Benefits & Pensions Monitor Events

Pension Investment Strategies

Date: April 24, 2018 | Location: Vantage Venues. 150 King Street West Toronto, ON M5H1J9

Evaluating investments against ESG (environment, social, and governance) criteria; a practical introduction to the implementation of factor investing strategies; and OPTrust’s journey to achieve funding sustainability and stability using a member driven investing (MDI) strategy are the featured topics at the Benefits and Pensions Monitor Meetings & Events ‘Pension Investment Strategies’ session.

The presentation from Adam Hornung, Associate Director, Investment Strategy, from Russell Investments; will unravel the considerable complications that have resulted from increased pressure from regulators and stakeholders to address environmental, social, and governance (ESG) criteria in the decision-making process. He will explain how plan sponsors can ensure that they are not unknowingly exposed to undesired activities or industries; are proactively investing in companies with good governance and a focus on sustainability; and can identify the ESG criteria that is financially material to the individual sectors and companies in their portfolios.

Vincent de Martel, CFA, Solutions Strategist, Global Investment Solutions, from Invesco Ltd; will provide a practical introduction to the implementation of factor investing strategies by going beyond the already established academic case and product-oriented discourse to identify and quantify existing factor allocations at the policy level or within asset classes.

Kevin Zhu, CFA, Managing Director and Head of Portfolio Construction from OPTrust; will demonstrate how its member driven investing (MDI) strategy stays ahead of threats and identifies opportunities in alternative investing to drive overall returns, manage total portfolio risk exposure, and optimize liquidity while pursing potential alpha. He will also share insights on how to build an appropriate framework to facilitate the process.

Join our expert speakers, including Vincent de Martel, CFA, Solutions Strategist, Global Investment Solutions from Invesco Ltd., Kevin Zhu, CFA, Managing Director, Head of Portfolio Construction from OPTrust and Adam Hornung, Associate Director, Investment Strategy from Russell Investments at this Benefits and Pensions Monitor, Meetings & Events session.

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Benefits: Trends and Insights

Date: May 8, 2018 | Location: Vantage Venues, 150 King Street West Toronto, ON M5H1J9

Pharmacoeconomics and data mining are just two of the ‘5 NEW things… to talk about in drug plan management in 2018.’ Barbara Martinez will explain how these “new things” may help solve the challenges of rising drug spend.

Arthur Kennedy and Vince Danielsen who will outline how to meet the challenges of accessing and delivering medical services to all regions of Canada and beyond. They will share innovative and comprehensive new approaches which cover the entire spectrum of healthcare – from simple to complex cases and from incidental to chronic health issues. In addition, they will provide insights to help employers address the needs of today’s varied demographic and geographic workforce.

With a healthier workplace now more important than ever, Meaghan Jansen, will explore the race to enjoying a healthy workplace by identifying the 3 ‘Ss’ – strategy, support and sustainability. This presentation will provide fuel for an effective, highly engaging, and results-based wellness program.

Join our expert speakers; Arthur Kennedy, Director of Operations, Canada from WorldCare International Inc., Vince Danielsen, President & CEO from WELLO (and INLIV), Barbara Martinez, National Practice Leader, Drug Benefits Solutions from Great-West Life Assurance Company and Meaghan Jansen, Owner and Corporate Wellness Specialist at Employee Wellness Solutions Network at this Benefits and Pensions Monitor, Meetings & Events session.

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Pension Risk Strategies

Date: September 25, 2018 | Location: InterContinental Toronto Centre Hotel. 225 Front Street West Toronto, ON M5V 2X3

Major trends are reshaping Canada’s pension plans and their risk strategies as employers look to share or off-load pension risk and focus on de-risking. How these work and what risk strategies are on the horizon will be the focus of this session.

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The Future of Benefits

Date: October 18, 2018 | Location: InterContinental Toronto Centre Hotel 225 Front Street West Toronto, ON M5V2X3

What will the benefits plan of tomorrow look like? Our speakers will gaze into their crystal balls and share their thoughts on the future of areas such as paramedical coverage in benefits plans and managing the soaring cost of drugs.

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Pension Investment Trends

Date: November 13, 2018 | Location: Vantage Venues 150 King Street West Toronto, ON M5H1J9

The continuing low interest rate environment is prompting pension plans to seek new investment opportunities to generate the returns they need to match their liabilities. Industry experts will provide their insights on how pension funds are investing their money now and what they will be considering in the future.

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Industry Events

AIMA Offers Thought Leadership

Date: April 24, 2018

Ray Carroll, chief investment officer at Neuberger Berman Breton Hill; Daniel Dorenbush, managing director, head of Canadian prime services at Scotiabank; Paul Sabourin, chairman, chief investment officer, and portfolio manager at Polar Asset Management Partners; and Greg Strassberg, senior investment manager, alternatives investment risk, at Aberdeen Standard Investments; will be the featured speakers at the launch of the Alternative Investment Management Association (AIMA) thought leadership paper on the future of the hedge fund industry ‒ ‘Perspectives: Industry Leaders on the Future of the Hedge Fund Industry.’ It takes place April 24 in Toronto.

