APRIL 4 — 6, 2018Terranea, L.A.’s Ocean Front Resort, Rancho Palos Verdes, CA

GLOBAL INVESTING IN AN ERA OF FRAGMENTATION

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AGENDA

WEDNESDAY, APRIL 4

5:00 p.m. Speaker Rehearsal (Marineland Rooms 1-2)

6:00 p.m. Registration and Opening Cocktails (Cielo Point)

7:00 p.m. Dinner (Cielo Point)

THURSDAY, APRIL 5

7:00 a.m. – 7:45 a.m. Breakfast (Cove Terrace)

7:45 a.m. – 8:00 a.m. Opening Remarks and First Icebreaker (Marineland Rooms 1-2)

8:00 a.m. – 9:00 a.m. SESSION ONE – KEYNOTE (Marineland Rooms 1-2) War and Peace Challenges and Their Impact on the Global Economy The North Korea nuclear crisis; the Syrian, Yemeni, and Libyan civil wars in the Middle East; and Vladimir Putin’s aggression in Europe all pose a threat to peace and stability in 2018. What will be the impact on the global economy and business conditions worldwide? Harvard professor and former U.S. Under Secretary of State Nicholas Burns will present his views on these critical events.Speaker: Nicholas Burns, professor, Harvard University, and former U.S. Under Secretary of State

9:00 a.m. – 9:30 a.m. SESSION TWO (Marineland Rooms 1-2) Applying a Private Equity Approach to Generate Returns in Public EquitiesPrivate equity investors have generated positive returns for their clients over the past several decades. In addition, a quirk in the methodology of the measurement in risk and return provides another benefit of private equity: the return streams are not highly correlated with public equities. Many institutional investors responded by allocating capital away from public equities and into private equities—a shift that has accelerated since the global financial crisis. In this session, Tawhid Ali will address two issues. First, he’ll compare and contrast private versus public equity investing in a way to identify potential advantages in public equities that perhaps haven’t been fully appreciated. Second, he’ll share how taking some of the methods used in private equity and deploying them in public equity can lead to different portfolios—ones that can play a meaningful return-generating role.Speaker: Tawhid Ali, portfolio manager, global, international and European value equities, AllianceBernstein

AGENDA • APRIL 4 — 6, 2018

9:30 a.m. – 10:00 a.m. SESSION THREE (Marineland Rooms 1-2) Innovation: A Disruptive Force for Global Growth Growth opportunities are out there; they’re just harder to find. Identifying sources of potentially disruptive innovation can represent a compelling strategy for finding growth in a low-growth world. As a long-term investment analyst covering the technology sector, Brian Barbetta conducts research on themes and trends that continue to shape our daily lives and represent exciting investment opportunities. From artificial intelligence to self-driving cars, to virtual worlds, technology will change the way we think, learn, and live.Speaker: Brian Barbetta, managing director and global industry analyst, Wellington Management

10:00 a.m. – 10:30 a.m. Networking Break (Foyer)

10:30 a.m. – 11:00 a.m. SESSION FOUR (Marineland Rooms 1-2) China: A Deeper DiveDuring this session, Andy Rothman will present a framework for thinking about the Chinese economy, and the potential implications for investors. Last year was surprising in many ways, with a constructive relationship between Donald Trump and Xi Jinping, and outperformance by many listed Chinese companies. Will the relationship between Trump and Xi continue to blossom, or will it be stunted by trade disputes? Will North Korea jump from distraction to conflict? How sustainable is the rebound in Chinese corporate earnings growth? Will the China bears finally be rewarded for worrying about debt and ghost cities? Will China remain the world’s best consumer story? Rothman will help contrast the headlines that may drive short-term sentiment toward China with the long-term fundamental drivers of China’s secular economic growth, highlighting risks and investment opportunities. Speaker:Andy Rothman, investment strategist, Matthews Asia

11:00 a.m. – 11:30 a.m. SESSION FIVE (Marineland Rooms 1-2) Innovative Investing Opportunities in Insurance-linked Securities and Catastrophe BondsThe 2017 Atlantic hurricane season was exceptionally active in August and September as Hurricanes Harvey, Irma, and Maria battered Texas, Florida, and Puerto Rico, respectively. These catastrophic events caused widespread destruction, triggered major insurance claims, and acted as catalysts for insurance-linked securities (ILS). These insurance losses will cause premiums to rise and yields to increase as risk is repriced. Driven by investors attracted to high spreads and the opportunity to diversify their portfolios, the ILS market has taken off in recent years. In Canada, that opportunity has only recently begun, and many investors are seeking guidance for assessing the potential of this niche asset class.Speaker:Jonathan Malawer, managing director, K2 Advisors (This session is sponsored by Franklin Templeton Investments)

AGENDA • APRIL 4 — 6, 2018

11:30 a.m. – Noon SESSION SIX (Marineland Rooms 1-2) Unintended Factor Bias in Global AllocationsAllocation to factors has been increasing in popularity year over year, but implementation in portfolio construction can still be a challenge for institutional investors. Bill DeRoche will discuss the unintended factor biases that could create risk or reduce diversification in a traditional global portfolio and how to avoid these unintended and undetected biases.Moderator:Caroline Cakebread, editor, Canadian Investment Review

Speaker:Bill DeRoche, chief investment officer and portfolio manager, AGFiQ Asset Management

Noon – 1:00 p.m. Lunch Reception (Cove Terrace)

1:00 p.m. – 1:30 p.m. SESSION SEVEN (Marineland Rooms 1-2) Demystifying Private Credit Post-crisis regulation has had, and will continue to have, a disruptive effect on financial business models. Banks in particular have been heavily disrupted by higher capital requirements, higher loss provisions, and higher compliance costs—all of which are prompting them to exit from more non-core businesses. With these changes, the opportunity set has significantly grown for illiquid financing, leading to the increased popularity of “private credit” funds. While there’s an illusion of simplicity around private credit, the reality is more complex, with the sector encompassing a wide range of borrower/asset types as well as a complex spectrum of collateral and risk profiles. Christian Stracke will speak to opportunities in private strategies, cutting through the noise and discussing how the market has evolved and expanded, key considerations for asset managers in creating a private credit portfolio, and common misperceptions surrounding private credit. Speaker: Christian Stracke, managing director and global head of credit research, PIMCO

1:30 p.m. – 2:00 p.m. SESSION EIGHT (Marineland Rooms 1-2) Defensive Risk Premia in a Time of ChangeThe investing backdrop for 2018 is challenging. Amid the longest bull market in history, investors need to consider all the potential disruptors, from new technologies to government policy in Canada and, indeed, globally, to any number of unforeseen events. Investors can’t simply reduce their market exposures, but they’re looking for tools to protect themselves in the event that volatility picks up, leading to temporary market drawdowns. Against this economic and market backdrop, Chris Adair and Heather Wolfe will provide context into how Canadian DB pension plans can hedge (or “off set”) potential market disruption or dislocation that change could bring.Moderator:Caroline Cakebread, editor, Canadian Investment Review

Speakers:Chris Adair, senior managing director, head of sales, client service and strategy, Ryan Labs Asset Management, a Sun Life Investment Management CompanyHeather Wolfe, senior managing director, head of business development and client relationships, Sun Life Institutional Investments (Canada) Inc.

