David Ross: Thriving Through Disruption

At the 2025 Challenge of Change Forum in Kelowna, BC, we had the pleasure of speaking with David Ross, Senior Managing Director, Total Portfolio Management at OPTrust, about his top takeaway from his panel on Thriving Through Disruption. Here’s what he had to say:

Serra Erdogmus: Private Credit in 2025

We recently caught up with Serra Erdogmus, CIO at Canadian Medical Protective Association in Kelowna, BC, to hear her thoughts on Private Credit investing — and how the landscape has shifted in 2025 so far. Check out her insights here:

Kathleen Pabla: Thriving Through Disruption

How do past crises shape today’s investment strategies? And what indicators truly matter when allocating assets in uncertain times? We recently sat down with Kathleen Pabla, Director, Public Markets at CAAT Pension Plan, to ask her: What’s the top takeaway from your panel on thriving through disruption? Check out her insights here:

Jason Campbell: Lessons From Past Crises

At the recent Challenge of Change Forum in Kelowna, we had the opportunity to sit down with Jason Campbell, Principal, Investment Consulting at Eckler, and ask him a timely question: Are there lessons from past crises that we can apply to today’s market? Check out Jason’s thoughtful response here:

Josée Mondoux: Public Credit in 2025

Josée Mondoux, Pension Fund Investment Committee at the University of Ottawa, joined us at the 2025 Challenge of Change Forum in Kelowna, BC, and offered some insight on Public Credit in 2025. We asked Josée this intriguing question: When it comes to public credit investing, how has the landscape changed so far in 2025? Watch her insightful response below:

Michael Buhr: Fostering Canadian Innovation

At the 2025 Challenge of Change Forum in Kelowna, BC, we had the opportunity to sit down with Michael Buhr, Executive Director at C100, to ask exactly that. In this short video, Michael shares his insights on what Canada needs to do to strengthen its innovation ecosystem, support high-growth startups, and ensure our top talent can thrive globally. Watch the …

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Christopher Giancarlo: Institutional Investors and Cryptocurrency

At the 2025 Challenge of Change Forum in Kelowna, BC, we had the opportunity to sit down with J. Christopher Giancarlo – Former Chairman of the U.S. Commodity Futures Trading Commission. We asked him a timely and important question:How are institutional investors using cryptocurrencies? Don’t miss his insights on how crypto is evolving in institutional portfolios—and what that means for …

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How Can Canada Better Foster Innovation and Talent Among Entrepreneurs?

At the 2025 Challenge of Change Forum in Kelowna, BC, we had the chance to speak with Christy Clark, former Premier of British Columbia, about how Canada can better support the next generation of entrepreneurs. In this short video, Christy shares her insights on the importance of creating the right conditions for innovation—through bold leadership, smart policy, and a willingness to take risks. …

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How Are Institutional Investors Using Crypto?

At the 2025 Challenge of Change Forum in Kelowna, BC, we sat down with Marlene Puffer, Former CIO, AIMCo, to get her take on how institutional investors are approaching the world of crypto. From risk management to regulation and evolving strategies, Marlene shares thoughtful insights on where crypto fits—or doesn’t—in today’s investment landscape. Watch the full video to hear her perspective: