Overview Agenda Meet the speakers Registration and fees Important notices



Meet the speakers


Guest speakers

  • Mark Carney

    Mark Carney

    Vice Chair of Brookfield Asset Management and Head of ESG and Impact Fund Investing

     

    Mr. Carney is an economist and banker who served as the Governor of the Bank of England from 2013 to 2020, and prior to that as Governor of the Bank of Canada from 2008 until 2013. He was Chairman of the Financial Stability Board from 2011 to 2018. Prior to his governorships, Mr. Carney worked at Goldman Sachs as well as the Canadian Department of Finance.

     

    He is a long-time and well-known advocate for sustainability, specifically with regard to the management and reduction of climate risks, and is currently the United Nations Special Envoy for Climate Action and Finance.

     

    He is also an external member of the Board of Stripe, a global technology company building economic infrastructure for the internet and a member of the Global Advisory Board of PIMCO, the Group of Thirty, the Foundation Board of the World Economic Forum, as well as the boards of Bloomberg Philanthropies, the Peterson Institute for International Economics and the Hoffman Institute for Global Business and Society at INSEAD.

     

Mercer speakers

  • Jeff Bunce

    Jeff Bunce

    Asset Class Specialist, Fixed Income Boutique

     

    Jeff Bunce is an Investment Manager Researcher within Mercer’s Wealth business and is located in Toronto. Jeff specializes in fixed income research with primary responsibility for Canadian and US fixed income strategies. Further, he acts as a resource to consultants for manager searches and other client inquiries related to fixed income.

     

    Jeff re-joined Mercer in April 2018, after a three year stint with Morningstar, Inc. where he was a manager research analyst covering fixed income, equity and multi-asset strategies. Prior to this, Jeff was a Senior Associate with Mercer, consulting to pension plans and wealth management firms. He also worked as an Investment Analyst at the Teachers’ Retirement Allowances Fund in Winnipeg, Manitoba where he supported the due diligence efforts of the Fund. Jeff has been involved in the investment industry since 2009.

     

    Jeff earned a Bachelor of Commerce (Honours) in Finance from the I.H. Asper School of Business at the University of Manitoba. He is a CFA Charterholder and a member of the Toronto CFA Society.

     

  • Bernadette Chik

    Bernadette Chik

    Senior Investment Consultant, Toronto

     

    Bernadette Chik is a Principal in Mercer's Wealth business and the Leader of Canadian DC and Financial Wellness Research.

     

    Bernadette’s main practice area is consulting on all DC aspects, including investment monitoring, plan design, governance and retirement readiness. She also oversees target date manager research activities for Mercer Canada, which includes qualitatively and quantitatively analysing Canadian target date investment managers. Bernadette has been with Mercer since January 2004.

     

    Bernadette is a CFA Charterholder. She graduated with honours from the University of British Columbia Bachelors of Commerce Program (1999).

     

  • Shaun Cogswell

    Shaun Cogswell

    Investment Consultant, Halifax

     

    Shaun is a Senior Associate in Mercer’s Wealth business in Halifax covering defined benefit pension plans, endowments and defined contribution arrangements in Atlantic Canada.

     

    Shaun advises and supports clients on many aspects of the investment program, including asset allocation, investment manager selection, investment structure review, and ongoing performance monitoring. Prior to joining Mercer in 2015, Shaun worked for an information technology consulting firm providing research and data analytics to investors in the metals and mining sector.

     

    Shaun holds a Bachelor of Science from Saint Mary’s University in Halifax.

     

  • Jonathan Croft

    Jonathan Croft

    Senior Investment Consultant, Halifax

     

    Jonathan Croft is a Principal and Senior Investment Consultant based in Mercer’s Halifax office. His practice area covers both defined benefit and defined contribution pension plans as well as insurance arrangements.

     

    Working with some of the largest defined benefit pension plans and institutional investment programs in Atlantic Canada, he advises on sophisticated investment and risk management programs.  This area of his practice includes the establishment and implementation of portfolio strategic asset mix, designing investment programs that effectively manage risk relative to liabilities and ongoing funding costs, search and selection of investment managers, and monitoring of investment programs.

     

    In his work with defined contribution pension clients, he advises on effective governance models, ongoing regulatory compliance, performance monitoring, efficient investment structures, plan member engagement and financial wellness.

     

    Jonathan graduated from St. Francis Xavier University with a degree in business administration and is a CFA Charterholder.

