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The School of Pension Investment Management
Building effective pension investment management skills is more important than ever in the challenging environment of defined benefit fund management. Both the capital markets and the pension regulatory regime are becoming increasingly complex and dynamic.
To assist in improving the governance and management of pension fund assets, Mercer and the Schulich School of Business, York University have established The School of Pension Investment Management (SPIM), which is built on the success of its predecessor, Pension Investment Management School (PIMS).
This is an intensive two-day seminar designed to provide pension plan fiduciaries with the knowledge to improve the overall governance and management of their defined benefit pension fund.
Date: |
October 18 & 19, 2022 |
Time: |
9:00 AM - 5:00 PM (ET) |
Registration Fee: |
$2,700 + HST |
Contact: |
|
Location: |
Intercontinental Hotel |
This program is designed for individuals who are involved in the pension investment decision-making process and who have fiduciary responsibilities for the pension fund. These include trustees, investment committee members, pension fund managers, and senior human resource and finance/treasury personnel.
Attendees will:
The two-day event will be comprised of the following core areas of study:
The curriculum will also feature these relevant and timely topics:
| Day 1 (October 18) | Humber Room | |
| 8:30 am - 9:00 am | Continental Breakfast (Haliburton Room) | |
| 9:00 am - 9:15 am | Welcome and Course Overview | |
| 9:15 am - 10:15 am | 1. | Pension Fund Governance (Patrick Hatzis, Mercer) |
| 10:15 am - 10:45 am | Break (Haliburton Room) | |
| 10:45 am - 11:45 am | 2. | Pension Financing Principles (Ben Ukonga, Mercer) |
| 11:45 am - 1:15 pm | Lunch (Haliburton Room) – Mercer | |
| 1:15 pm - 2:15 pm | 3. | Asset Mix Policy (David Willers, Mercer) |
| 2:15 pm - 2:45 pm | Breakout Session – Asset Mix Policy | |
| 3:00 pm - 4:00 pm | 4. | Pension Risk Management (Chris Vanden Haak, Mercer) |
| 4:00 pm - 5:00 pm | 5. | Alternative Investments (Rekha Owen, Mercer) |
| 5:30 pm - 7:00 pm | Cocktail Reception (Sapphire/Turquoise Room) | |
| Day 2 (October 19) | Humber Room | |
| 8:30 am - 9:00 am | Continental Breakfast (Haliburton Room) | |
| 9:00 am - 10:00 am | 6. | Group Decision-Making (Kevin Tasa, Schulich) |
| 10:00 am - 10:15 am | Break (Haliburton Room) | |
| 10:15 am - 11:15 am | 7. | Investment Structure (Venelina Arduini, Mercer) |
| 11:15 am - 11:45 am | Breakout Session – Investment Structure | |
| 11:45 am - 1:15 pm | Lunch (Haliburton Room) – Mercer | |
| 1:15 pm - 2:15 pm | 8. | Manager Selection and Investment Oversight (Venelina Arduini, Mercer) |
| 2:15 pm - 2:45 pm | Breakout Session – Investment Oversight | |
| 2:45 pm - 3:00 pm | Break (Haliburton Room) | |
| 3:00 pm - 3:45 pm | 9. | Sustainable Investing (Bonnie Foley-Wong, Mercer) |
| 3:45 pm - 4:00 pm | Course Wrap-up | |
Africa
Connie Melo