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Global Investment Forum Canada

Montreal, Canada

November 4-5

The Global Investment Forums convene asset owners, key stakeholders and leaders within their field of research to tackle the big themes shaping markets and investment practice today and over the years to come. Each event brings together leading thinkers across the investment landscape to learn, share and connect through keynote addresses, breakout sessions and panel discussions. Beyond these events, you can access the latest insights on our digital research platform MercerInsight® Community, home to some of the best research and insights in the industry. We're striving to achieve more, together. 

You can access a PDF of the agenda here.

Agenda

Wednesday, November 4

Thursday, November 5

Geneviève Gauvin, Montreal Office Leader

Jean De Kock, Global Consulting Enablement Leader
Jo Holden, Executive Chair, Marsh Investment Forum

Todd Nelson, People and Investments Practice Leader
Bob Rae, Canada's 25th Ambassador to the United Nations

Breakout sessions part one

Irfan Hassan, Senior Investment Consultant
Mike Sebastian, Global Head of Multi-asset

Gabriella LaForest, Investment Consultant 
Jean-Nicolas Royer, Senior Investment DC Consultant

Venelina Arduini, Co-Leader, Alternative Investments Canada
Mike Forestner, Global Chief Investment Officer, Private Markets

Chris Bewley, Senior Insurance Investment Consultant
Junyu Chen, Principal Consultant, Oliver Wyman, a Marsh Business
Breakout sessions, part two

Émile Alarie, Senior Retirement Actuarial Consultant – Financial Strategy Group
Raghav Wadhwa, Senior Investment Consultant

Marilyn Lafrance, Senior Investment Consultant
Jean-Pascal Plamondon, Senior Investment Consultant

Narine Malkhassian, Alternatives Specialist
Hem Tanwar, Head of North American Infrastructure

Nick White, Global Head of Structural Trends

Breakout sessions, part three

Donclarte Dontsi, Senior Sustainable Investment Consultant
Rosa van den Beemt, Director – Stewardship, Eclipx Family Office

Andrew Bang, Senior Investment Consultant
Andrew Berwick, Regional Segment Leader, Canadian Financial Institutions

Angelika Delen, Head of Impact Solutions, Europe, IMETA and Asia
Elena Demopoulos, Alternatives Specialist
Sarika Goel, Global Head of Sustainable Investments Research

Jo Holden, Executive Chair, Marsh Investment Forum
Michael Matthews, Digital Infrastructure Leader, Marsh Risk
Damien Renaudeau, Strategic Initiatives Leader, Oliver Wyman, a Marsh Business

Jonathan Croft, Senior Investment Consultant
Yusuke Khan, Canada Investments Leader

François Dionne, Chief Investment Officer, University of Ottawa
Michael Lernihan, Global Commercial Leader, Marsh Investments and Retirement
Christine Tessier, Chief Investment Officer – Canada

Teresa Palandra, CEO, Marsh Canada and President, Marsh People and Investments, Canada
Chantal Petitclerc, Paralympic Champion and World Record Holder

Venue

Palais des congrès de Montréal
159, rue Saint-Antoine Ouest, 9e étage,
Montréal, QC, H2Z 1H2
Métro Place-d'Armes
+1 514 871 8122
Venue website

Located in the heart of a city known for its energy, joie de vivre and forward-thinking spirit, the Palais has been actively contributing to Montréal’s effervescence since Day One. Today, when people meet at the Palais, they come together in a carbon-neutral architectural masterpiece housing multipurpose facilities suitable for events of all sizes.

Hotel booking information

W Montréal
901 Rue du Square-Victoria
Montréal, QC H2Z 1J1, Canada
Tel: +1 514 395 3100
Hotel website

The room block at the W Hotel is now sold out. Below is a list of recommended hotels that are convenient to the Montreal Convention Center.

Hotel AC Montreal Centre-ville
250 Boul. René-Lévesque Ouest, Montréal, QC H2Z 1Z8, Canada

HONEYROSE Hotel, Montreal, a Tribute Portfolio Hotel
355 Boulevard de Maisonneuve Ouest, Montreal, Quebec, Canada, H3A 1L6

Hotel St. Paul, Montreal, A member of Design Hotels
355, rue McGill, Montreal, Quebec, Canada, H2Y 2E8

Register now

Which attendee are you? 

For the purposes of the Global Investment Forums, an asset owner[1] is a client or contact of Marsh who is an executive, board member or other key decision-maker of a retirement plan, wealth management firm, insurer, endowment, foundation, government agency or similar entity. Asset owners are invited to register for this event free of charge.

Register now

The asset manager registration fee for this event is USD 13,000 for one attendee[2]. Registration includes attendance at the asset manager briefing, main event presentations and specialized breakout sessions, keynote conversations and up to five one-to-one 30 minute meetings with Marsh's research and investments specialists. You also have the opportunity to attend the networking sessions and make new professional connections with hundreds of other attendees.

Register now

Global members have a reserved seat at all five events. If you have purchased a global membership for the 2026 program, please register as a global member via the link below, or contact us if you are unsure of your status. If you are not already a member but would like to take advantage of the opportunity, you can do so here.

Register now

See our 2025 Forums on MercerInsight Community

Log in to the MercerInsight Community to watch some of the sessions from our 2025 events. If you are not a member, it’s free and easy to join today. 
Join the community
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      Important information for attendees

      1. For the purposes of the Forum, an “asset owner” is a client or contact of Marsh who is an executive, board member or other key decision-maker of a retirement plan, wealth management firm, insurer, endowment, foundation, government agency or similar entity.

      2. Marsh's receipt of revenue from a Fund manager will not result in any preferential treatment by Marsh when evaluating or recommending managers, their affiliates, products or strategies.

      3. Marsh accepts no responsibility for the views or opinions of the speakers or any other persons at the event.

      4. Marsh reserves the right to make changes in the agenda or speaker roster at any time without prior notice.

      5. Managers are limited to a maximum of three registrations per Forum. Each registration covers only one person.

      6. Marsh has the right to decline any registrations received from competitors and other potential delegates that do not match the targeted audience.

      7. By registering for the Global Investment Forum, consent is given to Marsh for its disclosure of your financial institution's name to third parties for conflict of interest disclosure purposes. 

      8. Cancellations must be communicated via email to Maria Reyes. Cancellation requests sent two months before the Forum will be refunded in full. Cancellation requests sent one month before the Forum will be refunded in half (50%). Except as set forth above or in cases of Force Majeure or termination for breach, a refund is not allowed.

      As part of our ongoing brand evolution, you may begin to see updates to our branding, including our name, logos, and other visual identity elements, across our websites, communications, and other materials. Since these changes are being implemented on a phased basis, both current and updated branding may appear concurrently during the transition period. Information regarding legal entity name changes and other related legal notices for certain licensed US and Canadian legal entities will be available at https://www.marsh.com/en/about/legal-entity-us-ca.html and updated as changes become effective. Unless expressly stated otherwise, these branding updates do not change the legal entity providing products or services, modify existing contractual relationships, or alter any applicable rights, obligations, or regulatory responsibilities.