Benefits & Pensions Monitor Events
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.
Despite improved funding positions, pension plans may still face significant headwinds from market volatility. Against this backdrop, Michael Augustine, of TD Asset Management Inc., will discuss how plan sponsors are addressing pension risk and the main consideration of whether to fully aim to transfer the risk or not.
Insurers are adapting to a growing Pension Risk Transfer business with deals getting larger and the provisions more complex. Neil Duffy, of The Great-West Life Assurance Company, will explore new developments that are helping clients successfully transfer their pension risk to the insurance market.
Enterprise risk analysis is commonly utilized by institutional investors. However, alternative investments – such as hedge funds, private equity, and real estate – can present challenges for applying this type of analysis. Catherine Thrasher, of CIBC Mellon and BNY Mellon, will highlight different approaches to risk measurement for investors who are largely allocated to alternative assets.
Derek Dobson, of the CAAT Pension Plan, will outline a new, cost effective de-risking option – consolidation with a jointly sponsored pension plan. Under this approach, pension sponsors continue to enjoy the substantial benefits of offering a DB pension plan to employees while eliminating balance sheet risks by settling past pension obligations. This all-in-one solution allows employers to gracefully exit the pension risk management business on a cost effective basis.
Join our expert speakers; Michael Augustine, FCIA, FSA, CFA, Managing Director from TD Asset Management Inc., Catherine Thrasher, CIPM, FRM, Strategic Client Solutions and Global Risk Solutions, from CIBC Mellon and BNY Mellon, Neil Duffy, Vice President, Group Retirement Products and Pension Risk Transfer from Great-West Life and Derek Dobson, CEO & Plan Manager from CAAT Pension Plan at this Benefits and Pensions Monitor, Meetings & Events session.
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 benefit plans and managing the soaring cost of drugs.
Jonathan Tafler, from Shoppers Drug Mart, will discuss health coaching and chronic disease at this session. The presentation will examine how health coaching – including the Shoppers Drug Mart ‘Diabetes Coaching Program’ – can be used as an effective intervention to improve clinical health outcomes, quality of life, and healthcare utilization and adherence for employees with chronic conditions. He will review the current context of health coaching for chronic disease in the workplace and discuss evidence and opportunities.
Richard Heinzl MD, from WorldCare International Inc., will examine better management of disability claims. He will introduce disability-focused medical second opinions, a new opportunity for disability claims management which can contain costs, improve patient care, and reduce the duration of claims.
Laura Pratt, from Great-West Life, will discuss the need to go beyond the traditional approach to help people improve their financial, physical, and mental well-being with strategic benefits delivery that supports members throughout their lives.
Join our expert speakers, including Jonathan Tafler, Senior Director, Product & Operations, Employer Health Solutions from Shoppers Drug Mart, Richard Heinzl MD, Global Medical Director from WorldCare International Inc. and Laura Pratt, National Practice Leader, Organizational Health from Great-West Life at this Benefits and Pensions Monitor, Meetings & Events session.
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.
Hahn will discuss how the unprecedented demographic changes being experienced worldwide today are in the annals of history. He will explain why the hopes of overcoming the pension challenges resulting from the cost of longevity and retirement lifestyles lie with the investment managers and the pursuit of fund outperformance.
Join our expert speakers including Michael Garneau, Vice President, Relationship Management, Eastern Canada from CIBC Mellon and Wilfred Hahn, Founder & Global Strategic Advisor from Forstrong Asset Management Inc. at this Benefits and Pensions Monitor, Meetings & Events session.
Benefits And Pensions Monitor Event Summaries
Series Covers Starting Business
Date: September 25, 2018
The Canadian Association of Alternative Strategies & Assets’ ‘Starting an Alternative Fund Series’ will offer seven sessions covering all areas of starting an alternative fund management (hedge, liquid alternatives, private lending, real estate) in Canada. The first session examines starting a business. It starts September 25 in Toronto, ON.
For more information visit: https://caasa.ca/2018/08/31/starting-an-alternative-fund-series-its-actually-starting-a-business-part-1/
Update On Health Survey Offered
Date: September 27, 2018
CPBI Northern Alberta Region and the ISCEBS will hold a session on the ‘Sanofi Canada Healthcare Survey Update.’ Art W. Babcock, a member of the health and benefits practice at Aon, will explain how this is a valuable tool for health benefit administrators making decisions about the kind of health coverage their plan will provide. It takes place September 27 in Edmonton, AB.
