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 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, Managing Director, Global Risk Solutions Canada from 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.
Join our expert speakers, including Jonathan Tafler, Senior Director, Product & Operations, Employer Health Solutions from Shoppers Drug Mart and Richard Heinzl MD, Global Medical Director from WorldCare International Inc. 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.
Benefits And Pensions Monitor Event Summaries
Public Sector Plans Examined
Date: August 15, 2018 - August 16, 2018
The Canadian Public Sector Pensions and Benefits Conference will tackle the unique challenges encountered by the public sector. Conference sessions will look at solutions to ensure the viability of pension and health and welfare funds and the issues they face. Topics include real asset pitfalls, climate change, privacy and reputation risks, mental health, governance, and the impact of legal cannabis. It takes place August 15 to 16 at Le Centre Sheraton Montreal Hotel in Montreal, QC.
For more information visit: https://www.ifebp.org/education/schedule/Pages/canadian-public-sector-pensions-and-benefits-conference-1867.aspx
Women And Retirement Security Examined
Date: August 20, 2018 - August 23, 2018
The latest trends in governance, telemedicine, and women and retirement security will be among the topics covered at the International Foundation of Employee Benefit Plans’ ‘51st Annual Canadian Employee Benefits Conference.’ Sessions will also look at the impact of chronic diseases, pension division on marriage breakdown, and innovation in timberland and farmland investing. It takes place August 20 to 23 in Las Vegas, NV.
For more information visit: http://www.ifebp.org/education/canadianannual/Pages/annual-canadian-employee-benefits-conference-1725.aspx
Symposium Offers Canadian Stream
Date: August 26, 2018 - August 29, 2018
The ‘37th Annual ISCEBS Employee Benefits Symposium’ features a Canadian stream. The International Society of Certified Employee Benefit Specialists and International Foundation of Employee Benefit Plans event will feature sessions for Canadians on ‘Making DC Great Again’ with Joe Nunes, executive chairman of Actuarial Solutions Inc.; ‘The Legalization of Marijuana and Its Effect on Health and Welfare Plans’ with Michael McCreary, a partner at Watson Jacobs McCreary; and ‘Trends in Medication Management’ with Suzanne Lepage, a private health plan strategist. It takes place August 26 to 29 in Boston, MA.
For more information visit: http://www.iscebs.org/Pages/Default.aspx
ACPM Looks At ‘Next 150’
Date: September 11, 2018 - September 13, 2018
‘The Next 150: Fortifying Retirement for the Future’ is the theme of the ‘2018 ACPM National Conference.’ It will address the current and future retirement income challenges in presentations on a variety of issues including pensions and public policy, infrastructure investment, risk from the member perspective, and changing capital accumulation plan behaviours. It takes place September 11 to 13 in Quebec City, QC.
For more information visit: https://www.acpm.com/national.aspx
PPAC Course Offered
Date: September 17, 2018 - September 21, 2018
The CPBI Saskatchewan Regional Council, in partnership with Humber College, will again offer the ‘Pension Plan Administration Certificate (PPAC) 1.’ The first of three modules in the PPAC program offered, it is designed for anyone from pension plan administrators to HR professionals in the industry and pension committee members. It takes place September 17 to 21 in Regina, SK.
For more information visit: https://ceb.humber.ca/programs/ppac.html
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
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
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