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Monday May 16

6 PM  - 8 PM

Openiong Keynote session and dinner.  

THE BIG SHIFT - The Battle between Old and New Canada       

Leading pollster with Ipsos Global, Darrell Bricker has his pulse on public opinion, anticipating how it will affect the future of consumers and business organizations. 

Canada, once one of the world’s most consensual countries, is polarizing; with the west versus the east, suburban versus urban, immigrants versus old school, coffee drinkers versus consumers of energy drinks. The winners—in politics, in business, in life—will figure out where the people are and go there too.

Darrell Bricker,   CEO, Ipsos Public Affairs

Dinner will be followed by a reception in the Givernor General Ballroom

TUESDAY MAY 17

8 AM - 9:15 AM 

Tuesday  Keynote Speaker

THE BEST PLACE TO WORK  

In his highly-acclaimed new book, The Best Place to Work: The Art and Science of Creating an Extraordinary Workplace, award-winning psychologist Ron Friedman surveyed the world’s most successful organizations, identifying key practices that position them to thrive.

In this engaging keynote, Dr. Friedman reveals the highlights, offering a surprising look at the emerging science of workplace excellence. You’ll discover why great workplaces reward failure, how turning colleagues into close friends can bolster your bottom line, and why smart managers aim to complicate rather than simplify their employees’ lives. You’ll learn why Dreamworks pays employees to decorate their desks, why the Boston Consulting Group flags analysts who don’t take paid time off (PTO), and why Radio Flyer provides mileage reimbursement for employees who ride their bikes.

By the end of this presentation, not only will you and your team think differently about your workplace, you’re bound to come away with a variety of actionable insights that you can immediately put to use.

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

9:30 AM - 10:30 AM 

Smultanious sessions 1-2-3

Session 1   

Pension 

Partners in Enhancing the CPP: Both the Willing and Those Opposed

Join Wes Sheridan, the former Finance Minister from PEI and Hassan Yussuff, the current President of the Canadian Labour Congress, as they take you down the six year path toward CPP enhancement. Wes Sheridan worked on the effort from the inside as a member at the table of Finance Ministers as they debated the merits of the proposed expansion. Hassan Yussuff worked tirelessly on the perimeter of these talks, attempting to show the detractors how important these changes were to young Canadians. Come and enjoy a very different perspective on how these discussions have evolved.

Wesley Sheridan, Principal, Morneau Shepell, Former PEI Finance Minister   
Hassan Yussuff,  President, Canadian Labour Congress       

Session 2

Benefits 

Cui Bono? The Politics and Economics of Reshaping the Public-Private Mix in Canadian Healthcare

Canadian health care is unique in several respects, and the results are not flattering. The Commonwealth Fund ranks us 10th of 11 rich countries in overall performance and efficiency, and last in timeliness of access. There are major gaps in public coverage, notably pharmacare, rehabilitation, and community-based home care. Widespread calls for transformation have gone unheeded in practice; despite doubling (in real terms) total spending between 1998 and 2010, major problems have gone unsolved. Coincidentally or otherwise, federal leadership in health care has steadily eroded. The new federal government promises a return to a more cooperative federalism, and there are calls from the policy community for the expansion of publicly funded health care, especially in the areas of drugs and community care. This presentation will explore the rationale behind various reform proposals, the politics of major reforms, the economic implications of proposed changes, the "winning conditions" for governments, and implications for employers, employees, and insurers. It will conclude with a tentative assessment of the likelihood of significant change in the next 3-5 years.

Steven Lewis, Président, Access Consulting Ltd.

Learning Objectives 

  1. Increase understanding of the public-private dynamics in Canadian health care and the gaps in medicare
  2. Provide an overview of the policy options for improving Canadians' access to health care
  3. Explore the politics of policy-making in health care in the context of a new federal government
  4. Stimulate discussion of what the private sector needs to do to remain a valued contributor to Canadian health care

Who should attend this session  

  1. Insurers
  2. Suppliers of drugs, devices, and services
  3. Employers and employees in organizations providing health benefits

Session 3 

Investment

Currency allocations and the role of portfolio hedging

Recent extreme currency moves are creating a strong undercurrent of investor uncertainty in Canada.   Are the choppy foreign exchange markets making it more difficult to navigate the currency policy decision?   As a Canadian based investor, how should you view the foreign currency exposures in your portfolio? Should you hedge? How much? When? Unfortunately there does not seem to be simple answer to these questions.

