FORUM 2014 Speakers

 

Agenda 

Speakers 

Receptions & Dinner

Accommodations

Tours


FORUM 2014 Speakers 

Carlos Balarezo is Chief Executive Officer of a California biotechnology company. As CEO, he was instrumental in rolling out a radical new approach to genomic data analysis that resulted in a compressed (18 month) cycle from compound discovery to pilot study. Read more


René Beaudry is a total compensation consultant with Normandin Beaudry whose areas of expertise include the development of comprehensive management, investment and funding strategies for pension plans. He is also the co-founder of Normandin Beaudry, which today employs more than 130 professionals specializing in actuarial consulting, compensation, communication and organizational development. Read more
Sarah Beech is the President of Pal Benefits, working out of the Toronto office. She is responsible for the overall management and operation of the firm. Sarah has more than 27 years’ experience in the benefits industry. She began her career as an underwriter with a major Canadian insurance company, becoming the department supervisor within two years. Read more
Sophie Bellemare heads the digital strategy team for Standard Life. She is responsible for the strategy and evolution of the company’s digital properties and its customers and partners online experience as well as the development of innovative and effective online marketing programs. Read more
Nicolas-Pierre Bergeron is currently a Partner and head of the group benefits practice at Normandin Beaudry. He has been working in this field for over 20 years. Nicolas-Pierre has developed advanced expertise in redesigning and implementing new plans in large Canadian organizations. His clients include several organizations operating in the information technology, manufacturing and university sectors. Read more
Don Bisch is Director of Corporate Communications at Equitable Life of Canada in Waterloo. Don joined Equitable Life in January 2010 after almost 10 years at Rogers Publishing where he served as Publisher and Editor-in-Chief of Canadian Insurance magazine. Previously, he led the editorial teams at Benefits Canada and Canadian Healthcare Manager magazines. Read more 
Jonathan Bohm is a Fellow of the Society of Actuaries and of the Canadian Institute of Actuaries. He has been working in the group benefits consulting field since 2003 and joined the Normandin Beaudry team in 2008. Jonathan puts into practice his superior analytical skills when working on plan renewals, requests for proposals, plan design or various projects a little more outside the box. Read more
John-Christian Bourque has nearly a decade of experience in the political, public policy, and business strategy realms in Ontario and specializes in providing clients with advanced political, public policy, privatization, and business advice. At StrategyCorp Business Services, J.C. offers business strategy experience and rigour, combined with political and public policy acumen. Read more
Robert Brown retired from the University of Waterloo program in Actuarial Science in 2010 after 39 years of teaching and research.
Rob was President of the Canadian Institute of Actuaries in 1990/91, President of the Society of Actuaries in 2000/01 and is President of the International Actuarial Association in 2014. Rob was also Research Chair for the Ontario Expert Commission on Pensions in 2007-08. Read more
Jim Carroll is an author, columnist, media commentator, and consultant, with a focus on linking future trends to innovation and creativity. He has a 20 year track record in providing direct, independent guidance to a huge, diverse global client base, combined with a previous professional financial background, including 12 years with the world’s largest professional services firm. Read more
Timothy W. Clarke is a Senior Vice-President and Aon Hewitt’s Chief Innovation Officer, Canadian Health & Benefits working primarily out of Aon Hewitt’s Toronto office. He is responsible for ensuring that Aon Hewitt’s Canadian clients have the tools and solutions they need to manage the health of their employees. Tim works with all industry stakeholders to create innovative health and benefit plan solutions that both achieve business objectives and improve employee health. Read more
Karrina Dusablon manages a team of specialized education advisors committed to providing plan sponsors with top quality support and ongoing guidance for participants throughout all stages of their retirement planning. She is also responsible for the training of our Sales Representatives, our Client Relationship Managers and our support staff. Read more

Philip Falls is a Senior Investment Consultant with PBI and has over 30 years of pension and investment industry experience.  He is currently consulting to half a dozen pension plans, endowment trusts, and other trust funds across Canada.  Philip has been responsible for designing and implementing investment and risk management solutions dealing with plan asset and liability issues.  He has significant experience with both conventional and alternative investment assets classes and the design of investment products and strategies. Read more