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Conference Includes Mental Well-being Session

Date: May 1, 2018 - May 2, 2018

Shifting Landscapes in Health & Safety’ is the theme at ‘Partners in Prevention 2018.’ The conference features two days of keynote speakers, sessions, workshops, and professional development courses. Extended sessions will focus on legal access to marijuana and its impact on the workplace and stress and mental well-being. The trade show will feature more than 400 booths with the latest in market trends, workplace products and services, and interactive experiences for the health and safety professional. It takes place May 1 and 2 in Toronto, ON.

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Update Offered On Pensions And Benefits

Date: May 8, 2018

The CPBI Ontario London Chapter will offer a ‘Spring 2018 Pension & Benefits Update.’ Sukhvinder Dulay, a pension and benefits lawyer in Hicks Morley’s Toronto, ON, office, will provide a pension and benefits legal update. Caroline Jensen, director product development, pharmaceutical operations, and Irene Keller, director for product development in group benefits at Sun Life Financial Canada, will provide a benefits update looking at areas such as cancer in the workplace, pharmacogenetics, and medical Cannabis. It takes place May 8 in London, ON.

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Wellness Intersection Examined

Date: May 10, 2018

Expert panelists will discuss topics such as ‘The Intersection of Wellness and Financial Wellness,’ ‘Exploring the ‘Gig Economy,’ and the ‘Future of Benefits; Student Loans: Is it Time for Employers to Step In?’ at the Employee Benefits Research Institute’s EBRI’s ‘83rd Policy Forum.’ It takes place May 10 in Washington, DC.

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Sessions Designed For Newcomers

Date: May 10, 2018 - May 11, 2018

The Toronto Area Chapter of the International Society of Certified Employee Benefit Specialists’ ‘Fundamentals of Group Benefits and Pension Plans’ is designed for those new to the benefits industry or looking to increase their knowledge of the benefits and pensions framework. It takes place over two days with the group benefits on the first day and pension plans on the second. It takes place May 10 and 11 in Toronto, ON.

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Medical Cannabis Examined

Date: May 15, 2018

Medical Cannabis Legislation and the Impact to Employer Benefit Plans and Responsibilities’ will be the focus of a CPBI Pacific session. Dr. Caroline MacCallum, a clinical instructor at the Faculty of Medicine and UBC and medical director at Greenleaf Medical Clinic; Cristina dos Santos, director of extended healthcare, product development, group benefits, at Sun Life Financial; and Tom Brocklehurst, director of regulatory practices at WorkSafe BC; will explore three separate perspectives on its impact to employer benefit plans and employer responsibilities. It takes place May 15 in Vancouver, BC.

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Human Rights Examined

Date: May 17, 2018

Rights, Responsibility, and Respect’ will be examined by the CPBI Saskatchewan Region. In Saskatoon, SK, Andrea Halstead, an investigator with the Saskatchewan Human Rights Commission; and in Regina, William Craik, a lawyer/investigator with the Saskatchewan Human Rights Commission; will focus on human rights policy and application and will explore recent cases that have affected pension, benefit, and disability plans. It takes place May 16 in Saskatoon and information is at Information on the May 17 session in Regina is at

Forum Looks At Cybersecurity

Date: June 4, 2018 - June 6, 2018

The ‘CPBI FORUM 2018’ will feature sessions on technology, cybersecurity, and pension and benefit topics. It takes place from June 4 to 6 in Québec City, QC.

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ESG Integration On Agenda

Date: June 4, 2018 - June 5, 2018

ESG Integration in alternative assets and passive strategies will be among the topics covered at the ‘2018 RIA Conference.’ Other sessions will look at managing climate risk across asset classes and innovative disruption and responsible investment. It takes place June 4 and 5 in Toronto.

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FEI Focuses On Innovation

Date: June 13, 2018 - June 15, 2018

Oceans of Innovation’ is the theme of the ‘FEI Canada National Conference 2018.’ Keynote speakers will include Mark Barrenechea, CEO at Opentext; Stephen Liptrap, president and CEO of Morneau Shepell; Michael Rousseau, CFO of Air Canada; and Greg Blunden, CFO of Emera Energy. It takes place June 13 to 15 in Halifax, NS.

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Gala Honours Hedge Funds

Date: October 16, 2018

Awards for the top Canadian hedge fund administrator, prime broker, law firm, and accounting firm will be presented at the ‘11th Annual Canadian Hedge Fund Awards Gala Dinner.’ Award will also be given out to the best performance by equity focused, market neutral, credit focused, multi-strategy/managed futures/global-macro, and private debt funds. The gala is preceded by the ‘2018 Canadian Hedge Fund Conference.’ It takes place October 16 in Toronto, ON.

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