Events

Events and Seminars

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May

May 22-24
‘CAPITAL: The Fuel for Business’ is the theme of the CVCA annual conference. It will feature the role the industry plays to stimulate business with the ‘real’ energy of venture capital and private equity. Leading industry experts will address the most current topics of strategic importance to capital providers, those seeking investment capital, and all categories of service providers who facilitate this investment industry. It takes place in Banff, AB. Visit www.cvca.ca

May 27-29
‘Global Challenges; Canadian Solutions’ is the theme for ‘CPBI FORUM 2013.’ Sessions include the ‘State of Global Markets’ with Donald G. M. Coxe, strategy advisor, BMO Financial Group, and chairman, Coxe Advisors LLP; and Leo de Bever, CEO, Alberta Investment Management Corporation (AIMCo). Keith Ambachtsheer, director of the Rotman International Centre for Pension Management (ICPM), and David P. Richardson, senior economist, TIAA-CREF Institute, will examine ‘How to Improve Canada's Pension System.’ It takes place in Chicago, IL. Visit www.cpbi-icra.ca

May 29
‘CTAs: Discretionary v. Systematic II’ will be debated at an AIMA Canada Managed Futures Committee and CAIA Canada session. In this discussion of ‘man against machine,’ two veterans of the systematic and discretionary CTA/global macro camps ‒ Scot Billington, co-founder, Covenant Capital Management, and Frank Maeba, managing partner, Breton Hill Capital Management Inc. ‒ will explain their side and why it might be the best way to manage money (and risk). It takes place in Toronto. For information, aima-canada.org

May 29
‘What Real Estate is Doing in Your Portfolio: Today’s Issues and Strategies’ will be the topic of a CFA Society Toronto seminar. Simon Fairchild, of IPD North America, will discuss real estate’s emergence as an asset class, current valuations, and approaches to risk management in today’s economic environment from both a Canadian and global perspective. It takes place in Toronto, ON. Visit www.cfatoronto.ca

June

June 3
‘Ain’t Misbehavin,’ Why Your Investment Committee Is Out Of Tune’ will be examined at a CFA Society Toronto session. Arnold S. Wood, president and chief executive officer at Martingale Asset Management, will share some of his most recent research in the area of committee investment judgment and decision dynamics. It takes place in Toronto, ON. Visit www.cfatoronto.ca

June 3-7
With the complexity of international benefits challenging multi-national companies, the International Foundation of Employee Benefit Plans will offer a ‘Certificate in Global Benefits Management’ program. Sections of the course will address global benefits as well as legal regulatory updates for Latin America, Asia Pacific, Europe, and the Middle East/Africa. Session topics will include developing a global benefits and total reward strategy, international healthcare and retirement systems and trends, and benefit issues relating to international assignments. It runs in Chicago, IL. Visit www.ifebp.org

June 4-5
The Canadian Institute's ‘7th Forum on Drug Pricing & Reimbursement’ brings together stakeholders to share their perspectives and practical strategies to remain competitive and compliant in today's uncertain and increasingly aggressive pharmaceutical market. Speakers this year include Michelle Boudreau, executive director, Patented Medicines Prices Review Board; Durhane Wong-Rieger, president and CEO, Canadian Organization for Rare Disorders; and James LeBrocq, director of membership, Canadian Association of Health Reimbursement. Sessions will include a look at how recent regulatory developments impact business and turning medical marijuana to the private payer sector. It takes place in Toronto, ON. Visit www.canadianinstitute.com

June 5
A panel discussion on the macro-economic outlook will lead off the ‘2013 Morningstar Investment Conference.’ As well, a panel of Morningstar analysts will provide insights on portfolio construction and the company’s head of retirement research will address the factors that advisors can control in adding value for their clients. It takes place at The Carlu in Toronto, ON. Visit corporate.morningstar.com

June 5
‘Investment Evolution: Dynamic Asset Allocation in Portfolio Management’ will be examined at a CFA Society Toronto session. Brian Singer, head of the dynamic allocations strategies team at William Blair & Company, will provide a look at the current views and methodologies in dynamically managing investment portfolios and asset and risk allocation, including global macro and risk parity portfolio construction. As well, he will offer insights into the mechanics of macro valuation methodologies and fundamental cash flow valuations. It takes place in Toronto, ON. Visit www.cfatoronto.ca