Brent Green is a creative director, author, social commentator, professional speaker, and consultant focused on generational marketing and the Baby Boomer generation. He is author of Marketing to Leading-Edge Baby Boomers: Perceptions, Principles, Practices, Predictions and Generation Reinvention: How Boomers Today Are Changing Business, Marketing, Aging and the Future.Read more
Elsa Goldberg is a Vice President and Senior Product Manager responsible for Global Fixed Income strategies at Franklin Templeton Investments. Ms. Goldberg has over seventeen years of experience in the investment industry. Prior to joining the Franklin Templeton Fixed Income Group in 2007, Ms. Goldberg worked at BNP Paribas Asset Management in Paris (2000-2006), where she served as senior product manager responsible for International Equity products. Read more
Malcolm Hamilton recently retired after 33 years at Mercer. He consulted to large Canadian pension plans in both the public and private sectors. He is currently a Senior Fellow with the C. D. Howe Institute. Read more
Laurence J. Kotlikoff is a William Fairfield Warren Professor at Boston University, a Professor of Economics at Boston University, a Fellow of the American Academy of Arts and Sciences, a Fellow of the Econometric Society, a Research Associate of the National Bureau of Economic Research, and President of Economic Security Planning, Inc., a company specializing in financial planning software. Read more
Jim Leech joined Teachers' in 2001 to lead Teachers' Private Capital and was appointed President & CEO in 2007. Under his leadership, the organization became one of the world's leading private equity investors.
Mr. Leech has gained recognition for his expertise and leadership in the private equity industry and as CEO of several public companies.  Read more
Brian Lindenberg is a senior partner with Mercer’s Calgary office. Mr. Lindenberg is Mercer Canada's Director of Consulting (innovation & ideas). In this role, Brian leads Mercer’s cross-line of business innovation efforts, working with Mercer’s lines of business to collect and generate new ideas, test their feasibility and recommend action to the Canadian Market Leadership Team (MLT). Read more
Marilee Mark has over 25 years of industry experience including disability management, consulting, and product and business development. She is accountable for the development and execution of Sun Life Financial’s Group Benefit market strategies, including communications and the extension of product and service offerings. Prior to joining Sun Life, Marilee led the product marketing team at another major insurance carrier. Read more
Harry Markopolos realized that Bernard Madoff’s investment strategy was an obvious fraud within five minutes, and spent the next nine years trying in vain to alert the Securities and Exchange Commission. Since the Madoff scandal broke, Markopolos has dedicated himself to becoming the world's most visible and shrewd whistleblower on fraud and conflicts of interest in financial markets. Read more
Matt Miles leads the organization responsible for product development, eBusiness, sales proposals, marketing and communications, plus research and strategic planning for Manulife’s Canadian group businesses. Prior to Matt's current position, he has held roles in Manulife's global asset management and US 401(k) businesses, M&A and corporate strategy, and group retirement distribution. Read more
Steve Morris is Managing Director and Portfolio Manager, Liability Driven Investments, for Sun Life’s Defined Benefit Solutions and Sun Life Investment Management Inc. He responsible for providing customized Liability Driven Investment (LDI) solutions that help plan sponsors reduce volatility in their defined benefit pension plans. Read more

Peter Muldowney has over 20 years of investment experience in Canada, the US and the United Kingdom. He spent his earlier years in consulting, which included leading two of the major Canadian firms. Read more
Robert Paterson has spent 25 years in the intersection of health and culture. In Health, he was a SVP of HR for Canadian Imperial Bank of Commerce, where he reformed the bank's health and benefits system. Later, he was Senior Advisor for Outreach to the President of the Canadian Institute for Advanced Research in the fields of the Social Determinants of Health and the Early Years of the development in children. Read more
Will Sandbrook has been Director of Strategy at NEST since 2011 having previously led the Corporate Affairs team. He is responsible for strategic planning and performance, public policy and financial and business volume forecasting. Through Will's role at NEST he also sits on the International Centre for Pensions Management's research committee. Read more
Hon. Wes Sheridan was elected to the Prince Edward Island Legislature on May 28, 2007, as MLA for Kensington-Malpeque. On June 12, 2007, he was appointed by Premier Robert Ghiz as Provincial Treasurer. In 2010, he was also appointed Minister of Finance and Municipal Affairs. Read more
Colin Spinney is the Treasurer of Dalhousie University. As Treasurer, his responsibilities include the management of the University’s endowment, expendable and pension fund investment portfolios. Read more
John A. Turner is Director of the Pension Policy Center in Washington, DC, where he provides consulting and research on pension policy. Previously, he worked in the AARP Public Policy Institute and the International Labor Office in Geneva, Switzerland. He has also worked in research offices at the U.S. Social Security Administration and the U.S. Labor Department, where he was the Deputy Director of the pension research office for nine years. Read more
David Willows is the Vice President of Strategic Market Solutions at Green Shield Canada. And Vice President of Strategic Market Solutions is slick verbiage meaning he leads Product Development and Marketing. Prior to moving to GSC in 2011, he had spent five years as the Toronto Health and Benefits Practice Leader for Aon Consulting and then the merged Aon Hewitt organization. Read more
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