US/Canada Investment Summit (AAAIM & AIMA)

Canada Events


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.




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

  • Jason Chang, SMB, 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

  • Alfred Lo, PM, Private Equity, AIMCO

  • Kitty Fong, GM, Private Equity, Canada Post Pension Plan

  • Nan Chen, Principal, OMERS Capital Markets

  • Vincent Zhouo, 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.

Event image