M C G I L L I N T E R N A T I O N A L P O R T F O L I O C H A L L E N G E

2021Sponsorship

Package

2017Rescuing a

Canadian DB Plan

2018Dying US State Pension Plans

2019Environmental Sustainability

2020Social Inequalities

Hundreds of professional investors, actuaries, and students come together to solve global

problems which the buy-side of finance plays a critical role in

15 leadingsponsors

C$50,000 in cash prizes

Key DatesMay 31st

Early Bird Registration

Sep 6th

Standard Registration

Sep 7th

Case Release

Sep 28th

1st Round Submissions

Oct 5th

1st Round Decisions

Nov 6th & 7th

Final Round in Montreal

A global challenge to define the futureof long-term investment

Past Speakers & Judges• Jean Charest – Former Premier of Quebec• Josée Guibord – CEO, Evolugen by Brookfield Renewable• Marlene Puffer – CEO, CN Investment Division• Heather Munroe-Blum – Chairperson of the Board, CPPIB• Geoffrey Rubin – Chief Investment Strategist, CPPIB• Marcia Moffat – Head of Canada, BlackRock

McGill International Portfolio Challenge

www.mipc.cawww.mipc.ca

Find us on FacebookFind us on Facebook

Find us on LinkedInFind us on Facebook

22001177

Solvency of Corporate

Defined Benefit Plans

22001188

America’s Pension Crisis

22001199

Climate Change

22002200

The Rise of Protectionism

and Social Inequalities

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Key DatesJune 30th

Early Bird Registration

Sep 12th

Standard Registration

Sep 13th

Case Release

Oct 3d

1st Round Submissions

Oct 11th

1st Round Decisions

Nov 4th & 5th

Finals Round

McGill International Portfolio Challenge

www.mipc.cawww.mipc.ca

22002211

Ultra Low

Yields

EXECUTIVE SUMMARY

Find us on LinkedInFind us on Facebook

MIPC 2020 SPONSORS

22001177

Solvency of Corporate

Defined Benefit Plans

22001188

America’s Pension Crisis

22001199

Climate Change

22002200

The Rise of Protectionism

and Social Inequalities

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ttoo ccoommpplleexx ssoocciieettaall iissssuueess..

1144++ lleeaaddiinnggssppoonnssoorrss

CC$$5500,,000000 iinn ccaasshh pprriizzeess

Key DatesJune 30th

Early Bird Registration

Sep 12th

Standard Registration

Sep 13th

Case Release

Oct 3d

1st Round Submissions

Oct 11th

1st Round Decisions

Nov 4th & 5th

Finals Round

McGill International Portfolio Challenge

www.mipc.cawww.mipc.ca

22002211

Ultra Low

Yields

MIPC AT A GLANCE

The McGill International Portfolio Challenge (MIPC) is the first international competition targeting innovative portfolio design and asset management. Led by a team of ambitious and diverse students, it is an initiative that bridges the disconnect between academia and finance industry practitioners. Paired with a mentorship program, recruitment and networking opportunities, and speaker series, the MIPC is truly a global forum that aims to share sustainable finance solutions with the broader community.

Throughout the course of four months, the MIPC offers opportunities for your firm to recruit students from the best universities in the world, to network with fellow finance practitioners and prospective clients, and to discover new solutions to issues that you face every day. We also provide opportunities to promote brand visibility among bright, young minds, as well as professors and other professionals from all around the world. Sustainable investing is a core pillar of the MIPC and being part of the challenge can allow you to elevate your firm’s brand. We hope that you see the tremendous value of participating in the challenge, as we do.W

HA

T I

S M

IPC

?

KEY BENEFITS

Build relationships.

The MIPC, because of its strong

reputation, is able to attract dozens

of high-profile guests, such as

C-Suite executives, politicians, managing

directors, portfolio managers, and future leaders of society. We

offer a chance to start meaningful conversations.

63+ Past Universities

19Countries

90+Teams per Year

5Continents

Recruit top talent from aroud the

world.

The MIPC’s curated group of talented students from around the globe creates an

excellent pool of prospective applicants, not only for North

American offices, but international offices as well.

Strengthen your image.

We are a highly anticipated

challenge with increasing media

coverage in recent years. The MIPC

allows companies to show their

commitment to the societal issues

we tackle.

Draw inspiration

from students’ proposals.

Teams that participate in

MIPC bring diverse perspectives on

the issues we cover. Winning

proposals typically introduce highly

creative, new ideas that few in the industry have thought

of previously or evaluated in detail.

