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

• 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.