Overview

In era of shifting markets, geopolitical tensions, and evolving regulations, technology and data remain the unwavering foundation for innovation and resilience on the Buy Side.

This event will explore how you can transcend uncertainty and be empowered to adapt, grow, and thrive with the help of Bloomberg’s end-to-end solutions and insights. Join Buy-Side industry leaders as we discuss the future of agnostic data, global interoperability, and the role technology as a stabilizing force in an unpredictable world.

Join us for a dynamic day of Buy-Side discussion and insights, featuring themes such as:

  • Canadian Investment Outlook – Major economic events in the past year, key regulatory changes and disruptive technologies affecting the Canadian investment landscape.
  • Total Portfolio View – How institutional investors are effectively allocating capital across public and private assets.
  • Private Markets – The evolving role of private investments in portfolio strategies and technology.
  • Technology Transformations – The future of outsourcing, open architecture, and re-platforming.
  • AI in Finance – Using AI to enhance the research process and decision-making.

Stay tuned for the full agenda and speaker lineup. In the meantime, mark your calendar and secure your spot.

 

Thank you for your interest. The event is at capacity and registration is now closed.

Agenda

8:30 AM

Registration & Networking Breakfast

9:00 AM

Welcome Remarks
Elizabeth Blanchet, Bloomberg 

9:05 AM

Keynote Panel: Canadian Investment Outlook: Lessons from the Last Year
David Rosenberg, Rosenberg Research
Frances Donald, RBC
Moderated by: Melissa Shin, Bloomberg 

9:25 AM

Bloomberg Roadmap + 2025 Vision + AI Integration
Aryeh Hauptman, Bloomberg 

10:00 AM

Break

10:15 AM

Navigating Private Markets with Bloomberg (Total Portfolio view)
Jonathan Fuss, Bloomberg 

10:45 AM

Achieving a ‘Total Portfolio’ Strategy across Asset Classes – How Modifying Portfolio’s to Adjust to this New Phase of Growth
Petra Wendroth, Private Credit SMD & PM, SLCM
Aaron Bennett, CIO, University Pension Plan
Moderated  by: Patrick Gaughan, Bloomberg 

11:30 AM

Panel: The Buy-Side Technology Transformation Playbook
Omar Syed, Fiera
Mike Thompson, Alpha FMC
Moderated by: Evan Reynolds, Bloomberg 

12:15 PM

Lunch

1:15 PM

Interconnected Data: Using Technology ​to Maximize Your Data ROI
Don Huff, Bloomberg
Maureen Gallagher, Bloomberg

2:00 PM

APIs
Kevin Wietsma, Bloomberg
Hamdi Mohammed, Bloomberg

2:45 PM

Break

3:00 PM

AI in Investment Decision Making 
Dan Yungblut, 1832/Scotia
Elizabeth Saati, CIBC AM
Moderated by: David Rosenberg, Bloomberg 

3:45 PM

The Next Decade in Canadian Institutional Investing

4:00 PM

Networking Reception

When & Where

Wednesday, April 23rd
8:00 am – 4:30 pm
Reception to follow

Shangri-La Toronto
188 University Avenue
Toronto, ON M5H0A3
Canada