On Wednesday, October 23, 2024, TD Global Investment Solutions (TDGIS) hosted the 11^th annual Institutional Investment Symposium in Toronto. This exclusive one-day event featured some of our top investment leaders discussing in depth the latest innovative institutional strategies that are important to investors today.

Attendees had the opportunity to spend the day learning and networking. Thought leaders shared invaluable insights on our main stage, while the breakout sessions provided a more intimate setting, allowing attendees to hear about more specialized topics and engage in meaningful discussions. As a special highlight, attendees had an opportunity to join our investment team for a tour of Sugar Wharf, a strategic mixed-use development held in the real estate portfolio.

Main Stage: Leadership Insights
 

• Fireside Chat: What’s New at TD Global Investment Solutions with Mark Cestnik, Managing Director, Head of Global Institutional Distribution, TDGIS, TD Asset Management Inc. (TDAM) in conversation with Bruce Cooper, Chief Executive Officer of TDAM and Epoch Investment Partners, Inc., Executive Vice President of TD Bank Group
  
• Macro Panel Discussion: Macroeconomic and Market Roundup, moderated by Kim Parlee, Vice President, TD Wealth and featuring Beata Caranci, Senior Vice President & Chief Economist, TD Bank Group, Michael Craig, Managing Director, Head of the Asset Allocation and Derivatives Team, TDAM and Andrew Kelvin, Director, Head of Canadian and Global Rate Strategy, TD Securities
• Investment Panel Discussion: A Deep Dive into the Investment Markets, moderated by Anna Castro, Managing Director, Head of Retail Asset Allocation, TDAM and featuring Michael Augustine, Managing Director, Head of Fixed Income & Asset Liability Management, TDAM, William J. Booth, Managing Director, Co-Chief Investment Officer and Portfolio Manager, Epoch Investment Partners, Inc. and Colin Lynch, Managing Director, Head of Alternative Investments, TDAM
  
• Special Guest Speakers, Frank McKenna, Deputy Chair, Wholesale Banking, TD Bank Group and Christopher Krueger, Managing Director, TD Cowen Washington Research Group - Macro, Trade, Fiscal & Tax Policy, discussed Cross-Border Perspectives – 2024 Presidential U.S. Election

Breakout Sessions

One of the highlights of the Institutional Investment Symposium was the interactive breakout sessions. With a focus on providing valuable insights, these sessions were led by senior investment leaders who delved into our broad range of investment capabilities. Each session was concluded with an opportunity to further the conversation and ask questions.
 

• Alternatives: The Ever-Increasing Global Private Credit Market – Can New Origination Channels Be a Differentiator?
  
• Asset Liability Management: Navigating Surplus – Exploring the Path Ahead
• Endowments & Foundations: How to Build Endowments and Foundations Portfolios for a Lasting Impact in Today’s Volatile Market Environment and Changing Regulatory Landscape
• Equities: Try and Catch the Wind
• Fixed Income: Sometimes the Stars Align – The Future of Interest Rates and Corporate Resilience
• Infrastructure & Commodities: From Copper to Electrons – How Infrastructure and Commodities are Driving the Shifts Towards Digitalization, Decarbonization and Deglobalization
• Target Date Fund: The Decumulation Dilemma

Networking Session

During the event's Networking Session, attendees had an opportunity to connect with investment leaders and other investors, and to engage in meaningful discussions over coffee and gourmet desserts.

Property Tour

During the event's Property Tour, attendees joined our investment team for a tour of Sugar Wharf, a Class “AAA” LEED Platinum office asset located at 100 Queens Quay East on Toronto's waterfront.

For a complete recap of the day, including additional articles related to each of our breakout sessions, please see the event synopsis.

If you have any event inquiries, please contact TD Wealth Events at TD.WealthEventTeam@td.com or your TD Global Investment Solutions Relationship Manager.

^{TD Bank Group means The Toronto-Dominion Bank and its affiliates, who provide deposit, investment, loan, securities, trust, insurance and other products or services. TD Global Investment Solutions represents TD Asset Management Inc. (“TDAM”) and Epoch Investment Partners, Inc. (“TD Epoch”). TDAM and TD Epoch are affiliates and wholly-owned subsidiaries of The Toronto-Dominion Bank. ® The TD logo and other TD trademarks are the property of The Toronto-Dominion Bank or its subsidiaries.}