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After more than two years of pandemic disruption and $20+ trillion of global monetary and fiscal stimulus, is the world primed for the next “Roaring 20s?” AIMCo looks forward to hosting you at our 2021 Virtual Fall Investment Symposium as we gather industry thought leaders and share our own insights on how our clients and investors can navigate the markets ahead. 

Oradores
Maziar Minovi Imagen del orador
Avery Shenfeld Imagen del orador
Evan Siddall Imagen del orador
Andrew Ang Imagen del orador
Sandra Lau Imagen del orador
Richard Quigley Imagen del orador
Gary Smith Imagen del orador
Rui Zhao Imagen del orador
James Barber Imagen del orador
Andy DeMond Imagen del orador
Adam Strudwick Imagen del orador
Sarah Esler Imagen del orador
Amit Prakash Imagen del orador
Jean David Tremblay-Frenette Imagen del orador
Dale MacMaster Imagen del orador
Mark Wiseman Imagen del orador
Mark Prefontaine Imagen del orador
Justin Lord Imagen del orador
Agenda
07
8:30
- 8:50

Opening Remarks for the 2021 AIMCo Investment Symposium with AIMCo CEO, Evan Siddall.

Opening Remarks for the 2021 AIMCo Investment Symposium with AIMCo CEO, Evan Siddall.

9:00
- 10:30
Is the economy back on track... or starting to backtrack? With rising energy and commodity prices, supply chain shortages, labour market woes, and elections abound in 2021, Avery Shenfeld will help to make sense of it all with a Macroeconomics Outlook. Sandra Lau, EVP Fixed Income, will facilitate a Q&A discussion with the audience.
Is the economy back on track... or starting to backtrack? With rising energy and commodity prices, supply chain shortages, labour market woes, and elections abound in 2021, Avery Shenfeld will help to make sense of it all with a Macroeconomics Outlook. Sandra Lau, EVP Fixed Income, will facilitate a Q&A discussion with the audience.
10:45
- 11:45

Pension and endowment funds continue to face challenges in building long-term allocations which closely match their goals. Popular solutions such as using the asset classes lens, while being fundamental, also have their limitations, especially for unlisted assets. In this roundtable, our experts will delve into the state of play of portfolio construction approaches. In particular, we will discuss the benefits/drawbacks of using risk factor exposures for strategic asset allocation and answer: what does a risk factor-ready portfolio look like? We will gain insights related to the potential complementarity of risk factors as portfolio building blocks over a strategic investment horizon. Lastly, we will also delve into the practical considerations of introducing a factor framework and the need for articulating its benefits to all the stakeholders.

Pension and endowment funds continue to face challenges in building long-term allocations which closely match their goals. Popular solutions such as using the asset classes lens, while being fundamental, also have their limitations, especially for unlisted assets. In this roundtable, our experts will delve into the state of play of portfolio construction approaches. In particular, we will discuss the benefits/drawbacks of using risk factor exposures for strategic asset allocation and answer: what does a risk factor-ready portfolio look like? We will gain insights related to the potential complementarity of risk factors as portfolio building blocks over a strategic investment horizon. Lastly, we will also delve into the practical considerations of introducing a factor framework and the need for articulating its benefits to all the stakeholders.

11:45
- 12:00

Concluding Remarks for Day 1 of the 2021 AIMCo Investment Symposium with AIMCo CCSRO, Mark Prefontaine.

Concluding Remarks for Day 1 of the 2021 AIMCo Investment Symposium with AIMCo CCSRO, Mark Prefontaine.

14
13:00
- 13:10

Opening Remarks for Day 2 of the 2021 AIMCo Investment Symposium with AIMCo CIO, Dale MacMaster.

Opening Remarks for Day 2 of the 2021 AIMCo Investment Symposium with AIMCo CIO, Dale MacMaster.

13:10
- 14:40
How has COVID changed geopolitics and global macroeconomics, and what does it mean for 2022? Join Maziar Minovi as he discusses the two-track global recovery, and market impacts of the widening gap between richer and poorer nations.  What will it mean for U.S. fiscal and monetary policy, regulations, and the so-called Polarization 2.0. We will also look at a leaderless Europe as Angela Merkel’s tenure comes to an end, and a focus on China’s positioning in a post-pandemic world. What will this mean for U.S.-China relations, and what are the risks to the market and its outlook? Sarah Esler, Senior Portfolio Manager, AIMCo will facilitate a Q&A discussion with the audience.
How has COVID changed geopolitics and global macroeconomics, and what does it mean for 2022? Join Maziar Minovi as he discusses the two-track global recovery, and market impacts of the widening gap between richer and poorer nations.  What will it mean for U.S. fiscal and monetary policy, regulations, and the so-called Polarization 2.0. We will also look at a leaderless Europe as Angela Merkel’s tenure comes to an end, and a focus on China’s positioning in a post-pandemic world. What will this mean for U.S.-China relations, and what are the risks to the market and its outlook? Sarah Esler, Senior Portfolio Manager, AIMCo will facilitate a Q&A discussion with the audience.
14:50
- 15:50
Join James Barber, AIMCo's new Executive Vice President, Public Equities, and other experts for an insightful conversation about Canadian and Global equity markets.
Join James Barber, AIMCo's new Executive Vice President, Public Equities, and other experts for an insightful conversation about Canadian and Global equity markets.
15:50
- 16:00
Concluding Remarks for the 2021 AIMCo Investment Symposium with AIMCo Board Chair, Mark Wiseman.
Concluding Remarks for the 2021 AIMCo Investment Symposium with AIMCo Board Chair, Mark Wiseman.