Benefits & Pensions Monitor Events
Date: September 12, 2019 | Location: Vantage Venues 150 King Street West Toronto, ON M5H 1J9
Drug costs, wellness, and the escalating challenges of chronic disease and its impact on the workplace continue to be at the forefront of plan sponsor concerns.
Dr. Richard Heinzl from WorldCare International, Inc. will share his insights on the state of disability claims across Canada and some interventions that positively impact people on disability and reduce reserves.
Machine Learning (ML) and broader Artificial Intelligence (AI) present significant opportunities for plan sponsors, advisors and Carriers to responsibly leverage claims information to improve the health of benefit plans and their members. Scott Campbell from Cubic Health will review how leading plans are using ML to complete predictive analytics on plan costs based on the disease state and demographic profile of their plan population and current plan design.
The Canadian healthcare system is facing tremendous pressures that are likely to grow within the next decade. Terry Power from Medisys Health Group discusses how connecting patients through technology can support the health and interests of individuals as well as their employers.
In his session, Chris Anderson from Medaca Health Group, debunks five myths of workplace mental health, how they affect your organization, and how to cost-effectively build a practical treatment solution that supports the well-being of your employees.
Join our expert speakers, including Richard Heinzl, MD, Global Medical Director for WorldCare International, Inc., Scott Campbell, Clinical Pharmacist at Cubic Health Inc., Terry Power, Chief Executive Officer of Medisys Health Group and Chris Anderson, President of Medaca Health Group in this Benefits and Pensions Monitor, Meetings & Events ‘Benefits Trends & Insights’ session.
Date: September 26, 2019 | Location: Vantage Venues 150 King Street West Toronto, ON
Despite improved funding positions, pension plans may still face significant headwinds. Against this backdrop, plan sponsors are looking at ways to address pension risk, including plan design changes, risk transfers, and pension buyouts.
The growth to record levels of private market commitments such as Private Equity/Debt, Infrastructure and Real Estate comes with challenges that can put demands on capital deployment, fees, and governance while still needing to address liquidity considerations during periods of market stress. Dino Bourdos, of Guardian Capital, will share insights on these and solutions for pension plan sponsors.
Michael Dawson, of the CAAT Pension Plan, will explain how plan sponsors can derisk their plan and provide a fixed cost pension to their employees which comes with DB benefits and enables their company to exit the pension business.
Cynthia Shaw-Pereira of BNY Mellon Global Risk Solutions will review recent ESG initiatives and regulations, discuss recent trends in institutional investors’ ESG activities, and highlight the unique requirements associated with monitoring and overseeing ESG and other non-financial factors as part of the investment process.
Eric Menzer, of Manulife Investment Management, will share his expertise on how to navigate the complexity of partnering with an OCIO and how this may help plan sponsors improve outcomes, increase administrative efficiency and allow plan sponsors more time to focus on their core business.
Join our expert speakers; Dino Bourdos, Portfolio Manager, Head of Investment Solutions for Guardian Capital LP, Michael Dawson, Director of Finance, for the CAAT Pension Plan, Cynthia Shaw-Pereira, CIPM, Lead Consultant, Global Risk Solutions (GRS) for BNY Mellon Asset Servicing in Canada and Eric Menzer, CFA, CAIA, AIF®, global head of Pension & Fiduciary Solutions manager with the Asset Allocation Team at Manulife Investment Management in this Benefits and Pensions Monitor, Meetings & Events ‘Pension Risk Strategies’ session.
Date: October 17, 2019 | Location: Vantage Venues 150 King Street West Toronto, ON
Plan sponsors are constantly seeking new ways to provide benefits to a multi-generational workplace. How is plan design changing and what it will look like over the coming decades will be examined at this session.
Date: November 14, 2019 | Location: Vantage Venues 150 King Street West Toronto, ON
As pension plans mature and with new regulatory constraints, plan sponsors are constantly seeking new investment opportunities to generate the returns they need to match their liabilities.
Benefits And Pensions Monitor Event Summaries
Three-legged Stool Opens Conference
Date: September 10, 2019 - September 12, 2019
‘The Three-Legged Stool: Is It Still Standing?’ is the opening plenary at the 2019 ACPM National Conference. Frank Wiginton, of Eckler; Dr. Robert L. Brown, professor emeritus at the University of Waterloo; and Frédéric Létourneau, of National Bank; will discuss areas such as which leg of the stool could (or should) take on more or less responsibility as it relates to the retirement system and where the accountability falls if the stool is broken. Theme of this year’s event ‘Shifting Currents: Negotiating Retirement Diversity.’ Others sessions include ‘Moving from DB to DC: The Insider Perspective,’ ‘Capital Accumulation Plans: How to Balance Flexibility with Retirement Adequacy?,’ and ‘The Quest for Sustainability in Pension Plans with Contingent Benefits.’ It takes place September 10 to 12 in Vancouver, BC.