To continue ensuring the safety and well-being of all our stakeholders, we are planning to host MIPC’s fifth edition in 2021 in a virtual format. Here are some of the key opportunities that we provide in the months leading up to and during the competition:

• Diverse recruitment opportunities: We will hold recruitment activities throughout the two-month challenge, rather than just the “finals weekend,” to maximize our partners’ time to connect with students. We hold numerous events with our partners in a group setting, ranging from traditional recruiting sessions to more creative, thought-provoking events.

• Expedited recruitment timeline: In addition to the events throughout the two-month challenge, we are implementing for the first time an initiative to hold recruitment events as early as the summer in order to match the recruitment timeline of many top finance firms. We plan to leverage the full capabilities of our newly minted online platform to do so.

• Mentorship program: Returning to the MIPC this year, we offer a mentorship program for each of our semi-finalist teams. Each student team will be matched to a mentor from one of our partners, who will meet with them to give a review of their proposal. This is an excellent opportunity for your firm to offer professional advice to these students and share your expertise with the future leaders of tomorrow.

• Speaker series: Our Speaker series is composed of TED-style talks by senior leadership from many of our partners. Participants are able to engage with your company through live Q&A and small-group discussions on the topic at hand.

• Individual networking opportunities: In a variety of formats, students have the chance to engage with our partners on a one-on-one basis, helping them to form deep connections and fostering interest in your form. Additionally, the MIPC is an excellent opportunity for your firm to network with colleagues, peers, and potential clients as well.

• Panel discussion: Every year, we host a panel of C-Suite and other high-profile executives to engage the broader community on how finance can benefit society as a whole through the lens of institutional investors and of practitioners. Participants will get a chance to learn from leaders in institutional finance.

As the student leaders of the MIPC, we are very excited about the multitude of opportunities and value we are able to offer, supported by continued sponsor engagement. We hope you see the same as well!

Opportunities Beyond the Competition

Grace FrancoeurExecutive Director

WHAT TO EXPECT FROM MIPC 2021?

GRAND CHALLENGES

Each year, the MIPC poses a grand challenge, our cases center on solving that pertinent issue through innovative portfolio strategies that satisfy the needs of a broad range of stakeholders. Hundreds of students from all over the world participate to solve complex societal issues in which large institutional investors play a critical role.

MIPC 2021 Grand ChallengeUltra Low YieldsFor the fifth edition of the MIPC, we want you to join us in exploring the Grand Challenge of ultra-low yield environments. For long-term asset managers, the combination of ultra-low interest rates and high valuations in equity and real estate markets around the world is creating a strenuous challenge. Amidst the COVID-19 pandemic, how can they design sustainable investment strategies that deliver adequate returns without taking on excessive amounts of risk?

Past Grand Challenges

2020: The Rise of Protectionism and Social InequalitiesWe are now seeing countries seeking independence as protectionist narratives are being revived and geo-economic dynamics are changing. How should long-term asset managers invest amid rising protectionism and social inequalities? Can we find innovative portfolio solutions that are both profitable and have a positive social impact?

2019: Climate ChangeClimate change is one of the most urgent global challenges of our time. How do asset managers manage the transition from traditional to sustainable investments? What are some constructive ways we can make a positive environmental impact through our investments?

2018: America’s Pension CrisisThe majority of U.S. public pension plans are severely underfunded. How can these plans invest their way back to fiscal health? Is there a long-term portfolio solution that solves the underfunding while meeting the needs of municipalities, state governments, taxpayers, and plan members?

2017: Solvency of Corporate Defined Benefit PlansThe combination of high longevity and low interest rates has made it challenging for corporate pension plans to remain solvent. Should plans pursue riskier strategies in the hope of increasing returns? Is there a portfolio strategy that delivers the promised pensions while minimizing the need for future cash injections from plan sponsors?

2021 SPONSORSHIP

We have four base levels of sponsorship for the McGill International Portfolio Challenge. Add-ons to these base options are available.

Our Director of Corporate Relations can help you see what is the right fit for you and help curate the best experience for you and your organization.

Presenting Partner (1/1 Available)$10,000Our Presenting Partner is our most distinguished supporter who has demonstrated solid commitment to our vision. They enjoy the most benefits and recognition.

Founding Partners (Reserved)$6,000Our Founding Partners have supported the MIPC since its creation. They have shown their dedication for the challenge for many years and benefit from a special status within the MIPC.

