Upcoming Events
June 3-5, 2025
Delta Hotels Grand Okanagan Resort | Kelowna, BC
The Edge of Change - Investing in an Uncertain World
The investment landscape is being reshaped by rapid technological advancements, economic uncertainty, and shifting global dynamics. This year’s Challenge of Change Forum focuses on practical, forward-looking strategies to adapt to disruption, assess emerging risks, and identify new avenues for growth. Engage with thought leaders and peers to refine your approach and build resilient portfolios in an evolving world.
October 15-17, 2025
📍 Sofitel Montreal Golden Mile | Montreal, QC
December 10, 2025
The Ritz-Carlton Hotel | Toronto, ON
OUR 2025 PARTNERS
Past Events
April 24, 2025
The Ritz-Carlton Hotel | Toronto, ON
Improving the Outcome: Navigating the Risks in DC Plans
This 2025 DC Plan Experience Forum will explore the risks faced by DC plan sponsors and their members. The agenda will explore innovative investment solutions, risk-adjusted portfolio management, effective member communication, and governance practices that empower plan sponsors to navigate economic uncertainties and build resilient financial futures for their members. This is especially important in light of recent changes to the CAPSA guidelines involving risk management and governance.
February 20, 2025
The Ritz-Carlton Hotel | Toronto, ON
Game Changers: The Forces Reshaping Asset Management
The 2025 DB New Ideas Forum looks at the key forces shaping the future of investing, from new technologies like AI, to climate change, to geopolitical risks – all these are creating new opportunities for institutional investors, especially asset owners. This year’s Forum agenda will look at new ideas in AI and technology, climate change, the evolving space of active management, and private markets such as infrastructure, private equity and private credit.
October 16-18, 2024
Fairmont Copley Plaza | Boston, MA
The World Upended: Navigating Tumultuous Change and Shifting Opportunities
More than ever before, it seems as if we are living in a world in flux as questions about the future of globalization loom and a fractious geopolitical landscape continues to generate conflicts around the world. With a U.S. election looming, presaging more potential change and disruption, investors must understand how global change will impact their portfolios and create opportunities in the process. The Canadian Leadership Congress' International Best Practices Forum annually convenes Canadian DB pension decision-makers in a small, intimate setting to hear international case studies, share ideas and learn from global experts with a unique perspective on global markets.
June 12-14, 2024
Fairmont Le Manoir Richelieu | La Malbaie, QC
The Big Shift - Understanding the Impact of Global Change
Rising inflation and interest rates. Technological disruption. Geopolitical uncertainty. The forces currently upending the investing landscape have fundamentally shifted the long-standing parameters pension funds have for decades employed to make decisions. Not all assets will be affected the same way and there are new paradigms and new opportunities emerging. The 2024 Challenge of Change will address this world in flux, including mounting uncertainty and new solutions to help pension funds thrive in the future. Delegates will benefit from this small, intimate and exclusive group of pension peers gathered to discuss developments in private markets, risk management, equity markets, fixed income, technology, portfolio construction, governance and more.
April 18, 2024
Shangri-la Hotel | Toronto, ON
DC Evolution - Adapting for the future
This year’s DC Plan Experience Forum will convene Canada’s leading DC pension decision-makers to discuss the myriad ways the DC space is shifting to improve outcomes for plan members. The theme, DC Evolution - Adapting for the Future, will focus on the shifting needs of plan members and the solutions plan sponsors are adopting to improve their experience. The agenda will include topics such as economic and capital market trends, private markets, sustainable investing, recent developments in target-date funds, plan member engagement solutions and case studies that spotlight innovative ways Canadian DC plans are meeting today’s challenges.
February 22, 2024
Shangri-la Hotel | Toronto, ON
Overcoming Challenge Through Innovation
This year’s DB New Ideas Forum will convene DB pension decision-makers, asset managers and experts to discuss emerging investment trends and new paradigms for traditional portfolio management approaches.
Focused on the theme, Overcoming Challenge Through Innovation, the day’s sessions and speakers will address new ways to navigate today’s challenging markets, including generative AI, public and private markets investing, China, the future of risk management, and the evolving landscape of sustainable investing.
2023 International Best Practices Forum
📍 Victoria Ocean Pointe Resort | Victoria, BC
From Innovation to Adaptation — Building a Future‑Focused Portfolio
Over the past few years, asset owners have weathered significant challenges including a global pandemic, rising interest rates, and the steady upward march of inflation. As some of these initial shocks morph into longer‑term trends, asset owners are adapting to a different set of economic and market conditions than they’ve seen in the past.
The 2023 International Best Practices Forum will explore the innovative approaches Canadian asset owners are using to adapt to this shifting world while highlighting case studies from their international peers. From sustainable infrastructure, to portfolio construction, to emerging markets, how are asset owners building future‑focused portfolios?
The 2023 Challenge of Change Forum
📍 The Algonquin Resort | St. Andrews, NB
A simultaneous drop in stock and bond prices, war, supply chain disruptions and a seeming reversal of the globalization shift that has dominated the last 20 years of investing. It’s as if every area of the investment landscape has undergone a critical shift at once — a shift that has created challenges and new opportunities for asset owners able to stay a step ahead.
This year’s Challenge of Change delves into what could be called another “New Normal” and its impact on asset management, portfolio construction and the decisions facing Canadian asset owners.
The 2023 DC Plan Experience
📍 Shangri-La Hotel | Toronto, ON
The relationship between Canadian employers and employees is at an inflection point. As we come out of the COVID‑19 pandemic, efforts to reinstitute traditional workplace practices have been met with resistance from professionals at various stages of their careers. The war for talent has taken an unconventional turn.
Human Resource and Finance professionals have a central role to play in this evolving dynamic. As they work to develop total compensation strategies that set their employer brand apart, creative ideas and innovative solutions can help to enhance DC plans and ensure that they are part of what reinvigorates the employer‑employee relationship moving forward.
2022 International Best Practices Forum
📍 The Fairmont Waterfront | Vancouver, BC
The multi‑day event will offer opportunities to share global best practices on key topics such as Private Markets, the Future of Healthcare, Global CIO Panel focusing on Back to the Future, Return to the Mean, investing as a Means for Change – ESG, Impact Investing, and Global Ideas for Better Pension Governance.
2022 Challenge of Change Forum
📍 Fox Harb'r Resort | Fox Harbour, NS
The Forum is for both Canadian pension CEOs, CIOs and thought-leaders — with their global pension fund counterparts — to collaborate on global best practices and engage in discussion on key topics such as ESG, Asia and China, social governance, and so much more.
2022 DC Plan Experience
📍 The Ritz-Carlton | Toronto, ON
Content will focus on how members approach financial decision‑making, the role of financial literacy, and investment and plan design solutions that plan sponsors can provide to support members on their journey to retirement.
2021 Challenge of Change Forum
📍 The Fairmont Waterfront | Vancouver, BC
The Forum is for both Canadian pension CEOs, CIOs, and thought‑leaders — with their global pension fund counterparts — to collaborate on global best practices and engage in discussion on key topics such as ESG, Asia and China, social governance, and so much more.