| 7h00 à 8h00 | Petit-déjeuner
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| 8h00 à 9h00 | Plénière
Manuel A. Pizarro Inspire Your Mind – You Are More Than You Imagine |
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| 9h00 à 9h30 | Assemblée générale annuelle (membre de l'ICRA seulement)
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| 9h30 à 10h30 | SÉANCES SIMULTANÉES |
| | S5 - Retraite Engaging Members Starts at Day One
Pam Bristol - Director, Public Employees Benefits Agency
Tola Oduntan - Manager, Member and Stakeholder Relations, Public Employees Benefits Agency
In this session you will hear highlights of the engagement tactics PEBA is using successfully throughout the member journey to drive member engagement across these plans.
PEPP is Canada’s largest define contribution plan, and MEPP is a defined benefits plan. Both plans have different member information needs and rates of engagement. In 2022, PEBA doubled down on member engagement to ensure members are educated about their pension plans and aware of PEBA’s services to help them achieve the best retirement outcomes. PEBA’s retirement information consultants (RICs), who are certified financial planners, deliver in-person workshops and one-on-one meetings to help members make the best choices for their financial and retirement goals. In 2022, PEBA’s communication team began a targeted marketing campaign based on member age and stage to drive members to the RICs’ workshops and one-on-one meetings. The campaign also provided information to help members navigate current market volatility. The results have been increased demand from members which will lead to better plan awareness and member retention as the agency transitions to a not-for-profit corporation. S6 - Collectif Panel on Private Drug Benefits: Ensuring Value for Plan Sponsors Joe Farago, Executive Director, Private Payers and Investment, Innovative Medicines Canada
Bianca Brooks, Senior Pharmaceutical Benefits Strategist, Sun Life
Frédéric Leblanc, Strategic Advisor, Drug Program Management iA Group Moderator: Kim Siddall, National Vice President, Account Management, Mid-Large Business, People Corporation This session will review key drug trends and discuss approaches to consider to maintain coverage of new medicines, including a national pooling mechanism. Cross-industry collaboration will be discussed, including innovative reimbursement solutions such as outcome-based agreements. S7 - Placement Oversight of ESG Investing Bonnie Foley-Wong, Sustainable Investment Leader, Canada, Mercer
Paul Fahey, Head of Investment Data Science, Asset Servicing, Americas, Northern Trust
Institutional investors are increasingly recognizing the importance of sustainable investing, but integrating environmental, social, and governance factors into investment approaches can be challenging. In this session, we will explore how pension managers can start their sustainability journey and take actionable steps to achieve their strategic, financial, and sustainability objectives. We will also discuss how data science can be leveraged to streamline the broad and growing world of ESG data analytics, including crafting a data-supported investment strategy, analyzing screening and risk and performance, portfolio optimization and simulation, and reporting/benchmarking. We will explore how institutional investors can efficiently support their sustainability investing goals and access the ESG data needed to drive decisions. Additionally, we will address the importance of staying ahead of regulatory changes by focusing now on how to put ESG data to work.
Attend to Learn: - Understand the challenges of integrating sustainability into investment approaches and learn initial steps to take when starting a sustainability journey.
- Learn how data science can be used to develop a data-supported investment strategy and how screening, risk and performance analysis, portfolio optimization and simulation, and reporting/benchmarking factor into a strategy.
- Explore how institutional investors can efficiently support their sustainability investing goals and access the ESG data needed to drive decisions, while also staying ahead of likely regulatory changes.
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| 10h30 à 11h00 | PAUSE RÉSEAUTAGE |
| 11h00 à 12h00 | SÉANCES SIMULTANÉES |
| | S8 - Retraite Pension Transformation : Defining Thresholds for change Niki Zaphiratos, Managing Director, RBC Investor & Treasury Services
Barney Nelson, CEO, The Value Exchange
David Asselstine, SVP & CFO, Teacher Retirement Allowances Fund (TRAF) As pension funds pursue transformation projects this year, many are leveraging data to make decisions about the optimal operating model for their business. In this presentation, Niki Zaphiratos, Head of Asset Owners, Client Coverage at RBC Investor & Treasury Services, will share the latest findings of our Asset Owner Transformation research series, led by RBC with global partners, with insights from over 150 pension funds globally. Our 2023 research builds on our 2022 report by further exploring how asset owners are pursuing change, where they are succeeding, and which projects are getting left behind. Attend to learn: - Why existing pension operating models are no longer working
- What pension funds are doing to transform their operational infrastructures
- How pension funds are mapping their change journey, including their common obstacles and challenges in realizing transformation
- How new technologies are performing in practice
S9 - Collectif Include me as I am. Perspectives on Diversity, Equity, Inclusion and Mental Health in the Workplace Alex Boucher, Consultant, Total Health Management, Mercer
Stephanie Lue-Kim, Consultant, Total Health Management, Mercer Within the last few years Diversity, Equity, Inclusion (DEI) has surfaced as a top agenda across all industries, across the country, and one could say across the globe. Social forces such as various social rights movements, the pandemic, inflation, and the global labour shortage to name a few have increasingly put a spotlight on DEI. Mental health experts have applied DEI tactics throughout their practice and it’s time to shine a spotlight on the consistent agenda each topic emphasizes – the benefits to the workplace, and the greater society, will have if every individual is accepted and included as they are. - The business case, and cost of doing nothing for DEI and mental health
