Déjà New – from hindsight to foresight
Join us at Mercer’s Global Investment Forum - Canada in November to explore what we can learn from recent history and the key themes that are likely to shape markets and investment practices. Key stakeholders, industry experts and other influential thinkers come together for an insightful look at the forces affecting the investment industry.

Agenda

All times are in Montreal, Canada (GMT-4)

MC: Valérie Adelson, Relationship Manager, Montréal

Monday, November 6

Geneviève Gauvin, Wealth Leader

Moderator: Jo Holden, Global Head of Investment Research and Consulting

Yusuke Khan, Investments Leader, Canada

Rachel Volynsky, Chief Investment Officer, Canada (Moderator)

Ciaran Lynch, Equity Portfolio Manager

Valérie Adelson, Relationship Manager

E&F
Highlights of the global survey and how Canadian E&Fs are different
Ryan Anderson, Senior Investment Consultant
Alex Zarbatany, Senior Investment Consultant 

 

DC
ESG trends exploring ESG ambitions of plan sponsors
Brett Jennings, Senior DC Consultant
Clients (TBC)

 

DB
Asset allocation implications of higher yields
Todd Saulnier, Senior Investment Consulant
Trevor Lin, Fixed Income Portfolio Manager

E&F
Climbing the sustainability mountain
Elena Demopoulos, Sustainable Investment Consultant
Christine Ha Kong, Sustainable Investment Consultant

DC
Implications of new CAPSA guidelines on governance and delegation
Stéphanie Mariamo, Senior Investment Consultant
Carl Proulx, Principal

DB
How much illiquidity can you afford?
Dario Morrone, Senior Investment Consultant
Jean-Pierre Talon, Senior Investment Consultant 

E&F
Canadian reference portfolios
Peter Hallet, Senior Investment Consultant
Darren Murray, Senior Investment Consultant

DC
Decumulation: The Final Frontier
Moderator: Jean-Nicolas Royer, Senior Investment Consultant
Jillian Kennedy, Canadian Leader of DC and Financial Wellness
Neil Lloyd, Wealth Leader, Western Canada

DB
ESG data challenge 
Bonnie Foley-Wong, Head of Sustainable Investment, Canada
Max Messervy, Sustainable Investment Consultant

Joelle Pineau, Vice President of AI Research, Meta

Penny Aitken, Senior Hedge Funds Research Specialist
Dave McMillan, Global CIO – Hedge Funds

Allison Yager, Global Leader Real Estate
Paul Kolevsohn, Head of North American Real Estate

Tuesday, November 7

Meet the speakers

Each Forum features top thought leaders from within Mercer and the investment community and renowned experts shaping the way we think.
Speaker names coming soon

Location and hotel

We look forward to welcoming clients and asset managers in person in Montreal.

Fairmont The Queen Elizabeth

900 Rene Levesque Boulevard West,

Montreal, QC, Canada, H3B 4A5

+1 514 861 3511 queenelizabeth.hotel@fairmont.com

Hotel website

Ideally located in downtown Montreal, Fairmont The Queen Elizabeth is the best place to start your journey in this vibrant city. With legendary Sainte-Catherine street a block away, the hotel is a short walk away from galleries, theaters, sporting and shopping venues and the storied cobbled streets of Old Montreal.

Hotel Booking Information 

For your convenience, Mercer has reserved a block of hotel rooms at Fairmont The Queen Elizabeth at a rate of CDN 289.00 plus tax which includes complimentary Wi-Fi.  This rate is available until October 13, 2023.  Reservations made after this date will be based on hotel availability and at the prevailing rate. To secure your room reservation, please contact the hotel reservations department at +1 514 861 3511 and identify yourself as part of the Mercer Global Investment Forum group.

Accommodation Terms & Conditions

Hotel room cancellations must be received 48 hours before arrival to avoid a penalty fee of 1 nights' room and tax.

Register now 

Which attendee are you? 

For the purposes of the Forum, an asset owner is a client or contact of Mercer 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. Invited asset owners do not have to pay registration fee.

The asset manager registration fee for this event is 12,000 USD for one attendee. Registration includes attendance at the asset manager briefing, attendance at the networking opportunities, main presentations and breakout sessions, up to five virtual 30 minute one-to-one sessions, opportunities to make new professional connections with hundreds of other attendees and all session materials after the event.

Global members have a secured seat at all five events. If you have purchased a global membership for the Global Investment Forums 2023 program, you can register as a global forum member. Please contact us if you are not sure of your status or click here to sign up for a global membership.
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Important notices

For the purposes of the forum, an “asset owner” is a client or contact of Mercer 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.

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

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

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

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

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

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

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.