The speakers believe that there are many factors to consider when reviewing how much currency exposure should be included in your portfolio and that it should not be viewed as a binary decision. Based on our experiences, we believe investors could benefit from managing their currency risks in a thoughtful and deliberate manner.       

Dean Liotta, Vice President Relationship Manager, Franklin Templeton 
Mark Abbott, Vice President, Senior Portfolio Manager - Currency, State Street Global Advisors


Learning Objectives:

  • How currency fluctuations affect my investments
  • Managing risks – what is currency risk?
  • Why manage currency exposures and what are the potential benefits
  • Currency management techniquesHow do you hedge and what are the implications

Who should attend this session

  • CIO’s
  • Investment staff 
  • Consultants and trustees
11:00 AM - 12:00 PM Simultaneous Sessions 4-5-6

Session 4 

Pension 

Decumulation: Maximizing the power of your DC Plan

The boomers are nearing retirement, but will they be able to leave your organization? Will new talent be able to prosper? While DC plans can be an excellent tool to help with workforce management, most are not being managed to their full potential. This session will explore the many facets of decumulation and unveil innovations and developments designed to get members to a more successful retirement.

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

This informative session will feature promising practices, identified by over 40 Canadian workplaces, to address mental health in the workplace. These strategies include implementation of the National Standard of Canada for Psychological Health and Safety in the Workplace (the Standard), a strategic and comprehensive framework that employers can use to protect and promote psychological health and safety of their workers. 
  
The session will also allow participants to hear the accounts of two organizations – one large and one small, namely, Carleton University and AGS Rehab Solutions, around their implementation journey with the Standard. Participants will walk away with practical tips to get their journey started in their workplaces. 

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

Harvesting the Illiquidity Premium

In a world of low interest rates and uncertain equity markets, institutional investors are looking for every opportunity to supplement their portfolio returns. In this session, we review the rationale for the illiquidity premium and the benefits to investors who are able to provide long-term capital to private markets.  We’ll talk about the types of private assets that institutional investors should be considering and their characteristics, including private fixed income, real estate, global infrastructure and private equity. We’ll provide a framework for setting an illiquidity risk budget to determine an appropriate level of private assets in your portfolio.  Finally, we’ll discuss key implementation issues, including considerations related to manager selection.

Eugene Lundrigan, Chief Operating Officer, Sun Life Investment Management Inc. 
Todd Saulnier,
 Principal, Mercer 

1:00 PM - 2:00 PM 

Lunch Session

IF YOU LOVE YOUR CHILDREN - Save for Retirement 

It is not in our nature to save, but will the failure to adequately prepare for retirement leave Canada’s cherished social safety net in taters for future generation? Can we afford not to act? This session examines how longevity, health care inflation and a shift in demographics determines the choices we need to make today to ensure our children’s children can afford to live in a society that embodies Canadian values and social norms.
The speakers is a proud Canadian and passionate about finding ways to reduce future pensioner poverty while maintaining crucial social programs, including health care, without unfairly burdening future generations.

Learning Objectives:

  • Issues and trends facing our children’s generations, including precarious contract and part-time employment and the decline of workplace pensions and benefits
  • Understanding how longevity is changing societal priorities and individual choices
  • Practical solutions for the road ahead

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   

Description 
Plan sponsors and trustees face a myriad of risks as they manage the pension plans for which they are responsible. Asset/Liability Studies are a valuable tool to help stakeholders assess and quantify key risks, including funding risk and investment policy risk. As such, Asset/Liability Studies are effective in holistically evaluating pension risks and determining strategic asset allocations. This session will address how Asset/Liability Studies work and provide practical examples of how they are used to support pension risk management.

Julianna Spiropoulos, Associate Partner, Aon Hewitt

Learning Objectives 
Session attendees will learn: 
• What an Asset/Liability Study is and how it works 
• Where these studies fit within a pension governance framework 
• How Asset/Liability Studies support pension risk management 
• Practical examples of how these studies are used 

Who should attend 
• Pension plan trustees, fiduciaries and administrators 
• Human Resources and Finance professionals

Session 8

Benefits 

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

Typically, health technology assessments (HTA) for drugs are used to provide recommendations to public payers to inform final funding decisions. Transformative changes happening within the drug environment will require new ways of evaluating drugs and managing utilization in clinical practice. This session will highlight some of the changes and challenges within drug HTA particularly as new drugs are entering the market earlier, compared to historical practices, along with increasing patient and clinician engagement. As national policy positions are being discussed, there is also a need for other types of HTA work and tools to support that work. Over time, this work will have an increasing impact in the private sector. 

