School of Pension Investment Management (SPIM) Spring Session 2019

07 May - 08 May 2019  Canada, Toronto

  • OVERVIEW
    • 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.

  • 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
  • AGENDA
    • COMING SOON

      School of Pension Investment Management (SPIM) Spring 2019 Agenda - Day 1

      Day 1 (May 7) 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   Breakout Session - Governance
      10:45 am - 11:00 am Break (Oakville Room)
      11:00 am - 12:00 pm 2. Pension Financing Principles (Ben Ukonga, Mercer)
      12:00 pm - 1:30 pm Lunch (Oakville Room) – Brett Jennings, Mercer
      1:30 pm - 2:30 pm 3. Asset Mix Policy (Dave Makarchuk, Mercer)
      2:30 pm - 3:00 pm   Breakout Session – Asset Mix Policy
      3:00 pm - 3:15 pm Break (Oakville Room)
      3:15 pm - 4:00 pm 4. Responsible Investing (Karen Lockridge, Mercer)
      4:00 pm - 5:00 pm 5. Pension Risk Management (Hrvoje Lakota, Mercer)
      5:30 pm – 7:00 pm   Cocktail Reception (Sapphire/Turquoise Room)

      School of Pension Investment Management (SPIM) Spring 2019 Agenda - Day 2

      Day 2 (May 8) Caledon Room
      8:30 am - 9:00 am Continental Breakfast (Oakville Room)
      9:00 am - 10:00 am 6. Investment Structure (Pat Leo, Mercer)
      10:00 am - 10:30 am   Breakout Session – Investment Structure
      10:30 am - 10:45 am Break (Oakville Room)
      10:45 am - 11:45 am 7. Alternative Investments (Dave Makarchuk, Mercer)
      11:45 am - 12:00 pm Break (Oakville Room)
      12:00 pm - 1:30 pm Lunch (Oakville Room) – Carl Proulx, Mercer
      1:30 pm - 2:15 pm 8. Manager Selection and Investment Oversight (Bernadette Chik, Mercer)
      2:15 pm - 2:45 pm   Breakout Session – Investment Oversight
      2:45 pm - 3:00 pm Break (Oakville Room)
      3:00 pm - 4:00 pm 9. Group Decision-Making (Kevin Tasa, Schulich)
      4:00 pm - 4:10 pm   Course Wrap-up
  • REGISTER
    • Register for "The School of Pension Investment Management (SPIM) - Spring Session 2019"
      Registration Fee: $2,700 + HST
      Payment must be received in full prior to the seminar.

      Spring Session
      May 7th - 8th 2019

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