     

  • Martine Ferland

    Martine Ferland

    President and CEO Mercer, Vice Chair, Marsh and McLennan

     
     

  • Monika Freyman

    Monika Freyman

    Head of Responsible Investment, Canada

     

    Monika is the Head of Responsible Investment for Mercer Canada. Her focus is to drive the creation of solutions and implementable responsible investment consulting advice to address market needs expressed by companies, pension plans and participants across the country.

     

    Monika has worked in the financial services industry in both fixed income and equity analysis. She currently advises the CFA Institute on how to embed more ESG content into their financial analyst seminars and is a standing author for the CFA’s Enterprising Investor Series.

     

    For the past decade, Monika has been a leader in responsible investing, including projects with Harvard’s Kennedy School and Trillium Asset Management. More recently, she was a director with Ceres, a sustainability research and advocacy enterprise. There, she created and led the Ceres’ Investor Water Hub, a working group of more than 120 global pension funds and managers (with $20 trillion in assets under management), working to evolve environmental, social and governance practices and water integration approaches. She also worked with Ceres’ investor network, including the Global Climate Action 100+ initiative. She was lead author of the Ceres Investor Water Toolkit, a how-to guide on water integration practices in portfolio management, in collaboration with 40 institutional investors.

     

    With a background in both finance and science, Monika enjoys bridging knowledge and ideas between these two fields.

     

  • Marie-Léa Girouard

    Marie-Léa Girouard

    Investment Consultant, Montreal

     

    Marie-Léa Girouard is an Investment Consulting Senior Associate in our Montreal office. She joined Mercer in 2018.

     

    Marie-Léa is a key member of all types of client teams including those relating to and pension plans and not-for-profits funds. Her responsibilities include, but are not limited to, reviewing investment policy statements, performing portfolio stress testing and solvency follow-ups. She is also involved in the monitoring and selection of investment managers for clients and producing a variety of reports in a timely manner. In addition, she often presents reports and participates in investment manager and client meetings.

     

    Marie-Léa is a CFA Charterholder and a CAIA Charterholder. She earned a bachelor of mathematics, with a major in finance, at the Université de Montréal.

     

  • Peter Grant

    Peter Grant

    Senior Investment Consultant, Norwalk

     
     

  • Peter Hallett

    Peter Hallett

    Senior Investment Consultant, Vancouver

     
     

  • Kimberley Hart

    Kimberley Hart

    Senior Investment Consultant, Toronto

     

    Kimberly is a Principal in Mercer’s Wealth business, based out of the Toronto office.

     

    As an investment consultant, Kimberly advises institutional asset owners on a range of investment-related topics such as strategic asset allocation, risk strategy, manager selection and responsible investing. Prior to joining Mercer in 2017, she spent 5 years as a consultant at Accenture.

     

    Kimberly is a CFA® charterholder and a member of the CFA Society Toronto. She received an undergraduate degree in mathematics from Queen’s University.

     

  • Jo Holden

    Jo Holden

    Global Head of Investment Research

     
     

  • Ravin Jesuthasan

    Ravin Jesuthasan

    Global Leader, Transformation Services

     

    Ravin Jesuthasan is the global leader of Mercer’s Transformation Services business. He is a recognized global thought leader, futurist and author on the future of work and workforce transformation.  He has led multiple research efforts on the global workforce, the emerging digital economy, the rise of artificial intelligence and the transformation of work. Ravin has led numerous research projects for the World Economic Forum including many of its ground-breaking studies on the transformation of work and the global workforce. He is a regular participant and presenter at the World Economic Forum’s annual meetings in Davos and Dalian/Tianjin and is a member of the forum’s Steering Committee on Work and Employment.

     

    Ravin has been a featured speaker on the aforementioned topics at conferences in North America, Europe, Asia Pacific, the Middle East and Latin America. He has also been featured and quoted extensively by leading business media including CNN, BBC, The Wall Street Journal, CNBC, Fortune, FT, The Nikkei (Japan), Les Echoes (France), De Telegraaf (Netherlands), South China Morning Post and Dubai One TV among others. Ravin is a frequent guest lecturer at universities around the world including Oxford University, Northwestern University and the University of Southern California.

     

    Ravin was named to the Thinkers 50 Radar Class of 2020. He has also been recognized as one of the top 25 most influential consultants in the world by Consulting Magazine, one of the top 8 future of work influencers by Tech News and one of the top 100 HR influencers by HR Executive. He is the author of the books Transformative HR, Lead The Work: Navigating a World Beyond Employment and Reinventing Jobs: A 4-Step Approach to Applying Automation to Work. Ravin has authored over 150 articles including 14 for the Harvard Business Review and the Sloan Management Review.

