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MONDAY JUNE 17, 2019  

11:30 AM - 1:00 PM 

Workshop

ReDefined Contribution Plans, Engaging Members with Clarity

Speaker: Scott West, Head of Invesco Consulting, Invesco  

  
1:30 PM - 2:30 PM 

Session PC1

Innovation in Healthcare

Speakers: Alexandra Greenhill, Physician and Founder, Careteam Technologies Inc. 

                Kim Lee, Director, Product Development, Group Customer Product & Experience, Great-West Life

                Steve Schlesak, General Manager, Dialogue

Moderator: Dimitra Tsourpis, Associate Vice President, Aon

Session PC2

Cybersecurity

Speaker: Sandy Treleaven, Vice President, Financial Institutions & Cyber-risk Practice, AON

2:30 PM - 3:00 PM 

Exhibition & Showcase  

Showcase 1: Great-West Life 

Speaker: Rob DeMott, Senior Vice-President, Group Customer, Great-West Life Assurance Company

Showcase 2: Teladoc Health - Healthcare: The last frontier for digital disruption  

Speaker: Darren Reynolds, GM & SVP of International Business, Teladoc Health

3:00 PM - 4:00 PM 

Session PC3: 

The Rise of AI

Speaker: Pierre Bouchard, CFA, Lead Portfolio Manager, Cidel Asset Management Inc.

Session PC4

Demystifying Blockchain

Speaker: Kaushik Venkatadri, Sr. Director, Blockchain COE, RBC

4:00 PM - 4:30 PM 

Exhibition & Showcase 

Showcase 3: Sun Life - Helping bend the benefits cost curve

Speaker: Tyler Bergh, Director, Business Develpment, Sun Life

5:30 PM - 6:30 PM 

Opening Keynote Speaker

Surviving & Thriving in the Exponential Era 

Speaker: Jim Harris, Disruptive Innovation & Organizational Change Expert

6:30 PM - 9:00 PM

TUESDAY JUNE 18, 2019  

7:00 AM BREAKFAST   
8:00 AM - 9:00 AM 

Morning Session

Digital Transformation in the Benefits and Pension Industry

Speaker: Kevin P. Dougherty,  Executive Vice-President, Innovation and Partnerships, Sun Life Financial 

Sponsored by: 

  
9:00 AM - 9:30 AM 

CPBI Annual General Meeting

(CPBI Members Only) 

9:30 AM - 10:30 AM CONCURRENT SESSIONS  
 

S1 - Pension 

Lessons Learnt From The Australian Retirement System

Speakers: David Knox, Senior Partner, Mercer (Australia)

                Matthew Williams, Head of Institutional and Client Service, Franklin Templeton

S2 - Benefits

Cannabis A New Reality 

Speakers: Maureen Quinlan, Partner, Hicks Morley Hamilton Stewart Storie LLP

                Melissa Snider-Adler, MD, CCFP, MRO (AAMRO), DABAM, Chief Medical Review Officer, DriverCheck                    Inc.

Sponsored by: 

S3 - Investment  

Canadian Venture Capital – Should That Be A Part Of Your Investment Portfolio?

Speaker: Christopher Walker, Principal, HarbourVest Partners, LLC

10:30 AM - 11:00 AM 

HEALTH BREAK

Sponsored by: 

11:00 AM - 12:00 PMCONCURRENT SESSIONS 
 

S4 - Pension

Is your workplace savings plan future-ready?

Speaker: Kate Nazar, Vice President, Strategy and Market Development, Group Retirement Services, Sun Life 

S5 - Benefits  

Post 65 Age Benefits

Speakers: Paul Kennedy, Chief Actuary, Mercer

                Scott Sweatman, Partner, Denton LLP 

Sponsored by: 

       

S6 - Investment  

Riddle Me This – What Are The Behavioural Decision-Making Pitfalls

Speaker: Peter Muldowney, Senior Vice-President, Connor, Clark & Lunn Financial Group

12:00 PM - 2:00 PM 

LUNCH & Session 

NeuroCommunication: The Science Of Influence

Speaker: Gregor Jeffrey, Expert on the Neuroscience of Communication

Sponsored by:

2:00 PM - 3:00 PM CONCURRENT SESSIONS 
 

S7 - Pension   

Decumulation in CAPs: Improving Member Retirement Outcomes

Speakers: Ross Dunlop FSA, FCIA, CFA, Partner, Ellement   

Sponsored by: 

