MORNING SESSION

   7:00 AM - 12:20 PM
 

Registration & Breakfast
   7:00 AM - 8:00 AM
 

Opening Remarks
 

Keynote Fireside - Investing Across the AI Stack
Mario Therrien (La Caisse) interviews Alex Sacerdote (WhaleRock Capital)
 

Best Idea Presentations
Michelle Ross (Stempoint Capital)
Ravi Bhat (Polar Asset Management)
Brad Dunkley (Waratah Capital)
Chris Taylor (Third Point)
Seth Fischer (Oasis Management)
 

Break
   10:15 AM - 10:45 AM
 

Keynote Fireside - Risk, Intelligence & Capital
Mario Therrien (La Caisse) interviews Sander Gerber (Hudson Bay Capital)
 

Panel — Powering Our Future: How to Meet Tomorrow's Energy Needs
Brandon Freiman (KKR)
Oliver Renault (La Caisse)
Robert Horn (Blackstone)
Andrew Alley (PSP Investments)
Moderator: Patrick Charbonneau (PSP Investments)

Lunch

   12:20 PM - 1:30 PM

Afternoon Session

   1:30 PM - 5:10 PM
 

Best Idea Presentation
Yacov Arnopolin (PIMCO)
 

Keynote Fireside - Allies, Adversaries & Alpha: A NATO Commander’s Investment Lens
Anik Lanthier (Richter) interviews Chris Cavoli (Valor Equity Partner)
 

Best Idea Presentations
Jeffrey Tory (Pembroke)
Paul Britton (Capstone)
 

Break
   3:00 PM - 3:30 PM
 

Panel — Regimes and Change: Is This the Macro World Series?
Louis-Vincent Gave (Gavekal)
Karen Karniol-Tambour (Bridgewater Associates)
Moderator: Stephen Harvey (Sagard Wealth)
 

Best Idea Presentations
Charles Haggar (Bastion Asset Management)
Aaron Stern (Converium Capital)
 

Concluding Remarks

Cocktail Reception

   5:10 PM - 7:00 PM