For more information visit: http://cpbi-icra.ca/Events/Details/Northern-Alberta/2018/09-27-Sanofi-Canada-HealthCare-Survey-Update
Art Of Forecasting Examined
Date: September 28, 2018
CFA Society Toronto and The Canadian Institute of Chartered Business Valuators (CICBV) will present a session on ‘The Art and Science of Forecasting. Panel members from the investor, valuation, and accounting communities to discuss the art and science of financial forecasting. They will share their perspectives on the topic, discuss anecdotes, and examples, and will engage with the audience via a Q&A session. It takes place September 28 in Toronto, ON.
For more information visit: https://cfainstitute.force.com/s/lt-event?site=a0Wj0000005liezEAA&utm_campaign=19Programming&esid=8d9bd595-f59f-e811-a972-000d3af49637&utm_medium=email&recipientid=contact-a222de83b615e811a958000d3af44134-5b92cff4952341c29c0afd0c0bf3e001&id=a1Of1000002mbpBEAQ&_cldee=amhvcm55YWtAcG93ZXJzaGlmdC5jYQ%3D%3D&utm_source=ClickDimensions
Cybersecurity Key Topic At Conference
Date: September 28, 2018
IFIC’s ‘Annual Leadership Conference’ will cover key topics such as cybersecurity, cryptocurrency and international competitiveness. In addition to an update on the regulatory issues affecting the investment fund industry, a leaders’ panel will see industry innovators discussing key industry trends, threats and opportunities. It takes place September 28 in Toronto, ON.
For more information visit: http://www.cvent.com/events/2018-annual-leadership-conference-september-27-2018/event-summary-b7e3e7292d4c4656ab78bd61c14b7692.aspx
Certificate Offered For Canadian Plans
Date: October 1, 2018 - October 3, 2018
The International Foundation of Employee Benefit Plans’ ‘Certificate in Canadian Benefit Plans’ is designed to provide a foundation in Canadian pensions and benefits, human resources, and compensation for those working with Canadian employees. Sessions will look at areas such as Canadian drug benefit practices, the Canadian retirement system, and pension reform. It takes place October 1 to 3 in Toronto, ON.
For more information visit: https://www.ifebp.org/education/certificateprograms/canadianbenefitplans/Pages/certificate-in-canadian-benefit-plans-1885.aspx?utm_campaign=EdPg_081518_UpcomingProgramsAugustCORP&utm_medium=email&utm_source=Eloqua
Overview Of Benefits Offered
Date: October 2, 2018 - October 4, 2018
In Partnership with the HRPA, the Canadian Pension and Benefits Institute will again offer the ‘Benefits Certificate Program.’ This overview of benefit programs in Canada helps attendees understand the basics and develop better strategies, manage programs more effectively, and keep costs under control. It takes place October 2 to 4 in Toronto, ON.
For more information visit: http://cpbi-icra.ca/Events/Details/Ontario/2018/10-02-CPBI-Ontario-Benefits-Certificate-Program
Conference Focuses On Soft Skills
Date: October 2, 2018
The CFA Society Toronto will offer its inaugural soft skills-focused conference. It will provide an interactive platform on which to strengthen professional areas such as leadership, effective communication, negotiation skills, and how to effectively manage your career. Topics include think like an impromptu leader, effective communication and speaking skills, and how to market and brand yourself. It takes place October 2 in Toronto, ON.
For more information visit: https://cfainstitute.force.com/s/lt-event?site=a0Wj0000005liezEAA&utm_campaign=19Programming&esid=9f9ff61d-1db1-e811-a970-000d3af497c0&utm_medium=email&recipientid=contact-a222de83b615e811a958000d3af44134-24a4555eace149df87f504b1111eab04&id=a1Of1000002mX9iEAE&_cldee=amhvcm55YWtAcG93ZXJzaGlmdC5jYQ per cent3D per cent3D&utm_source=ClickDimensions
Building For Future Examined
Date: October 3, 2018 - October 5, 2018
The ‘2018 CPBI Atlantic Regional Conference’ will examine the theme ‘Building for the Future: The Challenge of Change.’ Sessions will include an examination of blockchain and cryptocurrencies, diabetes in the workplace, and ETFs in retirement plans. It takes place October 3 to 5 in Digby, NS.
