SHAPERS series – TPA

Conversations shaping the way we think

Thursday 15 October | 2pm GMT/ 9am EST – OPTrust’s 10-year with the Total Portfolio Approach

A members-only and specially invited guests virtual series | 45 minutes

SHAPERS is a new event series spotlighting forward‑thinking organisations — those leading by example, experimenting with new approaches and pushing our industry forward.

Across the year, we’ll bring you case studies from organisations doing things differently, sharing what they’ve learned and the practical insights you can take back to your own teams.

Why join?

  • Real case studies, real lessons: Hear directly from organisations trying new ideas and approaches, what worked, what didn’t and why.
  • Practical insights you can apply: Every session focuses on honest reflections and actionable takeaways, not theory.
  • Learn from your peers: Engage with people tackling similar challenges in new and innovative ways.
  • Members‑only (and special guests) conversations: A space designed for open dialogue and meaningful exchange.

What we’ll be covering


Join us for an informal fireside chat exploring OPTrust’s journey with Total Portfolio Approach (TPA), from its origins and the thinking that shaped it through to how it has evolved in practice over time.

Hosted by Marisa Hall, this conversation will go beyond implementation to uncover the lessons, challenges and reflections that have emerged along the way. Together, we’ll explore themes such as private markets, portfolio integration, governance, technology and resilience, while discussing what it takes to align people, culture and investment decision-making around a long-term vision.

With audience questions woven throughout, this is a unique opportunity to hear candid insights from one of the industry’s leading practitioners and reflect on what the future of investing might look like.

Speaker

Mark Davis

Chief Investment Officer
OPTrust

Coming next in December from the SHAPERS series…20 years of Future Fund!

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