MSCI Canadian Institutional Investor Forum
Total Portfolio Strategies for a Changing World

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  • November 5, 2025
  • 8:00 a.m. - 4:30 p.m. EST
  • Ontario Teachers' Pension Plan, 160 Front Street West, Suite 3200, Toronto, Ontario, M5J 0G4, Canada - 32nd Floor
About this event

The MSCI Canadian Institutional Investor Forum, continues to bring together senior asset owners for candid, peer-driven exchange on the structural forces reshaping institutional investing. Hosted in collaboration with Ontario Teachers' Pension Plan, this invitation-only gathering offers a rare setting to examine evolving strategies, compare approaches and refine thinking alongside peers navigating complexity at scale. 

Amid shifting macro regimes, persistent volatility and growing cross-asset integration, the Forum explores practical responses to long-horizon challenges — while underscoring the transformative role of AI and innovation in shaping the future of investment strategy. 

 

Together we will address: 

  • Innovation at the Frontier: From Lab to Leadership 
  • Key Investment Trends Shaping Markets in 2025 and Beyond 
  • The Future of Asset Allocation: Implementing a Total Portfolio Approach 
  • Understanding Physical Risk and Portfolio Resilience Across Asset Classes
  • Private Markets at the Core: Liquidity, Transparency and Benchmarking
  • AI and the Investment Edge: Intelligent Decisions in the Pursuit of Alpha

 

This exclusive forum offers a range of key benefits, including invaluable networking opportunities with top-tier global asset owners and investment experts. Participants will gain access to innovative insights through pioneering research and practical strategies that can be directly applied to their portfolios. 

MSCI also invites you to join us for our welcome cocktails on Tuesday, November 4 at Kings Tap – a chance to reconnect with peers and the MSCI Research and Client Coverage teams in a more informal setting ahead of the day’s dialogue. 

 

You might also find our Institutional Investor Forum in Sacramento on October 23, of interest. For more information, please click here.

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Meet the speakers
Henry A. Fernandez
Henry A. Fernandez
Chairman and Chief Executive Officer, MSCI
Eli Angen
Eli Angen
Managing Director, Sustainable Investing, Ontario Teachers'​ Pension Plan
Youssef Aroub
Youssef Aroub
Managing Director, Sustainable Investing, Investment Management Corporation of Ontario (IMCO)
Edward Berman
Edward Berman
Acting Head of Public Markets and Portfolio Construction, Office of the New York City Comptroller
Oliver Bunn
Oliver Bunn
Managing Director, Quantitative Investment Strategies, Goldman Sachs Asset Management
Hélène Demay
Hélène Demay
Executive Director, Private Assets, Climate & Sustainability Product, MSCI
Shafiq Ebrahim
Shafiq Ebrahim
Managing Director, Systematic Strategies Group, CPP Investments
Luke Flemmer
Luke Flemmer
Managing Director, Head of Private Assets, MSCI
Kathryn Fric
Kathryn Fric
Chief Risk Officer, Ontario Teachers' Pension Plan
Chandan Jain
Chandan Jain
Manager Sustainable Investing – Real Estate, Alberta Investment Management Corporation (AIMCo)
Axel Kilian
Axel Kilian
Chief Client Officer
Jeanine Kwong
Jeanine Kwong
Head of Financial Risk Digital Enablement, Manulife
Jacky Lee
Jacky Lee
Senior Managing Director & Head, Total Portfolio Group — Healthcare of Ontario Pension Plan (HOOPP)
Ashley Lester
Ashley Lester
Managing Director, Chief Research & Development Officer, MSCI
Jon McKeown
Jon McKeown
Managing Director & Head of Portfolio Strategy & Analytics, Northleaf Capital
Stephen McLennan
Stephen McLennan
Chief Investment Officer, Asset Allocation, Ontario Teachers’ Pension Plan
Dimitris Melas
Dimitris Melas
Managing Director, MSCI Research & Development
Ben Meng
Ben Meng
Managing Director, Head of Investment Portfolio Management in the Office of the Chief Investment Officer, CPP Investments
Michelle Shanley
Michelle Shanley
Global Head of Strategic and Key Accounts
Peter Shepard
Peter Shepard
Managing Director, Head of Analytics Research & Development, MSCI
Gareth Shepherd
Gareth Shepherd
Managing Director, Research and Development, MSCI
Priti Singh
Priti Singh
Senior Managing Director & Chief Risk Officer, CPP Investments
Jon Spinney
Jon Spinney
Chief Investment Officer & VP Quantitative Investing, Vestcor
Huw van Steenis
Huw van Steenis
Partner and Vice Chair, Oliver Wyman
Derek Walker
Derek Walker
Managing Director, Head of Applied Research & Models, Total Fund Management, CPP Investments

Agenda

5:00 p.m.

Kings Tap

First Canadian Place

100 King St West

Toronto, ON M5X 1E1

Toronto King Street Restaurant | King Taps Restaurants

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