Benefits & Pensions Monitor Events

Pension Investment Trends

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.

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Industry Events

Benefits Programs Explained

Date: October 24, 2017 - October 26, 2017

In partnership with the HRPA, the CPBI Ontario region is presenting a ‘Benefits Certificate Program.’ It will provide an overview of benefit programs in Canada including an explanation of the basics and how to develop better strategies, manage programs more effectively, and keep escalating costs under control. It takes place October 24 to 26 in Toronto, ON.

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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.

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Kutcher Speaks At Workshop

Date: November 1, 2017

Dr. Stan Kutcher is the keynote speaker at Hansell Consulting Group’s ‘Fall 2017 Mental Health Workshop.’ Kutcher is an internationally renowned expert and leader in adolescent mental health. It takes place November 1 in Burlington, ON

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Exceptional Access Program Explained

Date: November 1, 2017

The Ontario Exceptional Access Drug (EAP) Program is Improving’ and ‘Threats/Challenges to your Business’ will be examined at a joint Canadian Group Insurance Brokers and Benefits Breakfast Club event. Richard D’Iorio, of the ministry of health and long-term care (MOHLTC), will describe the proposed new service from the ministry which will allow prescribers to research, submit, and manage exceptional access requests using an online application. ‘Threats/Challenges to your Business’ will see Chris Bonnett, of H3 Consulting; Denise Balch, of Connex Health; Dave Patriarche, of Mainstay Insurance; and Joan Weir, of the Canadian Life and Health Insurance Association; discuss changes to the current advisor, public plans, and private insurance models that will make them rethink their roles. It takes place November 1 in Vaughan, ON.

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Francis Describes Sustainable Future

Date: November 8, 2017

Shaun Francis, chair and CEO of Medcan and chair of EHE, will discuss some of the innovations he and his team have created to maintain a sustainable future in healthcare at an Economic Club of Canada session. He will explore technological advances such as digital hearing screening, enhanced video visits, and nutritional programs. It takes place November 8 in Toronto, ON.

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CPP Expansion Examined

Date: November 15, 2017

CPP Alberta North will examine ‘Responding to CPP Expansion.’ Phil Rivard, vice-president of pension policy and funding for the Alberta Local Authorities Pension Plan Corp., will discuss the need and the merit of changing defined contribution and defined benefit plan designs to account for the scheduled expansion of Canada Pension Plan benefits and contributions. It takes place November 15 in Edmonton, AB.

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Furman Provides Keynote

Date: November 15, 2017

Jason Furman, an American economist who is a professor at Harvard University’s Kennedy School of Government and a senior fellow at the Peterson Institute for International Economics, is the keynote speaker at the CFA Society Toronto’s ‘2017 Annual Investment Dinner.’ Others speaking at the event are Donald A. Guloien, past president and former CEO at Manulife and Bob Prince, co-CIO at Bridgewater. It takes place November 15 in Toronto, ON.

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CPP Expansion Myths Dispelled

Date: November 16, 2017

Myths and Realities of Canada’s Retirement System and the CPP’ will be examined at a CPBI Alberta South Expansion. Charles Lammam, director of fiscal studies at the Fraser Institute, will dispel five common myths used to argue for CPP expansion. It takes place November 16 in Calgary, AB.

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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.

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Pensions Level Examined

Date: November 20, 2017 - November 21, 2017

Pensions Level 1’ will be the focus of a session offered by the CPBI Quebec Region. This program is aimed at administrators and pension trustees who would like to acquire basic notions on the various aspects of managing and administering pension plans. It takes place November 20 and 21 in Quebec City, QC.

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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

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ACPM Navigates Income Tax Act

Date: December 1, 2017

Association of Canadian Pension Management (ACPM) regional councils are hosting a multi-topic national session in eight cities across Canada. ‘Navigating the Maze: The Income Tax Act and Investment Uncertainty’ will profile two of the most challenging issues facing plan sponsors, administrators, trustees, and service providers. There will also be an opportunity to provide input to the draft ACPM policy paper on the Income Tax Act. The sessions are November 1 in Winnipeg, MB and Edmonton, AB; November 2 in Regina, SK, and Montréal, QC; November 8 in Calgary, AB, Vancouver, BC; and Toronto, ON; and November 9 in Halifax, NS.

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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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