Impact Partners (4/4 Available)$6,000Our Impact Partners help us achieve some of our social equity and educational priorities. Impact Partners have a chance to give back to the next generation of leaders in finance and help them realize and achieve their career goals.

Associate Partners (Available)$4,000Our Associate Partners enjoy a more flexible level of involvement in the MIPC, tailored to their needs. The contributions of our Associate Partners have allowed us to significantly grow the challenge over time and increase its visibility.

BENEFITS OVERVIEW

Presenting Founding Impact Associate

Company featured on communication materials andphysical merchandise

Access to one-on-one chats and interviews withstudents

Access to customized résumé books

Opportunity to host virtual sponsor “booths”

Opportunity to share promotional materials throughour social media and direct to students

Visibility and amount of promotional content on ourvirtual event platform (increases with level)

Opportunity to conduct info sessionswith students

Opportunity to send semi-finals judges5 3 3 1

Opportunity to send finals judges1 1 1

Special feature in MIPC’s social impact campaign

Opportunity to directly mentor semi-finalist teams

Opportunity to give a talk in our Speaker Series

Early access to customized résumé books

Opportunities for exposure during final round

Opportunity to give opening remarks at ourawards ceremony

Finals round hosted and promoted in yourcompany’s name

SPONSORSHIP ADD-ONS

Additional Prize Specific Benefits

Our prize structure is such that it rewards innovation, thoroughness, and excellence of all kind. Our judges assess all high-quality proposals, and it is indeed difficult to unanimously identify which single team deserves the first prize. Instead of offering a traditional 1st place prize, we award a “Top Proposal” prize to up to three teams, if their proposals are of equal merit. The remaining of the top 5 teams will share a “Runner-Up” prize.

Through our inclusive prize structure, we will be able bring to spotlight more diverse and innovative solutions, encourage intrinsic motivation, create greater intellectual exchange, and foster collaboration.

Partners who opt for naming rights enjoy increased exposure on top of their existing benefits. They will be promoted through our social media extensively in the week leading up to the finals weekend, be featured in our media after the competition, and of course have their name associated with the top proposals and winning teams.

Naming Rights to Top Proposal Cash Prize(1/1 Available)

$$77,,550000• $25,000 - $30,000 cash prize split among 1-3 teams in your company’s name

Naming Rights to Runner-Up Cash Prize(1/1 Available)

$$33,,550000• $10,000 - $15,000 cash prize in your company’s name

Naming Rights to Best Speakers Cash Prize (1/1 Available)

$$11,,000000• 5 x $500 cash prizes in your company’s name

Partner-Specific PrizesWe recognize that many of our partners want to reward a proposal that aligns with their core values. We offer several prizes to reward creative thinking. Examples could include “Most Sustainable Team,” “Best Risk Management,” or “Best Quantitative Analysis.” We can tailor these prizes to specific companies.

Naming Rights to Partner-Specific Cash Prize(4/4 Available)

$$11,,000000• $1,500 - $2,500 cash prize in your company’s name

McGill Student Recruiting (Available) -- $$550000

• A customized, pre-filtered résumé package from McGill students• Marketing of your firm and distribution of promotional materials internally with students

Panel Partner (1/1 Available) -- $$55,,000000

• MIPC 2021 theme-specific panel hosted in your company’s name• Promoted to challenge participants and the greater Montréal community as “MIPC Panel, Powered by [Company Name]”• Attendees include MIPC participants, sponsors, recruiters, McGill Alumni, practitioners from across Montréal, academics, and students• Opportunity to send one finals round guest judge

Extra Virtual Booths (Available) -- $$225500 ppeerr bbooootthh

• Ability to host multiple virtual “booths” to students, coordinated by MIPC team

Additional Sponsorship Options

MIPC 2020 SPONSORS

Presenting Partner

Founding Sponsors

Impact Sponsors

Associate Sponsors

MIPC 2020 JUDGES

Finals Judges

Bernard AugustinDirector,

Quantitative Research,Multi-Asset & Currency Management

CCIIBBCC AAsssseett MMaannaaggeemmeenntt

Martin ChapadosSenior Portfolio Manager,

Global EquitiesCCaaiissssee ddee ddééppôôtt eett ppllaacceemmeenntt dduu

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Scott LawrenceManaging Director and Head of

