At the 2023 Challenge of Change Forum in Saint Andrews, New Brunswick, Bruce Phelps, Managing Director, Head of PGIM IAS at PGIM, took a moment to answer the following question: Is there such a thing as over‑diversification?
Kevin Zhu on Revisiting the Canadian Model
At the 2023 Challenge of Change Forum in Saint Andrews, New Brunswick, Kevin Zhu, Senior Managing Director, Head of Portfolio Construction at OPTrust, took a moment to answer the following question: Do we need to revisit the Canadian model?
Adam Berger on Whether the 60/40 Portfolio is a Thing of the Past
At the 2023 Challenge of Change Forum in Saint Andrews, New Brunswick, Adam Berger, Senior Managing Director, Partner, Multi-Asset Strategist, and Portfolio Manager at Wellington Management, took a moment to answer the following question: Is the 60/40 portfolio a thing of the past?
David Tulk on What Reverse Globalization Means for Asset Managers
At the 5th annual Challenge of Change Forum in Saint Andrews, New Brunswick this year, we had a chance to ask David Tulk, Global Asset Allocation Portfolio Manager at Fidelity Investments, the following question: What does reverse globalization mean for asset managers?
Dominic Barton on Canada’s Top Geopolitical Challenge
At the 2023 Challenge of Change Forum in Saint Andrews, New Brunswick, Dominic Barton, former Canadian Ambassador to the People’s Republic of China, and former CEO of McKinsey, took a moment to answer the following question: What is Canada’s top geopolitical challenge right now?
Matt Christ on Disorderly Transitions
At the 5th annual Challenge of Change Forum in Saint Andrews, New Brunswick this year, Matt Christ, Portfolio Manager, Fixed Income at Ninety One, took a moment to answer the following question: What does a disorderly transition mean to you?
Aaron Bennett on Factoring the Energy Transition into a Sustainable Investing Strategy
At the 2023 Challenge of Change Forum in Saint Andrews, New Brunswick, Aaron Bennett, Chief Investment Officer at University Pension Plan, took a moment to answer the following question: Have you factored the energy transition into your sustainable investing strategy — how?
Arup Datta on How AI is Changing the Asset Management Space
At the 5th annual Challenge of Change Forum in Saint Andrews, New Brunswick this year, we sat down with Arup Datta, Head of Global Quantitative Equity at Mackenzie Investments, and asked him the following question: How is AI changing the asset management space?
The 60/40 Portfolio is Dead (and other Findings)… Challenge of Change Forum Takeaways
This year’s Challenge of Change Forum, being held in Saint Andrews, New Brunswick, brought together an exceptional group of leaders from across the Canadian pension industry. Our theme, Everything Everywhere All at Once, sparked a discussion about the foundational changes taking hold in the asset management space as investors grapple with geopolitical divisions, rising interest rates, and the growing impact …
The 2023 Challenge of Change Forum Photo Gallery
Highlights from the 5th annual Challenge of Change Forum, presented by the Canadian Leadership Congress. The event took place May 31 to Jun 2, 2023 in Saint Andrews, New Brunswick.