At a moment of heightened economic and geopolitical uncertainty, how are leading institutional investors thinking about capital allocation? With perspectives from Canada and the United States, this discussion will examine how portfolios are being positioned in a more fragmented and less predictable global environment, highlighting where capital is moving and what that signals for the economic outlook ahead.
Join Canadian Club Toronto on June 16 to hear from senior investment leaders as they explore the balance between risk and opportunity across public and private markets, and how long-term strategies are evolving in response.
The discussion will be moderated by Amber Kanwar, host of In the Money and will feature insights from:
Edwin Cass – Senior Managing Director & Chief Investment Officer, CPP Investments
Joyce Chang – Chair of Global Research, J.P. Morgan
Thomas Lee – Executive Director & Chief Investment Officer, NYSTRS
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As CPP Investments’ Chief Investment Officer, Ed works closely with the CEO, the Chief Financial Officer, Chief Risk Officer, and Investment Department leaders to strengthen the organization’s investment activities with the aim of generating greater performance gains.
He joined CPP Investments in 2008, initially heading the Global Capital Markets group during the financial crisis. He subsequently headed the Global Corporate Securities group and then the Global Tactical Asset Allocation team, all within the Public Market Investments department. Ed served as Chief Investment Strategist and Head of Total Portfolio Management from 2014 to 2017 and was most recently the Global Head of Real Assets.
With over 25 years of investment experience, Ed previously held senior positions at Fortress Management Group, Deutsche Bank Canada and TD Securities.
Ed holds a BS (Hons) in Theoretical Physics from Queen’s University and a Bachelor of Laws (LLB) degree from York University’s Osgoode Hall Law School.
Joyce Chang is the Chair of Global Research for J.P. Morgan’s Commercial and Investment Bank, with 36 years of experience in Global Research. Her expertise spans Macro, Cross-Asset, Fixed Income, Emerging Markets, Geopolitical, and Strategic Research. She has held numerous leadership positions in research since joining JPMorgan in 1999, including Global Head of Research, Global Head of Fixed Income Research and Global Head of Emerging Markets Research. Joyce began her career as an Emerging Markets Strategist in 1989 and held top rankings in Institutional Investor surveys for Emerging Markets Research, earning 25 #1 individual rankings, and was inducted into the Fixed Income Analyst Society Hall of Fame in 2014. Before joining J.P. Morgan Chase in 1999, she was a Managing Director at Merrill Lynch and Salomon Brothers.
Joyce is the Executive Sponsor for J.P. Morgan Chase’s AsPIRE network for employees of Asian heritage. She serves on the Board of Directors for the German Marshall Fund, Fixed Income Analyst Society, Asian American Business Development Center, and Trickle Up. Additionally, she serves on numerous Board of Visitors and External Advisory Councils for major universities, including Columbia, Princeton, Georgetown, and UC Berkeley. Joyce is a member of the Council on Foreign Relations, Inter-American Dialogue, Economic Club of New York and Committee of 100. She has been included in Barron’s 100 Most Influential Women in Finance and in American Banker’s Top 25 Most Powerful Women in Finance. Joyce holds an M.P.A. from Princeton and a B.A. from Columbia, where she received the John Jay Award for professional achievement.
Thomas K. Lee was appointed in 2007 as the sixth leader of the New York State Teachers’ Retirement System (NYSTRS), which was founded in 1921. He is responsible for the administration of retirement benefits to nearly 455,000 participants and the investment of plan assets totaling $160 billion.
NYSTRS is among the best-funded public pension plans in the nation with a funded status of 100.2%. The System pays approximately $9 billion in annual benefit payments, over 80% of which are distributed to New York residents.
Mr. Lee is a member of the Executive Committee of the National Association of State Retirement Administrators (NASRA). He serves on the Board of the National Council of Real Estate Investment Fiduciaries (NCREIF).
Mr. Lee has a BA in Political Science and Sociology from Dickinson College, a MA in Political Science from Temple University, and a MBA from George Washington University.
Amber Kanwar is one of Canada’s top business journalists. For more than a decade she was an Anchor and Reporter at BNN Bloomberg. She is the host of In the Money with Amber Kanwar – a brand new investing podcast to help investors make profitable decisions in their portfolios. She has conducted hundreds of interviews with portfolio managers, CEOs, central bankers and politicians. She was also a regular contributor to Bloomberg and CTV. Kanwar holds a Bachelor of Arts in management and organizational studies from the University of Western Ontario, and a Masters in Journalism from Ryerson University.