InfrastructureCCPPPP IInnvveessttmmeennttss

Marcia MoffatManaging Director,

Country Head of CanadaBBllaacckkRRoocckk

Mohamed MokhtariCanadian National Leader,

Financial Risk Management AdvisoryKKPPMMGG

Patrick OdierManaging Partner

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Francois ScheepersFounding Partner

VVaalliidduuss RRiisskk MMaannaaggeemmeenntt

Carl RobertVice President,

Total Fund InvestmentsPPSSPP IInnvveessttmmeennttss

Steve SaldanhaManaging Director,

Portfolio Management & Asset Allocation

OOnnttaarriioo TTeeaacchheerrss’’ PPeennssiioonn PPllaann

MIPC 2020 SPEAKERS & JUDGES

Stephen BenoitGlobal Trade Director,

Strategic Relationships and Investments,

EDC

Géraud DambrineExecutive Vice President,

Lombard Odier Group

Marc BrodeurAnalyst, International

Private Equity, CDPQ

Patrick BernesPortfolio Manager, Mutli-

Asset & Currency,CIBC Asset Management

Brian DoylePortfolio Manager,

CDPQ

Rob GibsonPrincipal, Developed Markets, Fixed Income & Currencies,

OTPP

Stéphanie GenoisManaging Director, Institutional

Client Business,BlackRock

Marc-André FrechetteAssociate, Institutional

Client Business,BlackRock

Caroline GrandoitVice President & Portfolio

Manager, Cross Asset,Fiera Capital

Emil KerimovSenior Associate,CPP Investments

Clifton IsingsChief Investment Officer,CN Investment Division

Jean-Sébastien HuardSenior Manager, Financial

Risk Management,KPMG

Sean KinsellaPrincipal, Portfolio Strategy,

Total Fund Management,OTPP

Sophie LeblancChief Investment Officer

& Treasurer,McGill Pension Plan

Michael LarkinDirector, Complementary

Portfolio,PSP Investments

Purnima KohliSenior Principal, Global

Credit Products,OTPP

Anne LefebvreSenior Director, CIO Strategy

and Governance,PSP Investments

Philippe MasseAssociate, Institutional Client

Business,BlackRock

Yuedan LiuAdvisor, CIO Group, Total

Fund Research & Knowledge Management,

PSP Investments

Catherine Lévesque-RousselManager, Financial Risk

Management,KPMG

Adam McConkeyFund Manager & Head of 1798

Volantis,Lombard Odier Group

Jeremy RosenfieldDirector, Energy, Raw Materials,

and Utilities,CDPQ

Jean-François PaquinVice President, Asset

Allocation,Trans-Canada Capital

Jasbir NizarHead of Business Development,

Lombard Odier Group

Elliot RudaPartner,

Converium Capital Management

Bryce SheltonPrincipal, Total Fund

Management, OTPP

William ScottSenior Portfolio Manager, Total Fund Management,

CPP Investments

Michael SagerVice President, Multi-

Asset & Currency,CIBC Asset Management

Kaveh TehraniPortfolio Manager, Macro

Strategies,,CPP Investments

Othmane TahriSenior Director, Total Fund

ManagementPSP Investments

Aaron SternChief Investment Officer,

Converium Capital Management

Christophe TruongDirector, Private Equity Funds,

CDPQ

Francis ThiviergeExecutive Director & Senior Portfolio

Manager, Multi-Asset & Currency,CIBC Asset Management

Semi-Final Judges

Keynote and Panel SpeakersStephen McLennan

Senior Managing Director,Total Fund Management

OTPP

Linda El GhordafPartner, Financial Risk Management,

KPMG

Wagner DadaSenior Portfolio Manager,

CPP Investments

Jasbir NizarHead of Business Development,

Lombard Odier Group

MIPC 2019 SPEAKERS & JUDGES

Keynote and Panel SpeakersJean Charest PC

Former Premier of Québec& Deputy Prime Minister of Canada

Clifton IsingsChief Investment Officer,CN Investment Division

Jonathan HausmanManaging Director & Head of

Global Strategist Relationships,OTPP

Yashu JoshiAssociate,

Global Consultant Relations,BlackRock

Jean-Sébastien HuardSenior Manager,

Financial Risk Management,KPMG

Dominique BarkerPortfolio Manager,

Real Estate, SRI, and Value,CIBC Asset Management

Géraud DambrineExecutive Vice President,

Lombard Odier Group

Yvan BretonHead of OCIO Services,

Canada,Mercer

Catherine BouchardResearch Director,

Healthcare,CDPQ

Caroline GrandoitVice President,

LDI & Multi-Asset Class Solutions,Fiera Capital

Marc-André FréchetteAssociate,

Institutional Client Business,BlackRock

Carlo DiLallaVice President and Head,

Client Portfolio Management,CIBC Asset Management

