FORUM 2016 - Plan sponsor save $500







First Day MONDAY MAY 16TH 
6 PM - 8 PM 

Opening Keynote and Dinner: 

THE BIG SHIFT - The Battle between Old and New Canada»»   
Darrell Bricker,  CEO, Ipsos Public Affairs  

8 PM - 10 PMAfter Hours Reception  

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

Keynote Sesssion : THE BEST PLACE TO WORK»»

Ron Friedman, , Ph.D. Award-winning social psychologist who specializes in human motivation.

9:30 AM - 10:30 AM 

Simultaneous Sessions 1-2-3

9:30 AM - 10:30 AM
Session 1:  Pension
Partners in Enhancing the CPP: Both the Willing and Those Opposed  

Wesley Sheridan, Principal, Morneau Shepell 
Hassan Yussuff,  President, Canadian Labour Congress   
Session3 : Investment 

Currency allocations and the role of portfolio hedging »»  
Dean Liotta, Vice President Relationship Manager, Franklin Templeton
Mark Abbott, Vice President, Senior Portfolio Manager - Currency, State Street Global Advisors

10:30 AM - 11:00 AMBreak and Exhibition 
11:00 AM - 12:00 PMSimultaneous Sessions 4-5-6
Session 4: Pension

Decumulation: Maximizing the Power of your DC Plan 

Janice Holman, Principal, Eckler LTd 
Zaheed Jiwani, Senior Vice-President, Greystone Managed Investments Inc.  

Session 5: Benefits 
Improving Mental Health at Work: Promising Practices for Employers to Adopt »»

Sapna Mahajan, Director, Prevention and Promotion Initiatives – Workplace, Mental Health Commission of Canada 
Ed Kane, Assistant VP, University Services, Carleton University 
Addie Greco-Sanchez, President, AGS Rehab Solutions Inc.

Session 6: Investment 
Harvesting the Illiquidity Premium »»

Eugene Lundrigan, Head Business Strategy, Sun Life Investment Management 
Todd Saulnier, Principal, Mercer 

12:00 PM - 2:00 PM 

Lunch & Speaker

Lunch Session:
IF YOU LOVE YOUR CHILDREN - Save for Retirement

Derek Dobson, Chief Executive Officer and Plan Manager, CAAT Pension Plan

2:00 PM - 3:00 PM Simultaneous Sessions 7-8-9

Session 7: Pension
Asset/Liability Studies »»

Julianna Spiropoulos, Associate Partner, Aon Hewitt

Session 8: Benefits

Health technology assessment (HTA); challenges to address the needs of drug plan managers

Brent Fraser, Vice President, Pharmaceutical Reviews, CADTH

Session 9: Investment

Application of risk budgeting techniques for risk-based allocation »»

Calvin Jordan, Chief Executive Officer, Nova Scotia Health Employees’ Pension Plan (NSHEPP)
Yvan Breton, Head of fiduciary management for Canada, Mercer 

3:00 PM - 3:30 PM Break and Exhibition
3:30 PM - 4:30 PMSimultaneous Sessions 10-11-12

Session 10: Pension 
Target Benefit Plans and Innovation in Pensions »» 

Henriette de Lange, Pensioen is nu, Netherlands
Jana Steele, Partner, Osler, Hoskin & Harcourt LLP    

Session 11: Benefits 
What's going on in Small and Mid-Sized Drug Plans - A broker/client perspective »»

Dave Patriarche, Mainstay Insurance Brokerage Inc.

Session 12: Investment 

European trends in ESG and implications for plan sponsors »» 

Annemarie Arens, General Manager, LUXFLAG
Colin Spinney, Treasurer, Dalhousie University

6:30 PM - 7:00 PM Reception at the the Canadian Museum of History  
7:00 PM - 9:00 PM FORUM Dinner and CPBI 2016 Hall of Fame at the Canadian Museum of History 

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

Keynote Session

Canadian Plans in A Lower Yield Higher Risk World »»

Don Coxe, Chairman, Coxe Avisors LLC

9:30 AM - 10:30 AM Simultaneous Sessions 13-14


Session 13: Pension 

What’s Better, DB or DC ?   

Robert Brown, Consultant, Victoria, BC
Diane Oakley, Executive Director, National Institute for Retirement Security, Washington, D.C. 
Thomas Reid, Sr. Vice-President, Sun Life, Toronto, ON

Session 14: Benefits 

Understanding the impact of chronic health conditions on your business success. »»

Chris MacDonald, AVP, Wellness, Absence & Disability Management, Manulife
Greg White, Director, Innovations & Technology, TriFit

10:30 AM - 11:00 AMBreak and Exhibition 
11:00 AM - 12:00 PMSimultaneous Sessions 15-16

Session 15: Pension 

Preparing for the ORPP »»   

Randy Bauslaugh, National Practice Lead, Pensions and Employee Benefits, McCarthy Tétrault LLP
Mahmood Nanji, Associate Deputy Minister, Ontario Retirement Pension Plan Implementation Secretariat
Flavio Volpe, President, Automotive Parts Manufacturers Association

Session 16: Benefits 

What will new technologies do for health and well-being?

François Joseph Poirier, Vice-President, Business Development, Desjardins Insurance 

12:00 PM - 2:00 PM

Speaker & Closing Lunch

Lunch Session: 
Speaker TBC 

Closing Lunch and Remaks 

Target Benefit Plans and innovation in Pensions- Janna Steele, 
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