Institutional Connect

Are the strides we're making shrinking? DEI in investment considerations can be increasingly aligned with investment results, proving it an important consideration in capital allocation decision-making. Institutional Connect is pleased to have Rob Rahbari, Senior Investment Officer and Assistant Treasurer from University of Rochester joining us at our Private Markets Forum 2025. He will discuss on how institutional investors are incorporating diversity, equity, and inclusion as a vital component of the investment approaches, nurturing inclusive leadership within private companies, and tackling obstacles to foster a more diverse environment. To learn more about the event and ways to participate, visit our website at 🔗 https://lnkd.in/gnZ3AHbY #ICPMF25 #institutionalconnect #institutionalinvestors #privatemarkets #DEI #diversity

The application of Al technology is revolutionizing the process of identifying investment opportunities, evaluating risks, and managing portfolios. By harnessing the power of machine learning, predictive analytics and investment decisions can be optimized. Institutional Connect is pleased to have Rodney Hill CPA, CA (UK), ICD.D, Senior Vice President, Global Head of Technology, Data and Security at OMERS to discuss how integrating Al platforms can help disrupt traditional private market strategies and open new avenues for growth. To learn more about the event and ways to participate, visit our website at 🔗 https://lnkd.in/gnZ3AHbY #ICPMF25 #institutionalconnect #institutionalinvestors #AI #technology #privatemarkets

It was a pleasure to return to Institutional Connect with Jillian Kennedy for a keynote discussion about the changing retirement landscape, moderated by Amber Kanwar.   The pension industry is thinking big about innovative designs that will deliver lasting value for members. At CAAT, this means providing Canadian workers the lifetime retirement income they want, with the flexibility that employers need in a workplace retirement plan.   Congratulations to all of the award recipients and nominees of the evening, and a special shout-out to CAAT Pension Plan's Chief Financial Officer Michael Dawson on being named Leader of the Year!

#FlashbackFridays>> At this year Institutional Connect West Forum, Institutional Connect had the opportunity to interview Jacky Shen, CFA, Treasurer and Director of Investment at Simon Fraser University. In the interview, Jacky discussed their focus on ensuring financial sustainability as Treasurer and Director of Investments at SFU. He shared the university's approach to responsible investing and strategies for tackling market uncertainty through diversification. Jacky also highlighted the key attributes sought in investment managers. "We understand that no investment strategy can be prepared in every kind of market condition by knowing the context of the market is so unpredictable. We want to establish a multiple manager structure within each and every asset classes. So as a portfolio level we will try to neutralize the impact of the market condition." Watch the video below to hear more from Jacky! #ICWF24 #institutionalconnect #portfolio #institutionalinvestors #responsibleinvesting

As we transition from a data landscape dominated by numbers to one increasingly focused on textual information, the investment landscape must evolve accordingly. Institutional Connect is pleased to have Luis Seco, Director in Mathematical Finance Program at University of Toronto to explore the emerging changes we are witnessing, offer insights into potential future developments, and delve into the various methods and tools available to navigate this shift. Join us for a thought-provoking discussion on the future of investments in a text-driven world! To learn more about the event and ways to participate, visit our website at 🔗 https://lnkd.in/gnZ3AHbY #ICPMF25 #institutionalconnect #institutionalinvestors #AI #technology #investment

🎊𝐈𝐂 𝐀𝐰𝐚𝐫𝐝𝐬 𝟐𝟎𝟐𝟒 𝐖𝐢𝐧𝐧𝐞𝐫 𝐀𝐧𝐧𝐨𝐮𝐜𝐞𝐦𝐞𝐧𝐭 Last Monday (November 18th), we honoured the outstanding achievements in Canada's institutional investment industry at the prestigious Institutional Connect Awards. We are thrilled to announce that Michael Dawson, Chief Financial Officer at CAAT Pension Plan is the winner of the 𝐋𝐞𝐚𝐝𝐞𝐫 𝐨𝐟 𝐭𝐡𝐞 𝐘𝐞𝐚𝐫 𝐀𝐰𝐚𝐫𝐝! This award recognizes Michael's visionary leadership, which has been instrumental in driving CAAT’s remarkable growth, expanding its offerings, and achieving substantial success across numerous initiatives. His strategic foresight and unwavering commitment have strengthened the organization and created lasting value for all stakeholders. Thank you Michael for joining us at the Awards to celebrate your achievement as a leader in the industry. Congratulations! #ICAwards24 #institutionalconnect #celebrations #leadership #institutionalinvestors

