2024 SBAI Toronto IDEAS Breakfast

Our IDEAS Breakfast is designed to bring a small group of Asset Allocators together to discuss issues that are top of mind.

(This is by invitation only)

Agenda:

A discussion led by Ben Samild around building the TPA model and his journey at the Future Fund, sharing some of the challenges and opportunities he has encountered on the way.

Discussion topics include:

  • Innovating the investment model –  Key lessons from Future Fund
  • How to unite the team around the “total portfolio”?
  • How to get the Board on board? How does their involvement change?
  • The power of old habits: How to prevent them from derailing the framework?
  • Can lower efficiency in investment decision making become problem? How agile do you need to be?
  • Looking back to the start: How to initiate the journey towards a total portfolio approach – what are the key success factors?

The second half of the breakfast will be a broader “tour de table” where participants will share top-of-mind issues. 

 

This event is by invitation only, please contact [email protected] for furither information.