For more information visit: http://www.acpm.com/national.aspx
Date: September 10, 2019 - June 12, 2019
Designed by CPBI Ontario, the ‘HRPA Canadian Pension Certificate Program’ examines the basics of plan administration and governance. Sessions look at key legal obligations, retirement savings plans and plan governance, and best practices in risk management. Offered in three levels over three consecutive days, those who complete program with receive a pensions program certificate. It takes place September 10 to 12 in Toronto, ON.
For more information visit: http://www.cpbi-icra.ca/Events/Details/Ontario/2019/09-10-CPBI-Ontario-Canadian-Pension-Certificate
Date: September 17, 2019 - September 17, 2019
‘Race, Mental Health and the Workplace’ will be examined at an Economic Club of Canada, in collaboration with Wellesley Institute, session. A panel of Derek Quashie, a partner in the immigration practices at PwC; Dr. Kwame McKenzie, CEO of the Wellesley Institute; and Karlyn Percil, CEO of KDPM Consulting and founder of the SisterTalk Leadership and Wellness Academy Group; will aim to increase collective awareness about the intersections between racialization, mental health, and workplaces. It takes place September 17 in Toronto, ON.
For more information visit: https://www.economicclub.ca/events/display/race-mental-health--the-workplace
Date: September 18, 2019 - September 19, 2019
The Canadian Public Sector Pensions and Benefits Conference tackles the unique challenges encountered by the public sector. It will feature solutions to ensure the viability of pension and health and welfare funds. It takes place September 18 to19 in Whistler, BC
For more information visit: https://www.ifebp.org/education/schedule/Pages/canadian-public-sector-pensions-and-benefits-conference-1967.aspx?elqTrackId=ED7B566C3FEA0005994F0DD4AF3BAC9D&elqTrack=true
Date: September 18, 2019 - September 18, 2019
‘DisruptHR Vaughan’ is an information exchange designed to energize, inform, and empower executives, business leaders, and people in the human resources field. It will feature focused presentations by local professionals who will share their disruptive ideas on how to move collective thinking forward when it comes to talent. It takes place September 18 in Kleinburg, ON.
For more information visit: https://disrupthr.co/city/vaughan/
Cannabis Policies Examined
Date: September 18, 2019 - September 18, 2019
‘Cannabis in the workplace’ is the focus of a Canadian Industrial Relations Association Greater Toronto Area (GTA) chapter session. Dr. Andrea Furlan, a scientist at the Institute for Work and Health; Henry Dinsdale, a partner at, Hicks Morley Hamilton Stewart Storie LLP; and Mariam Moktar, an associate at Goldblatt Partners LLP; will address questions such as whether there valid methods of measuring impairment, the policies employers should develop, and the role unions should play. It takes place September 18 in Toronto, ON.
For more information visit: https://gallery.mailchimp.com/f3961c64487d90ccd9c988577/files/5378d327-7803-45e6-b1a2-344ac60aaab0/20190918_Program.01.pdf?utm_source=CLMR+Mailing+List&utm_campaign=679bf5887a-EMAIL_CAMPAIGN_2019_07_23_12_46_COPY_02&utm_medium=email&utm_term=0_801c653d65-679bf5887a-115441025
CPBI Southern Alberta
Date: September 19, 2019 - September 19, 2019
While many plan sponsors are in the process of moving their eMail and human resource applications into the cloud to benefit from agility, reduce costs, and increase efficiencies, it introduces major risks on several crucial fronts that need to be governed and managed by user plan sponsors. The CPBI Southern Alberta Region’s ‘Digital Risk Management in a Cloud Based Era’ will feature Adrienne Wong, an associate at ROSE LLP; and Harm Cassam, associate partner, forensic and integrity services, at EY Forensics. They will look at key business trends for cloud security; top threats for data privacy, leakage, and loss in a cloud-based environment; and fundamental considerations for plan sponsors adopting the cloud to better understand and mitigate their risks. It takes place September 17 in Calgary, AB.
For more information visit: http://cpbi-icra.ca/Events/Details/Southern-Alberta/2019/09-19-Digital-Risk-Management-in-a-Cloud-Based-Era
Date: September 23, 2019 - September 27, 2019
The International Foundation of Employee Benefit Plans (IFEBP) ‘Certificate in Global Benefits Management’ provides the comprehensive knowledge needed to administer and manage a global benefits program. Sessions will look at cross-cultural/diversity, developing a global benefits strategy, and international healthcare systems and wellness trends It takes place September 23 to 27 in San Diego, CA.