AGENDA • APRIL 4 — 6, 2018

2:00 p.m. – 2:30 p.m. SESSION NINE (Marineland Rooms 1-2) Global Equities: Disruption, Innovation, and the Right Side of ChangeTechnological innovation, changing consumer tastes, and the evolution of new business models are upsetting the competitive balance in a growing number of global industries. With this wave of disruption expected only to accelerate, Jennifer O’Hara Martin will explore the current global market outlook and identify investment opportunities and business models that stand to benefit— and those most at risk.Speaker:Jennifer O’Hara Martin, portfolio specialist in the U.S. equity division, T. Rowe Price

2:30 p.m. – 3:00 p.m. Networking Break (Foyer)

3:00 p.m. – 3:30 p.m. SESSION TEN (Marineland Rooms 1-2) Private Market Solutions for Public Market QuestionsChanges in regulations are accelerating the growth of private markets. As monetary and other policy initiatives make it more difficult for investors to meet their targets, private market strategies are becoming an increasing part of the solution.Speaker:Alan Cauberghs, head of private assets, Schroders

3:30 p.m. – 4:00 p.m. SESSION ELEVEN (Marineland Rooms 1-2) Transformational HealthOver the next 10 years, healthcare systems around the world will experience a monumental change. The change is necessary for addressing the increasing demand for healthcare services as populations age, at the same time as public finances find themselves under continuous pressure. The good news is, there’s a wide range of technologies showing promise in addressing many of the challenges facing healthcare systems. Better health at a lower cost could become a reality. For example, the decreasing cost of genome sequencing, increasing computing power, deep learning algorithms, and gene therapy will help us to resolve the many mysteries of human biology and also provide us with tools that can target diseases with much greater precision. Companies that succeed in delivering substantial improvements to human health will also be able to deliver attractive investment returns.Speaker: Julia Angeles, investment manager, Baillie Gifford

4:00 p.m. Day One Closing Remarks (Marineland Rooms 1-2)

6:00 p.m. Cocktail Reception (Point Terrace)

7:00 p.m. Formal Dinner (Point Terrace)

AGENDA • APRIL 4 — 6, 2018

FRIDAY, APRIL 6

7:30 a.m. – 8:30 a.m. Breakfast (Cove Terrace)

8:30 a.m. – 8:45 a.m. Opening Remarks and Second Icebreaker (Marineland Rooms 1-2)

8:45 a.m. – 9:15 a.m. SESSION TWELVE (Marineland Rooms 1-2) Global Real Estate Investing: Push or Pull?Global real estate is on the rise in Canadian pension portfolios as institutional investors grapple with low interest rates and a growing need for income and yield. But as demand outstrips supply in the current Canadian property investment universe, investors may be pushed into global real estate as well as pulled by its benefits and positive attributes. In this interactive fireside chat, you’ll discover the global trends that will drive real estate returns in key regions across the globe, how major advances in technology are affecting the global landscape, and the various implementation factors and considerations for institutional investors looking to invest beyond their domestic borders.Moderator:Caroline Cakebread, editor, Canadian Investment Review

Speaker:Timothy Bellman, managing director, head of global research, Invesco Real Estate

9:15 a.m. – 9:45 a.m. SESSION THIRTEEN (Marineland Rooms 1-2) The Next Chapter of Asia’s Growth Story Despite Asian equities remaining relatively attractive in terms of valuations, recent flows into this asset class have been modest, with a focus on risk in the region, especially associated risks with China. However, with maturity in the markets growing and reforms providing investors with confidence, there’s once again renewed interest in the region. What do China’s “One Belt, One Road” and “Made in China 2025” strategies mean for the region, not to mention the rest of the world? What do these strategies and the evolution of innovative Asian companies mean for global trade? Catherine Yeung will explore the trends and drivers for the next chapter in Asia’s growth story, including infrastructure developments and the rise of the consumer and the transformation of Asian companies into global leaders. Speaker:Catherine Yeung, investment director, Fidelity International

9:45 a.m. – 10:15 a.m. SESSION FOURTEEN (Marineland Rooms 1-2) Fireside Chat – A U.S. Plan Perspective on Global Opportunity During this session, you’ll learn more about some of the challenges facing the San Diego County Retirement Association and what keeps chief investment officer Stephen Sexauer up at night. Moderator:Caroline Cakebread, editor, Canadian Investment Review

Speaker:Stephen Sexauer, chief investment officer, San Diego County Retirement Association

AGENDA • APRIL 4 — 6, 2018

10:15 a.m. – 10:35 a.m. Networking Break (Foyer)

10:35 a.m. – 11:20 a.m. SESSION FIFTEEN (Marineland Rooms 1-2) Plan Sponsor PanelCanadian pension funds are adding global diversification to their portfolios. But while global investing is taking root in the equity portfolio of many plans, it has been tougher to shake off the home-country bias across other areas of a pension portfolio. How have Canadian pension plans approached global investing, and what barriers have they encountered to moving further into global assets? What opportunities do they see in the global universe, and what best practices can they share with other plan sponsors?Moderator:Caroline Cakebread, editor, Canadian Investment Review

Panellists:Josée Mondoux, director of investments, Canadian Medical Protective AssociationFrancois Quinty, director investment management, VIA RailRajiv Silgardo, president and CEO, UBC Investment Management Trust

11:20 a.m. – Noon SESSION SIXTEEN (Marineland Rooms 1-2) The Final Roundup: Time for Your Questions The Global Investment Conference Bear Pit is back—but with a twist. We’ve asked some speakers to return to the stage to take questions from you surrounding this year’s theme and to wrap up the conference content with a few key takeaways. Before this, you’ll have a chance to discuss your outstanding questions at your tables. A Canadian Investment Review staff member will collect the questions and randomly choose which ones to ask the bear pit participants. Good luck!Participants:Alan Cauberghs, head of private assets, Schroders Andy Rothman, investment strategist, Matthews AsiaCatherine Yeung, investment director, Fidelity International

Noon Conference Concludes With Closing Lunch

6:00 p.m. Optional Pub Night for Guests (Nelson’s Pub)

AGENDA • APRIL 4 — 6, 2018

ATTENDEES

ATTENDEES • APRIL 4 — 6, 2018

First Name Last Name Title Company

Chris Adair Senior Managing Director Ryan Labs Asset Management Inc.

Tawhid Ali Portfolio Manager Alliance Bernstein

Julia Angeles Investment Manager Baillie Gifford International, LLC

Steven Arts Assistant Vice-president AllianceBernstein

Brian Barbetta Global Industry Analyst Wellington Management

Sean Beddoe Business Development Hanover Group of Companies

Martin Bélanger Director, Investments Western University

Tim Bellman Head of Global Research Invesco

Thak Bhola Manager, Pension, Investments and Administration Goodyear Canada Inc.

Adam Bomers Portfolio Manager and Director Scotia Institutional Asset Management

Wendy Brodkin Managing Direcetor AllianceBernstein

Steven Brooks Executive Director Newfoundland and Labrador Teachers' Association

Chuck Bruce CEO Provident10

Nick Burns Professor Harvard

Michael Butera General Manager, External Portfolios and Risk Management Officer, Pension Fund

Canada Post Corporation

Martha Callum Senior Director, Total Rewards Coca-Cola Refreshments Canada

Julie Caron Senior Vice-president, Institutional Investment Services Franklin Templeton Institutional

Alan Cauberghs Head of Private Assets Schroders

Gary Chateram Vice-president, Institutional Sales Fidelity Investments Canada Institutional

Celine Colgan Head of North American Institutional Business Matthews Asia

Kevin Dell Head of Fixed Income Investments Workers Compensation Board of Alberta

Patrice Denis Executive Vice-president, Account Manager PIMCO Canada

Bill DeRoche Chief Investment Officer and Portfolio Manager AGFiQ

Keith Dixon Chair of Trustees University of Victoria Combination Pension Plan

Ben Drury Director Baillie Gifford International, LLC

Fern Elliott Chief Executive Officer Nunavut Trust

Paola Farnesi Vice-president and Treasurer Domtar

Florence Fiorino Director, Financial Services Ford Motor Company of Canada

Maxime Gionet Trader, Money Market and Foreign Exchange Bimcor Inc.