June 6
‘Where the Rubber Meets the Road ‒ Understanding the Worry About the Long Term Sustainability of Canada's Defined Benefit Pension Plans’ will be examined at an ISCEBS Toronto Chapter ‘Pension Panel Discussion.’ Experts from some of Canada’s largest public sector pension plans ‒ Cynthia Crysler, vice-president, pension policy and research, pension services, OMERS; Dani Goraichy, director, actuarial services and plan policy, OPSEU Pension Trust; and Rosemarie McClean, senior vice-president, member services, Ontario Teachers’ Pension Plan; as well as Chris Brisebois, a principal at Eckler Ltd. ‒ will share their knowledge in a panel discussion. The panel will debate DB pension plans and how conventional funding and investment approaches may not be enough to sustain and deliver on the pension promise in the long run. It takes place in Toronto, ON. For information, contact Audrey Forbes at (647) 290-8113 or aforbes@optrust.com or Brenda Lock at (416) 224-3535, Ext.3459 or brenda.lock@standardlife.ca

June 6
AIMA Canada’s Québec committee, CAIA Canada, and the Montréal CFA Society will present a ‘Global Macro Panel: A Conversation with Leading Global Macro Portfolio Managers.’ Speakers are Hugh Hendry, chief investment officer and founder of Eclectica Asset Management; Nandu Narayanan, chief investment officer and founder of Trident Investment Management, LLC; and François Bourdon,associate CIO, vice-president of asset allocation and fixed income and lead manager of the global macro fund at Fiera Capital Corporation. They will speak on their investment process; offer their views on the global economic and investment landscape; and explain how they look to profit from potentially significant events. It takes place in Montreal, QC. Visit aima-canada.org

June 11
‘Psychologically Healthy Workplaces: Strategic Initiatives & Risk Mitigation’ will be examined at an Employee Assistance Program Association of Toronto (EAPAT) session. Krista Hiddema, a co-founder of e2r Solutions, will discuss the tremendous costs, both from a monetary and productivity perspective, which can result from failing to provide a psychologically healthy workplace. As well, she will outline a number of initiatives that organizations of all sizes can easily embark on to ensure that their workplaces enable employees to contribute to the best of their abilities, and where the risks of litigation are dramatically reduced. It takes place in Toronto, ON. For more information, call (416) 410-8913 or email pres@eapat.org

June 11
‘Would You Buy a $60 Cup of Coffee?’ The CPBI Pacific breakfast committee is bringing together a panel of speakers to answer that question. Dr. Michael Law, of the Centre for Health Sciences & Policy Research at the University of British Columbia; and Barbara Walman, assistant deputy minister, and Dr. Eric Lun, executive director, both with the pharmaceutical services division at the B.C. Ministry of Health; will be featured. Law will compare Canadian generic drug prices to those found in New Zealand and the United States to demonstrate the potential for additional savings in Canada. Walman and Lun will provide an update on the pharmaceutical services areas of responsibility, including the recent changes in generic drug pricing policy in the province. It takes place in Vancouver, BC. Visit www.cpbi-icra.ca

June 13
The CPBI Atlantic Region will examine ‘Benefits Now’ and ‘Attendance Management’ at a group benefits session. Liana O’Brien, of Morneau Shepell, will talk about employers top concerns, what the industry, pharma and governments are doing to mitigate their risks and costs, and what you should be thinking about doing to manage your benefit programs in the ‘Benefits Now’ session. In the ‘Attendance Management’ portion, Alex Boucher, of Medavie Blue Cross, will offer an introduction to the drivers of absence and disability and discuss where to start in addressing these issues and bringing them under control. It takes place in Charlottetown, PEI. Visit intranet.cpbi-icra.ca

June 17-19
‘Engaging for Change’ is the theme of the Social Investment Organization’s ‘Canadian Responsible Investment Conference.’ It takes place in Vancouver, BC. Visit www.socialinvestment.ca

