MONDAY MINUTE CHAT SERIES

START YOUR WEEK OFF WITH THE BEST IN INVESTMENT INSIGHTS

Do you have a suggested topic? Interested in speaking or partnering with the CLC on the next Monday Minute?

Monday Minute Chats are available to senior decision-makers within Canadian pension funds who are currently subscribed to the CLC Newsletter.
Access to the Monday Minute provides you the link to view at your leisure or share with your team.

The Canadian Leadership Congress invites you to join us and your peers for a series of 30‑minute quick hit sessions.

Monday Minute

WHEN
Select Mondays
12:00 PM EST

WHO
For pension fund CEOs, CIOs, and senior decision‑makers

SUBSCRIBE FOR ACCESS

FEATURED MONDAY MINUTE

➤ September 15, 2025 – Manage risk budget and drive excess returns through the power of low tracking error strategies

This conversation will explore the relationship between tracking error and excess returns, common misunderstandings of the metric, and why more tracking error doesn’t necessarily lead to better investment outcomes. Arup Datta, Head of the Mackenzie GQE Team, will discuss how this relationship may vary across different geographies. He will demonstrate how a holistic quantitative approach can aim for more consistent alpha delivery. He will also explain the evolving signals and customization options behind their approach, as well as how the team measures and manages tracking error on an ex-ante basis. He will address the impact of unexpected market events and finally share how the team is integrating AI into signal generation and portfolio construction.

Mackenzie Investments | September 15, 2025 | 12:00 PM EST

HOW TO REGISTER
Click on the session title links for Upcoming Monday Minutes above to register for what's coming next or sign up to our newsletter today for access to all future Monday Minutes Chats.

PAST MONDAY MINUTES

Global Real Estate: Adjusting to the New Normal

End of US Exceptionalism and Europe’s reawakening - an epic turnaround or a dead-cat bounce? - Featuring Luca Paolini, Chief Strategist, Multi Asset & Quantitative, Pictet Asset Management and James Davis, Chief Investment Officer, OPTurst

Global Sustainable Fixed Income – Returns That Matter Featuring Guy Burry – Chair, Pension Fund Investment Committee, York University and Hadiza Djataou – Vice-president, Portfolio Manager, Mackenzie Fixed Income Team

The Future of Private Credit Featuring John Sherman – Portfolio Manager, Polen Capital and Sriram Vedula – Director, Private Debt, BCI

Breaking Down (And Building Back Up) Your Fixed Income Allocation Featuring Aaron Young – Client Portfolio Manager, CIBC Asset Management and Andrew Michalak – Director, Funding, Liquidity and Trading, Total Portfolio Management, OPTrust

Global Economic Outlook for 2024 and Beyond featuring Johanna Kyrklund Group Chief Investment Officer, Schroders, and James Davis, Chief Investment Officer, OPTrust

Global Credit Opportunities and the New Normal featuring Karl Dasher, President of Polen Capital, and David Scudellari, Senior Executive Managing Director, Head of International Investment, AIMCo

Global Real Estate: Adjusting to the New Normal, featuring Thomas Au of Invesco

Data, Transformation, and the Future of Pension Funds, featuring Darcie James Maxwell of CIBC Mellon/BNY Mellon and Tristan Robinson of OMERS

Decarbonization and the Future of Global Infrastructure

The Future of Energy in a Net Zero World, featuring Deirdre Cooper of Ninety One

Decarbonization and the Future of Global Infrastructure, featuring Shane Hurst of ClearBridge Investments, a Franklin Templeton company

Emerging Markets and ESG: Challenges and Opportunities, featuring Susan Gim of Martin Currie, a Franklin Templeton company

Direct Lending and the Hunt for Yield, featuring Scott Baskind and Ronald Kantowitz of Invesco

2022 ESG Outlook: The Rise of “Improver” Companies, featuring Mary Jane McQuillen of ClearBridge Investments, a Franklin Templeton company

https://leadershipcongress.ca/monday-minute-chat-series-2022-01-17/

2022 Outlook: New Year, New Reality, featuring Johanna Kyrklund of Schroders

The State of Infrastructure Investing in Canada, featuring Ehren Cory of Canada Infrastructure Bank

How Can Canadian Pension Funds Build Sustainable Portfolios?, featuring Katharine Preston of OMERS and Vishal Bane of AGF Investments

The $94 Trillion Global Infrastructure Opportunity, featuring Chantale Pelletier of Schroders

The Secular Bond Bear is Coming—Are You Ready for It?, featuring David Stonehouse of AGF Investments, and Rainer Kaufmann of OPTrust

The Future of Private Credit Post‑COVID, featuring Ryan Dunfield of SAF Group

Addressing Climate Change in Canadian Pension Portfolios, featuring Deborah Ng of OTPP, and Chris Goolgasian of Wellington Management

Why Absolute Return Strategies Are More Important Than Ever, featuring Brian D. Singer of William Blair, and Derek Brodersen of ATRF

Why Asset Owners Should Invest in Healthcare Innovation, featuring Rose Nguyen of Baillie Gifford

2021 Investment Outlook, featuring Johanna Kyrklund of Schroder Investment Management

Miss out a previous Monday Minute Chat? Catch up below!

Monday Minute Archive

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