HUGH O’REILLYPresident and CEO

OPTrust

RUSSELL HISCOCKPresident and CEO

CN Investment Division

DEREK DOBSON Chief Executive OfficerCAAT Pension Plan

FEATURING

April 26-28, 2017 | Queen’s Landing | Niagara-on-the-Lake, ON

SURVIVAL IN UNCERTAINTY HARNESSING ALTS TO OUTPERFORM IN A

CAPRICIOUS ECONOMY

Aftershocks from Brexit and Trump’s victory are rippling through the global economy. Are you prepared for an investment reality where the only certainty is unprecedented change?

Develop a blueprint to increase profitability in a low-return, high-liability environment.

Now in its 11th Edition, the Canadian Alternative Investment in Pensions (CAIP) Forum has served over 1,000 institutional investors and senior executives with total fund oversight

from the top 100 pension plans across Canada.

www.CAIPForum.com

CEOs, CIOs & Chief Risk Officers

EVPs, SVPs & VPs of Alternative Investments

Heads of Asset Allocation & Strategy

Heads of Portfolio Construction

Portfolio Managers

Pension Board Trustees

CEOs & COOs

Founders & Co-Founders

Managing Partners

Managing Directors

SVPs, VPs, Directors of Portfolio Management

Pension Advisors

PENSION FUNDS & PLAN SPONSORS:

WHO SHOULD ATTENDEXPERTS & CONSULTANTS:

CAIP - The Canadian Alternative Investments in Pensions Forum is the country’s leading series of events dedicated to serving senior pension investment executives, advancing the industry through active participation from the pension plans as well as their trusted investment partners and advisors across North America.

At this exclusive industry forum, hear how top CIOs and investment veterans are exploiting alternative investments to enhance returns while mitigating risks. Profit from practical insights to grow your portfolio amidst geopolitical risks, uncertain interest rates, and the rising Canadian dollar.

Participants served since the inaugural CAIP Forum

in AUM represented by the 2016 speaking faculty alone

Participants constitute C-suite & top decision-makers from the industry

Canadian pension plans rely on CAIP for unrivalled alternative investment insights

Unprecedented peer networking opportunities

CAIP AT A GLANCE

1000+

$1.6 Trillion

90%

TOP 100

www.CAIPForum.com

Claude BergeronExecutive Vice President & Chief Risk Officer Caisse de dépôt et placement du Québec

Claude Bergeron has been Executive Vice-President and Chief Risk Officer since November 2009. In this capacity, he oversees the teams responsible for monitoring, measuring and analyzing risk at la Caisse. His team is also responsible for promoting a risk culture within the institution by focusing on specialized expertise in la Caisse’s investment areas and applying the tools developed to identify risks. The team also plays an active role in all management processes. Co-Chair of the Investment-Risk Committee, Mr. Bergeron sits on the Executive Committee.

John DenhamChief Investment OfficerWorkplace Safety and Insurance Board (WSIB)

John is the Chief Investment Officer for the Workplace Safety and Insurance Board. In his role as the Chief Investment Officer, John is responsible for the development, management and implementation of the Strategic Investment Plan for the WSIB Insurance Fund, Loss of Retirement Income Fund and WSIB Employee’s Pension Fund. John Denham has been employed with the WSIB since January, 2005. Previously John worked for the IBM Retirement Funds team managing total fund governance and investments for the Canadian fund and Domestic Equities for the US Retirement Fund. Prior to IBM, John managed the Xerox Canada Retirement Fund and Treasury Operations group for 9 years. Prior to Xerox, John worked for Manulife and in public practice with Deloitte & Touche. John holds Chartered Accountant and Chartered Financial Analyst designations as well as a Bachelor of Mathematics from University of Waterloo.

James DavisChief Investment OfficerOPSEU Pension Trust

Having recently joined OPTrust as the Chief Investment Officer, James C. Davis brings over 25 years of strategic investment planning and leadership experience, including proven results in liability driven investing and portfolio design. In his previous role, James led the team responsible for investment strategy at the Total Fund and oversaw the integration of the responsible investing framework within various investment departments at the Ontario Teachers Pension Plan.