June 18-19
‘Realizing the Benefits: Measuring and Fine-tuning Workplace Wellness Programs’ will be the focus of one session at the Conference Board of Canada’s ‘Workplace Wellness and Mental Health 2013.’ Melodie Holmes and Chris MacDonald, of Manulife Financial group benefits, will share examples and insights from various wellness programs they have developed for clients. In ‘What Exactly is Mental Health in the Workplace? ‒ Perspectives from Positive Psychology,’ Dr. Jamie A. Gruman, an associate professor at the University of Guelph, will discuss the principles of positive psychology and how, when considering workplace mental health, the well-being of all employees can be improved, while those who suffer with depression, anxiety, and other mental health issues can be helped. It takes place in Toronto, ON. Visit www.conferenceboard.ca

July

July 8-12
‘Osgoode’s Certificate in HR Law for HR Professionals’ was specifically developed for human resource professionals and is approved by the HRPA for continuing professional development hours. Sessions will include discussions on the impact of social media in the hiring process, drafting employment agreements, key provisions of occupational health and safety, practical strategies on the duty to accommodate, and the workplace in the social media age: confronting the challenges. It takes place in Toronto, ON. Visit www.osgoodepd.ca

July 10
The changing trading environment and adjusting to tighter margins and collateral requirements with OTC and central clearing will be among the topics examined at the ‘Toronto Financial Information Summit.’ Speakers include Emmanuel Kiyanda, senior manager, at the National Bank of Canada; Rares Pateanu, executive director at Morgan Stanley; and Derek Walker, a senior portfolio manager at the Canada Pension Plan Investment Board. It takes place in Toronto, ON. Visit www.financialinformationsummit.com

July 22-23
Anne Stausboll, chief executive officer of the California Public Employees' Retirement Systems (CalPERS), and John Johnson, chief investment officer at Wyoming Retirement System, are among the featured speakers at the Marcus Evans ‘U.S. Pensions’ event. Sessions will also look at the cost and risk of closing a Defined Benefit pension plan and implementing a Defined Contribution plan and investment strategies to protect and grow continuing purchasing power. It takes place in Chicago, IL. Visit www.uspensions-summit.com

September

September 10-12
The Association Of Canadian Pension Management (ACPM) has set the date for its 2013 national conference. The conference sessions will feature leading national and international pension experts and focus on the latest developments and solutions for the Canadian retirement income system. It takes place in Ottawa, ON. Visit www.acpm-acarr.com

September 22-25
Mitch Frazer, a partner at Torys LLP, will provide an overview and analysis of legislative activity regulations at the federal and provincial levels and their expected impact on healthcare, retirement, and other benefit and compliance issues in Canada at the ‘32nd Annual ISCEBS Employee Benefits Symposium.’ The event offers attendees a track devoted exclusively to Canadian benefit topics such as prescription drugs, mental health, and changes to pension plan acts. It takes place in Boston, MA. Visit www.ifebp.org

October

October 2-4
‘The Rise of Benefits-related Human Rights Claims’ will be examined at the 2013 CPBI Ontario Regional Conference. Terra Klinck, of Hicks Morley Hamilton Stewart Storie LLP, will review the nature of human rights claims that have been commenced relating to benefit plans and provide helpful tips for minimizing plan sponsor liability. Theme of the conference is ‘Healthy, Wealthy and Wise.’ It takes place in Muskoka, ON. Visit www.cpbi-icra.ca

October 16-18
‘The Better Workplace Conference 2013’ will examine themes such as leadership for a better workplace, a better workplace culture, and better workplace ROI. Formerly the ‘Health Work & Wellness Conference,’ it takes place in Halifax, NS. Visit healthworkandwellness.com

October 21-22
Mercer's 'Global Investment Forums 2013' forum bring together investors, key Mercer investment professionals, and other industry leaders to explore how investment opportunities can be captured and risks better managed in a market overshadowed by financial crises, debt reduction, and deleveraging. The agenda for the forums will revolve around 'Smart investing in a low growth world.' They are designed for plan sponsors, investment managers, and other institutional investors. It takes place in Vancouver, BC. Visit: www.mercer.com

November

November 13-14
China's strategy to tackle the challenge of aging, how Africa is creating a new pension perspective, effective pension communication using new channels and tools, and benchmarking pension performance will be among the topics examined at the fourth edition of the ‘WorldPensionSummit.’ It expects to attract more than 400 delegates from more than 40 countries. It takes place in Amsterdam, the Netherlands. Visit www.worldpensionsummit.com