This breakfast seminar will provide attendees with timely and relevant legal updates affecting pension plan administrators in 2016 and beyond. Attendees will also hear from thought leaders in the field of pension investments and fund management.
The first half of the morning session will provide attendees with interesting perspectives in investment and pension fund management from leading experts in the field. Keith Ambachtsheer will provide a key perspective on “The Future of Pension Management” and Jacquie McNish will lead an interactive and engaging discussion probing issues discussed in Mr. Ambachtsheer’s new book “The Future of Pension Management: Integrating Design, Governance, and Investing”.
Plan administrators are facing a continuing wave of legislative and regulatory changes. To assist plan administrators, and their providers, prepare for upcoming changes, the second panel of the morning will feature a cross-country checkup – examining pension and benefits regulatory updates from coast to coast. Two leading pension lawyers, Caroline Helbronner and Lindsay McLeod (Blake, Cassels & Graydon LLP) will cover recent legal developments in the pension and benefits landscape including changes to the investment rules, new regulatory policies and legislative updates.
Join us this May for the 2016 Pension Summit to gain insights from these experts to better prepare yourself for the future of plan administration and investment.
Receive a copy of Keith Ambachtsheer’s new book “The Future of Pension Management” (an $88 value) with your registration.
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SPEAKERS
 | Keith Ambachtsheer
Director Emeritus, Rotman International Centre for Pension Management (ICPM)
Keith Ambachtsheer is Director Emeritus of the International Centre for Pension Management (ICPM) at the Rotman School of Management, University of Toronto. He was founding Director of ICPM 2005-2014, and founding Academic Director of the Rotman-ICPM Board Effectiveness Program for board members of pension organizations 2011-2015. He is a member of the CFA Institute’s Future of Finance Council and of the Scholars Council of Georgetown University’s Center for Retirement Initiatives. Through his firm KPA Advisory Services, he has advised pension and investment organizations, as well as governments and their agencies, on the design, governance, and investment policies of retirement income systems since 1985. He co-founded CEM Benchmarking Inc. in 1991. CEM benchmarks the organizational performance of over 400 pension organizations worldwide. Keith has authored three books on pension management and The Future of Pension Management will be his fourth. He has been the recipient of academic and industry awards in Europe, the USA, and Canada for his work in the pensions, governance, and investments fields. For more information about his book, please go to the following link:
The Future of Pension Management
| | |  | Caroline Helbronner
Partner, Blake, Cassels & Graydon LLP
Caroline's practice relates primarily to pension, benefit and compensation issues, as well as related investment arrangements and tax matters. She advises employers, financial institutions and consulting firms on pension and benefit issues arising in a wide range of circumstances, including surplus and contribution holiday disputes, cross-border situations and corporate transactions. She also advises extensively on matters related to ongoing compliance with relevant legal and regulatory requirements.
In addition, Caroline is involved with the design, drafting and implementation of a variety of pension, retirement and benefit plans, and related funding arrangements and investment vehicles. | | |  | Lindsay McLeod
Associate, Blake, Cassels & Graydon LLP Lindsay's practice focuses on all aspects of pension, employee benefit and executive compensation plans. Lindsay advises clients on regulatory compliance as well as the taxation, design, administration, governance and termination of these arrangements. Lindsay has experience advising clients on the risks and complex issues that arise in connection with corporate transactions, plan mergers and plan wind-ups. She also has experience advising on plan administration issues such as the division of pension assets on marriage breakdown, beneficiary designation disputes, pension fund investment, and the negotiation of third-party service agreements. In 2013, Lindsay practiced at a magic circle firm in the UK where she advised employers and pension plan trustees on a variety of matters including automatic enrolment, funding negotiations and global transactions.
| | |  | Jacquie McNish
Senior Correspondent, Wall Street Journal
Jacquie is a Senior Correspondent based in Toronto with the Wall Street Journal. She has been a business journalist for more than 30 years, working for the Wall Street Journal and The Globe and Mail in New York and Toronto. Jacquie is an adjunct professor at Osgoode Hall Law School, co-teaching a third year seminar on shareholder protection. She is the author of 4 best selling books, the latest of which Losing the Signal: The Untold Story Behind the Extraordinary Rise and Spectacular Fall of BlackBerry, was short-listed Financial Times/McKinsey Business Book of the Year Award. Among other awards, Jacquie received 7 National Newspaper Awards and 2 National Business Book Awards. |
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