Benefits & Pensions Monitor Events
Date: October 17, 2017 | Location: InterContinental Toronto Centre 225 Front Street West Toronto, ON M5V 2X3
Operating outside of the boundaries of the CDIPC pooling solution for insured plans, self-insured (ASO) plan sponsors have had to get creative in addressing the challenges of escalating specialty drug costs and stop-loss premiums. What plan sponsors are doing with plan-specific predictive analytics, custom plan designs, and disease-state based approaches to managing high-cost drugs will be examined at this event.
The Canadian Drug Insurance Pooling Corporation’s efforts to maintain the viability of drug plans when they are hit with one time and recurrent high cost drugs and industry trends, best practices, and strategies will also be examined at this event. Attendees will learn how pooling works, what it is and isn’t, and, using historical data, gaze into a crystal ball to look into the future.
As well, what’s helping shape tomorrow’s pharma story and impacting drug plan sustainability will be examined by Sun Life Financial. Best practices and strategies to mitigate the underlying risks associated with trends like the rise of specialty drugs to treat rare and common diseases and the effects of chronic conditions will be presented.
Join our expert speakers including Dan Berty, Executive Director from the Canadian Drug Insurance Pooling Corporation (CDIPC), Anjila Arora, Director, Pharmaceutical Benefits from Sun Life Financial and Mike Sullivan, CEO & Co-Founder from Cubic Health at the Benefits and Pensions Monitor Meetings & Events ‘Drug Pooling and Supplemental Drugs’ half-day session on October 17th in Toronto.
Date: November 9, 2017 | Location: St. Andrew’s Club & Conference Centre 150 King St W Toronto, ON M5H 1J9
How active hedging can reduce risk and enhance returns in a global portfolio, the evolving complexity in the pension industry and how asset servicers and owners need to change to confront a new investment, governance, and data environment, and an update on what statements of investment policies and procedures (SIPPs) in Ontario are saying in terms of ESG (environment, social, and governance) disclosure and will be among the areas explored at this event.
Join our expert speakers including Michael Long, Senior Policy Analyst at the Financial Services Commission of Ontario (FSCO), Tim Rourke, Vice President, Segment Lead, Pensions and Asset Owners at CIBC Mellon and Momtchil Pojarliev, PhD, CFA, Deputy Head of Currencies at BNP Paribas Asset Management at the Benefits and Pensions Monitor Meetings & Events ‘Pension Investment Trends’ half-day session on November 9th in Toronto.
Benefits & Pensions Monitor Event Summaries
The ABCs of ESG
Date: September 28, 2017
The ACPM’s British Columbia Regional Council will look at ‘The ABCs of ESG.’ A panel of Shawn Hatch, of Hatch Law; Gary Yee, of the Municipal Pension Board of Trustees; and Bryan Thomson, of bcIMC; will discuss what it means to be a responsible investor; when it is appropriate to take ESG considerations into account in investment decisions; the role asset owners play in responsible investing; and the role ESG plays in investment decisions, proxy voting, company engagement, and public policy development. It takes place September 28 in Vancouver, BC.
Session Looks At OSFI
Date: October 3, 2017
Jeremy Rudin, superintendent of financial institutions at OSFI, is the featured speaker at an Economic Club of Canada session. OSFI is celebrating its 30th anniversary and his talk will highlight influential chapters in its history, its impact on the work of Canada’s regulator, and how it will continue to be guided now and into the future. It takes place October 3 in Toronto, ON.
Brokers Need To Use CRM
Date: October 4, 2017
Customer Relationship Management (CRM) Tools ‒ Why YOU Need Them & Changing Tech and the Things Brokers NEED to Know’ will be examined at the Canadian Group Insurance Brokers’ October seminar. It will discuss why brokers are wasting time and losing out on sales if they are not using CRM practices, strategies, and technologies to manage customer interactions and data to improve business relationships with customers, assist in customer retention, and drive sales growth. It takes place October 4 in Vaughan, ON.