James’ leadership and speaking engagement skills have crossed many forums within the pension industry. His multi-faceted leadership experience includes an array of directives; from leading a team of research analysts and portfolio managers, to executive level Board and Senior Management updates on global economic scenarios and quantitative market assessments.

James comes to lead the OPTrust Investment team with a wealth of experience and enthusiasm for the growth of its member’s pension fund. Applying his past experience and creativity in developing leading edge investment solutions for pension funds and asset managers; James is excited to be a part of the investment talent at OPTrust.

ADVISORY BOARD MEMBERS

Janet JuléChief Investment OfficerSaskatchewan Healthcare Employees’ Pension Plan (SHEPP)

Janet Julé was appointed Chief Investment Officer for the Saskatchewan Healthcare Employees’ Pension Plan in August 2015, with responsibility for making investment strategy recommendations, building and leading the internal investment department and administering the Plan assets. Prior to her current role, Janet was a partner with Aon Hewitt, with over 20 years investment consulting experience, working with private and public sector boards across a number of industries. Previously, she provided investment analysis and advice as a Director with Crown Investments Corporation of Saskatchewan, a holding company for the Province’s Crown and other investments. Janet holds Chartered Financial Analyst and Chartered Professional Accountant designations.

Martin LerouxVice President, Policy Portfolio & Asset Liability ManagementPSP Investments

Martin is a seasoned, financial services professional with more than 25 years of institutional investment experience in portfolio construction and management, including strategic asset allocation, and business development.Martin joined PSP Investments, one of Canada’s biggest institutional investors, in June 2008 and was appointed Vice President, Portfolio and Asset-Liability Management, in 2010. In his current position as Vice President, Portfolio Construction, CIO Group, he leads an investment team responsible for the construction of PSP`s total fund portfolio.

Martin previously worked for almost 10 years with Fidelity Investments: initially, as an analyst then as a manager of the institutional asset allocation team in Boston, and later as Vice President, Consultant Relations and Institutional Investors, and member of the Canadian institutional leadership team. Martin began his career as a pension actuary then as an investment consultant and associate with William Mercer Human Resources Consultancy Limited in Montréal.

Martin is a Fellow of the Society of Actuaries and a Member of the Canadian Institute of Actuaries, where he has served on the Committee on Investment Practice and the Committee on Enterprise Risk Application.

Martin holds a BSc in Mathematics, specializing in Actuarial Science, from the Université de Montréal

ADVISORY BOARD MEMBERS

www.CAIPForum.com

Stephen J. ThompsonExecutive Director, Capital MarketsDepartment of Treasury Board and FinanceGovernment of Alberta

Steve is the Executive Director of Capital Markets for the Government of Alberta. Steve heads up the Capital Markets team responsible for the development and execution of the Province of Alberta’s borrowing and debt management strategy, alternative finance projects and the development of investment strategy and investment policy for the Province’s $18 billion Heritage Fund and other provincial endowments. He advises government on the use of the Provincial credit and relationships with the global capital markets and investor communities. Prior to joining the Alberta team in 2013, Steve worked for 15 years at the Province of Nova Scotia where he was responsible for the Province’s extensive derivative portfolio, debt issuance and fixed income asset management. Prior to joining government, Steve spent 10 years with the Bank of Nova Scotia in operations and commercial banking. Steve is a Chartered Financial Analyst and holds degrees in Finance and Economics from Saint Mary’s University.

Terri TroyChief Executive Officer &Chief Investment OfficerHalifax Regional Municipality Pension Plan

Terri is responsible for all aspects of the plan and including governance, risk management, customer service, pension administration, and investments. Prior to this, Terri oversaw the pension investments for Royal Bank of Canada’s global pension plans.

Terri is an active participant in the Canadian pension industry and is frequently asked to speak and write on various investment topics. She was recognized by peers with the Leading Pension Plan Sponsor in 2011 and has been recognized in other years as one of the Top 25 Most Influential Plan Sponsors. She is an active member of the Pension Investment Association of Canada having chaired PIAC’s Government Relations Committee from 2010-2011, chaired PIAC’s Investment Practices Committee from 2005-2009, served on PIAC’s Board of Directors from 2004-2009, and chaired the PIAC Board in 2007. She is a member of the Advisory Committee for the Canadian Investment Review, is a member on Advisory Committees for various portfolio investments and is a Director of a UK Energy Company and a Canadian financial services company.