For more information visit: https://www.ifebp.org/education/certificateprograms/globalbenefitscert/Pages/certificate-in-global-benefits-management-1948.aspx
ETFs Global Markets Roundtable
Date: September 24, 2019
The ‘ETFs Global Markets Roundtable’ will examine the use of ETFs by institutional investors. Other sessions will look at the use of ETFs as tools for asset allocation, risk management, and portfolio diversification and concerns surrounding ETF liquidity. It takes place September 24 in Toronto, ON.
For more information visit: https://www.etfsglobalmarkets.com/canada-toronto/
Date: September 25, 2019 - September 25, 2019
Choosing and monitoring your investment manager will be examined by Pierre Caron, president of Conseil Phialex, at an IRCA workshop. It takes place September 25 in Montreal, QC.
For more information visit: http://www.cpbi-icra.ca/fr/Activités/Détails/Québec/2019/09-25-Option-2-Ateliers-Choix-et-suivi-de-son
Date: September 26, 2019 - September 26, 2019
The CPBI Saskatchewan Region will offer ‘Administration of Capital Accumulation Plans (ACAP) 1’ in partnership with Humber College. This one-week course includes an introduction to capital accumulation plans (CAPs); a detailed look at the structure and design of CAPs; an examination of how CAPs are regulated; and how to assess the key elements of an effective CAP governance system through the use of case studies. It takes place February 24 to 28.
For more information visit: http://www.cpbi-icra.ca/Events/Details/Saskatchewan/2020/02-24-Administration-of-Capital-Accumulation-Plans
Date: September 27, 2019 - September 27, 2019
Osgoode Professional Development’s ‘Pension and Retirement Assets on Relationship Breakdown: Critical Updates’ brings together family law, pensions, and actuarial experts. Those who practice in family law or work in pensions will be provided with the knowledge and practical strategies to tackle the most challenging issues in pension and benefit entitlements that arise upon separation. Sessions will look at topics such as legislation changes and the new pension regulator, the intersection of the Family Law Act and the Pension Benefits Act, and what family lawyers and pension professionals need to know about pension valuation and division. It takes place September 27 in Toronto, ON.
For more information visit: https://www.osgoodepd.ca/upcoming_programs/pension-and-retirement-assets/?utm_medium=email&utm_source=internal+email&utm_campaign=pension+and+retirement+assets
CPBI Ontario London Chapter
Date: October 1, 2019 - October 1, 2019
The CPBI Ontario London Chapter’s ‘Fall 2019 Pension and Benefits Update’ will feature talks on big data, cognitive behavioural therapy, and biosimilar transition programs. Stephen Duench, lead portfolio manager for AGF’s North American equity income products, will examine big data and how to harness it for investment decisions. Peter Gove, an innovation consultant, health management, will describe how cognitive behavioural therapy (CBT) works and how it is different than ‘counselling.’ Ned Pojskic, Green Shield Canada’s leader for pharmacy and health provider relations, will share what a biosimilar transition program can look like, from a patient experience perspective. It takes place October 1 in London, ON.
For more information visit: http://www.cpbi-icra.ca/Events/Details/Ontario/2019/10-01-London-Chapter-breakfast-seminar
Date: October 2, 2019 - October 4, 2019
‘No Plan Is an Island’ is the theme of the ‘2019 CPBI Atlantic Regional Conference.’ Sessions will include ‘Cut the Crap: Creating Nutritional Consciousness in the Workplace’ with Dr. Yoni Freedhoff, author of the ‘Diet Fix,’ who will explore the linkages of food with chronic disease; chronic pain, and mental health. Blair Richards, of the Halifax Port ILA/HEA, will examine the missing link between contribution levels and the benefits those contributions are expected to provide ‒ an element that isn’t often measured in terms of the adequacy of retirement income, particularly within defined contribution plan models. ‘The Psychology of Investing’ will be the focus of a talk by Darin Eddy, of the HRM Pension Plan. He will provide insight into the psychology and drivers behind making investment decisions. It takes place October 2 to 4 in Charlottetown, PE.
For more information visit: http://www.cpbi-icra.ca/Events/Details/Atlantic/2019/10-02-2019-CPBI-Atlantic-Regional-Conference
World Congress 2020
Date: October 4, 2019 - October 7, 2019
World Congress 2020,’ a global forum on emerging occupational health and safety (OHS), is coming to Toronto, ON. OHS professionals can join experts and decision-makers from around the world to exchange ideas on the latest developments and innovations in safety and health at work. Organized by the International Labour Organization and the International Social Security Association, it is being co-hosted by IWH and the Canadian Centre for Occupational Health and Safety. It takes place October 4 to 7.