Stuart Graham Manading Director, Head of PIMCO Canada PIMCO Canada

ATTENDEES • APRIL 4 — 6, 2018

Emilian Groch Director UBC IMANT/Provident10/Calgary Firefighters

Asif Haque Director, Investments CAAT Pension Plan

Rosemary Hatnay Director, Pensions and Benefits George Weston Ltd

Russell Hiscock President and Chief Executive Officer CN Investment Division

Lucie Iadeluca Senior Manager, Treasury Operations Domtar Corporation

David Johnson Senior Advisor, Treasury Investment Services Suncor Energy Inc.

Donna Johnston Pension Executive IBM Canada

Terry Kirby Senior Vice-president, Institutional Services Franklin Templeton

Peter Klein Professor of Finance Beedie School of Business, Simon Fraser University

Jerry Knoll Pension Investment Manager BC Hydro

Maciek Kon Director, Quantitative Analysis and Strategic Research University of British Columbia Investment Management

Mike Leslie Executive Director, Investments UBC Faculty Pension Plan

Leia Levand Investment Analyst, External Program Workers' Compensation Board - Alberta

Ali Lodi Senior associate and total portfolio management Canada Pension Plan Investment Board

Alain Malaket Chief Executive Officer InBenefits

Jonathan Malawer Managing Director Franklin Templeton/K2 Advisors

Paul Malizia Vice-president, Institutional Investments Invesco

Robert Mann Vice-president, Institutional Sales AGF Investments Inc.

Eric Mansour Managing Director, Pension Investments Scotiabank

Jacques Marleau Director and Deputy Treasurer City of Montreal

Jennifer Martin Portfolio Specialist T. Rowe Price

Alan Matijas Managing Director, Canada Wellington Management

Josee Mondoux Director of Investments Canadian Medical Protective Association

Paula Moore Vice-president, Tax and Treasury Bayer Inc.

Thavanesan Naidoo Director, Pension Fund Hydro One

Chris Nicolls Managing Director Coquitlam Schools Pension Plan

Ryan Ogrodniczuk Vice-president, Finance Hanover Group of Companies

William Pacula Director of Marketing Baillie Gifford International, LLC

Michael Peck Senior Vice-president, Institutional Investments Invesco

Isabelle Perrault Relationship Manager Wellington Management

Manouel Petroulakis Chief Investment Officer Workers Compensation Board of Manitoba

Diana Prenovost Advisor, Pension Investments Rio Tinto

Francois Quinty Director, Investment Management VIA Rail Canada

Neha Ranavat Senior Client Relationship Associate, Institutional Business Matthews Asia

ATTENDEES • APRIL 4 — 6, 2018

Farouk Ratansi Executive Director Credit Union Pension and Benefits Trust

John Rattray General Counsel, Secretary and Chief Reliability Compliance Officer

Independent Electricity System Operator

Judy Robinson Executive Director General Synod Pension Plan

Andy Rothman Investment Strategist Matthews International Capital Management, LLC

Ross Servick Head of Canada Schroder Investment Management

Stephen Sexauer Chief Investment Officer San Diego County Employees Retirement Association (SDCERA)

Sahar Sharafzadeh Senior Analyst, Pension Investment and Financial Risk Teck Resources Limited

David Shedd Vice-president, Institutional Sales Fidelity Investments Canada

Craig Siddall Consultant Relations, Canada T.Rowe Price

Rajiv Silgardo President and Chief Executive Officer UBC Investment Management Trust Inc.

Michelle Skelly Director, Institutional Business Development Schroder Investment Management

Michael Still Vice-president, Head of Institutitonal Distribution AGF Investments Inc

Christian Stracke MD, Global Head, Credit Research PIMCO Canada

Gary Timlick Senior Vice-president and Chief Financial Officer Wawanesa Insurance

Lu Traikovich Vice-president, Corporate Human Resources Postmedia Network Inc.

Terri Troy Retired Chief Investment Officer HRM Pension Plan

Stefanie Tuff Assistant Executive Director Newfoundland and Labrador Teachers' Association

Blake Walker Deputy City Treasurer City of Calgary

Bruce Winch Head of Sales, Canada T. Rowe Price

Heather Wolfe Senior managing director, head of business development and client relationships

Sun Life Institutional Investments (Canada) Inc.

Chad Yaskiw Portfolio Manager, Public Markets University of Alberta

Catherine Yeung Investment Director Fidelity Investments

SPEAKERS

SPEAKER BIOGRAPHIES

NICHOLAS BURNSNicholas Burns is a former U.S. Under Secretary of State for Political Affairs, a former U.S. Ambassador to Greece and NATO and a former White House Special Assistant. He is currently a Harvard Professor and is seen as one of the most distinguished career diplomats of our time, who served under Democratic and Republican Presidents and offers a bipartisan view of foreign and security affairs and global trends in the 21st century. A preeminent leader, lecturer and writer whose bi-partisan successes have made him one of the most significant voices on globalization, foreign and defense policy, and global strategy today, Nicholas Burns shares powerful insights on America’s future role in international leadership. For nearly three decades, Burns was at the forefront of shaping and articulating the U.S.’s position on the world stage during times of unprecedented crisis and change—from the collapse of the Soviet Union and end of the Cold War to China, India and Brazil’s rise to power. Serving as the State Department’s third highest ranking official (2005–2008), Burns led negotiations on the U.S.-India Civil Nuclear Agreement, negotiated a long-term military assistance agreement with Israel and was the lead U.S. negotiator with China, Russia and Europe on Iran’s nuclear program. Appointed as the U.S. Ambassador to NATO, Burns led key efforts to secure international support for the wars in Iraq and Afghanistan, and while U.S. Ambassador to Greece, played a major role in trade, investment and closer counter-terrorism ties with that country. Burns is currently the Goodman Professor of Diplomacy and International Relations at Harvard’s Kennedy School of Government and is Director of the school’s Future of Diplomacy Project. He is also Director of the Aspen Strategy Group, Senior Counselor at the Cohen Group, and serves on the Board of Directors of Entegris, Inc. Providing audiences with a candid look at American diplomacy in action and what lies ahead for U.S. foreign policy, Burns is a widely sought-after media commentator appearing frequently on PBS, FOX, MSNBC, BBC and CNN, and writes frequently for major international publications on foreign affairs.

