Benefits & Pensions Monitor Events

Pension Investment Strategies

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

A practical introduction to the implementation of factor investing strategies will be one area of focus at the ‘Pension Investment Strategies’ session.

Vincent de Martel from Invesco will go beyond the already established academic case and product-oriented discourse and identify and quantify existing factor allocations at the policy level or within asset classes.

This session will also present investment strategies to help pension plan sponsors meet the liabilities from paying out retirement benefits 50 years from now to young employees who are entering workplaces today.

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 Andrew 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

The one constant when it comes to benefits is change. This session will examine areas such as the impact an increasingly global workforce is having and will have on benefit plans and how new approaches to providing benefits can be used to meet the needs of employers and employees.

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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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Event Summary Videos

Industry Events

Panel Discusses Sustainability

Date: April 5, 2018

The CFA Society Toronto’s 10th annual ‘Spring Pension Conference’ will feature a CIO panel discussion on innovation, disruption, and sustainability and a U.S. chief economist’s view on the global economy including NAFTA. Other featured speakers will include Eleanor Marshall, vice-president, pension and benefits at BCE & Bell Canada; Diana Van Maasdijk, co-founder and executive director at Equileap; Karthik Ramanathan, senior vice-president and director of bonds at Fidelity Investments. It takes place April 5 in Toronto, ON.

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Translating Data Examined

Date: April 5, 2018

A Toronto Area Chapter of the International Society of Certified Employee Benefit Specialists education session will focus on ‘Combining Science and Emotion: Translating Data Into Action.’ Lizann Reitmeier, Canadian health practice leader at Conduent Human Resource Services, will discuss data hidden in plans and what it could mean to important considerations such as future plan costs or the effectiveness of the benefit plan as a tool for employee engagement and retention. Brett Donald, assistant vice-president – marketing at Sun Life Financial, will share how Ella, its interactive digital coach, combines science and emotion to help revolutionize the client experience. It takes place April 5 in Toronto, ON.

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Approaches To Engage On ESG Discussed

Date: April 5, 2018

Tapping into the Rising Demand for ESG: Engaging Clients Around Responsible Investment’ will be examined in a Responsible Investment Association (RIA) session. The panel of Jason Milne, vice-president, corporate governance and responsible investment, at RBC GAM; Ian Robertson, vice-president, director, and portfolio manager at Odlum Brown Limited; Mark Fattedad, partner and portfolio manager, institutional and private clients, at Jarislowsky Fraser; and John Vermeulen, wealth advisor at Vancity/Credential Securities Inc.; will explore various approaches to engage clients around responsible investing, including customizing ‘know your client’ and reporting environmental, social, and governance data. It takes place April 5 in Vancouver, BC.

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Session Looks At Climate Change

Date: April 9, 2018

Climate change is one of the most pressing issues Canada and the rest of the world are facing. It’s devastating and costly effects are too high to be overlooked by investors and the public at large. The Economic Club of Canada session ‘Climate Change and the Financial Sector: If you don’t get climate change, climate change will get you’ will feature a panel of Don Forgeron, president and CEO of the Insurance Bureau of Canada; Doug Turnbull, vice-chairman and country head, Canada at DBRS; Blair Feltmate, head of the Intact Centre on Climate Adaptation at the University of Waterloo; and Veronica Scotti, president and CEO of Swiss Re Canada. They will offer their insights into how climate change will affect the financial sector and investors. It takes place April 9 in Toronto, ON.

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Past And Future Theme Of Conference

Date: April 11, 2018 - April 13, 2018

Power of the Past: Force of the Future’ is the theme of the CPBI Western Regional Conference. Speakers include Margaret Trudeau who will share her goal of helping to inspire others and to erase the stigma surrounding mental illness and author and trainer Michael Kerr who will introduce practical ideas that audiences can put to work immediately. It takes place April 11 to 13, 2018, in Banff, AB.

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CPBI Saskatchewan To ‘Ignite & Energize’

Date: April 17, 2018 - April 19, 2018

Theme of the ‘CPBI Saskatchewan 2018 Regional Conference’ is ‘Ignite & Energize: Powering the Future.’ Sessions will look at ‘Statements of Investment Beliefs: Powering Pension Investment,’ with Jeremy Bell, a partner at George & Bell Consulting; ‘A Perfect Match: The Right Target Date Fund for Your Plan’ with Zaheed Jiwani, a principal at Eckler Ltd.; and ‘Drug Plan Sustainability and Employee Engagement’ with Helen Stevenson, founder and CEO of the Reformulary Group Inc. It takes place April 17 to 19 in Regina, Saskatchewan.

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Sleep Disorder Facts Presented

Date: April 18, 2018

Sleep Disorders: Why They Should be Keeping Employers up at Night’ is the focus of a CPBI Northern Alberta Region session. Nadeem Rajabali, regional vice-president, business development, group and business insurance for Western Canada, at Desjardins; and Bradley Smith, founder of HALEO Preventive Health Solutions Inc; will share facts about sleep disorders and their impact on employees’ health and workplace productivity. It takes place April 18 in Edmonton, AB.

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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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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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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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