Brent Fraser, Vice President, Pharmaceutical Reviews, CADTH

Learning Objectives

  • Participants will have a greater understanding of HTA challenges within the drug sector, and its impact for public and private drug plans.
  • Participants will have a greater awareness of HTA work being done through CADTH and information that is available to them.
  • Participants will hear about work done globally that is helping to address these challenges within the drug sector.

Session 9

Investment

Using your risk budget more efficiently

“NSHEPP uses uncommon strategies to get more expected return from their risk budget.  Long term results have been amongst Canada’s best despite NSHEPP’s small internal team.  Come hear:

  • Calvin Jordan (NSHEPP) describe NSHEPP’s strategies and their risk-budget based rationale; and
  • Yvan Breton (Mercer) describe how outsourcing can make similar strategies accessible to most DB pension plans 

Learning objectives:

  1. What investment exposures consume your risk budget most (and least) efficiently?
  2. How leverage can increase your expected returns without increasing funding risk.
  3. How you can manage liquidity as you diversify more fully into alternative assets.
  4. How can DB plans with limited internal resources outsource implementation of more complex strategies?
Target audience: 

This session is aimed at those responsible for setting DB pension investment strategy – whether staff or Board members.

3:00 PM - 3:30 PM  Break and Exhibition
3:30 PM - 4:30 PM Simultaneous Sessions 10-11-12
Session 10 
Pension 

Target Benefit Plans and Innovation in Pensions     

This session will feature experts on target benefit plans from Canada and the Netherlands.  The Dutch target benefit pension model, known as collective defined contribution, has been around for about 10 years now.   We will hear from a Dutch pension law expert regarding the Dutch model – what it is, how it has performed, and lessons learned.  Further, the speakers will examine various features of target benefit plans in the two jurisdictions, including governance, funding, administration, communication and risk allocation.

Henriëtte De LangePensioen 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 

In recent years, many employers have faced relatively flat drug costs, but that's rapidly changing. The challenges faced by small to mid-size employers and their advisors are different from those encountered in the past, as well as from their larger counterparts.  The future is not bleak, but a lot of work is required in order to protect access to drug benefits. 

Plan utilization continues to increase, and higher-cost drug claims are driving big renewal rate increases. The industry drug pool has had good initial success in collecting data and protecting insurers, but it cannot stand still and must continue to evolve to really aid employers of all sizes. 

  • Insurers are raising stop-loss attachment points as well as credibility levels at renewal to try and control pricing increases. Renewal rate negotiations can be tough when catastrophic claims occur and insurers have different practices in handling non-recurrent claims and coordinating claims with provincial drug plans. This makes long term planning difficult. 
  • Smaller employers are facing tough decisions about both cost and risk, and how they should fund drug plans. In response, advisors are suggesting lower drug caps, exclusionary formularies, or moving to "defined contribution" plans such as Health Spending Accounts.
  • Many advisors focus only on the short term financial costs. They incorrectly assume provincial drug plans will take care of employees, only to discover it's not always that simple.  

Is there a future for fully-pooled group drug insurance? This session will explore the issues, some possible solutions, and the roles for government, insurers and advisors that deal with smaller employers 

Dave Patriarche, Mainstay Insurance Brokerage Inc. 

Attend this session to:

  1. Develop an appreciation for the unique challenges faced by small and mid-sized employers
  2. Learn how the insurers have failed clients by not integrating with all the provincial drug plans available  
  3. Avoid the pitfalls that advisors and plan sponsors fall into around drug caps, what solutions are there?
  4. Understand the changes (and effects) that the market is experiencing

Wo should attend:

Those that are affected by the benefits industry, be it advisors/consultants, employers and even insurers but also pertinent to those in the pharma world that pays for the drugs in the private market

Session 12

Investment 

European trends in ESG and implications for plan sponsors

As Environmental, Social, Governance (ESG) is moving up on pension funds’ agenda on a worldwide scale, European countries have taken a pioneer role in Responsible Investing: Scandinavian players stand out in shaping the Responsible Investing sector and set standards for implementation in Continental Europe and beyond. Institutional investor demand is driving market growth and empowering product innovation. The adoption of long-term and targeted Responsible Investing strategies are signalizing changes in investment attitude. As Responsible Investing is moving mainstream, transparency becomes a critical requirement for assessing Responsible Investing products in the absence of a standardized definition. How can transparency be encouraged? Which sustainability strategies have the most growth potential and what are the major European trends to keep an eye on? 

