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).



The Spring session has been cancelled. Please check back for updates.


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.


Event details:


April 21st - 22nd, 2020


Breakfast & Networking:
8:30 AM – 9:00 AM (ET)
9:00 AM – 5:00 PM (ET)
Cocktails - April 21st:
5:30 PM – 7:00 PM (ET)

Registration Fee: 

$2,700 + HST
Payment must be received in full prior to the seminar.


 Connie Melo


InterContinental Toronto Centre
225 Front Street West
Toronto, Ontario M5V 2X3


Who should attend?

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.


Key benefits

Attendees will:

  • Improve their knowledge of the pension investment management system as it applies to defined benefit and defined contribution plans.
  • Enhance their understanding of pension finance and asset/liability integration.
  • Increase their effectiveness in structuring, selecting and monitoring investment managers.
  • Make more informed and confident decisions.

Program content

The two-day curriculum will be comprised of the following core areas of study:

  • Fiduciary responsibility and prudent governance.
  • Principles of pension finance and investment.
  • Asset mix policy and risk management.
  • Investment policy implementation – manager structure, currency management, active and passive management.
  • Investment monitoring and oversight.

The curriculum will also feature these relevant and timely topics:

  • Alternative investments.
  • Responsible investing programs.
  • Group decision-making.

School of Pension Investment Management (SPIM) Spring 2020 Agenda - Day 1

Day 1 (April 21) Caledon Room
8:30 am - 9:00 am Continental Breakfast (Oakville 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 (Oakville Room)
10:45 am - 11:45 am 2. Pension Financing Principles (Ben Ukonga, Mercer)
11:45 pm - 1:15 pm Lunch (Oakville Room) – Mercer
1:15 pm - 2:15 pm 3. Asset Mix Policy (Dave Makarchuk, Mercer)
2:15 pm - 2:45 pm   Breakout Session – Asset Mix Policy
2:45 pm - 3:00 pm Break (Oakville Room)
3:00 pm - 4:00 pm 4. Pension Risk Management (Jason Lipping, Mercer)
4:00 pm - 5:00 pm 5. Group Decision-Making (Kevin Tasa, Schulich)
5:30 pm – 7:00 pm   Cocktail Reception (Sapphire/Turquoise Room)

School of Pension Investment Management (SPIM) Spring 2020 Agenda - Day 2

Day 2 (April 22) Caledon Room
8:30 am - 9:00 am Continental Breakfast (Oakville Room)
9:00 am - 10:00 am 6. Alternative Investments (Dave Makarchuk, Mercer) 
10:00 am - 10:15 am   Break (Oakville Room)
10:15 am - 11:15 am 7. Investment Structure (Irfan Hassan, Mercer)
11:15 am - 11:45 pm Breakout Session – Investment Structure)
11:45 pm - 1:15 pm Lunch (Oakville 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 (Oakville Room)
3:00 pm - 3:45 pm 9. Responsible Investing (Ryan Pollice, Lovey Sidhu, Mercer)
3:45 pm - 4:00 pm   Course Wrap-up