Agenda

Event Information
Bodhi Research Group recently turned five years old!

To help commemorate this milestone, we have organized the Bodhi Research Group Symposium. This special symposium has curated top-notch speakers to share their insights in different facets of alternative investments, asset management, and the economy.
Schedule
8:30 AM
Arrival
9:00 AM
Welcome
Speaker:
Dr. Ranjan Bhaduri, PhD CFA CAIA, Founder & CEO Bodhi Research Group
9:15 AM
The turning points of major asset classes can give a multi-year investment advantage to those investors attuned to market shifts.  This session highlights the current market outlook in the context of these longer-term forces.   Macro-observations in the capital and commodity markets are discussed.
Speaker:
Constance Everson, Managing Partner, Capital Markets Outlook Group (and Investment Committee Member of Mass PRIM, investment & audit committee of Weredale Foundation)

Pierre-Philippe Ste-Marie, Visiting Researcher, Bodhi Research Group
Market Outlook
9:45 AM
Geopolitical risk has increased as the golden era of globalization has ended.  The ramifications of geopolitical risk to portfolios can be very significant.  This presentation highlights some prudent and practical portfolio construction techniques that help to mitigate geopolitical risk.
Speaker:
Oleg Mogilny, CFA, Managing Director, Head of Public Market Alternatives at Investment Management Corporation of Ontario (IMCO)
Building Portfolios Resilient to Rising Geopolitical Risks
10:15 AM
This session explores different liquid alpha strategies in the quantitative sphere.
Speakers:
Hazlitt Gill, Senior Research Director, Wells Fargo Investment Institute
Jodie Gunzberg, CFA, Managing Director, CoinDesk
Grant Jaffarian, Portfolio Manager, Crabel Capital Management
Dr. Senthil Sundaram, PhD, Kula Investments
Dr. Anne-Sophie van Royen, PhD
, CIO Quantitative Strategies, Asset Management One International
Finding Alpha - Manager Panel
11:00 AM
Coffee Break
11:30 AM
University Pension Plan is the newest example of the Maple Model.  It has assembled an impressive team that is committed to building a world-class program that embodies responsible investing.  This session discusses pension portfolio management and highlights UPP’s external investment goals.
Speaker:
Aaron Bennett, CFA, CIO University Pension Plan
Keynote 1: Fireside Chat - CIO Challenges & Opportunities
12:15 PM
Lunch (Until 1:30 PM)
12:45 PM
Keynote 2: Legend's Lounge
This session will be a fun and interactive Q&A with the most successful Canadian tennis player of all-time.
Speaker:
Daniel Nestor, Olympic Gold Medalist & Pro Tennis Legend
1:30 PM
The Evolution of the Private Equity Secondaries Market
The private equity secondaries market has grown exponentially in recent years.  This session outlines the evolution from its early days to the current environment.  The current market environment for traditional LP fund transfers, GP-led transactions and structured and liquidity driven solutions is discussed.
Speaker:
Scott Connors, Managing Director + President, FlowStone Partners
Shael Soberano, CFA
, CIO, Sharno Group
2:00 PM
Keynote 3: Data Science for Private Markets
This session gives insight into how intelligent statistical analysis of large data sets can give an advantage in private equity deals.
Speaker:
John McCormick, J.D, Yale Law School (former Global Group Head of Blackstone Alternative Asset Management (BAAM), the $82 Billion AUM and Asset Management division of the Blackstone Group)
2:45 PM
The panel discusses buy-side risks that are important but not obvious.  It confers on a variety of topics that span transactions, legal issues, and operations.
Speaker:
Barbara Boucher, L.L.B, Adm.A. Senior Director, CDPQ
Carlos Ferreira, CFA FRM CPA,
 Founder and Managing Director, Capital Governance Partners
Robert MacLaverty, Managing Director, SEDA Experts
Important Buy-Side Risks
3:15 PM
This session considers portfolio construction and total portfolio management techniques that integrate ESG in both the private and public markets.  Ideas from climate risk management are shared.
Speaker:
Brittany Buhay, CFA, Principal - Total Portfolio Management, OMERS
Tanya Carmichael, LL.B, ICD.D,  Advisor
Dr. Samuel Kaharabata, PhD,  Director of Quantitative Research, Methodology & Product Architecture, Climate Solution, SustainAnalytics Morningstar
Jamy Kallikaden
, Portfolio Manager, Portfolio Design & Construction, CPP Investments
Deborah Ann Trott, CFA, Founder and Director, Trott Lombardo Consulting
Portfolio Perspectives on ESG Integration
4:00 PM
Alpha can be found using an interesting strategy, sound portfolio construction, or innovative trade idea.  This discussion is of interest to both allocators and asset management firms.
Speaker:
Brandon Gill New, CFA, Director and Head of Multi-Strategy Investing and Digital Assets, Capital Markets Group, OPTrust
Andy Greene, CAIA, CIM, Managing Director Investments, TTC Pension Plan
Darryl Orom, CIM, FCSI, Portfolio Manager, Public Equities, AIMCO
Dr. Davide Sabatini, OD
, Solutions Engineer, Bodhi Research Group
Finding Alpha - Pension Perspectives Panel
4:45 PM
Conclusion