Benefits & Pensions Monitor Events
Date: June 20, 2019 | Location: Vantage Venues 150 King Street West Toronto, ON
This session looks at some of the developing issues plan sponsors face in the benefits field.
With over half of employees in today’s workplace dealing with chronic conditions such as diabetes, mental illness and cardiovascular disease, Chrissy Piraino, of Shoppers Drug Mart, will look at the leading causes of chronic disease, how the workplace is impacted, and solutions available to plan sponsors including pharmacogenomic testing and health coaching.
Chronic pain and depression are a common and growing problem in Canadian workplaces that have largely been addressed by pharmaceutical solutions to the point of crisis. Abhimanyu Sud, MD, CCFP, will illustrate the current massive cost of these medical issues upon Canadian society and explore some behavioural and cognitive therapies that are proving effective and economical.
The ‘Express Scripts Canada 2019 Prescription Drug Trend Report: Active Management Critical’ calls prescription medication non-adherence “a real health crisis.” Michael Roszak, of Express Scripts Canada, will explain why a holistic, highly personalized approach to plan design is necessary to turn the tide on medication adherence.
Join our expert speakers; Chrissy Piraino, Director of Business Development, for the Health Solutions Group at Shoppers Drug Mart, Abhimanyu Sud, MD, CCFP, Academic Director of Safer Opioid Prescribing & lecturer at the University of Toronto’s Faculty of Medicine and Michael Roszak, Chief Operating Officer, at Express Scripts Canada in this Benefits and Pensions Monitor, Meetings & Events ‘Benefits 2019’ session.
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.
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.
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
Governance Key Areas Examined
Date: May 27, 2019
The Association of Canadian Pension Managers (ACPM) Atlantic Region will put its focus on ‘Through the Pension Lens: Executing on Key Areas of Governance.’ Andrew Bone, of the HRM Pension Plan Committee; Ross Galbraith, a trustee for the New Brunswick Public Service Pension Plan; and Jane Blakely, director, consulting and human resources for the city of Fredericton; will focus on three areas of pension plan governance: education, succession planning, and communication. More specifically, they will present on their own personal experiences with executing in one of these areas. Duncan Burrill, managing director/CEO of the CBC Pension Board of Trustees, will provide the keynote address where he will tie in these topics and his experience in executing on these. It takes place May 27 in Moncton, NB.
For more information visit: http://www.acpm.com/ACPM/Events/Regional-Events/Atlantic-Council-Event.aspx
Date: May 28, 2019 - May 29, 2019
When to begin succession planning will be discussed at the ESOP Builders ‘Business Transitions Forum.’ Topics will include preparing senior management for transition and the shift in leadership roles; ensuring the management team is well and independently advised; and strategies for partner buyouts. It takes place May 28 and 29 in Toronto, ON.
For more information visit: https://businesstransitionsforum.com/
Technology And Investment
Date: May 28, 2019
‘Artificial Intelligence, Technology, Blockchain & Investment’ will be explained at CPBI Atlantic sessions. Featured speakers are Arijit Das, senior vice-president ‒ automation, architecture, and innovation ‒ shared services, at Northern Trust; and Krista Sacrey, a principal at Eckler. It takes place May 28 in St. John’s, NL.
For more information visit: http://www.cpbi-icra.ca/Events/Details/Atlantic/2019/05-28-Artificial-Intelligence-Technology-and
Date: May 28, 2019
Robert Petty, co-CEO and co-founder of Clearwater Capital, an Asian debt specialist asset management firm, will discuss when ‘East meets West: Investing in Asian Debt’ at a CFA Society Toronto session. He will discuss investing in Asia, distressed debt and private credit, fixed income investing, and portfolio management. It takes place May 28 in Toronto, ON.
For more information visit: https://cfainstitute.force.com/s/lt-event?site=a0Wj0000005liezEAA&utm_campaign=19Newsletter&esid=54520b66-426c-e911-a98a-000d3af49373&utm_medium=email&recipientid=contact-a222de83b615e811a958000d3af44134-c0c42c21cd0d4fd28fa17627c7d425d8&id=a1O3Z000001gQolUAE&_cldee=amhvcm55YWtAcG93ZXJzaGlmdC5jYQ per cent3D per cent3D&utm_source=ClickDimensions
Technology And Investment
Date: May 29, 2019
‘Artificial Intelligence, Technology, Blockchain & Investment’ will be explained at CPBI Atlantic sessions. Featured speakers are Arijit Das, senior vice-president ‒ automation, architecture, and innovation ‒ shared services, at Northern Trust; and Krista Sacrey, a principal at Eckler. It takes place May 29 in Halifax, NS.
For more information visit: http://www.cpbi-icra.ca/Events/Details/Atlantic/2019/05-29-Artificial-Intelligence-Technology-and
Date: May 29, 2019
‘Talking Factors: Finding the Right Approach for Institutional Investors’ will be examined by panel of experts at an S&P DJI and Northern Trust Asset Management session. They will discuss the multiple ways investors can access factors and risk premia including which combination of active, passive, single-, and multi-factor approaches may best serve institutional investors; correlations among factors and how combining them can influence risk and return in a range of market cycles; and how both fundamental active management and factor indexing can capture similar risk premia It takes place May 29 in Toronto, ON.