- Strategies to support an inclusive culture
- Steps for implementation
S10 - Placement Bringing Alternative Investments to DC Plan
Gary Hutch, Executive Director, Investment Services, Public Employees Benefits Agency (PEBA)
Jafer Naqvi, Vice President & Director, Lead of Institutional Asset Allocation Team, TD Asset Management Inc. Historically, Defined Benefit Pension Plans have benefited from exposure to alternative asset classes, to provide diversification benefits, preserving the upside while mitigating the downside. With a growing number of DC plans, how can we bring DB investment structures to DC members to help achieve retirement objectives? This session will explore how DC solutions can be designed to optimize plan member outcomes and meet plan member needs, and how PEBA, the Public Employees Pension Plan (PEPP), and PEPP’s sister plan, the Municipal Employee’s Pension Plan (MEPP) worked together to target a combined portfolio of $2 billion in private equity and infrastructure investments between the two plans. |
| 12h00 à 14h00 | DÏNER Tables rondes Choisissez votre sujet et joignez-vous à la discussion. Partagez des idées, écoutez et apprenez les meilleures pratiques. |
14h00 à 15h00
| SÉANCES SIMULTANÉES |
| | S11 - Retraite What's this Obsession with Single Employer Pension Plans? Lilach Frenkel, Director, Product Innovation, CAAT Pension Plan
Dawn Marchand, President & CEO Lawyers Financial
Randy Bauslaugh, Bauslaugh Pensions & Benefits Law Canada’s workplace pension system is often held up in other parts of the world as a model to emulate. Canada’s “Maple Leaf Plans” are revered for risk-adjusted performance, asset-liability management, private market investing, ESG transition, transparency, and cost-efficient benefit delivery. Sadly, these plans represent less than half of one percent of our more than 16,300 registered pension plans. Most of our plans are single employer plans with fewer than 10 members and all our registered plans only cover less than 40% of the Canadian workforce. The Maple Leaf Plans tend to have thousands of members. All are sector-wide or multi-employer plans. This session will examine whether its time to move away from the inefficient single employer model by examining the success of multi-employer and industry-wide models in Canada and elsewhere. S12 - Collectif Disability re-Imagined : A people-first Approach to Plan Member Ability Christine Hildebrand, VP Health and Ability Strategy, Canada Life
Leanne Taylor, Canadian Elite Paratriathlete and Compliance Officer, Medicure Inc.
Paula Bonham, Human Resources Generalist, Medicure Inc.
Moderator: Laurel Mansfield, National Practice Leader of Wellbeing, Canada Life When life-changing events like injuries and illnesses happen, they don’t just impact the plan member, they also affect their family and their plan sponsor. It takes more than a one-size-fits-all approach to support a successful recovery and return to work. After a cycling accident in 2018 left Leanne Taylor paralyzed from the waist down at twenty-five years old, she had to rebuild her life from the ground up. Determined to create a fulfilling life and move forward, Leanne set a lofty goal of completing a triathlon, using only her arms, just eight months after her injury. And she did it. Fast-forward four years, Leanne has become one of the top-ranked paratriathletes in the world, while adapting to life in a wheelchair. Leanne also excels in her day job as a compliance officer at a pharmaceutical company where she won an award as one of the Top 25 Women in Biotechnology in 2022. Join Canada Life for holistic panel conversation with plan sponsor Medicure and plan member Leanne as they discuss how their people-first approach to disability management helped everyone see what Leanne can do, not what she can’t do. Attend to learn
- Why employers should incorporate well-being into their plan to take a proactive approach to disability
- How employers can take a holistic people-first approach to create a more resilient employee
- What’s the best way to ensure an employee returns to work ready to win and make a positive contribution for the organization
S13 - Placements Impact of higher interest rates on future investment opportunities Graeme Hay, CIO of Teachers’ Retirement Allowances Fund (TRAF)
Peter Muldowney, Head of Institutional and Multi-Asset Strategy, Connor, Clark & Lunn Financial Group The multi-decade decline in interest rates has not only seen the reduction in allocations to traditional fixed income, but also contributed to the growth in allocations to private market assets, such as commercial real estate and infrastructure. The speed and magnitude of the rise in interest rates so far in 2022 has diminished investor’s appetite for fixed income, which has delivered double-digit negative returns to the end of September 2022. The past is the past, but to what extent does the current rate environment affect future asset class return-drivers? Attend to: - Hear why the next 10-years could be different for the return-opportunity set.
- Learn what asset classes will benefit from the current rate environment.
- Obtain some practical next steps in reviewing investment strategies.
Who should attend: Investment and pension committee members |
| 15h00 à 15h30 | PAUSE RÉSEAUTAGE |
15h30 à 16h30
| SÉANCES SIMULTANÉES |
| | S14 - Retraite Innovation in Longevity
Dino Bourdos, CFA, CIM, Portfolio Manager, Head of Investment Solutions - Guardian Capital LP
Pat Leo, Vice President, Longevity Retirement Solutions, Purpose Investments S15 - Collectif Health, Wellness and Support: Employment Relationship in the Face of Change Dan Licoppe, Director Maximum Benefit, Johnston Group
Sharon Au, Counsel, MLT Aikins LLP
Kristin Gibson, Partner, MLT Aikins LLP Moderator: Marnie Klimack, Manager, Group Sales, Manitoba Blue Cross S16 - Placements Panel on Revisiting Equity Growth Dimitar Shapov, Vice President, Portfolio Manager – Emerging Markets, Burgundy Asset Management LT
Leon Eidelman, Managing Director, Portfolio manager - Emerging Markets JP Morgan |
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| 18h00 à 21h30 | Soirée de gala « célébration du patrimoine »
Voyagez dans le monde entier sans passeport et assistez à des spectacles de classe mondiale, dégustez une délicieuse cuisine et célébrez le riche patrimoine culturel du Canada avec vos collègues de l'industrie.
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