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FORUM 2017 Agenda



6 PM - 7:00 PM 

7 PM - 8:30 PM 

Opening evening at the National Museum for Human Rights

Opening Keynote Session: Understanding Youth

Max Valiquette Innovation and Trends Expert

Reception Followed by Dinner

7:15 AM - 8:00 AM Breakfast 
8:00 AM - 9:15 AM 

Keynote Sesssion : The Great ReWrite

Leonard Brody
Business and Technology Visionary

9:30 AM - 10:30 AM 

Simultaneous Sessions 1-2-3-4

9:30 AM - 10:30 AM

Session 1:  Pension  

Plan Administrative Risk, or How I Learned to Stop Worrying and Love the Law

Mark Firman, Legal Counsel, Ontario Teachers' Pension Plan

Session 2:   Benefits 

Rethinking Drug Plan Strategies 

Barb Martinez, Practice Leader, Benefits Solutions, The Great-West Life Assurance Company
Stephen Frank, Vice President of Policy Development and Health, Canadian Life and Health Insurance Association 
Doug Clark, Executive Director, Patented Medicine Prices Review Board, Canadian Competition Bureau

Moderator: Kim Siddall, Associate Vice President, Aon Hewitt

Session3 : Investment 

Politics, populism and protectionism 

Jean-Pierre Couture, Chief Economist, Hexavest

Session 4 :


10:30 AM - 11:00 AMBreak and Exhibition 
11:00 AM - 12:00 PMSimultaneous Sessions 5-6-7-8
Session 5: Pension
DB Pension Plans – Is Sustainability a myth?
Paul Lai Fatt, Morneau Shepell

Session 6: Benefits
The Changing Perception of Trauma and its Impact in the Workplace

Dr. Ann Malain, Executive Vice-President, Homewood Health

Session 7: Investment
Reducing carbon emissions : What challenges are we facing?
Jean Michaud,  Managing Director & Senior Commodity Strategist, Core Commodity Management, USA 

Session 8: 

L’impact de la politique sur des marches en développement et des marches de capitaux
Jean-Pierre Couture, Économiste en chef, Hexavest 

12:00 PM - 2:00 PM 

Lunch & Speaker

Lunch Session

Outbreaks: What keeps a High Containment Researcher Up at Night?" 

Virologist Dr. Jim Strong  From the National Microbiology Laboratory. Speaking from his own experiences on the ground, fighting Ebola

2:00 PM - 3:00 PM Simultaneous Sessions 9-10-11-12

Session 9: Pension 
Longevity Risk : Addressing a Global Challenge, How to Offset the Financial Implications?
Don Ezra

Session 10: Benefits

Benefitting in the Platform Economy
Lisa Callaghan, VP Strategy, Marketing and Communications, Manulife    

Session 11: Investment 

Enhancing diversification and returns with private debt 
David Fann, President  & CEO, Torrey Cove

Session 12: Wellnes

La réduction des émissions de carbone: Quelles sont les difficultés auxquelles nous faisons face? 

Jean Michaud,   Managing Director & Senior Commodity Strategist, Core Commodity Management, USA 

3:00 PM - 3:30 PM Break and Exhibition
3:30 PM - 4:30 PMSimultaneous Sessions 13-14-15-16

Session 13: Pension
Global Trends in Decumulation
 Mazen Shakeel, Sun Life

Session 14: Benefits

Personalized Medecine
Robert Fraser, Ph.D., President & CEO, Molecular You     

Session 15: Investment 
Behavioural Finance, Efficient Markets and Passive Investing: How Theory Fails
Henry Hudek,  Vice-President, Business Development, Cardinal Capital Management

Session 16: 

DC plans and trends/building DC plans for women

Jillian Kennedy,  Partner, Mercer 

6:30 PM - 7:00 PM 
Reception at the Delta Hotel 
7:00 PM - 9:00 PM 

FORUM Gala Evening

Dinner and CPBI 2017 Hall of Fame Celebration - Featuring JP Hoe and his Band

7:15 AM - 8:00 AM Breakfast 
8:00 AM - 9:15 AM 

General Session:

Cognitive Computer Evolution in Healthcare 
Shannon Wilson, Healthcare Solutions Leader, IBM Canada 
Gord Alexander, Healthcare Industry Technical Leader, IBM Canada 

9:30 AM - 10:30 AM Simultaneous Sessions 17-18-19-20


Session 17: Pension 
Pension Regulator Panel

Paul Owens, Deputy Superintendent of Pensions Alberta
Lester Wong, Deputy Superintendent of Pensions - Ontario
Angela Mazerolle, Superintendent of Pensions New Brunswick

Session 18: Benefits 

Sleep Disorder and its implications on workplace productivity
Josée Dixon, Senior Vice-President, Desjardins Insurance 

Session 19: Investment 

ROBO-ADVICE: UBER Comes to Financial services     
Mark Yamada  President & CEO, Pur Investing Inc 

Session 20 : Benefits
The Impact of Chronic Disease on Health, Productivity and Engagement Tyler Amell PhD, Morneau Sheppell Work & Health  TBC

10:30 AM - 11:00 AMBreak and Exhibition 
11:00 AM - 12:00 PMSimultaneous Sessions 21-22-23-24

Session 21: Pension

Governance Shift
Zaheed Jiwani, senior consultant, Eckler  

Session 22: Benefits 
Plan sponsor view on the future of employee benefits
Moderator:  Glenn Kauth, Editor, Benefits Canada

Session 23 : Investment 

Translating ESG Into Sustainable Value (Panel)
Moderator: Randy Bauslaugh, Partner, McCarthy Tétrault LLP 

Session 24 : TBC

12:00 PM - 2:00 PM

Speaker & Closing Lunch

Lunch Session:  
Speaker TBC  

Closing Lunch and Remaks 

The CPBI reserves its right to make changes in the structure, topics and or speakers. Please visit this page regularly for the most updated version of the FORUM agenda.  

Longevity Risk | Addressing a Global Challenge How to Offset the Financial Implications?(Peter)Speaker: Don Ezra 
Barb Martinez, Practice Leader, Benefits Solutions, The Great-West Life Assurance Company

Executive Director, Patented Medicine Prices Review Board

Canadian Competition Bureau

Thank you to all FORUM 2017 sponsors