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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 three half-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: |
May 10-12, 2022 |
Time: |
12:30 PM - 4:30 PM (ET) |
Registration Fee: |
$2,700 + HST |
Contact: |
|
Location: |
Virtual |
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 three half-day virtual event will be comprised of the following core areas of study:
The curriculum will also feature these relevant and timely topics:
| Day 1 (May 10) | ||
| 12:30 pm - 12.45 pm | Welcome and Course Overview | |
| 12:45 pm - 1:30 pm | 1. | Pension Fund Governance (Patrick Hatzis, Mercer) |
| 1:30 pm - 1:45 pm | Break | |
| 1:45 pm - 2:45 pm | 2. | Pension Financing Principles (Ben Ukonga, Mercer) |
| 2:45 pm - 3:00 pm | Break | |
| 3:00 pm - 4:00 pm | 3. | Asset Mix Policy (David Willers, Mercer) |
| 4:00 pm -4:30 pm | Breakout Session – Asset Mix Policy (optional) | |
| Day 2 (May 11) | ||
| 12:30 pm - 1:30 pm | 4. | Pension Risk Management (Todd Saulnier, Mercer) |
| 1:30 pm - 1:45 pm | Break | |
| 1:45 pm - 2:45 pm | 5. | Alternative Investments (David Willers, Mercer) |
| 2:45 pm - 3:00 pm | Break | |
| 3:00 pm - 4:00 pm | 6. | Group Decision-Making (Kevin Tasa, Schulich) |
| 4:00 pm - 4:30 pm | Networking Sessions – Breakout Rooms (optional) | |
| Day 3 (May 12) | ||
| 12:30 pm - 1:30 pm | 7. | Investment Structure (Irfan Hassan, Mercer) |
| 1:30 pm - 2:00 pm | Breakout Session – Investment Structure (optional) | |
| 2:00 pm - 2:45 pm | 8. | Manager Selection and Investment Oversight (Venelina Arduini, Mercer) |
| 2:45 pm - 3:00 pm | Break | |
| 3:00 pm - 4:00 pm | 9. | Sustainable Investing (Michael McMurray, Mercer) |
| 4:00 pm - 4:05 pm | Course Wrap-up | |
Africa
Connie Melo