ADVISORY BOARD MEMBERS

www.CAIPForum.com

ROLF AGATHERManaging Director, Research, North AmericaFTSE Russell

JOHN C.S. ANDERSON SVP Senior Managing Director, Head of Corporate Finance Manulife Financial

STEPHANE AMARA Senior Relationship Manager, SalesAllianz Global Investors

CLAUDE BERGERONExecutive Vice President and Chief Risk Officer Caisse de dépôt et placement du Québec (CDPQ)

TOM COLEMANSenior Investment SpecialistStandard Life Investments

STUART DAVIESCo-Head of Custom Alternative SolutionsAB Global

JEFF DEBLOCKPartner Caledon Capital Management

JOHN DENHAMChief Investment OfficerWorkplace Safety and Insurance Board (WSIB)

MARTIN DAYPartnerCaledon Capital Corporation

DEREK DOBSONChief Executive Officer CAAT Pension Plan

LUC DUMONTIERHead of Factor Investing and Senior Portfolio ManagerLa Française Investment Solutions

PETER FITZGERALDGlobal Head of Mutli-AssetAviva Investors

GRAEME HAYDirector, Strategy & ImplementationTeachers’ Retirement Allowances Fund (TRAF)

DOMINIC HELMSLEYHead of Infrastructure EquitySL Capital Partners LLP

RUSSELL HISCOCKPresident & CEOCN Investment Division

BRETT HOUSEDeputy Chief EconomistScotiabank

ESTEEMED SPEAKER FACULTY

SPEAKING AND SPONSORSHIP OPPORTUNITIES:

Please contact John He at 416.642.6133 or jhe@alm.com

www.CAIPForum.com

ESTEEMED SPEAKER FACULTY

SPEAKING AND SPONSORSHIP OPPORTUNITIES:

Please contact John He at 416.642.6133 or jhe@alm.com

www.CAIPForum.com

SUSAN KASSERManaging Director, Co-Head of Private Credit Neuberger Berman Alternatives

KEN KENCELPresident & CEO Churchill Asset Management

LLOYD KOMORISVP, Risk ManagementOMERS

ROBERT M. KOWITSenior Vice PresidentFederated Investors

KEVIN LEONPresidentCrestpoint Real Estate Investments Ltd.

HAMISH MAIR Director and Head of Private EquityBMO Global Asset Management (EMEA)

ANTOINE BISSON MCLERNON Partner and Chief Executive Officer Fiera Comox Partners

BERNIE MCNAMARAHead of Global Real Assets Omni Solutions and Client StrategyJ.P. Morgan Asset Management

STEFAN MUEHLEMANNCEOLGT Investment Partners

DON MORRISON Former Senior Managing Director & EVP, Asset Management and Operations OMERS Private Marketss

VIS NAYARDeputy CIO, EquitiesHSBC Global Asset Management

PRANAV PANDYAChief Financial Officer (CFO)Fengate Real Asset Investments

MARKO PAPICChief Strategist, Geopolitical StrategyBCA Research

DAVID PAPPINChief Operating OfficerIAM Real Estate Group

REMI OLU-PITANMulti-Asset Portfolio ManagerSchroders

DOUGLAS PORTERChief Economist BMO Financial Group

ESTEEMED SPEAKER FACULTY

SPEAKING AND SPONSORSHIP OPPORTUNITIES:

Please contact John He at 416.642.6133 or jhe@alm.com

www.CAIPForum.com

HUGH O’REILLYPresident and CEOOPTrust

BLAIR RICHARDSCEOHalifax Port ILA/HEA Pension Plan and Trust Funds

MICHAEL RIZZELLOSenior Portfolio ManagerCanada Post

THERESA SHUTTChief Investment OfficerIAM Private Debt Group

CHARLES SIROISCo-founder & ChairmanPangea Agriculture

JOSEPH STECCATOHead of the Americas Defined Benefit BusinessJ.P. Morgan Asset Management

GEORGE THEODOROPOULOSManaging PartnerFengate Real Asset Investments

STEPHEN J. THOMPSONExecutive Director, Capital MarketsDepartment of Treasury Board and FinanceGovernment of Alberta

