Location: Broadview Hotel – 106 Broadview Ave, Toronto, ON M4M 2G1, Canada

Join AAAIM and AIMA for our first-ever US/Canada Investment Summit featuring institutional investor perspectives from both sides of the border.

Agenda:

4:30 - 4:45pm | People Gather

• Opening remarks - Jim Park, CEO, AAAIM | Claire Van Wyk-Allan, Managing Director, Head of Canada, AIMA

4:45 - 5:30pm | Leading Canadian/US Pension Investment Manager Perspective on Achieving Career Success

• Introduced by Josh Leonardi, Managing Director, TD Prime Services LLC
• Jason Chang, SMD, Fixed Income, AIMCO
• Puneet Kohli, AVP, FI/Derivatives/External Managers, HOOPP
• Scott Chan, Deputy CIO, CalSTRS
• Umang Patel, MD, Global Leadership Team, CPPIB
• Moderator: Johnny Wu, CEO, Quartzy Capital Advisors

5:30 - 6:15pm | Alternatives Approaches in the Current Market

• Introduced by James Atwater, Managing Director, Marathon Asset Management
• Alfred Lo, PM, Private Equity, AIMCO
• Kitty Fong, GM, Private Equity, Canada Post Pension Plan
• Nan Chen, Director/PM, OMERS Capital Markets
• Vincent Zhou, PM, External Managers, RedJay Asset Management
• Moderator: David Sheng, MD, Aksia

6:15 – 6:20pm | Closing Remarks

• Brenda Chia, Chief of Capital Development, Paladin Capital Group & AAAIM Board Co-Chair | Tom Park, BDC Deep Tech Fund

6:30 - 7:30pm | Food/Beverages/Networking

Thank you to our sponsors: Aksia; BDC Deep Tech Fund; Dream Unlimited; Marathon Asset Management; and TD Prime Services LLC.

Thank you to our partner, AAAIM.