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 Gala Dinner at the Canadian Museum of History   
   



Third Day WEDNESDAY MAY 18TH 
7:15 AM - 8:00 AM  Breakfast 
8:00 AM - 9:15 AM 

Keynote Session :   Canadian Plans in A Lower Yield Higher Risk World

Canadian plan sponsors are operating in the most challenging environment since the financial crisis.

On his keynote address, Don Coxe will provide a summary of key capital market and economic trends, with a focus on domestic and international developments.

  • Biggest Question Now: Can Canadian Public Policy balance Climate Change and the urgent need for pipelines?
  • Today¹s global markets and political risk, and how they will affect the capital markets
  • Could the Commodity Triple Waterfall Crash end with a sudden new boom in the book-end commodities: Gold and Oil?
  • Understanding the key challenges impeding global growth.
  • Has Canada ceased to be in the North American sweet spot; sound public policies, natural resource growth without inflation, and rising real estate prices without imperiling the strength of the capital markets?
  • US politics are suddenly more radical than Canadians have had to contemplate since the Depression. How would this affect Canadian public policy and the risk attitude of Canadian pension fund committees?

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 ?

Research in the US and Canada suggests a DB plan can deliver the same retirement income for about one-half the cost of a DC plan. If that is true, why have so many employers turned to DC? What are the relative advantages and disadvantages? How can DC plans be designed to be more efficient? Are there other alternatives? This session will examine the research, the implications and the respective advantages of DB and DC plans. 

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. 

There’s no question that your organization’s success depends on the engagement and productivity of your employees. And if your employees aren’t healthy, they can’t bring their best to work, resulting in lack of focus, absenteeism, stress or related disabilities. With Canada’s aging workforce, chronic health conditions are expected to increase, making matters worse. This session provides insight into the impact to organizations, emerging trends, as well as workplace accommodations that align with Duty to Accommodate requirements and help address the effect of these chronic conditions.

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

Attend this session to:

  1. Enhance your awareness about chronic health conditions
  2. Understand the impact of chronic health conditions on your organization’s bottom line
  3. Learn about the various innovative workplace accommodations that could be offered to your employees suffering from chronic health conditions and will help your organization mitigate the effects of such conditions
  4. Demonstrate the value of the wide range of accommodations discussed 

This session is intended for plan sponsors, plan advisors, insurance carrier representatives in the group benefits area, health and wellness product and service vendors, and independent consultants working within health benefits space.


10:30 AM - 11:00 AM Break and Exhibition 
11:00 AM - 12:00 PM Simultaneous Sessions 15-16

 Session 15

Pension  

Preparing for the ORPP 

An update on the ORPP and practical workplace strategies. What will the verification and enrollment process entail?  What educational and communication support will the new Administration Corporation provide to employers?  How will the compliance function work?  Will employers be able to get advance rulings on complex issues?  Will there be a dispute resolution mechanism? What do employers need to do to get ready?  What are employers in the automotive parts sector doing? Should employers put in a “comparable plan” to avoid the ORPP?  Should employers embrace the ORPP by joining or integrating ORPP into their existing offerings as a means of providing better, more cost effective pensions?  What about employers outside of Ontario with employees in Ontario?

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?

According to the World Health Organization, 40% of cancers, strokes and heart attacks can be prevented by adopting a healthier lifestyle. Insurers, being important players in this ecosystem, have to take innovation to another level to help shape a new model for health promotion in Canada.

What will new technologies do for health and well-being? What are the key success factors in the shift towards a digital approach to prevention? How can we, as stakeholders, motivate employees—and all Canadians—to change their lifestyles?