For more information visit: https://www.safety2020canada.com/
Date: October 9, 2019
Jeff Macoun, president and COO at Canada Life, will share where he sees the benefit industry at CPBI Pacific’s ‘Unscripted.’ He will explain how this prominent benefits provider expects to compete and what is or could be the next development to disrupt the Canadian benefits industry It takes place October 9 in Vancouver, BC.
For more information visit: http://www.cpbi-icra.ca/Events/Details/Pacific/2019/10-09-CPBI-Pacific-Jeff-Macoun-President-COO
Date: October 17, 2019 - October 18, 2019
One-on-one networking opportunities will again run concurrently at the ‘5th Annual AIMA Canada Investor Forum.’ Participants will be provided with access to 20-minute match-making sessions throughout the day to discuss their companies and services. Conference sessions will be featured on areas such as hedge funds, alternative credit, and ESG and investing for impact. It takes place October 17 to 18 returns in Toronto, ON.
For more information visit: https://www.aima.org/events/flagship-aima-events/aima-canada-investor-forum/aima-canada-investor-forum-2019.html?dm_i=2LZ3,1E4KW,6DGDL6,4LEEZ,1
Hedge Fund Conference
Date: October 22, 2019 - October 22, 2019
The importance of ESG (environment, social, and governance) in selecting external managers will be the focus of a panel discussion at the ‘2019 Canadian Hedge Fund Conference.’ Panelists will include David Rudd, chairman of Sigma Analysis and Management; Dean Shepard, partner and managing director at Picton Mahoney; Colin Stewart, CEO of J C Clark; and Megan Vesely, vice-president of legal and compliance at OMERS. The conference will be followed by the ‘12th Annual Canadian Hedge Fund Awards Gala Dinner.’ It takes place October 22 in Toronto, ON.
For more information visit: http://alternativeiq.com/events/12th-annual-canadian-hedge-fund-awards-gala/?mc_cid=1524e317bd&mc_eid=a4f3c612c5
Date: November 5, 2019 - November 7, 2019
Designed by CPBI Ontario, the ‘HRPA Canadian Benefits Certificate Program’ will provide a comprehensive overview of benefit programs in Canada. Sessions will examine the basics and developing better strategies, managing programs more effectively, and keeping escalating costs under control. Each day builds on the knowledge and skills of the previous level. It takes place November 5 to 7 in Toronto, ON.
For more information visit: http://www.cpbi-icra.ca/Events/Details/Ontario/2019/11-05-CPBI-Ontario-Benefits-Certificate-Program
Social Finance Forum Pairs Profits With Purpose
Date: November 6, 2019 - November 8, 2019
The MaRS Centre for Impact Investing’s ‘Social Finance Forum’ attracts more than 500 investors, entrepreneurs, finance professionals, charity leaders, and public service visionaries who believe profits can be paired with purpose. Now in its 12th year, it takes place November 6 to 8 in Toronto, ON.
For more information visit: https://www.socialfinanceforum.ca/?utm_medium=email&utm_source=broadcast&utm_campaign=social_finance_forum_2019&utm_content=CIILaunchEmail1EarlyBird
Date: November 7, 2019 - November 7, 2019
The CFA Society Toronto’s ‘2019 Investment Dinner’ will feature a fireside chat with Gerry Schwartz, chairman, founder, and chief executive officer of Onex Corporation. It takes place November 7 in Toronto, ON.
For more information visit: https://cfainstitute.force.com/s/lt-event?site=a0Wj0000005liezEAA&utm_campaign=19Newsletter&esid=77395243-1c8d-e911-a97e-000d3af497c0&utm_medium=email&recipientid=contact-a222de83b615e811a958000d3af44134-0d87f189f2a941dab60e4c7648cac4b6&id=a1O3Z000001gWmhUAE&_cldee=amhvcm55YWtAcG93ZXJzaGlmdC5jYQ per cent3D per cent3D&utm_source=ClickDimensions
Date: February 19, 2020 - February 21, 2020
The ‘SHARE Investor Summit 2020’ is a gathering of investment decision-makers and leaders from pension funds, foundations, Indigenous communities, trade unions, faith-based groups, universities, civil society, and investment management firms. Under the banner of ‘The Power of Many,’ it will address key issues including the climate crisis and just transition, inequality, the future of work, and reconciliation. It takes place in February 19 to 21, 2020, in Vancouver, BC.
For more information visit: https://share.ca/2020-responsible-investor-summit/?utm_source=SHARE+Email&utm_campaign=95ccad062a-EMAIL_CAMPAIGN_2018_10_19_09_08_COPY_05&utm_medium=email&utm_term=0_ed8dc532ec-95ccad062a-423399121