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Join us for our highly popular Investment Forecast session with industry experts! |
Attention: Registration is now closed! |
The CPBI Ontario invites you to join us on January 7th for what will be an informative and entertaining breakfast seminar at Fairmont Royal York. |
Speakers |
Eric Lascelles
Chief Economist
RBC Global Asset Management Eric maintains RBC GAM’s global economic forecast and advises its portfolio managers on key themes and risks. He is also a member of the RBC GAM Investment Strategy Committee (RISC), which is responsible for the firm's global asset mix recommendations. Eric is a frequent media commentator, appearing regularly on CNBC, BNN and other networks. Eric’s written editorials have appeared in numerous industry publications. | | 
Marlene Puffer, Ph.D., CFA, ICD.D
President and Chief Executive Officer,
CN Investment DivisionMarlene Puffer was appointed President and CEO of the CN Investment Division, which manages one of the largest corporate pension funds in Canada, in March 2018. Prior to joining CN, Dr. Puffer was a Partner at Alignvest Investment Management. She has over 25 years of experience in investments, pensions and capital markets. Marlene is former vice-chair of the Board of the Healthcare of Ontario Pension Plan.
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Davis Walmsey
Managing Director
Greenwich AssociatesDavis consults with investment managers in North America on a variety of distribution, marketing and product opportunities. Previously, Davis was a Director in Barclays Investment Banking FIG practice where he provided M&A and capital markets advice to asset management clients. Prior to that, he helped found the Strategic Advisory Group within Lehman Brothers’ Prime Services group.
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Terra L. Klinck
Partner, Brown Mills Klinck
Prezioso LLPTerra Klinck is a partner with Brown Mills Klinck Prezioso LLP, a pension and benefits boutique law firm, with over 20 years experience in the pension and benefits field. Terra provides ongoing advice to provincially and federally regulated employers and administrators on all legal issues relating to DB & DC registered pension plans, savings plans and supplementary pension plans, plan governance, investment and administration matters.
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 Julie Cays, CFA
Chief Investment Officer , CAAT Pension PlanWith more than 30 years of experience in the capital markets, Julie has been instrumental in shaping the CAAT investment portfolio to meet the Plan’s long term funding goals. She is the Vice Chair of the board of directors of the Canadian Coalition for Good Governance, Chair of the investment advisory committee of the J.W. McConnell Family Foundation and is a past Chair of the Pension Investment Association of Canada (PIAC). |
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Moderated by Martin Leclair of PH&N Investment Management. |