🎊𝐈𝐂 𝐀𝐰𝐚𝐫𝐝𝐬 𝟐𝟎𝟐𝟒 𝐖𝐢𝐧𝐧𝐞𝐫 𝐀𝐧𝐧𝐨𝐮𝐜𝐞𝐦𝐞𝐧𝐭 Last Monday (November 18th), we honoured the outstanding achievements in Canada's institutional investment industry at the prestigious Institutional Connect Awards. We are thrilled to announce that Fiera Capital is the winner of the 𝐃𝐢𝐯𝐞𝐫𝐬𝐢𝐭𝐲, 𝐄𝐪𝐮𝐢𝐭𝐲 𝐚𝐧𝐝 𝐈𝐧𝐜𝐥𝐮𝐬𝐢𝐨𝐧 𝐀𝐰𝐚𝐫𝐝! This award recognizes the firm's dedication to clearly defined DEI objectives, well-integrated actionable strategies, and strong engagement with both internal and external stakeholders. Congratulations Fiera Capital! #ICAwards24 #institutionalconnect #celebrations #investmentmanagementfirm #DEI

🎊𝐈𝐂 𝐀𝐰𝐚𝐫𝐝𝐬 𝟐𝟎𝟐𝟒 𝐖𝐢𝐧𝐧𝐞𝐫 𝐀𝐧𝐧𝐨𝐮𝐜𝐞𝐦𝐞𝐧𝐭 Last Monday (November 18th), we honoured the outstanding achievements in Canada's institutional investment industry at the prestigious Institutional Connect Awards. We are thrilled to announce that Orbis Investments's International Markets Team is the winner of the 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐌𝐚𝐧𝐚𝐠𝐞𝐫 𝐀𝐰𝐚𝐫𝐝 (𝐏𝐮𝐛𝐥𝐢𝐜 𝐌𝐚𝐫𝐤𝐞𝐭𝐬)! This award recognizes the team's commitment to achieving remarkable long-term outperformance, driven by a robust contrarian philosophy and well-structured, sustainable risk management practices. Congratulations Orbis Investments's International Markets Team! #ICAwards24 #institutionalconnect #celebrations #investmentmanagement #publicmarket #portfoliomanagement

🎊𝐈𝐂 𝐀𝐰𝐚𝐫𝐝𝐬 𝟐𝟎𝟐𝟒 𝐖𝐢𝐧𝐧𝐞𝐫 𝐀𝐧𝐧𝐨𝐮𝐜𝐞𝐦𝐞𝐧𝐭 Last Monday (November 18th), we honoured the outstanding achievements in Canada's institutional investment industry at the prestigious Institutional Connect Awards. We are thrilled to announce that Metis Settlements Development Corporation is the winner of the 𝐈𝐧𝐝𝐢𝐠𝐞𝐧𝐨𝐮𝐬 𝐑𝐞𝐜𝐨𝐧𝐜𝐢𝐥𝐢𝐚𝐭𝐢𝐨𝐧 𝐏𝐚𝐫𝐭𝐧𝐞𝐫 𝐀𝐰𝐚𝐫𝐝! This award recognizes Metis's commitment on exemplary alignment of Indigenous reconciliation with investment strategy and fiduciary duties, emphasizing innovative processes focused on direct community impact. Congratulations Metis Settlements Development Corporation! #ICAwards24 #institutionalconnect #celebrations #investmentmanagement #indigenous #reconciliation

🎊𝐈𝐂 𝐀𝐰𝐚𝐫𝐝𝐬 𝟐𝟎𝟐𝟒 𝐖𝐢𝐧𝐧𝐞𝐫 𝐀𝐧𝐧𝐨𝐮𝐜𝐞𝐦𝐞𝐧𝐭 Last Monday (November 18th), we honoured the outstanding achievements in Canada's institutional investment industry at the prestigious Institutional Connect Awards. We are thrilled to announce that Tikehau Capital and its Private Debt/Direct Lending Team is the winner of the 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐅𝐢𝐫𝐦 𝐀𝐰𝐚𝐫𝐝 and the 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐌𝐚𝐧𝐚𝐠𝐞𝐫 𝐀𝐰𝐚𝐫𝐝 (𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐌𝐚𝐫𝐤𝐞𝐭𝐬)! The Investment Management Firm Award recognizes Tikehau's hard works on a high degree of innovation, particularly in the impact investing space, and exhibits a strong commitment to achieving both financial and societal objectives. The Portfolio Manager Award (Private Markets) recognizes the Private Debt/Direct Lending Team's commitment on strong outperformance with superior risk management practices and a highly sustainable, conservative lending approach. Congratulations Tikehau Capital and Tikehau's Private Debt/Direct Lending Team! #ICAwards24 #institutionalconnect #celebrations #investmentmanagement #privatemarket #portfoliomanagement