Emerging technologies provide an ideal medium for promoting a healthier lifestyle. New communications tools and media, like mobile applications, are some of the innovation levers we can use to promote and encourage positive change in Canada’s health benefits sector

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


Target Benefit Plans and innovation in Pensions- Janna Steele, 

doctorat Primé psychologue social qui se spécialise dans la motivation humaine
doctorat Primé psychologue social qui se spécialise dans la motivation humaine
La politique et l'économie de Redessiner le Mix public-privé dans les soins de santé au Canada
La politique et l'économie de Redessiner le Mix public-privé dans les soins de santé au Canada

Séances 

Lundi 16 mai 

18 h  - 20 h 

Séance d'ouverture et souper: 

Le grand décalage - La bataille entre l'ancien et le nouveau Canada   

Leading sondeur avec Ipsos Global Darrell Bricker a son pouls sur l'opinion publique , en anticipant la façon dont il aura une incidence sur l'avenir des consommateurs et les organisations professionnelles . 

Canada , une fois que l'un des pays les plus consensuelles du monde , est polarisant ; à l' ouest par rapport à l'est , suburbain ou urbain , les immigrants par rapport à la vieille école , les buveurs de café par rapport aux consommateurs de boissons énergisantes . Les gagnants dans la politique, dans les affaires, dans la vie, vont comprendre où sont les gens et y vont aussi.

Darrell Bricker,   Chef de direction, Ipsos - Affaires publiques mondiales

Le souper sera suivi par une réception de bienvenue dans la salle Givernor General. 


MARDI 17 MAI

8 h - 9 h15  

Conférencier d'ouverture du mardi 

La meilleure place pour travailler     

Dans son nouveau livre très acclamé, The Best Place to Work: L'art et la science de la création d'un milieu de travail extraordinaire, psychologue primé Ron Friedman a sondé les organisations les plus performantes du monde, l'identification des pratiques clés qui leur permettront de prospérer,

Dans ce discours d'engagement, le Dr Friedman révèle les faits saillants, offrant un regard surprenant à la science émergente de l'excellence en milieu de travail. Vous découvrirez pourquoi grand échec des lieux de travail de récompense, comment tourner collègues dans amis proches peuvent renforcer votre ligne de fond, et pourquoi les gestionnaires intelligents visent à compliquer plutôt que de simplifier la vie de leurs employés. Vous apprendrez pourquoi Dreamworks paie des employés pour décorer leur bureau, pourquoi les drapeaux Boston Consulting Group analystes qui ne prennent pas le temps payé (PTO), et pourquoi Radio Flyer prévoit le remboursement de kilométrage pour les employés qui montent leurs vélos. 

À la fin de cette présentation, non seulement vous et votre équipe penser différemment au sujet de votre lieu de travail, vous êtes lié à repartir avec une variété de pistes de réflexion que vous pouvez immédiatement mettre à profit

Ron Friedman, , Doctorat Primé psychologue social qui se spécialise dans la motivation humaine 

9:30 AM - 10:30 AM 

Séances simultanées 1-2-3 

Session 1   

Retraite 

Retraite et politique  

Wesley Sheridan, Morneau Shepell 
Hassan Yusseff,  Président, Canadian Labour Congress       

Session 2

Avantages sociaux 

Cui Bono? La politique et l'économie de Redessiner le Mix public-privé dans les soins de santé au Canada    

Le système de santé au Canada est unique à plusieurs égards, et les résultats ne sont pas flatteur. Le Fonds du Commonwealth nous classe au 10e rang des 11 pays riches dans la performance globale et l'efficacité, et le dernier dans la rapidité d'accès. Il existe d'importantes lacunes dans la couverture publique, notamment l'assurance-médicaments, la réadaptation et à base communautaire de soins à domicile. appels généralisés pour la transformation sont restés lettre morte dans la pratique; malgré le doublement (en termes réels) les dépenses totales entre 1998 et 2010, les principaux problèmes ont disparu sans solution. Coïncidence ou non, le leadership fédéral dans les soins de santé n'a cessé érodé. Le nouveau gouvernement fédéral promet un retour à un fédéralisme plus coopératif, et il y a des appels de la communauté politique pour l'expansion des soins de santé financé par l'État, en particulier dans les domaines des médicaments et des soins communautaires. Cette présentation explorera les raisons de diverses propositions de réforme, la politique des grandes réformes, les répercussions économiques des modifications proposées, les «conditions gagnantes» pour les gouvernements, et les implications pour les employeurs, les employés et les assureurs. Il se terminera par une évaluation provisoire de la probabilité de changement significatif dans les 3-5 prochaines années.

Steven Lewis, Président, Access Consulting Ltd.