KEYNOTE

SPEAKER BIOGRAPHIES

TAWHID ALITawhid Ali is a portfolio manager of global, international and European value equities with AllianceBernstein. Ali manages global equities, has been managing European value equities since 2012, and became the division’s director of research in 2008. Ali was previously a research analyst covering retail and leisure stocks in Europe. Prior to joining the firm in 2003, he worked in the New York and London offices of McKinsey as an engagement manager. Ali holds an AB from Harvard University and an MBA from the University of Chicago and is located in London. CHRIS ADAIRChris Adair is the senior managing director and head of sales, marketing and strategy at Ryan Labs Asset Management. In this role, Adair provides customized comprehensive portfolio solutions, including traditional fixed income, overlay, and tail-hedging solutions. He works closely with clients and plan sponsors focusing on traditional fixed income allocations, opportunistic customized fixed income, de-risking glide paths, pension settlements and terminations. Additionally, he works with clients on implementing overlay risk solutions at the portfolio level including tail-hedging solutions, passive and active duration, equity, and currency. Adair has been advising and working with corporations, consultants, hedge funds, pension plans, endowments, and foundations on accessing and managing a variety of market beta risk for 23 years. He holds a B.S. in Finance from Babson College.

JULIA ANGELESJulia Angeles is an investment manager with Baillie Gifford. She holds a Ph.D. in Economics from the University of Aarhus, Denmark and speaks fluent Russian and Danish. Before joining Baillie Gifford in April 2008, Angeles worked as a management consultant at McKinsey & Company advising firms in Denmark, Russia and Hungary. She has been part of different global and regional teams within Baillie Gifford and is currently on the EAFE Alpha Team and a member of the EAFE Alpha and Positive Change Portfolio Construction Groups.

BRIAN BARBETTABrian Barbetta is a managing director and global industry analyst with Wellington Management Company LLP’s Technology team. As a long-term investment analyst covering the technology sector, he conducts research on themes and trends that continue to shape our daily lives. From artificial intelligence to self-driving cars to virtual worlds, these innovations will fundamentally change our world. Barbetta joined Wellington Management in 2012, after a summer internship with the firm completing a project on the gaming software industry. Prior to business school, he was a senior analyst at Analysis Group, Inc., where he designed and performed economic and financial analyses for complex business litigation (2006 – 2010). He earned his MBA from the Massachusetts Institute of Technology and holds a B.Sc. from SUNY Buffalo in business administration with a concentration in finance.

SPEAKERS

SPEAKER BIOGRAPHIES

TIMOTHY BELLMANTimothy Bellman is managing director and head of global research with the Invesco Real Estate team. Bellman joined Invesco Real Estate’s (IRE) global research team in July 2012 and is responsible for global asset allocation and coordinating the research efforts of the three regional heads of research in North America, Europe and Asia-Pacific. He manages an in-house team of 16 researchers and is based in the Dallas office. Prior to joining IRE, Bellman worked for ING Real Estate Investment Management (INGREIM) for seven years, most recently as the global head of research and strategy and previously as the Asia-Pacific head of research and strategy. In this leading role, he provided strategic guidance to the firm’s global/cross-border clients and funds and worked both in the Hong Kong and London office. Before INGREIM, Bellman was the regional investment strategist for LaSalle Investment Management and head of research & strategy for Asia-Pacific for Jones Lang LaSalle. Tim spent 16 years in Hong Kong and was the first chairman of the Research Committee of ANREV, the association for non-listed real estate vehicles. Bellman holds an MA from Cambridge University and a MPhil from Reading University in the UK. He is a Member of the Royal Town Planning Institute and a noted author, real estate market commentator and presenter. Bellman has 31 years of real estate experience.

ALAN CAUBERGHSAlan Cauberghs is the head of private assets at Schroders, which involves managing the global Private Asset division of Schroders. He joined Schroders in 2013 and is based in London. He was a senior investment director, fixed income at Schroders Investment Management from 2013 to 2017, which involved representing the global fixed income franchise and managing the global Fixed Income Product Team. He was a founding partner at Serone Capital Management LLP from 2009 to 2013, which involved managing alternative credit solutions, with a focus on structured credit, stressed and distressed debt. Cauberghs was a managing director at Fisher Francis Trees & Watts from 2004 to 2009, which involved managing the London office and being responsible for Client Service and Business Development for EMEA. He was the deputy head of fixed income at Dexia Asset Management from 1998 to 2004, which involved managing the global fixed income business and running macro and credit portfolios. He is a member of the CFA Society of the UK, a CFA Charterholder, has a MA in Financial analysis from ICHEC in Brussels and a MA in Finance from the University of Antwerp (UFSIA). BILL DEROCHEBill DeRoche is chief investment officer and portfolio manager at AGFiQ Asset Management. He is one of the co-founders of FFCM. Founded in 2009, FFCM is a Boston-based investor advisory firm founded with a vision to provide investors efficient and inexpensive exposure to investment factors through a family of ETFs and investment strategies otherwise limited to institutional investors. Before founding FFCM, DeRoche was a vice-president at State Street Global Advisors and was the head of the U.S. Enhanced Equities team. His focus was on managing long only and 130/30 US strategies, as well as providing research on SSgA’s stock-ranking models and portfolio construction techniques. Prior to joining SSgA in 2003, he was a quantitative analyst and portfolio manager at Putnam Investments. He has been working in the investment management field since 1995. DeRoche has a Bachelor’s degree in Electrical Engineering from the United States Naval Academy and an MBA from the Amos Tuck School of Business Administration at Dartmouth College. He is a CFA charterholder and holds FINRA licenses 7, 63 and 24. AGFiQ Asset Management (AGFiQ) is a collaboration of investment professionals from Highstreet Asset Management Inc. (HSAM), a Canadian registered portfolio manager, and of FFCM, LLC (FFCM), a U.S. registered adviser. This collaboration makes up the quantitative investment team at AGF.

SPEAKER BIOGRAPHIES

JENNIFER O’HARA MARTINJennifer O’Hara Martin is a portfolio specialist in the U.S. Equity Division of T. Rowe Price and is a member of the US Structured Research Equity Strategy portfolio oversight team and Global Technology Equity Strategy team. She is a vice-president of T. Rowe Price Group, Inc. and has 22 years of investment experience, 13 of which have been at T. Rowe Price. She joined the firm in 2005 as an equity research analyst covering food retailing and discount stores and had portfolio management responsibilities in the firm’s US Structured Research Equity Strategy. Prior to joining T. Rowe Price, she was an equity research analyst at Northern Trust, following telecommunications and business services companies. Martin was also employed by Merrill Lynch, where she worked as an investment banking analyst. She earned a B.S. in agricultural economics from the University of Illinois at Urbana-Champaign and an M.B.A. from Northwestern University, Kellogg School of Management. She presently serves on the Board of Trustees of the Baltimore Museum of Art.

JOSÉE MONDOUXJosée Mondoux is director of investments for the Canadian Medical Protective Association (CMPA), responsible for the oversight of a $4.8 billion Reserve for Claims. She is a member of senior management and a primary resource within the Association for providing investment related tactical support and strategic guidance to members of senior management, the Investment Committee and Council, including asset class selection, asset–liability modelling, financial risk identification and management, portfolio design and implementation, and investment performance monitoring and reporting. She provides strategic leadership and management to the CMPA’s front office as well as the middle office responsible for the performance and risk functions. Mondoux holds the CFA, CAIA, FMA and FCSI designations.

JONATHAN MALAWERJonathan Malawer is managing director at K2 Advisors. He graduated from the University of Maryland in 2002 with a B.S. in Finance and began his investment career at Thomson Financial with their Capital Markets Consulting group where he primarily supported investment banks’ equity and debt capital market desks. In 2004, Malawer worked at General Motors Asset Management as an analyst within their group dedicated to hedge fund investing, where he was first exposed to the ILS (“Insurance Linked Securities”) market while covering multi-strategy hedge funds. Malawer joined K2 in July 2007 and is a co-head of their ILS, commodities and environmental investment strategies. In addition, he is a frequent speaker at ILS industry conferences. Outside K2, he is a board member of University of Maryland Smith School of Business New York alumni chapter. Previously, he was a member of Best Buddies New York Committee and he received his CFA designation in 2006.

