Applying the Strategies of the World’s Investing Titans

This session will consist of a review of the investment strategies and risk and governance frameworks of some of the most prominent North American institutions. It will also provide insight into which of these practices smaller investing organizations could hope to employ to improve their own outcomes.

Event Details

Jointly Presented By:

Louisbourg Investments

Location and date:
Moncton December 12, 2019 - 11:30 a.m. - 1:30 p.m. AST

North America is home to institutions with significant investing clout. Canada’s monolithic public pensions and the Ivy League endowment funds of the United States provide clear examples of this. 

These institutions have continued to grow their multi-billion-dollar asset bases, employing increasingly sophisticated investment and risk management strategies. It begs the question, what can overseers of smaller nonprofits and pension plans hope to learn from these organizations? 

In this session, we review the investment strategies and risk and governance frameworks of some of the most prominent North American institutions. More importantly, we provide insight into which of these practices smaller investing organizations could hope to employ to improve their own outcomes. 

This session, offered in English, is Presented by Emerson Savage in collaboration with Louisbourg Investments.

The session will take place on Thursday, December 12, 2019 at the Four Points by Sheraton in Moncton.

The deadline to register is by midnight on Sunday, December 8, 2019.

Additional options and pricing may be available. See pricing and registration for more details.



$50.00 (meal included)

1.50 CPD hour(s)
Pricing & registration

You will learn about:

  • Attendees will get a review of the major asset classes available to institutional investors.  This will include core asset classes such as equities and fixed income as well as alternative asset classes such as infrastructure, real estate, private equity, and venture capital.  Attendees will gain insight into the major features of these asset classes as well as the most important recent developments within them.  
  • Attendees will receive examples of how large North American institutions have employed various core and alternative investment strategies, the successes they have had, and whether these successes are likely to be replicable for smaller institutions.
  • Attendees will receive a brief review of the most important investing and governance frameworks employed by these institutions.  What has made the Canadian public pension model a global standard?  What is the Yale Endowment Model and does it make sense for smaller nonprofits?  
  • Attendees will gain insight into the techniques explored that can be implemented immediately to improve results for their organizations.

Who should attend?

This session is ideal for members of nonprofit boards and boards of pension plans, or finance professionals who help administer or oversee pension plans within organizations.

More Details:

Speakers/Presenters
Venue[s] and Accommodation[s]

Venue[s]:

Four Points by Sheraton Moncton
40 Lady Ada Blvd, Moncton, NB E1G 0E3
t.:(506) 852-9600

Located 10 minutes from Downtown Moncton, and just a few kilometres from Greater Moncton International Airport. Grab a bite at their on-site Moncton restaurant, Maverick's, or stop by the bar for a Best Brews™ local craft beer, glass of wine or a delicious meal.


Contacts

Please contact:

Renée Dupuis-Leon, Coordinator, Professional Development and Member Events
Tel: (506) 830-3300
Email: rdupuisleon@cpanewbrunswick.ca