For more information visit: https://go.spdji.com/TalkingFactors?src=Email1
Benefits And Pensions Examined
Date: May 30, 2019 - May 31, 2019
The Toronto Chapter of the International Society of Certified Employee Benefit Specialists will present two days of education on the ‘Fundamentals of Group Benefits and Pension Plans.’ Day one will look at topics like health and dental plans, life insurance, and disability. The second day will look at social programs and private retirement plans, setting up and administering a pension plan, and asset management. It takes place May 30 and May 31 in Toronto, ON.
For more information visit: https://www.torontoiscebs.org/uploads/1/1/6/9/116969309/2019_fundamentals_flyer.pdf
Technology And Investment
Date: May 30, 2019
‘Artificial Intelligence, Technology, Blockchain & Investment’ will be explained at CPBI Atlantic sessions. Featured speakers are Arijit Das, senior vice-president ‒ automation, architecture, and innovation ‒ shared services, at Northern Trust; and Krista Sacrey, a principal at Eckler. It takes place May 30 in Saint John, NB.
For more information visit: http://www.cpbi-icra.ca/Events/Details/Atlantic/2019/05-30-Artificial-Intelligence-Technology-and
Date: May 30, 2019
AIMA and the CAIA will present ‘Hunting for Data-Driven Alpha.’ Jennifer Tkachuk-Tremblay, head of business development at Delphia; Jesse Richmand, a partner at CoVenture; and Katherine Glass-Hardenbergh, a vice-president at Acadian Asset Management; will discuss how alternative data and technology can create investment opportunities in today’s market environment. It takes place May 30 in Montreal, QC.
For more information visit: https://www.aima.org/event/big-data---tech-enabled-lending.html?dm_i=2LZ3,1ERF3,6DGDL6,4O6EF,1
Date: June 4, 2019 - June 7, 2019
FEI Canada’s ‘2019 Annual Conference’ will examine topics such as ‘The Defining Forces Disrupting Business’ and ‘Lifecycle of a Senior Financial Executive.’ It takes place June 4 to 7 in Blue Mountain, ON.
For more information visit: https://feicanadaconference.ca/
Panel Examines Benefits Administration
Date: June 5, 2019
The Canadian Group Insurance Brokers June 2019 seminar will feature a panel discussion on ‘Benefits, Administration, & Communication.’ Panelists are Allison Brown, of Thorpe Benefits; Robin Bailey, of Aria Benefits; Michael Greenwood, of Pelorus; Drew Hubbard, Hubbard Insurance; Justin James, of Harry James Group; and Joe Leger, of Execu-Comp Benefits. It takes place June 5 in Vaughan, ON.
For more information visit: http://www.cvent.com/events/cgib-june-2019-seminar/event-summary-5f64698525b248d39ff62197fef32bf8.aspx?i=bcfc2ce0-0962-488e-80c8-087148140fb0
Canadian Benefits Introduced
Date: June 10, 2019 - June 12, 2019
The International Foundation of Employee Benefit Plans’ ‘Certificate in Canadian Benefit Plans’ provides an introduction to Canadian employee benefits, pensions, and human resource practices for those working directly with a Canadian plan or are employed by a U.S. company with affiliates in Canada. Sessions will look at Canadian drug benefit practices, the Canadian retirement system, and compensation and HR practices It takes place June 10 to 12 in Chicago, IL.
For more information visit: https://www.ifebp.org/education/certificateprograms/canadianbenefitplans/Pages/certificate-in-canadian-benefit-plans-1985.aspx?utm_campaign=EdPg_030119_CertinCN
Cutting Red Tape Examined
Date: June 12, 2019
The Private Capital Markets 2019 Conference will look at ‘Cutting Red Tape & Growing Capital Formation.’ It takes place June 12 in Toronto, ON.
For more information visit: https://pcmacanadaconferenceandawards.com/
Date: June 13, 2019
The CPBI Southern Alberta Region will look at ‘Exploring Pharmacare Options: A Critical Analysis’ with Warren Xu, public policy analyst at GlaxoSmithKline. He will summarize some of the pharmacare options and assess each according to four pharmacare principals. It takes place June 13 in Calgary, AB.
For more information visit: http://cpbi-icra.ca/Events/Details/Southern-Alberta/2019/06-13-Exploring-Pharmacare-Options-A-Critical
CPBI Embraces Innovation
Date: June 17, 2019 - June 19, 2019
‘Embracing Innovation’ is the theme of CPBI Forum 2019. It will feature 20 sessions on benefits, pensions, and investment. Topics include ‘ReDefined Contribution Plans: Engaging Members with Clarity,’ ‘Blockchain and its Applications’, and ‘Post 65 Age Benefits.’ It takes place June 17 to 19 in Vancouver, BC.
For more information visit: http://www.cpbi-icra.ca/Events/Details/National/2019/06-17-FORUM-2019
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
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: 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