     

    Ravin holds B.B.A. (Finance) and M.B.A. (Finance) degrees and is a Chartered Financial Analyst. Ravin is a Fellow of the RSA (Royal Society for the encouragement of Arts, Manufactures and Commerce). Prior to joining Mercer, Ravin was a managing director and global business leader at Willis Towers Watson for 26 years.

  • Jillian Kennedy

    Jillian Kennedy

    Leader of DC and Financial Wellness, Canada

     

    Jillian Kennedy is a Partner in Mercer's Wealth Business and is responsible for leading the savings and financial wellness strategy for Canada. She is also a member of the Wealth leadership team and works closely with Mercer’s global teams to understand global trends and solutions. Jillian's main practice area is in supporting organizations and employees in improving their financial confidence and obtaining financial goals for their defined contribution and savings workplace programs. Jillian applies a holistic approach to proactively review Canadian data, research and strategy.

     

    Jillian has been with Mercer for 14 years and has been supporting better outcomes in financial wellness and retirement savings for over 20 years.

     

  • Yusuke Khan

    Yusuke Khan

    Director of Strategic Research, Canada

     
     

  • Ashley Knight

    Ashley Knight

    Mercer's Fellow and the World Economic Forum

     

    Ashley Knight, CAIA, is currently representing Mercer as a secondee at the World Economic Forum in New York City. Most recently, she was Mercer’s North America Head of Private Debt; prior to that, she worked in Mercer’s London office in Private Equity and Private Debt manager research. She was also a member of Mercer’s Sustainable Opportunities Investment Committee.

     

    Before joining Mercer, Ashley worked at Credit Suisse in Singapore as an Alternatives Product Specialist for family offices across Southeast Asia. She began her career at State Street Bank in Boston through their premier Professional Development Program, where she worked across their Trading and Fund Solution businesses. Ashley holds a Bachelor of Arts degree from Wellesley College, where she graduated with honours.

     

  • Claudia Lipping

    Claudia Lipping

    Senior Investment Consultant, Toronto

     
     

  • Neil Lloyd

    Neil Lloyd

    Wealth Leader, Western Canada

     

    Neil Lloyd returned to Western Canada in December 2020 to take up the role of Western Canada Wealth Leader. Neil is an actuary and a Partner at Mercer, based in Vancouver, who spent nine years using his actuarial, investments and international expertise working with both defined benefit and defined contribution clients across Western Canada. For the past five years, Neil has been the Head of US DC and Financial Wellness Research, a role he took on in 2015.

     

    Neil has been selected for several industry wide roles such as the Vice Chair of the Employee Benefits Research Institute, Defined Contribution Institutional Investment Association’s Executive Committee and was the Past Chair of the Plan Sponsor Council of America’s Thought Leadership Council. Neil is a regular speaker at international, national and regional industry forums.

     

    Neil obtained a Business Science degree from the University of Cape Town in 1987, before qualifying as a Fellow of the Faculty of Actuaries in 1990. He also became an Associate of the Society of Actuaries, a Fellow of the Conference of Consulting Actuaries and an Affiliate of the Canadian Institute of Actuaries. In addition, Neil qualified as a Certified Financial Planner in South Africa in 1994.

     

  • Stephanie Mariamo

    Stephanie Mariamo

    Senior Investment Consultant, Montreal

     

    Stéphanie is a Principal in Mercer’s Wealth business in Montreal. As a specialist in capital accumulation plans, Stéphanie consults on all aspects related to this type of plans, including design, governance and investments. She has an excellent understanding of members’ needs and has developed solid competencies in employee communication. As part of her current responsibilities, Stéphanie regularly participates in internal and external focus groups for the purpose of promoting innovation and the development of best practices related to accumulation plans. Before joining Mercer in 2015, Stéphanie was an actuarial consultant in the area of defined benefit pension plans, which allowed her to acquire expertise in pension management.

     

  • Michael McGowan

    Michael McGowan

    Senior Infrastructure Specialist, Alternatives

     
     

  • Pablo Medina

    Pablo Medina

    Executive Benefits Actuarial Consultant, Colombia

     
     

  • Teresa Palandra

    Teresa Palandra

    Canada Wealth Leader

     

    Teresa Palandra is a Partner and the leader of Mercer Canada's Wealth Business. Teresa is responsible for Mercer's delivery of investment consulting, open architecture manager-of-managers investment management, private wealth management, and retirement actuarial consulting services and solutions in Canada.