SHARE Offers Two Courses
Date: October 10, 2017 - October 12, 2017
SHARE’s pension leadership courses will feature pension investment and governance basics and a trustee responsible investment master class. Designed for new trustees and as a refresher in basic pension investment and governance, a three-day course will cover the Canadian retirement system, pension law and trustee duties, investment basics, plan funding, the role of the actuary, and capital stewardship from a union perspective. The trustee master class provides experienced trustees with the opportunity to explore strategies for embedding responsible investment into pension fund governance and investment oversight. It takes place October 10 to 12 in Toronto, ON.
Pension Investment & Governance Basics
Date: October 10, 2017 - October 12, 2017
SHARE’s ‘Pension Investment & Governance Basics’ is designed for new trustees and as a refresher in basic pension investment and governance. Topics covered during the three-day course include the Canadian retirement system, pension law and trustee duties, investment basics, plan funding, the role of the actuary, and capital stewardship. It takes place October 10 to 12 in Toronto, ON.
Funding Reform Examined
Date: October 11, 2017
The implications of Ontario’s funding reform and what should be done now to prepare for the changes being contemplated will be examined at an ‘ACPM Information & Networking Session on Ontario Funding Reform.’ Kathy Bush, a partner at Blake, Cassels & Graydon LLP, and Jeff Kissack, a senior consulting actuary at Willis Towers Watson, will discuss some of the implications for plan sponsors and ACPM’s perspective on the issues. This will include how plan financing may change, de-risking implications, and the impact of the reform on plan governance. It takes place October 11 in Toronto, ON.
Hedge Fund Considerations Examined
Date: October 17, 2017
‘Institutional Investors’ Considerations and Intentions about Allocating to Hedge Funds’ will be examined at Alternative IQ’s ‘10th Annual Hedge Fund Awards and Conference. The panel discussion features Ela Karahasanoglu, vice-president, investments and multi-asset strategies, at the Investment Management Corp of Ontario; Marlene Puffer, chair of the asset-liability management committee, at HOOPP; and Danilo Simonelli, director of alternative investments at the Ontario Teachers’ Pension Plan. It takes place October 17 in Toronto, ON.
Conference Registration Opens
Date: October 18, 2017 - October 20, 2017
Registration is now open for the ‘CPBI 2017 Ontario Regional Conference.’ Theme of the event is ‘Healthy, Wealthy and Wise.’ It takes place October 18 to 20 in Niagara Falls, ON.
Investors Raise Funds For Children Health Programs
Date: October 18, 2017 - October 19, 2017
‘Capitalize for Kids (C4K)’ engages the investing community to support life-changing children’s brain and mental health programs. Its ‘Investors Conference’ is a funding initiative where all proceeds go to help solve the challenges facing children affected by these issues. It will bring together more than 400 world-class investors from prominent family offices, pension funds, and non-profit organizations. Additionally, some of the world’s top money managers and thought leaders will present their highest conviction ideas and discuss industry trends and challenges. It takes place October 18 to 19 in Toronto, ON.
ESG Integrations Trends Examined
Date: November 1, 2017 - November 3, 2017
Trends in ESG integrations and stewardship, sustainability, and the metrics of materiality will be among the topics covered at the ‘Sustainable, Responsible, Impact Investing Conference. Other sessions will look at the purpose of capital and climate change. It takes place November 1 to 3 San Diego, CA.
Trumponomics Impact Examined
Date: November 19, 2017 - November 22, 2017
The International Foundation of Employee Benefits Plans’ ‘Canadian Investment Institute’ features global and Canadian economic updates and information about the issues impacting funds. Topics this year include blockchain technology, what Trumponomics mean for Canada, and enhancing returns through the use of non-traditional credit strategies It takes place November 19 to 22 in Southampton, Bermuda.
BEP Looks At Strategic Areas
Date: November 27, 2017 - December 1, 2017
The ‘Rotman-ICPM Board Effectiveness Program (BEP)’ for pension and other long-horizon investment organizations features leading pension practitioners and academics discussing key strategic areas such as fiduciary duties, investment beliefs, risk management, and member communications. It is scheduled to run from November 27 to December 1 in Toronto, ON. For information, visit http://www.icpmnetwork.com/icpm-events/board-effectiveness-program/