pension committees and a committee of Teck’s Board, among other activities. Sahar is a CFA charterholder and holds a BBA from Simon Fraser University.
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