     

    Teresa has held various prior leadership positions, including most recently as the leader of Mercer's Toronto Office.

     

    Teresa brings a diverse consulting background to clients, with expertise in aligning their future business and workforce strategies. She has worked with clients to develop cash and risk mitigation strategies for pension plans, designed total rewards strategies and programs that support business objectives, and used HR data analytics to segment, diagnose and improve program efficiency and employee engagement.

     

    Teresa is a strong advocate for gender equality and racial diversity in the workplace, and is the Executive Sponsor of the Women @Mercer chapter in Toronto and the Executive Sponsor of the Canadian Racial and Ethnic Diversity Group.

     

    Teresa graduated with high distinction from the University of Toronto where she earned a Bachelor of Science. She is a Fellow of the Society of Actuaries and the Canadian Institute of Actuaries.

  • Jacqui Parchment

    Jacqui Parchment

    CEO, Canada

     

    Jaqui Parchment is the Chief Executive Officer (CEO) of Mercer Canada, where she leads Canada’s 1,000 employees from coast to coast. Jaqui’s goal is to empower Mercer’s Canadian colleagues to provide industry-leading service and innovative solutions to clients across the Health, Wealth and Career businesses, to foster company growth.

     

    Before becoming CEO, Jaqui led more than 500 employees as Mercer’s Toronto Office Leader for nearly two years, also acting as a Senior Consultant within Mercer Canada’s Wealth business. Prior to that, she headed the Investments business in Canada. Jaqui has more than 30 years of experience in the retirement savings and investment areas.

     

    Jaqui is a passionate advocate and frequent speaker on issues relating to diversity and inclusion – including promoting racial and gender diversity in corporate Canada. Jaqui actively supports a number of non-profit organizations that promote racial equity, and assist youth and new immigrants to Canada. Jaqui is a founding member and director of the Black Opportunity Fund, a director of the BlackNorth Initiative, a member of the Advisory Board of the Institute for Sustainable Finance, and a member of the Business Council of Canada. She also has served on a number of investment committees relating to pension and endowment assets, and was a member of United Way Greater Toronto’s 2020 Campaign Cabinet. In 2020, she received the Gold Award – HR Champion (CEO) from the Canadian HR Awards.

     

    Within Mercer, she is the former Canadian Chair of Women@Mercer and When Women Thrive.

     

    Jaqui graduated from the University of Waterloo with a Bachelor’s Degree in Mathematics and Actuarial Science. She is an Associate of the Society of Actuaries and a CFA Charterholder.

     

  • Brandon Perra

    Brandon Perra

    Real Estate Specialist, Alternatives

     
     

  • Ryan Pollice

    Ryan Pollice

    Senior Investment Consultant, Toronto

     
     

  • Todd Saulnier

    Todd Saulnier

    Senior Investment Consultant, Ottawa

     
     

  • Lovey Sidhu

    Lovey Sidhu

    Investment Consultant, Toronto

     

    Lovey Sidhu is a Consultant in Mercer’s Global Responsible Investment practice, based in Toronto. She supports institutional investors in understanding the opportunities and risks that key environmental, social, and governance (ESG) factors present for their investment processes and decision-making. This includes helping clients align with their responsible investment goals through building capacity, developing beliefs and policies, creating strategic frameworks, and integrating ESG within their investment portfolios.

     

    Prior to joining Mercer, Lovey worked at Marsh (a MMC company) for 4 years where she advised multinational organizations on long- term risk financing solutions. In particular, Lovey helped clients make informed decisions in assessing and managing their enterprise risks through analytics and financial modeling. Her industries of expertise include Mining and Energy, Real Estate, Manufacturing, and Financial Institutions.

     

    Lovey holds a Honours Bachelor of Environment and Business degree from the University of Waterloo, with a minor in Economics.

     

  • David Willers

    David Willers

    Senior Investment Consultant, Toronto

     

    Dave is a Principal based in the Toronto office and has been working in investment consulting for over nineteen years. He has spent his career advising a wide variety of institutional investors and has acted as lead consultant to many large pension plans. Dave specializes in offering his clients pro-active advice. He brings his own point of view, but will also provide clients with the views of Mercer’s many specialists around the world.

     

    Dave previously acted as Mercer’s UK Alternative Investments Leader and so has specialist knowledge in asset classes such as infrastructure, private debt, private equity and hedge funds. He also previously led our 25 strong investment team in Bristol, England.

     





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