Mercer Canada | School of Pension Investment Management (SPIM): Fall

Mercer's 2019 School of Pension Investment Management (SPIM) - Fall Session

Our Thinking / Event

Mercer’s 2019 School of Pension Investment Management (SPIM) Fall Session – Toronto, Canada
Calendar27 March 2018

Building effective pension investment management skills is more important than ever in the challenging environment of pension 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. Many of the topics addressed also apply to the oversight of a defined contribution program.

EVENT DETAILS:

Dates:  October 22nd - 23rd 2019
Times:  Presentations:
8:30 AM – 5:00 PM (ET)
Cocktails - October 22nd:
5:30 PM (ET)
Registration Fee:  $2,700 + HST
Payment must be received in full prior to the seminar.
Contact: 
Location:  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

AGENDA

COMING SOON

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

Day 1 (October 22) 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) – Luc Girard, Mercer
1:30 pm - 2:30 pm 3. Asset Mix Policy (Andrew Whale, 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. Group Decision-Making (Kevin Tasa, Schulich)
5:30 pm – 7:00 pm   Cocktail Reception (Sapphire/Turquoise Room)

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

Day 2 (October 23) Caledon Room
8:30 am - 9:00 am Continental Breakfast (Oakville Room)
9:00 am - 10:00 am 6. Pension Risk Management (Hrvoje Lakota, Mercer)
10:00 am - 10:15 am Break (Oakville Room)
10:15 am - 11:15 am 7. Investment Structure (Pat Leo, Mercer)
11:15 am - 11:45 am   Breakout Session – Investment Structure
11:45 am - 12:00 pm Break (Oakville Room)
12:00 pm - 1:30 pm Lunch (Oakville Room) – Brett Jennings, Mercer
1:30 pm - 2:15 pm 8. Alternative Investments (Todd Nelson, Mercer)
2:15 pm - 2:30 pm   Break (Oakville Room)
2:30 pm - 3:30 pm 9. Manager Selection and Investment Oversight (Sonjé Gentles, Mercer)
3:30 pm - 4:00 pm   Breakout Session – Investment Oversight
4:00 pm - 4:10 pm   Course Wrap-up

Registration

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