MSCI x GIIA Infrastructure Investment Forum
- September 16, 2026
- 8:30 a.m. EDT Toronto
- The Gallery at First Canadian Place 100 King Street West, Street Level, Toronto, Ontario, M5X 1C9, Canada
Infrastructure is playing an increasingly important role in institutional portfolios, creating new opportunities while introducing a more complex set of investment considerations.
Join MSCI and GIIA in Toronto on September 16 for a discussion with investment leaders on the expanding opportunity set across digital infrastructure and AI, and the evolving role of infrastructure within the total portfolio.
The discussion will explore how investors are evaluating opportunities, managing risk and building resilient infrastructure allocations across Canada and global markets.
Key highlights
- Digital infrastructure and AI: Evaluating opportunities across data centers, connectivity, power and other essential infrastructure
- Risk and return: Comparing asset quality, investment structures and risk-return dynamics across Canada and global markets
- Portfolio resilience: Assessing concentration, correlations, liquidity and geopolitical risk through a total-portfolio lens
Agenda
8:30 am ・ Registration and Networking Breakfast
9:10 am ・Opening Remarks
9:15 am ・ Digital Infrastructure and AI: Selecting Across the Broader Opportunity Set
Explore how AI-driven demand, asset quality and investment structures are shaping infrastructure opportunities across Canadian and global markets.
- Bryan Reid, Executive Director, Private and Real Assets Index Research, MSCI
- Stephen Dowd, Chief Investment Officer of Private Infrastructure Strategies, CBRE Investment Management
- Bipan Rai, Managing Director, Head of ETF and Alternatives Strategy, BMO Global Asset Management
- Nicole Wang, Partner, Infrastructure Advisory, EY
10:15 am ・ Infrastructure in the Total Portfolio: Risk, Exposure and Resilience
Discuss how investors are assessing infrastructure exposure as geopolitical developments, industrial policy and domestic investment reshape portfolio risk.
- Abdulla Zaid, Vice President, Private Capital Research, MSCI
- Bruno De Davoia, Head of Private Markets Investment Risk, OMERS
- Dan Moulton, Partner, Crestview Strategy
- Ryan Ness, Director, Adaptation, Canadian Climate Institute
11:00 am ・ Closing Remarks