FRANCOIS QUINTYFrancois Quinty acts as director, investment management for VIA Rail Canada, which operates the national passenger rail service. He oversees the investments of the corporation defined benefit pension plans, supplemental plans, hybrid plan and DC plan with assets totaling $2.4 billion. He is responsible for establishing and implementing the investment policies, the selection and monitoring of external managers, the internal management of a $350M fixed income portfolio as well as for the ongoing reporting to the Investment Committee of the Board. Other responsibilities also include implementing funding policies and involvement in strategic plan design initiatives. He holds a bachelor degree in Finance from the University of Quebec in Montreal and is a CFA charter holder. Prior to joining VIA Rail, Quinty has held various investment related positions at Laurentian Bank of Canada and State Street.

SPEAKER BIOGRAPHIES

ANDY ROTHMANAndy Rothman is an investment strategist at Matthews Asia. He is principally responsible for developing research focused on China’s ongoing economic and political developments while also complementing the broader investment team with in-depth analysis on Asia. In addition, Rothman plays a key role in communicating to clients and the media the firm’s perspectives and latest insights into China and the greater Asia region. Prior to joining Matthews Asia in 2014, he spent 14 years as CLSA’s China macroeconomic strategist where he conducted analysis into China and delivered his insights to their clients. Previously, he spent 17 years in the U.S. Foreign Service, with a diplomatic career focused on China, including as head of the macroeconomics and domestic policy office of the U.S. embassy in Beijing. In total, Rothman has lived and worked in China for more than 20 years. He earned an M.A. in public administration from the Lyndon B. Johnson School of Public Affairs and a B.A. from Colgate University. He is a proficient Mandarin speaker.

STEVE SEXAUERSteve Sexauer is the chief investment officer of San Diego County Employees Retirement Association (SDCERA). He is responsible for managing SDCERA’s investments, which total over $10 billion, and advising the Board of Retirement on the Trust Fund’s investment policy, strategy and asset allocation. Prior to joining SDCERA in 2015, he worked at Allianz Global Investors managing over $7 billion in multi-asset institutional portfolios and retirement income solutions. He has co-authored papers on retirement portfolios published in The Financial Analysts Journal, The Institutional Investor Journal of Retirement and The Retirement Management Journal. He has a Master of Business Administration in Economics and Finance from the University of Chicago and a Bachelor of Science in Economics from the University of Illinois.

RAJIV SILGARDORajiv Silgardo is president and CEO of UBC Investment Management Trust. He has more than 30 years of experience in the investment industry as a senior executive and in the area of quantitative asset management. Prior to joining UBC Investment Management Trust in December 2016, Silgardo was Co-CEO of BMO Global Asset Management. After joining the Bank of Montreal in 2009, he helped establish and grow BMO GAM from approximately $50 billion in assets under management to over $300 billion. Before BMO, Silgardo spent 14 years with Barclays Global Investors (BGI). With $2.2 trillion in assets under management, BGI was the world’s largest and pre-eminent investment firm. His most recent position at BGI was as president and CEO in Canada. He is a past member of the TSX Trading Advisory Committee and of the Board of Governors of the Bishop Strachan School in Toronto. He has also served on the Advisory Board at The Ted Rogers School of Business at Ryerson University and the Board of Directors of CETFA (Canada Exchange Traded Fund Association).

SPEAKER BIOGRAPHIES

CHRISTIAN STRACKEChristian Stracke is a managing director in the Newport Beach office, global head of the credit research group, and co-head of PIMCO’s BRAVO opportunistic private strategies complex. The credit research group covers all levels of the debt capital structure for targeted industries, including investment grade and high yield bonds, bank debt and convertibles. Stracke is also a senior portfolio manager across PIMCO’s suite of private credit strategies, investing across mortgage, real estate, specialty financials, corporate special situations, and performing private corporate credit. In addition to his portfolio management responsibilities, he sits on the firm’s Executive Committee. Prior to joining PIMCO in 2008, he was a senior credit strategist at CreditSights and also held positions as head of Latin America fixed income strategy with Commerzbank Securities and head of Latin America local markets strategy with Deutsche Bank. He has 20 years of investment experience and holds an undergraduate degree from the University of Chicago. He is also a returned Peace Corps volunteer, having served as an agroforestry extension agent in Mauritania, West Africa.

HEATHER WOLFEHeather Wolfe is senior managing director, head of business development and client relationships, Sun Life Institutional Investments (Canada) Inc. She is responsible for achieving Sun Life Institutional Investments (Canada) Inc.’s sales targets and delivering excellent client service. She also works closely with Bentall Kennedy and the Defined Benefit (DB) Solutions team to coordinate our client-facing activities in the marketplace. Wolfe joined Sun Life in 2011 to help grow the DB Solutions business as managing director, client relationships, leading the sales, service and marketing teams for DB Solutions until the end of 2017. In 2018, she took on the role of managing director, LDI Strategy, where she was responsible for creating and selling customized investment solutions to Canadian institutional investors. Through both roles, she has worked closely with Sun Life Investment Management, including Sun Life Institutional Investments (Canada) Inc. to meet the needs of Canadian institutional investors. Prior to joining Sun Life, she held senior roles at TD Bank (AVP, retirement and savings plans) and Mercer (consulting actuary). She holds a Bachelor of Science degree from the University of Toronto and is a qualified actuary in the U.K., Canada and the U.S.

CATHERINE YEUNGCatherine Yeung is an investment director for Fidelity International and is based in Hong Kong working within the investment team and with the Portfolio Managers. She is responsible for product management and communication of Fidelity’s equity investment capabilities across the region. Yeung joined Fidelity in 2006 and has accumulated over 21 years of experience working in the investment industry. Prior to joining Fidelity, she spent five years at BT Financial Group in Sydney, Australia, three of which was the Assistant Portfolio Manager, managing BT’s Diversified Funds. During 1995 to 1999, Yeung was a Futures Broker at Bankers Trust Australia and United Capital Securities in Sydney, Australia, where she was responsible for broking 3- and 10-year bond futures. She also spent two years working in the media industry. Yeung holds a Master of Commerce degree and Bachelor of Arts degree from the University of Sydney, Australia and holds an Investment Management Certificate.

CORPORATEPROFILES

CORPORATE PROFILES

AGF INVESTMENTSFounded in 1957, AGF Management Limited (AGF) is a diversified global asset management firm with retail, institutional, alternative and high-net-worth businesses. As an independent and diversified global asset management firm, AGF brings a disciplined approach to delivering excellence in investment management and to providing an exceptional client experience. Being an independent firm has allowed us to make strategic acquisitions that improve our client service experience and enable us to offer new and innovative products, while enhancing our research capabilities.

Our suite of diverse investment solutions extends globally to a wide range of clients, from individual investors and financial advisors to institutions, including pension plans, corporate plans, sovereign wealth funds, endowments and foundations.

Invested in Discipline: Our ApproachAt AGF, our approach is defined by three principles. Together, they create a disciplined process that is transparent, repeatable, and deeply woven into our DNA – delivering consistent outcomes for our clients, whatever tomorrow may bring.

Shared IntelligenceOur teams work together to form a global perspective, while maintaining the autonomy required to deliver on distinct investment philosophies.