JAY VYASManaging Director, Head of Quantitative InvestingCPP Investment Board (CPPIB)

LORI L. WHITINGManaging Director and Investment DirectorWellington Alternative Investments (WAI)

ERICK ZANKERManaging Director, Alternative InvestmentsPhillips, Hager & North Investment Management

AGENDA

6:00 PM COCKTAIL RECEPTION

7:00 PM WELCOME DINNER

7:30 AM REGISTRATION AND BREAKFAST SPONSORED BY

8:15 AM OPENING REMARKS FROM CHAIR

8:30 AM INDUSTRY BRIEFING

Collision Course – Making Sense of Geopolitical Risks and Implications for Your Portfolio

Trump’s administration and Brexit heralded an avalanche of geopolitical events impacting the global economy in 2017. Decipher implementation strategies on how to deal with emerging geopolitical forces. Understand implications for your portfolio, particularly in the alternative space. Gain resolution into:

• The Trump Effect – US domestic politics, tax reform, fiscal spending • Upcoming European elections and their market relevance• Likelihood and consequences of a trade war between China and US • Should investors worry about Brexit? What are the next steps?

Arm your organization with tactical insights to navigate instability caused by geopolitical factors.

9:15 AM FIRESIDE CHAT

Asset Allocation Reboot – Thriving in an Unpredictable and Expensive Alternative Investment Environment

Geopolitical volatility, low interest rates, and toughness in the funding regime present crucial challenges for Canadian pensions. Hear how top pension CEOs are innovating total portfolio management and alternative investment allocation to strengthen overall returns and pursue alpha. Acquire insights on:

• The state of industry – opportunities and threats in alternative investing• Setting the ideal asset mix to optimize liquidity and risk-adjusted returns • Funded status as the most important measure of performance• Internalizing management to produce cost savings and maximize results• Innovation beyond technology – transforming tools, processes and culture

Benefit from the experience of successful pension CEOs to refine your asset allocation.

10:00 AM MID-MORNING BREAK SPONSORED BY

WEDNESDAY, APRIL 26TH, 2017

THURSDAY, APRIL 27TH, 2017

Neutralize threats and protect your assets against volatility. Acquire alternative strategies to meet your investment objectives and maximize long term ROI today.

AGENDA

10:30 AM | ALTERNATIVE INVESTMENT LANDSCAPE

The Intersection of Premia, Factors and Hedge Funds

Over the past few years, there has been tremendous innovation and evolution in the systematic implementation of alternative return streams. Hear experiences and observations on how large sophisticated institutional investors are enhancing the asset allocation process in an increasingly broad alternative universe. Attain practical tips to:

• Improve precision and efficiency – fees, liquidity, capital

• Develop a system to integrate alternative returns

• Optimize the overlap with hedge fund allocations

Strengthen your ROI by combining the use of premia, factors and hedge funds.

11:15 AM | RELATIVE VALUE STRATEGIES

Turning Macro Tides to Uncover Opportunities

Rising protectionism and populist electoral victories (Brexit, Trump) are evidence of a move away from globalization. Rethink how to meet your investment objectives in this new environment.

• Reset mindset from the post-crisis dominance of central-bank policy, synchronized markets, low interest rates

• Shift expectations to higher rates and volatility against lower correlations and greater dispersion across asset markets

• Tap into the benefits of focusing on idiosyncratic risk via relative value and other active strategies

Learn about specific macro and relative value investment opportunities to succeed in the current landscape.

12:00 PM | SPOTLIGHT

The Senior Housing Market

10:30 AM | REAL ESTATE PANEL

Capitalizing on the Global and Domestic Real Estate Markets

Dissect trends, opportunities and risks in Canadian, US, and international real estates and developments. Assess where real estate demands are heading to benefit from the global market. Gather expert perspectives on:

• Which property type or geography should today’s investors focus on?

• How are changes in tenant demand creating opportunities and threats for investors?

• Investing outside Canada: case for non-domestic allocation, tax implications and risks

• Benefits and risks of investing in direct real estate versus fund vehicles

• Bubble or not: Are we in a real estate bubble? If so, what happens if it pops?

Stay ahead of the shifting real estate market to better your investments

11:15 AM | FARMLAND REVISITED

Can Global Agriculture Perform as a Core Asset Class?