Dans cette séance, vous apprendrez: 

  1. Accroître la compréhension de la dynamique public-privé dans les soins de santé au Canada et les lacunes dans l'assurance-maladie
  2. Fournir un aperçu des options politiques pour améliorer l'accès des Canadiens aux soins de santé
  3. Explorez la politique de la prise de décision dans les soins de santé dans le contexte d'un nouveau gouvernement fédéral
  4. Stimuler la discussion de ce que le secteur privé doit faire pour rester un contributeur important aux soins de santé au Canada

Cette séance s'adresse à: 

  1. Assureurs 
  2. Les fournisseurs de médicaments , dispositifs et services
  3. Les employeurs et les employés dans les organisations qui fournissent des prestations de santé

Séance 3 

Placements 

Allocations de devises et le rôle de couverture de portefeuille

Récents mouvements de devises extrêmes créent un fort courant de l'incertitude des investisseurs au Canada . Sont les marchés des changes agitées rendent plus difficile de naviguer dans la décision de politique monétaire ? Comme un investisseur basé au Canada, comment devriez-vous voir les risques de change dans votre portefeuille ? Si vous couvrir ? Combien? Quand? Malheureusement, il ne semble pas être simple réponse à ces questions . 

Les orateurs croient qu'il ya beaucoup de facteurs à prendre en compte lors de l'examen comment l'exposition de change beaucoup plus doit être inclus dans votre portefeuille et que cela ne devrait pas être considérée comme une décision binaire . Sur la base de nos expériences , nous croyons que les investisseurs pourraient tirer profit de la gestion de leurs risques de change d'une manière réfléchie et délibérée .      
 

Dean Liotta,   Vice Péesident Gestionnaire de relation, Franklin Templeton 
Mark Abbott, Vice Président, Gestionnaire de portefeuille principal - Devises State Street Global Advisors


Dans cette séance, vous apprendrez:

  • Comment les fluctuations monétaires affectent mes placements
  • La gestion des risques - ce qui est le risque de change ?
  • Pourquoi gérer les risques de change et quels sont les avantages potentiels
  • Techniques de gestion des devises
  • Comment couvrir -vous et quelles sont les implications

Cette séance s'adresse à: 

  • Officiers et chefs d'investissement 
  • Le personnel d'investissement
  • Consultants
  • Admministrateurs 
11:00 AM - 12:00 PM Simultaneous Sessions 4-5-6

Session 4 

Pension 

Deccumulation 

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



Session 5

Benefits 

Mental Health: Implementation journey with the Standard

his informative session will feature promising practices, identified by over 40 Canadian workplaces, to address mental health in the workplace. These strategies include implementation of the National Standard of Canada for Psychological Health and Safety in the Workplace (the Standard), a strategic and comprehensive framework that employers can use to protect and promote psychological health and safety of their workers. 
  
The session will also allow participants to hear the accounts of two organizations – one large and one small, namely, Carleton University and AGS Rehab Solutions, around their implementation journey with the Standard. Participants will walk away with practical tips to get their journey started in their workplaces. 

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

Harvesting the Illiquidity Premium

In a world of low interest rates and uncertain equity markets, institutional investors are looking for every opportunity to supplement their portfolio returns. In this session, we review the rationale for the illiquidity premium and the benefits to investors who are able to provide long-term capital to private markets.  We’ll talk about the types of private assets that institutional investors should be considering and their characteristics, including private fixed income, real estate, global infrastructure and private equity. We’ll provide a framework for setting an illiquidity risk budget to determine an appropriate level of private assets in your portfolio.  Finally, we’ll discuss key implementation issues, including considerations related to manager selection.

Eugene Lundrigan, Chief Operating Officer, Sun Life Investment Management Inc. 
Todd Saulnier,
 Principal, Mercer 

1:00 PM - 2:00 PM 

Lunch Session

Pension Adequacy   


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   

Description 
Plan sponsors and trustees face a myriad of risks as they manage the pension plans for which they are responsible. Asset/Liability Studies are a valuable tool to help stakeholders assess and quantify key risks, including funding risk and investment policy risk. As such, Asset/Liability Studies are effective in holistically evaluating pension risks and determining strategic asset allocations. This session will address how Asset/Liability Studies work and provide practical examples of how they are used to support pension risk management.

