Compare courses
International Foundation of Employee Benefit Plans

Canadian Investment Institute

Nov 22—25, 2019
4 days
Whistler, British Columbia, Canada
CAD 2470 ≈USD 1870
CAD 617 per day

How it works


Coursalytics is an independent platform to find, compare, and book executive courses. Coursalytics is not endorsed by, sponsored by, or otherwise affiliated with International Foundation of Employee Benefit Plans.

Full disclaimer.


Overseeing your plan assets and making prudent decisions are two of the most important duties you face as a plan fiduciary. The Canadian Investment Institute is designed for advanced trustees and professionals who have a firm grasp of investment concepts and principles.

Each year the Canadian Investment Institute features global and Canadian economic updates that will help you keep current on recent activities and trends. Other sessions will help build your skills in portfolio oversight and provide timely information about the issues impacting the funds and participants you represent.


Below are the topics for the 2017 Conference.

  • Trade Wars and China
  • Canadian Oil and Pipeline Outlook
  • The Shifting Demographics in Investing
  • Bonds or Equity? Interest Rate Risk or Not?
  • Bond Overlays: Grinding Out Yield in a Low Yield Environment
  • Concurrent Workshops (2)
  • Brexit and Beyond: Who’s Next?
  • The Appeal of Mid-Market Infrastructure Investing
  • Building Real Returns With Real Assets
  • Artificial Intelligence’s Promise to Investors: Fad or Reality?
  • Concurrent Workshops (2)
  • Trade War…and Peace: A Global Economic Outlook
  • Investing in a Time of Climate Change
  • Are Financial Markets in a Bubble?

Benefits of Attending

  • Learn from leading-edge investment and economic professionals in Canada
  • Choose from a unique mix of investment workshops that provide enhanced opportunities for interaction with speakers
  • Hear what other funds are doing and why.

Who should attend

Because the sessions are at an advanced level, we recommend registrants have at least three years of investment education/experience.

  • Experienced labour and management trustees
  • Public sector trustees
  • Administrators
  • Other professionals who have mastered basic investment principles


Ms. Quah is a managing director, portfolio manager, the head of quantitative research and a member of the quantitative research and risk management team. Prior to joining Epoch, she spent five years at AllianceBernstein, where she was a senior quantitative analyst in the Value Equities Group. Bef...
Frances Donald is Head of Macroeconomic Strategy within the Asset Allocation Team at Manulife Asset Management. As head of the Macroeconomic and Strategy team, Frances will coordinate global macro research to assist the Asset Allocation Team in the development of their asset class forecasts. Fran...
Graham is President and CEO of Opes Capitalis, a global investment strategy firm located in Washington, DC. He is a Fuqua Business School MBA graduate, with over 15 years of experience in business strategy, financial research, global consulting and business development. He has been a C-level exec...


Detailed Description
Detailed Description

Next dates

Nov 22—25, 2019
4 days
Whistler, British Columbia, Canada
CAD 2470 ≈USD 1870
CAD 617 per day

How it works

Show more

Course reviews

Reviews for this course are not publicly available