Global agriculture is an emerging asset class with core asset class features. Incorporating farmland in your asset allocation provides attractive risk-adjusted returns, an inflation hedge and exposure to positive secular trends. But is this asset class scalable? Explore:

• Benefits of geographic and commodity diversification

• Realities and myths of the correlation between farmland and timberland

• Practical approaches to achieving scale in agriculture

• Evolution of the asset class and local operating partnerships

• How to integrate ESG factors in the investment and asset management process

Position your farmland portfolio to be diversified across commodities, regions and markets. Avoid dependency on blockbuster deals to scale your portfolio.

12:00 PM | SPOTLIGHT

Bridging Long Term Capital and Agriculture: A Must for Both

Track A Track B

AGENDA

12:15 PM NETWORKING LUNCHEON SPONSORED BY

1:30 PM | PREMIA 2.0

An Advanced Factor-Based Approach to Overcome the Diversification Challenge

Investing today requires navigating low interest rates and high levels of uncertainty and correlation across seemingly diverse asset classes. In response, pension plans are increasingly using premia to construct their investment portfolios. However, the premia label is just that. Avoid implementation pitfalls and put in place a robust solution for your portfolio. Understand:

• The limits of traditional asset allocation methods

• Advantages of a factor based approach • “10 Commandments” for premia investing

• Solutions to overcome principal challenges

Develop a new approach to access diversification and alpha through premia investing.

2:15 PM | QUANTITATIVE AND FACTOR ANALYSIS

Challenging Conventional Wisdom in Risks, Horizon, and Smart Beta

This thought-provoking session will address surprising investor perceptions of quantitative and factor investing. Decipher how these strategies can be applied effectively to improve forecasts and drive outcomes for alternative investments at your organization.

• Volatility VS risk: what’s the difference and does it matter?

• What is horizon and does it matter?• Smart beta VS standard quant: what’s the

difference?• Should AUM influence the choice of factor

investing strategies?

Gather best practices in quantitative and factor investing to optimize your results.

1:30 PM | PRIVATE EQUITY PANEL

Enhancing PE Strategy and Manager Selection to Lift Return and Spread Risk

Recognize how innovative investors use portfolio construction to drive the success of their private equity program. Examine a range of PE strategies, including corporate buyout & growth, equity real estate, infrastructure, oil & gas, venture, and emerging markets. Take a deeper look into how investors think about the following key decisions:

• Which PE strategies suit today’s market environment?

• Approaches to add return without taking on more risk

• The most critical things to know about a PE fund manager

• Are co-investments right for your portfolio?• How to exit strategies and deal with end of life

situations

2:15 PM | PRIVATE DEBT PANEL

The Rise of Private Debt as an Institutional Asset Class

Private debt provides strong risk adjusted returns for institutional investors seeking yield in a low interest rate environment and is an important source of capital for many mid-market businesses. As regulatory reform continues to negatively impact traditional lenders, the opportunities for private debt managers to source attractive credit investments has increased significantly. Acquire key take-aways to:

• Recognize how private debt fits into your allocation model

• Evaluate various private debt strategies and related benefits/risks

• Improve ability to source and execute deals• Determine key success factors for private debt

managers• Develop investment strategy to maximize

returns and minimize losses

Explore the range of private debt strategies available and better understand the opportunities and potential risks.

Track A Track B

AGENDA

3:45 PM | BEST PRACTICES

Uncorrelated Strategies – Preparing for a Challenging Risk Environment

With increasingly stretched valuations and central banks preparing to withdraw liquidity from the market, most investors are bracing for more volatility in the years ahead. Investors have been paid handsomely to own bonds but what if government bonds become risky assets you need to avoid? Understand how you can incorporate a diversified range of hedges to make your portfolio more resilient to downside surprises. Examine:

• How to survive without bonds as a diversifier• The universe of hedging strategies -

advantages and disadvantages• When systematic hedging makes sense • Efficient ways to incorporate hedges into

portfolios

Implement hedging strategies to strengthen your returns in a volatile market.

4:30 PM | ALTERNATIVE FIXED INCOME

Thinking Outside the Fixed Income Box to Generate Higher Yields

Dynamics affecting the bond market for the foreseeable future may challenge the traditional “asks” institutional investors seek from fixed income. Help protect your portfolio through effective alternatives to fixed income that offer diversification and income.