For more information visit: http://www.cpbi-icra.ca/Events/Details/Atlantic/2018/10-03-2018-CPBI-Atlantic-Regional-Conference
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.
For more information visit: http://alternativeiq.com/events/10th-annual-canadian-hedge-fund-awards/?mc_cid=f33668823d&mc_eid=a4f3c612c5
Ontario DB Funding Examined
Date: October 17, 2018 - October 19, 2018
Ontario’s changes to the defined benefit funding framework will be among the sessions at the ‘2018 CPBI Ontario Regional Conference.’ Sessions will also address how policy changes impact benefits program, fraud and abuse, investment strategies in ‘low for long’ environments, and dealing with aging employees and estates. It takes place October 17 to 19 in Ottawa, ON.
For more information visit: http://www.cpbi-icra.ca/Events/Details/Ontario/2018/10-17-CPBI-2018-Ontario-Regional-Conference
Date: October 18, 2018
‘Blockchain and Cryptocurrencies from a Portfolio Perspective’ will be examined at a CFA Society Toronto session. Dr. Randy Cohen, a senior lecturer at Harvard Business School and partner at Alignvest Investment Management, will provide a high level overview of blockchain and cryptocurrencies, the value of blockchain beyond just cryptocurrencies, and advantages and disadvantages of cryptocurrencies compared to conventional currencies and other forms of payment. It takes place October 18 in Toronto, ON.
For more information visit: https://cfainstitute.force.com/s/lt-event?site=a0Wj0000005liezEAA&utm_campaign=19Programming&esid=8d9bd595-f59f-e811-a972-000d3af49637&utm_medium=email&recipientid=contact-a222de83b615e811a958000d3af44134-5b92cff4952341c29c0afd0c0bf3e001&id=a1Of1000002mTI3EAM&_cldee=amhvcm55YWtAcG93ZXJzaGlmdC5jYQ
Health Strategies Examined
Date: October 24, 2018
The CPBI Southern Alberta Region ‘CPBI Professional Development Day 2018’ will focus on ‘Health and Benefits Strategies for Tomorrow.’ Sessions will include a national pharmacare panel, a look at a virtual healthcare model from a provider and a plan sponsor, a discussion of what matters with big data when it comes to creasing strategies for utilizing data to analyze and improve benefits programs, and an examination of sleep and its impact on workforces. It takes place October 24 in Calgary, AB.
For more information visit: http://cpbi-icra.ca/Events/Details/Southern-Alberta/2018/10-24-CPBI-Professional-Development-Day-2018
Panel Discusses Pharmacare
Date: October 24, 2018
Sessions at the CPBI Southern Alberta Region’s ‘Professional Development Day 2018’ will include a panel on national pharmacare with Jean-Michel Lavoie, assistant vice-president, group benefits, at Sun Life Financial, and Carrie McElroy, head of public affairs at Sanofi Canada and a member of the Conference Board of Canada’s National Pharmacare Initiative Steering Committee. Other sessions will take place on telehealth, big data, and the health and wellness benefits of sleep. It takes place October 24 in Calgary, AB.
For more information visit: http://cpbi-icra.ca/Events/Details/Southern-Alberta/2018/10-24-CPBI-Professional-Development-Day-2018
Group Benefits 101 Examined
Date: October 25, 2018
A CPBI Pacific continuing education session will examine ‘Group Benefits 101.’ Kandrice (Kandy) Cantwell, a partner for Montridge Advisory Group Ltd., will review commonly used terms and acronyms, provide an overview of government plans in Canada, and discuss plan design basics from traditional to flex to spending accounts. It takes place October 25 in Vancouver, BC.
For more information visit: http://www.cpbi-icra.ca/Events/Details/Pacific/2018/10-25-CPBI-Pacific-Continuing-Education-Session
Latest Trends Revealed
Date: October 29, 2018 - October 30, 2018
AIMA Canada’s ‘Fourth Annual Investor Forum’ brings together over 300 allocators, investment managers, and other industry participants to debate asset allocation models, discuss the latest investment trends, and debut new research. This year’s agenda touches on some of the industry’s most pressing concerns and highlights new innovation brought about by technology and investor demands. It takes place October 29 and 30 in Toronto, ON.
