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.
Join our expert speakers, including Richard Heinzl, MD, Global Medical Director for WorldCare International, Inc. 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
Date: July 25, 2019 - July 25, 2019
Cynthia Hasting-James and Susanne Cookson, from Best Life Rewarded, will speak on ‘Understanding the Links between Financial, Physical and Mental Well-Being. Catch-22 or Panacea?’ at CPBI Ontario’s ‘Links & Learn Golf Tournament.’ As program administrators, advisors, and consultants get unprecedented access to data, they will discuss the many ‘opportunities’ to mine customer trends and leverage machine learning, artificial intelligence, robo-advisors, chatbots, block chains, and social media results. It takes place July 25 in Burlington, ON.
For more information visit: http://www.cpbi-icra.ca/Events/Details/Ontario/2019/07-25-CPBI-Ontario-Link-Learn-Golf-Tournament
Date: August 14, 2019 - August 14, 2019
The Canadian Group Insurance Brokers’ ‘Building and Using a Plan Administrator Checklist’ is designed for those who specialize in employee benefits or that want to. Dave Patriarche, president of Mainstay Insurance Brokerage Inc. and the CGIB, will help create a checklist to utilize when installing new cases, training new plan administrators, and conducting client renewals. Information reviewed will include taxation, privacy, administration, and HR issues. It takes place August 14 in Vaughan, ON.
For more information visit: http://www.cvent.com/events/cgib-2019-plan-admin-checklist-workshop/event-summary-4e01490c49d44b99b33543ff79a07b1b.aspx?i=c747c121-bcb2-4e89-906a-101d9331862d
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 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
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 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
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 5, 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 5 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: 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