• Design strategies oriented toward desired outcomes

• Adopt absolute return and unconstrained approaches

• Combine credit selection with directional beta views, insurance and macro overlay

Adapt alternatives to traditional fixed income vehicles to augment your potential returns.

3:45 PM | INFRASTRUCTURE PANEL

Removing Barriers to Access Infrastructure Investments for Long Term Growth

Take away a comprehensive overview of the global infrastructure ecosystem. Hear examples of how corporate and public pension plans are utilizing this asset class to generate steady cash-flow while positioning for solid long term growth.

• Global valuation and return expectations• The Canadian Infrastructure Bank and its

implications for investment opportunities• Evolving fund models and partnerships • Emergence of ‘Infrastructure light’ options for

smaller investors• Comparing private equity managers VS listed

managers

Evaluate if infrastructure assets are right for your portfolio and surmount barriers for access.

4:30 PM | INTERACTIVE PEER TO PEER

Liquidity, Risks & Returns – Optimizing Asset Mix to Meet Your Investment Objectives

Engage your peers in discussion on alternative investment issues and opportunities. Delve into key considerations and parameters to better understand how alternative assets fit strategically into your investment portfolio. As a collective think-tank, the audience will collaborate on ways to optimize asset mix policy and scale investments based on returns, liquidity, and risks.

Track A Track B

3:15 PM MID-AFTERNOON BREAK SPONSORED BY

AGENDA

5:15 PM CONFERENCE CONCLUDES FOR THE DAY

6:00 PM NETWORKING RECEPTION AT PELLER ESTATES

7:00 PM GALA DINNER AT PELLER BARREL CELLAR SPONSORED BY

LEARN HOW YOU CAN GET INVOLVED Please contact John He at 416.642.6133 or jhe@alm.com

SPEAKING | ATTENDING | SPONSORSHIP

Today, Peller Estates is known for the prestigious awards they have won for their signature products, like Icewine, as well as Chardonnays and Rieslings, also earning international acclaim, being recently named Best Canadian Winery of the Year at London’s International Wine & Spirit Competition.

FRIDAY, APRIL 28TH, 2017

7:30 AM REGISTRATION AND BREAKFAST SPONSORED BY

8:15 AM OPENING REMARKS FROM CHAIR

8:30 AM ECONOMISTS’ ROUNDTABLE

Analyzing Interest-Rate Possibilities and the Global Economic Landscape

Join top economists in candid conversation on analyzing the broader global economic landscape. Get updates on interest rate implications and alternative market outlooks, as well as projections on currency and monetary policies. Examine key questions, including:

• Is reflation finally happening? How will the global economic recovery be affected by Trump Administration initiatives and policy changes elsewhere?

• What trajectories are interest rates likely to take?• How can institutional investors best adapt to emerging macroeconomic trends and

opportunities?• How will interest-rate developments impact alternative assets?

Get a clear picture of the international markets to improve your investment ROI.

9:15 AM CASE STUDY: CAAT PENSION PLAN

Retooling Portfolio Construction to Accommodate an Aggressive Growth in Alternative Assets

Discover how a leading Canadian pension plan is embarking on a multi-year journey to significantly increase commitment to alternative assets. From strategic alignment, to board approval, to execution, follow their progress in developing a sustainable blueprint to meet this objective and bring security and value to plan beneficiaries through a more resilient pension plan. Source solutions to:

• Conduct an asset-liability study to focus investment policy on key measures of success• Evaluate alternative asset classes and set growth targets that fit with overall objectives• Gain efficiency and balance desired risk profile with co-investments• Improve governance and risk management reporting

Take away important lessons to build a roadmap for improving investment outcomes.

10:00 AM EMERGING TREND

Trade Finance in the Alternative Lending Space

Trade finance offers investors a potential source of uncorrelated return, with low volatility and attractive performance that adjusts with inflation. Yet most Canadian institutional investors are unfamiliar with this nearly $20 Trillion asset category. Explore how a diversified pool of trade transactions could provide “pure alpha” that institutional investors desire. Get an overview on:

• What trade finance is and how it works• Structural inefficiencies that can be exploited • Due diligence, risk mitigation and banking relationships required to invest• Considerations from a plan sponsor’s perspective

Better your understanding of trade finance as an alternative investment strategy.