Rob GibsonAssociate,

Capital Markets,OTPP

Josée GuibordChief Executive Officer,

Evolugen by Brookfield Renewable

Patrick OdierSenior Managing Partner,

Lombard Odier Group

Sophie LeblancChief Investment Officer

& Treasurer,McGill Pension Plan

Purnima KohllSenior Principal,Capital Markets,

OTPP

Kevin LesterManaging Partner,

Head of Risk Strategy,Validus Risk Management

Gilles LavoiePrincipal,Mercer

Ryan MlllerPortfolio Manager,

Total Portfolio Management,CPPIB

Adrien LucisanoPrincipal,

Capital Markets,OTPP

Ali LodiSenior Associate,

Total Portfolio Management,CPPIB

Sachal MahajanPortfolio Manager,

Total Portfolio Management,CPPIB

Mohamed MokhtariPartner, Global Leader for Total Portfolio

Management & Investment Risk Management,KPMG

Bertrand MillotChief Stewardship Investing Officer,

CDPQ

Patrick OdierSenior Managing Partner,

Lombard Odier Group

Marcia MoffatHead of Canada,

BlackRock

Geoffrey RubinChief Investment Strategist,

CPPIB

Carl RobertVice President,

Total Fund Investment,PSP Investments

Michael SagerClient Portfolio Manager,Multi-Asset and Currency,CIBC Asset Management

Alexandre RoyVice President,

Total Fund Strategy,PSP Investments

Kaveh TehraniPortfolio Manager,

Macro Strategies, Capital Markets,and Factor Investing,

CPPIB

Francois ScheepersFounding Partner,

Validus Risk Management

Mark-André Saucier-NadeauGlobal Portfolio Manager, Value,

CDPQ

Francis ThiviergeExecutive Director & Senior

Portfolio Manager,CIBC Asset Management

Nick WinchAssociate,

Institutional Client Business,BlackRock

Stéphane VillemainDirector,

Responsible Investment,PSP Investments

Judges

MESSAGE FROM THE DEAN

Angel MiaoManaging Director

Corporate Relations

Oriane GerfauxManaging Director Communications

Ferhat GherbiManaging Director

Operations

Nabil AnoutiVP Media

Mia TranVP External

Frederic LapointeVP External & Sponsorship

Claudio CichiVP External

Greta HornVP External & Logistics

Samuel MosesVP External

Executive Team

Sebastien BetermierFaculty Director

Associate Professor, Finance

With the Guidance of...

Key DatesJune 30th

Early Bird Registration

Sep 13th

Case Release

Oct 11th

1st Round Decisions

Sep 12th

Standard Registration

Oct 3d

1st Round Submissions

Nov 4th & 5th

Finals Round

It is my pleasure to welcome you as a potential partner of the student-led McGill International

Portfolio Challenge (MIPC), a world-class knowledge hub tackling pressing grand socio-

economic challenges from the lens of long-term investments. To the industry partners who have

supported us from our humble beginnings in 2017, I appreciate your continued commitment to

our efforts as we launch this fifth edition.

The MIPC student executive team, under the tutelage of Desautels Finance Professor Sebastien Betermier, has

identified an invaluable opportunity for all stakeholders involved to bridge the gap between academic knowledge

and industry practices. As we collectively move towards a ‘new normal,’ the team intends to engage all our

stakeholders to continuously evolve our design and create a fruitful experience for everyone. Today’s asset

management industry is faced with a unique set of challenges that demands innovative and multi-dimensional

approaches. I believe that students have the ability and drive to shape the future of this industry.

Thank you in advance for your support and expression of confidence in the Desautels Faculty of Management

and McGill University. We look forward to welcoming the world’s most accomplished students and global industry

leaders to the virtual edition of MIPC.

Warm regards,

Morty Yalovsky

Interim Dean, Desautels Faculty of Management at McGill University

Grace FrancoeurExecutive Director

MIPC 2021

IN THE NEWS

"Brexit, equality and COVID-19: Finance students tackle topical

case study"

" MIPC on the Importance of Impact Investing"

" Students show how to integrate impact"

"2 student teams master McGill portfolio-building competition"

www.mipc.ca

T H E M C G I L L I N T E R N A T I O N A LP O R T F O L I O C H A L L E N G E