For more information visit: https://www.aima-acif.org/?dm_i=2LZ3
HRPA Pension Program Offered
Date: October 30, 2018 - November 1, 2018
In partnership with the HRPA, the Canadian Pension and Benefits Institute is offering ‘The HRPA Pension Certificate Program.’ Attendees will gain an understanding of the legal and regulatory framework that applies to pension and other retirement savings plans, learn tips on best practices in plan administration and governance, and get strategies to reduce risk and liability in plan administration. It takes place October 30 to November 1 in Toronto, ON.
For more information visit: http://www.cpbi-icra.ca/Events/Details/Ontario/2018/10-30-CPBI-Ontario-Canadian-Pension-Certificate
Dinner Looks At Future-proofing
Date: November 1, 2018
‘Future-proofing the Investment Management Industry’ is the focus of the CFA Society Toronto’s ‘2018 Annual Investment Dinner.’ This year’s featured speakers ‒ Mark Wiseman, senior managing director and global head of active equities at BlackRock, and Shelley O’Connor, managing director and co-head of wealth at Morgan Stanley ‒ will speak about the future of wealth management and active management in the current rising interest rates environment and describe the ways in which the industry can be future-proofed. It takes place November 1 in Toronto, ON.
For more information visit: https://cfainstitute.force.com/s/lt-event?site=a0Wj0000005liezEAA&utm_campaign=19Newsletter&esid=1501047f-5585-e811-a95c-000d3af497c0&utm_medium=email&recipientid=contact-a222de83b615e811a958000d3af44134-b915800e573d45bebd2b3d124960a2c3&id=a1Of1000002mROXEA2&_cldee=amhvcm55YWtAcG93ZXJzaGlmdC5jYQ+per+cent3D+per+cent3D&utm_source=ClickDimensions
Impact Investing Examined
Date: November 7, 2018 - November 9, 2018
The MaRS Centre for Impact Investing ‘Social Finance Forum 2018’ will attract more than 500 investors, entrepreneurs, finance professionals, charity leaders, and public service. Featured speakers include Michael Baldinger, head of sustainable and impact investing at UBS Asset Management, and Marcia Moffat, managing director of BlackRock Canada. It takes place November 7 to 9 in Toronto, ON.
For more information visit: https://www.socialfinanceforum.ca/?utm_source=MaRS+Discovery+District+Newsletters+and+Notifications&utm_campaign=fa69631a6d-EMAIL_CAMPAIGN_2018_06_15_07_39&utm_medium=email&utm_term=0_e4fdb67aca-fa69631a6d-73461069
Conference Focuses On Canadian Benefits
Date: November 18, 2018 - November 21, 2018
The International Foundation of Employee Benefit Plans’ ‘51st Annual Canadian Employee Benefits Conference’ will feature sessions on managing medical cannabis claims responsibly, pension division on marriage breakdown, and finding missing members. It takes place November 18 to 21 in Las Vegas, NV.
For more information visit: https://www.ifebp.org/education/canadianannual/Pages/annual-canadian-employee-benefits-conference-1825.aspx?utm_campaign=EDPG_090318_CanAC_CSemail&utm_medium=email&utm_source=Eloqua
BEP Focuses On Needs Of Board Members
Date: November 26, 2018 - November 30, 2018
The 12th offering of the Rotman-ICPM Board Effectiveness Program (BEP) focuses specifically on the needs of board members of pension and other long-horizon investment organizations. Leading pension practitioners and academics help participants understand their board role in strategic areas like fiduciary duties, investment beliefs, and risk management. It takes place November 26 to 30 in Toronto, ON.
For more information visit: http://icpmnetwork.com/wp-content/uploads/2016/02/ICPM-BEP-Brochure-April2018.pdf
Program Goes Beyond Basics
Date: December 4, 2018 - December 5, 2018
The CPBI Saskatchewan Region’s ‘Benefits, Beyond the Basics’ program addresses in-depth aspects, current trends, and emerging issues for group benefits plans. Topics include roles and responsibilities, claims administration, flexible benefits, funding, emerging issues, and total compensation/total rewards. It takes place December 4 and 5 in Saskatoon, SK.
For more information visit: http://www.cpbi-icra.ca/Events/Details/Saskatchewan/2018/12-04-Benefits-Beyond-the-Basics-2-day-Seminar