S8 - Benefits

The Future is Now - 21st Century Health, Wellness & Counselling Services

Speaker: Paul Parnass, M.S.W.R.S.W. Clinical Manager, Online and Telephonic Counselling, Stay at Work Services, Homewood Health

               Eric Pfeiffer, Senior Health Management Consultant - Team Lead, Manulife

Sponsored by:

S9 - Investment

Advanced Currency Strategies To Reduce Portfolio Risks And Improve Returns

Speaker: James Binny, Managing Director, Global Head of Currency and Head of Investments Ireland, State Street Global Advisors

3:00 PM - 3:30 PM 

HEALTH BREAK 

Sponsored by: 

3:30 PM- 4:30 PMCONCURRENT SESSIONS 
 

S10 - Pension  

Regulatory Panel Pension Outlook

Speakers: Abraham Koomson, Managing Director, B.C. 

                Angela Mazerolle, Superintendent of Pensions, NB

                Krista McAlister, Supervision Manager in the Private Pension Plans Division, OSFI

Moderator: Jordan N. Fremont, Partner, Hicks Morley Hamilton Stewart Storie LLP

Sponsored by: 

S11 - Benefits

Combatting The Opioid Crisis – Whose Responsibility Is It Anyway?

Speaker: Leila Mandlsohn, Senior Pharmacy Strategy Consultant, Green Shield Canada

Sponsored by: 

S12 - Investment 

Beyond Equities And Bonds

Speakers: Ben Homsy, CFA, Portfolio Manager, Leith Wheeler

                Dhruv Mallick, CFA, Fixed Income Hight Yield Manager, Leith Wheeler

  
6:30 PM - 9:00 PM 
Evening Diamond Sponsor:

WEDNESDAY JUNE 19, 2019

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

Global and Economic Market Outlook

Panelists: Derek Burleton, Vice President & Deputy Chief Economist, TD Bank Group (North America)

               Alan Dunne, Managing Director –  Markets and member of the Investment Committee, Abbey Capital                (Europe)

               Alex Grassino, Senior Investment Strategist, Macroeconomic Strategy, Manulife Asset Management                     Limited (Asia) 

Moderator: Andrew Sweeney, Vice President & Portfolio Manager, Phillips, Hager & North

9:30 AM - 10:30 AM CONCURRENT SESSIONS 
 

S13 - Pension

Minding The Gap

Speaker : Matthew Gaudry, Director, Product Suppoer & Managment, The Great-West Life Assurance Company

S14 - Benefits 

Pursuing Partnership: How consultants Are Evolving (and innovating) To Hit The Moving Target of Client Needs

Speakers: Jason Billard,  Senior Vice President, West Region Leader, Morneau Shepell

                Kelly Cardwell,Vice President, Human Resources,  Bosa Properties 

Sponsored by: 

S15 - Investment 

Brexit And Beyond

Speaker: Peter Lukasiewicz, Chief Executive Officer, Gowling WLG

10:30 AM - 11:00 AM 

HEALTH BREAK

Sponsored by: 

11:00 AM - 12:00 PMCONCURRENT SESSIONS 
 

S16 - Pension  

OCI "OMG" : Establishing Best Practices   

Speaker: Bradley N. Rowe, MBA, CFA, Principal, Eckler

Sponsored by: 

S17 - Benefits 

Maximizing Organizational Resilience: Breaking down the barriers to success

Speaker: Jesse Adams, Head of Operations & Strategy,  Howatt HR

S18 - Investment

Innovations In Equity Risk Management

Speaker: Bradley Hough, FIA, ACIA, CAIA, Consultant, PBI

12:00 PM - 2:00 PM 

Closing Lunch

Your chance to share with colleagues about this year's event and win one of the prizes presented by Manulife.

Sponsored by: 

Emerging Markets
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la cyber-sécurité
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Hervé Boulhol- Senior Economist OECD-Paris- Peter
ReDefined Contribution Plans, Engaging Members with Clarity- INVESCO

Innovation in Risk Management

Speakers:  Bradley Hough PBI
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The Future is Now - 21st Century Health, Wellness & Counselling Services

Abraham Koomson, Managing Director
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