10:30 AM NETWORKING BREAK SPONSORED BY

10:50 AM BEST PRACTICES

Benchmarking Real Estate Performance – Challenges and Tools

Finding the right benchmark for real estate performance poses a persistent challenge for institutional investors. Gather practical tools to measure your real estate program beyond “standard” indices. Understand how property fund indices better align with the needs of small to medium-sized real estate portfolios.

AGENDA

LEARN HOW YOU CAN GET INVOLVED Please contact John He at 416.642.6133 or jhe@alm.com

SPEAKING | ATTENDING | SPONSORSHIP

AGENDA

www.CAIPForum.comFor regular updates on the agenda and faculty, please visit:

LEARN HOW YOU CAN GET INVOLVED Please contact John He at 416.642.6133 or jhe@alm.com

SPEAKING | ATTENDING | SPONSORSHIP

11:20 AM RISK LEADERS’ ROUNDTABLE

How to Improve Alternative Investment Decisions through Holistic Risk Management

In the investment business, the need for risk management is universally accepted, but consensus goes out the window when it comes to how to execute it effectively. Hear from two of Canada’s largest pension schemes on their respective approaches to measure and mitigate risks in alternative investments. Gather innovative risk practices from the perspective of pension fund/relative benchmarks VS pension plan/absolute return. Learn how to:

• Determine an organization’s appetite for alternative investments• Incorporate risk analysis in the execution of investment strategy• Manage pension plans against drawdown or downside risks • Account for cross asset class exposure – analysis and scenarios

Integrate risk management to improve your ability to make strategic investment decisions.

12:10 AM OPEN FORUM

Conference Tangibles & Summary Recommendations

Stay for the opportunity to ask your peers and speakers questions. Acquire key take-aways and recommendations for your organization.

12:25 PM CLOSING COMMENTS FROM CHAIR

12:30 PM NETWORKING LUNCHEON SPONSORED BY

Gold Sponsors

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Silver Sponsors

Bronze Sponsors

SPONSORSHIP

LEARN HOW YOU CAN GET INVOLVED Please contact John He at 416.642.6133 or jhe@alm.com

SPEAKING | ATTENDING | SPONSORSHIP

Lanyard Sponsor Hydration Sponsor

Hotel Card Keys and

Folder SponsorGlobe and Mail Newspaper Sponsor

Charging Station Sponsor

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Supporting Sponsors

Conference Bag Sponsor

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LEARN HOW YOU CAN GET INVOLVED Please contact John He at 416.642.6133 or jhe@alm.com

SPEAKING | ATTENDING | SPONSORSHIP

The 11th Edition CAIP East Forum will be held at the Queen’s Landing, Niagara-on-the-Lake, Ontario.

This This This Georgian-style hotel features elegantly furnished and luxurious rooms with an 1831 dockmaster’s house annex in the heart of Ontario's scenic wine country.

Rooms have been blocked for the convenience of registered CAIP attendees, and will be allocated through to confirmed participants on first-come, first-served basis.

To benefit from CAIP exclusive room block, contact

Peter Strickland | Email: PStrickland@alm.com

FROM CANADA:

Approximate time from Toronto Pearson International Airport to Queen’s Landing 70-90 mins. CLICK HERE for map.

Approximate time from John C. Munro Hamilton International Airport to Queen’s Landing 40-60

mins. CLICK HERE for map.

NEW: FLY FROM DOWNTOWN TORONTO

Greater Toronto Airways offer 12-minute flights between Toronto and Niagara-on-the-Lake from Billy Bishop Airport twice a day.

Visit www.flyGTA.com

FROM THE UNITED STATES:

Approximate travel time by car from Buffalo Niagara International Airport to Queen’s Landing is 45-60 mins, subject to border crossing.

CLICK HERE for map.

CROSS-BORDER CAR SERVICE:

Participants flying into Buffalo Niagara International Airport can benefit from being personally driven across the border directly to Queen’s Landing.

Please contact Peter Strickland for more details PStrickland@alm.com

Platinum Sponsor

GETTING THERE

VENUE & ACCOMMODATION

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