Saskatoon Luncheon: Illiquid Investments - Are they a Free Lunch?

November 15, 2017 11:30 AM to 1:15 PMRadisson Hotel Saskatoon, Saskatoon, Saskatchewan
Area of Interest: Pensions, Investments, Networking Format: In Person

The largest Canadian institutional investors are increasing investing investment in illiquid asset classes as a way to improve their fund returns. Brendan George, Partner, George & Bell Consulting, will review the reasons for this increase in allocations to illiquid assets and whether your fund should be considering similar strategies.

The session will cover a broad range of issues including:

  • Types of illiquid investments;
  • Risk and return expectation for traditional and illiquid asset classes;
  • Use of illiquid investments by Canadian institutional investors;
  • Pros and cons of investing in illiquid asset classes;
  • How to determine the level of liquidity needed by your fund; and
  • How best to use your allocation to illiquids.

        

Brendan George    


Brendan George is a Partner at George & Bell Consulting. He has worked in the pension and investment fields for 23 years. His areas of specialization include the financing and actuarial analysis of pension plans and investment consulting.

Brendan’s clients include pension plans, insurance funds, workers’ compensation funds, endowments and foundations.

Previously, Brendan worked for a global consulting company as the National Investment Consulting Practice Leader, and prior to that the Regional Retirement Practice leader. Prior to 1995 Brendan worked in South Africa for a major consulting firm.

Brendan has designed and implemented pension plans and supplementary pension plans. He also has experience with investment policy design and monitoring and investment manager searches, as well as performing risk analysis and asset-liability projections.

He has testified before a workers’ compensation board hearing and a judicial compensation commission. Also, Brendan has experience leading education seminars for Boards, pension committees, investment committees, and pension plan members.

He is a frequent speaker at industry events, including: Canadian Pension & Benefits Institute, Association of Canadian Pension Management, Pacific Business and Law Institute, Federated Press, and International Foundation of Employee Benefit Plans.

Brendan is a Fellow of the Canadian Institute of Actuaries and a Fellow of the Institute of Actuaries (England). He is a Fellow of the Society of Actuaries and a Chartered Financial Analyst charterholder. He graduated from the University of the Witwatersrand, South Africa in 1993 with a Bachelor of Economic Science Degree (with Distinction) in Statistics and Actuarial Science.


Schedule:
  Registration: 11:30 am, Lunch: 11:45 am, Presentation:  12:15 pm – 1:15 pm    

CE Credit:  This session qualifies for 1 Continuing Education credit for the Insurance Council of Saskatchewan (one credit per hour). 

Luncheon Fees:    

     CPBI Member: $40.00 including GST

     Student Member: $25.00 including GST

     Non-Member: $86.25 including GST  *Rate increased*

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