Measured ApproachOur teams diligently apply real-time research, data and analytics across everything we do at AGF, minimizing drastic changes and protecting long-term growth.

Active AccountabilityOur teams apply consistent processes designed to deliver repeatable results, where active management truly equals active expectations.

To learn more about AGF, visit agf.com/institutional.

AGF Investments is a group of wholly owned subsidiaries of AGF Management Limited, a Canadian reporting issuer. The subsidiaries included in AGF Investments are AGF Investments Inc. (AGFI), AGF Investments America Inc. (AGFA), Highstreet Asset Management Inc. (Highstreet), AGF Asset Management (Asia) Limited (AGF AM Asia) and AGF International Advisors Company Limited (AGFIA).

The entities are affiliated and owned by AGF Management Limited, a Canadian reporting issuer. Published: March 16, 2018.

Is momentum driven by unprecedented growth?

Or unsustainable greed?

™ The ‘AGFiQ’ logo is a trademark of AGF Management Limited and used under licence. AGFiQ Asset Management (AGFiQ) is a collaboration of investment professionals from Highstreet Asset Management Inc. (HSAM), a Canadian registered portfolio manager, and of FFCM, LLC (FFCM), a U.S. registered adviser. This collaboration makes up the quantitative investment team. Publication Date: March 19, 2018.

Data is nothing without context. At AGFiQ, we judge an investment by combining and weighting up to 140 factors, and then our multi-disciplined team goes beyond, digging for the meaning behind the numbers. That’s the process behind our multi-factor investment approach. Our investment strategiesoffer access to a wide variety of market exposures and desired client goals.They also allow for change. We’re constantly tweaking and tuning, looking to improve. That’s how we ensure stability for our clients, and yours. AGFiQ.com

CORPORATE PROFILES

ALLIANCE BERNSTEIN

EXPERTISE. INSIGHTS. SOLUTIONS.AB is a leading investment-management firm that strives to anticipate and advance what’s next. Our diverse clientele, including institutions that range from pension plans to sovereign wealth funds, has entrusted us with managing nearly $480 billion in assets globally. With skilled research, investment and client-facing professionals in 22 countries and 46 cities across the globe, every client—everywhere—can benefit from access to our firm’s full resources. Our diverse network of global research analysts works every day to make connections between disparate pieces of information, seeking differentiated, actionable insights that guide better investment decisions. Our seasoned experts leverage an extensive, integrated global footprint that we’ve built over four decades, providing global perspective, independent research and investment discipline across asset classes.

PROACTIVE INVESTMENT STRATEGIESPartnering closely with our clients, we harness our collective insights to design, tailor and apply strategies that meet specific investment objectives and time horizons. As markets and our clients’ needs have evolved, we’ve evolved, too. Today, our investment solutions span all markets and asset classes—creating a diverse and strategic balance of global services.

❯ Fixed Income: We bring together innovative research and forward-looking perspective across our suite of global, regional, multi-sector and single-sector fixed-income services to solve our clients’ most complex and unique investment challenges.❯ Equities: Driven by distinctive research insights, we provide a comprehensive suite of equity strategies across geographies, capitalization ranges, and investment styles—each focused on achieving outcomes that matter to our clients.❯ Multi-Asset: We design and deliver a full range of integrated multi-asset solutions tailored to the needs of each client, helping keep them ahead of the evolving investment landscape.❯Alternatives: Bringing together independent agility and institutional strength, we provide a variety of nontraditional investments and strategies that can help diversify portfolios with new sources of risk and return.

OUR GOALAt AB, with our unique combination of expertise, innovative offerings and global reach, we work tirelessly to help keep our clients ahead of tomorrow. Explore what AB has to offer at abglobal.com

© 2018 AllianceBernstein L.P.

We are a proud sponsor of the 2018

GLOBAL INVESTMENT CONFERENCE (GIC)

Learn more at AllianceBernstein.com

Connecting all markets and asset classes, we create insight-driven investment solutions for evolving needs.

CORPORATE PROFILES

BAILLIE GIFFORD INTERNATIONAL LLCBaillie Gifford manages C$15.5* billion for Canadian clients. The firm has been in business for over 100 years and is one of the leading privately-owned investment management firms in the UK.

We have been managing money for Canadian clients for over 20 years and provide a variety of international, emerging markets and global equity portfolios for public and corporate pension plans in Canada, as well as a variety of non-pension sponsors.

The success of the firm has been largely built on the simple foundations of good performance, good service and low staff turnover. Independent ownership allows us to focus on the key areas of investment performance and proactive client service. Our partnership structure fosters stability and loyalty in our people and as investment management is our only business we have no conflicts of interest, which gives an extra clear focus to our clients’ needs.

Our structure combines the best of experience and international comparison. We believe that our analysis of individual business has added the most value for our clients. Not only has it helped us to produce steady returns from stock selection – we feel this to be a more reliable source of return because it is based on hundreds of separate decisions – but it has also alerted us to forthcoming wider macroeconomic challenges.

Over 109 professional investors travel the world in search of new stock ideas but have the added advantage of a common home base in Edinburgh where they can compare opportunities face to face with colleagues and deepen their analysis to mutual benefit. It is a well-tried and tested system which we believe will stand us in good stead as we embark on our second century of investment management for leading institutional clients.

For more info, visit bailliegifford.com

* As of December 31, 2017

SCOTTISH INDEPENDENT PARTNERSHIP SINCE 1908

BAILLIE GIFFORD OVERSEAS LIMITED IS THE COMPANY THROUGH WHICH BAILLIE GIFFORD MANAGES INVESTMENTS FOR PENSION FUND, FINANCIAL INSTITUTIONS AND ENDOWMENT/FOUNDATION CLIENTS OUTWITH THE UK. IT IS WHOLLY OWNED BY THE INDEPENDENT INVESTMENT MANAGEMENT FIRM, BAILLIE GIFFORD & CO, WHICH WAS FOUNDED IN 1908 AND EMPLOYS MORE THAN 900 PEOPLE.

BAILLIE GIFFORD PLAYS AN ACTIVE ROLE IN THE COMMUNITY BY SUPPORTING PROJECTS IN THE AREAS OF EDUCATION, SOCIAL INCLUSION, AND THE ARTS.

Visit www.bailliegifford.com for more information.

BAILLIE GIFFORD OVERSEAS LIMITED

CORPORATE PROFILES

FIDELITY INVESTMENTSFidelity Canada Institutional serves a diversified client base across all major asset classes, focusing on corporate and public defined benefit and defined contribution pension plans, endowments and foundations, insurance companies, MEPPS and financial institutions. Built on over 50 years of serving the needs of institutional investors worldwide, we offer active and risk-controlled disciplines including; Canadian, U.S., international and global equity, fixed-income, asset allocation, real estate and custom solutions.

Philosophy and ApproachThe cornerstone of our investment philosophy is the belief that outstanding research drives results.We believe in fundamental bottom-up research that is focused on identifying opportunities that offer stable growth through an investment cycle. Combined with prudent risk management and portfolio construction expertise, this allows us to offer best-in-class solutions aligned with our clients’ interests.

Research Excellence❯ Our global research capabilities and portfolio construction expertise allows us to combine investment insights and our unique perspectives into actionable solutions to meet the needs of our clients.

Proprietary Insights & Unrivalled Access❯ Exclusive access to in-house research, unavailable to others.❯ Unparalleled access to company management, central bankers and policymakers around the world.❯ Our analysts carry out on-the-ground research—visiting companies and speaking to customers, competitors, suppliers and independent experts to gain conviction.

360° Views on Companies ❯ We combine insights from equity and credit research to form a 360° view on companies.

Client-Focused Alignment❯ A commitment to understanding each client’s business, goals and expectations❯ Long-term value creation aligned with our clients’ goals❯ A client-service culture focused on accountability, accessibility and transparency

We have the experience to develop the investment solutions that are right for you.

For more information, visit https://institutional.fidelity.ca

BRINGINGTHE BEST OFFIDELITY’SINSTITUTIONALINVESTMENT CAPABILITIES TO CANADA

FIDELITYCANADA INSTITUTIONALTM

■ CANADIAN EQUITY ■ U.S. EQUITY ■ INTERNATIONAL EQUITY ■ GLOBAL EQUITY ■ FIXED INCOME ■ ASSET ALLOCATION ■ REAL ESTATE ■ CUSTOM SOLUTIONS

© 2018 Fidelty Investments Canada ULC. All rights reserved.

CORPORATE PROFILES

FRANKLIN TEMPLETON INVESTMENTSAt Franklin Templeton, we are dedicated to one goal: delivering exceptional asset management to our clients. By bringing together multiple, world-class investment teams in a single firm, we are able to offer specialized expertise across styles and asset classes, all supported by the strength and resources of one of the world’s largest asset managers. This has helped us to become a trusted partner to individual and institutional investors across the globe.

Focus on Investment ExcellenceAt the core of our firm, you will find multiple independent investment teams, each with a focused area of expertise, from traditional to alternative strategies and multi-asset solutions. Because our portfolio groups operate autonomously, their strategies can be combined to deliver true style and asset class diversification. All of our investment teams share a common commitment to excellence grounded in rigorous, fundamental research and robust, disciplined risk management. Decade after decade, our consistent, research-driven processes have helped Franklin Templeton to earn an impressive record of strong, long-term results.

Global Perspective Shaped by Local ExpertiseIn today’s complex and interconnected world, smart investing demands a global perspective. Franklin Templeton pioneered international investing over 60 years ago, and our expertise in emerging markets spans more than a quarter of a century. Today, we have over 600 investment professionals on the ground across the globe, spotting investment ideas and potential risks first-hand. These locally based teams bring in-depth understanding of local companies, economies and cultural nuances and share their best thinking across our global research network.

Strength and ExperienceFranklin Templeton is a leading global investment manager with over $956 billion in assets under management, serving clients in over 150 countries*. We run our business with the same prudence we apply to asset management, staying focused on delivering relevant investment solutions, strong long-term results and reliable, personal service. This approach, focused on putting clients first, has helped us to become one of the most trusted names in financial services.

For more information, visit ftinstitutional.ca

* As of February 28, 2018

Franklin Templeton Institutional is part of Franklin Templeton Investments Corp. © 2018 Franklin Templeton Investments Corp. All rights reserved.

TURN VOLATILITY INTO OPPORTUNITY WITH LIQUID ALTSIn today’s world, the only thing that seems certain is uncertainty. And while traditional strategies can be vulnerable to volatility, that same volatility can represent an opportunity to generate attractive, risk-adjusted returns through alternative strategies.

To learn more about investing in liquid alts, email:

Julie Caron, CFA, Sr. Vice-President julie.caron@franklintempleton.ca

Terry Kirby, CFA, Sr. Vice-President terry.kirby@franklintempleton.ca

Andrew Knox, CFA, Vice-President andrew.knox@franklintempleton.ca

CORPORATE PROFILES

INVESCOWith over CAD$1.1 Trillion* in assets under management and offices in 120 countries, Invesco is a leading independent global investment management company.

Invesco’s 13 investment centres across the globe encourage and reward independent thought through discrete, well-defined philosophies and styles across a broad range of strategies. Our investment capabilities range from equities and fixed income to alternatives, including real estate, private equity, multi-asset and risk parity.

With close to 20 years of experience serving the pension market in Canada and an in-depth knowledge of regulatory and market environments, we understand what it takes to help plan sponsors meet their fiduciary obligations. Engaging clients and consultants as partners, we tailor solutions to their unique needs to seek a sound financial future for the individuals and institutions we serve.Invesco Ltd. is listed on the New York Stock Exchange (NYSE) under the symbol IVZ.

* As at December 31, 2017.

Invesco Canada Ltd. is part of Invesco Ltd.

Invesco Global Direct Real Estate strategy is available for sale only to Canadian accredited investors as defined under National Instrument 45-106.

Invesco® and all associated trademarks are trademarks of Invesco Holding Company Limited, used under licence. © Invesco Canada Ltd., 2018

With a low correlation to both bonds and equities, a global direct real estate portfolio can provide instant diversification benefits. Gain exposure to major real estate markets throughout Europe, Asia-Pacific and the U.S., with Invesco Global Direct Real Estate Strategy.

One stop for global direct real estate exposure

Singular focus. Exceptional solutions.Contact Michael Peck, SVP Institutional Investments at 416.324.7679 or Michael.Peck@invesco.com.

invescorealestate.ca

CORPORATE PROFILES

MATTHEWS ASIAAt Matthews Asia, we believe in the long-term growth of the region, concentrating our efforts and expertise within Asia since our founding in 1991. As an independent, privately owned firm, we are among the largest dedicated Asia investment specialists. For more than 25 years, we have applied our high conviction, bottom-up, fundamental investment philosophy, with a focus on long-term investment performance, investing through a variety of market environments. Today, we offer a select range of strategies that provide exposure to the equity and bond markets of one of the world’s fastest-growing regions. Together, we partner with our clients to craft investment solutions best suited to their unique goals and tolerances, investing in the future of Asia.

To learn more, visit institutional.matthewsasia.com

©‎ 2018 Matthews International Capital Management, LLC

Are your emerging marketinvestments missing something?Asia represents one-third of global GDP and more than half of the world’s annual growth. Is your emerging market portfolio capturing this growth? 66% of institutional investors plan to increase their allocation to Asia–the world’s fastest growing region.

For over 25 years, we have focused on Asian markets, partnering with our clients to pursue an active, fundamental approach to investing. The result: unique, benchmark-agnostic solutions across equity and fixed income markets designed to capitalize on Asia’s future growth.

To put the real power of Asia in your portfolio, visit matthewsasia.com/institutional

CORPORATE PROFILES

PIMCOPIMCO is one of the world’s premier fixed income investment managers. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 45+ years since, we have continued to bring innovation and expertise to our partnership with clients seeking the best investment solutions. Today we have offices across the globe and 2,150+ professionals united by a single purpose: creating opportunities for investors in every environment. PIMCO partners with a wide range of institutions, including corporations, central banks, universities, endowments and foundations, and public and private pension and retirement plans. In addition, we work with financial advisors and millions of individual investors pursuing personal financial goals, from preparing for retirement to funding higher education. Investing our clients’ assets is a tremendous responsibility, and for that reason there can be no shortcuts. We work relentlessly to help these investors reach their goals.

To learn more, visit pimco.ca

CMR2018-0314-321535

Today, fixed income demands more than a fixed approach. It means staying ahead of ever-changing markets. Making the most of traditional strategies, but also looking beyond them. Not just finding opportunities for investors, but creating them. And working relentlessly to help our clients succeed in every environment.

EXPLORE NEW POSSIBILITIES AT PIMCO.COM

All investments contain risk and may lose value. Investing in the bond market is subject to risks, including market, interest rate, issuer, credit, inflation risk, and liquidity risk. Investors should consult their investment professional prior to making an investment decision. The products and services provided by PIMCO Canada Corp. may only be available in certain provinces or territories of Canada and only through dealers authorized for that purpose. ©2018 PIMCO.

CORPORATE PROFILES

SCHRODERSSchroders is a truly global asset management firm with a proud 210-year history and professionals in 41 offices across 27 countries. Schroders provides a full range of actively managed domestic, international and emerging market investment products: from equities to fixed income, and multi-asset- to alternatives. Our firm structure and investment philosophy are focused on strengthening the partnership with our clients over the long-term. Schroders offers innovative solutions by intelligently challenging global market practices in anticipation of what’s ahead. Schroders is also deeply committed to its sustainable investment philosophy and seeking to make a wider contribution to society. Schroders has been managing assets for Canadian clients since 1994 with CAD$757.7 billion in assets under management and administration as of December 31, 2017.

To learn more, visit schroders.com/ca

www.schroders.com/ca

CORPORATE PROFILES

SUN LIFE INVESTMENT MANAGEMENTThe Sun Life Investment Management group of institutional investment management companies comprises Sun Life Institutional Investments (Canada) Inc. and Bentall Kennedy (Canada) Limited Partnership in Canada, and Prime Advisors Inc., Ryan Labs Asset Management and Bentall Kennedy (U.S.) Limited Partnership in the United States.

These operations have combined third-party assets under management of $59 billion as of December 31, 2017. Sun Life Investment Management is supported by the investment division of Sun Life Assurance Company of Canada that manages $146 billion in assets under management for the Sun Life Financial group of companies as of December 31, 2017.

For more info, visit sunlifeinvestmentmanagement.com

Yield for the long term

Institutional investors know that long-term liabilities need a long-term investment outlook. And, in today's market, they need solutions that add yield without sacrificing quality. The Sun Life Investment Management companies offer institutional investors access to long-standing expertise in traditional and alternative yield strategies and liability-driven investments.

Our sustained track record of delivering results has earned our clients’ trust in our ability to manage their assets for the long term. Our strategies include:

Investment grade credit

Private credit

Structured credit

High yield

Multi-credit

Derivatives

Real estate debt and equity

To learn more visit: sunlifeinvestmentmanagement.com

The Sun Life Investment Management group of institutional investment management companies comprises Sun Life Institutional Investments (Canada) Inc. and Bentall Kennedy (Canada) Limited Partnership in Canada, and Prime Advisors, Inc., Ryan Labs Asset Management and Bentall Kennedy (U.S) Limited Partnership in the United States. This information is intended for institutional investors only and is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. It is not for retail use or distribution to individual investors. Investors should consult with their professional advisors before acting upon any information contained in this document. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility. Forward looking statements are speculative in nature and may be subject to risks, uncertainties and assumptions which could differ significantly from the statements.

© 2018, Sun Life Investment Management

CORPORATE PROFILES

T. ROWE PRICE T. Rowe Price is an asset management firm focused on delivering global investment management excellence that investors can rely on—now, and over the long term.

We provide an array of separate account management and related services for institutions and accredited investors.

Our intellectual rigor helps us seek the best ideas for our clients, our integrity ensures that we always put their interests first, and our stability lets us stay focused on their goals as we pursue better investment outcomes.

The principle on which Thomas Rowe Price, Jr., founded the firm in 1937—that his company’s success should follow from the success it achieves for its clients—continues to guide us today. Our disciplined investment approach is rooted in proprietary research carried out by experienced professionals around the globe. To this approach, we bring a deep understanding of client needs and a long-term view that balances risk and reward. And we nurture a culture that encourages collaboration and diverse thinking.

Facts about T. Rowe Price (as of 30 September 2017):❯ CAD $1,182.7 billion* in assets under management (more than 50% institutional)❯ Headquartered in Baltimore, MD U.S. with 23 offices in 16 countries across four continents❯ Serves clients in over 40 countries❯ Over 6,700 associates worldwide❯ Offers a full range of equity and fixed income strategies across various market capitalizations, sectors, styles, and regions❯ Management Committee members average 15 years’ tenure❯ Investment portfolio managers average 16 years’ tenure❯ Publicly traded, independent organization with substantial associate ownership (NASDAQ-GS: TROW)❯ Solid balance sheet with no long-term debt

* The combined assets under management of the T. Rowe Price group of companies. The T. Rowe Price group of companies includes T. Rowe Price Associates, Inc., T. Rowe Price International Ltd, T. Rowe Price Hong Kong Limited, T. Rowe Price Singapore Private Ltd., and T. Rowe Price (Canada), Inc. Assets under management are calculated in U.S. dollars and converted to Canadian dollars using an exchange rate determined by an independent third party.

At T. Rowe Price, it’s been our mission since 1937 to always act in the best interests of our clients. The markets may be complex, but our investment approach is straightforward. We believe in teamwork, fundamental research and taking a long-term approach. So in markets both good and bad, you can feel confident our investment approach stands the test of time.

Put our equity and fixed income expertise to work for you.

www.troweprice.com/institutional

CONFIDENCE IS KNOWING OUR INVESTMENT APPROACH STANDS THE TEST OF TIME

Intended for Accredited Investors only. The value of an investment and any income from it can go down as well as up. Investors may get back less than the amount invested. Issued in Canada by T. Rowe Price (Canada), Inc. T. Rowe Price (Canada), Inc.’s investment management services are only available to Accredited Investors as defined under National Instrument 45-106. T. Rowe Price (Canada), Inc. enters into written delegation agreements with affiliates to provide investment management services. T. ROWE PRICE, INVEST WITH CONFIDENCE, and the Bighorn Sheep design are, collectively and/or apart, trademarks of T. Rowe Price Group, Inc. © 2018 T. Rowe Price. All rights reserved.CECHOYM6W

Equity and Fixed Income Expertise

CORPORATE PROFILES

WELLINGTON MANAGEMENTTracing our history to 1928, Wellington Management is one of the largest independent investment management firms in the world. We are a private firm whose sole business is investment management, and we serve as investment adviser for institutional clients in over 60 countries. Our most distinctive strength is our commitment to rigorous, proprietary research — the foundation upon which our investment approaches are built. Our commitment to investment excellence is evidenced by our significant presence and long-term track records in nearly all sectors of the global securities markets.

We have been managing Canadian client assets since 1979. Today we manage over C$22 billion in fixed income, equity, and alternative investment strategies for a distinguished group of over 45 clients across Canada. Public and corporate pensions, mutual fund sponsors, insurance entities, endowments, foundations, and family offices, have benefitted from our global presence and breadth of expertise.

AT A GLANCE (as of 30 September 2017)Business❯ C$1.31 trillion of client assets under management❯ 13 offices worldwide❯ 2,200+ clients❯ 62 countries in which clients are based

People & Portfolios❯ 660 investment professionals❯ 17 years of experience, on average❯ 158 partners, all active at the firm❯ 200+ investment approaches

Investment Approaches We manage portfolios on behalf of our institutional clients across a broad range of investment approaches that include:❯ Global and Regional Fixed Income❯ Global and Regional Equity❯ Alternatives❯ Multi-Asset❯ Absolute Return❯ Hedge Funds

Learn more at wellington.com

ANNOUNCING OUR NEW TORONTO OFFICEwellington.com/canada

Global reach.Local knowledge.

©2018 Wellington Management llp 474071_4

SPONSORED BY