Julianna Spiropoulos, Associate Partner, Aon Hewitt

Learning Objectives 
Session attendees will learn: 
• What an Asset/Liability Study is and how it works 
• Where these studies fit within a pension governance framework 
• How Asset/Liability Studies support pension risk management 
• Practical examples of how these studies are used 

Who should attend 
• Pension plan trustees, fiduciaries and administrators 
• Human Resources and Finance professionals

Session 8

Benefits 

Drugs ... 

Brent Fraser, Vice President, Pharmaceutical Reviews, CADTH

Session 9

Investment

Using your risk budget more efficiently

“NSHEPP uses uncommon strategies to get more expected return from their risk budget.  Long term results have been amongst Canada’s best despite NSHEPP’s small internal team.  Come hear:

  • Calvin Jordan (NSHEPP) describe NSHEPP’s strategies and their risk-budget based rationale; and
  • Yvan Breton (Mercer) describe how outsourcing can make similar strategies accessible to most DB pension plans 

Learning objectives:

  1. What investment exposures consume your risk budget most (and least) efficiently?
  2. How leverage can increase your expected returns without increasing funding risk.
  3. How you can manage liquidity as you diversify more fully into alternative assets.
  4. How can DB plans with limited internal resources outsource implementation of more complex strategies?
Target audience: 

This session is aimed at those responsible for setting DB pension investment strategy – whether staff or Board members.

3:00 PM - 3:30 PM  Break and Exhibition
3:30 PM - 4:30 PM Simultaneous Sessions 10-11-12
Session 10 
Pension 

Target Benefit Plans and innovation in Pensions     

Henriette De Lange, Netherlands 
Jana Steel, Partner, Osler, Hoskin & harourt LLP    


Session 11

Benefits

What's going on in Small and Mid-Sized Drug Plans - A broker/client perspective 

In recent years, many employers have faced relatively flat drug costs, but that's rapidly changing. The challenges faced by small to mid-size employers and their advisors are different from those encountered in the past, as well as from their larger counterparts.  The future is not bleak, but a lot of work is required in order to protect access to drug benefits. 

Plan utilization continues to increase, and higher-cost drug claims are driving big renewal rate increases. The industry drug pool has had good initial success in collecting data and protecting insurers, but it cannot stand still and must continue to evolve to really aid employers of all sizes. 

  • Insurers are raising stop-loss attachment points as well as credibility levels at renewal to try and control pricing increases. Renewal rate negotiations can be tough when catastrophic claims occur and insurers have different practices in handling non-recurrent claims and coordinating claims with provincial drug plans. This makes long term planning difficult. 
  • Smaller employers are facing tough decisions about both cost and risk, and how they should fund drug plans. In response, advisors are suggesting lower drug caps, exclusionary formularies, or moving to "defined contribution" plans such as Health Spending Accounts.
  • Many advisors focus only on the short term financial costs. They incorrectly assume provincial drug plans will take care of employees, only to discover it's not always that simple.  

Is there a future for fully-pooled group drug insurance? This session will explore the issues, some possible solutions, and the roles for government, insurers and advisors that deal with smaller employers 

Dave Patriarche, Mainstay Insurance Brokerage Inc. 

Attend this session to:

  1. Develop an appreciation for the unique challenges faced by small and mid-sized employers
  2. Learn how the insurers have failed clients by not integrating with all the provincial drug plans available  
  3. Avoid the pitfalls that advisors and plan sponsors fall into around drug caps, what solutions are there?
  4. Understand the changes (and effects) that the market is experiencing

Wo should attend:

Those that are affected by the benefits industry, be it advisors/consultants, employers and even insurers but also pertinent to those in the pharma world that pays for the drugs in the private market

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 Gala Dinner at the Canadian Museum of History   
   


Third Day WEDNESDAY MAY 18TH 
7:15 AM - 8:00 AM  Breakfast 
8:00 AM - 9:15 AM 

Keynote Session :   Canadian Plans in A Lower Yield Higher Risk World

Canadian plan sponsors are operating in the most challenging environment since the financial crisis.

On his keynote address, Don Coxe will provide a summary of key capital market and economic trends, with a focus on domestic and international developments.

  • Biggest Question Now: Can Canadian Public Policy balance Climate Change and the urgent need for pipelines?
  • Today¹s global markets and political risk, and how they will affect the capital markets
  • Could the Commodity Triple Waterfall Crash end with a sudden new boom in the book-end commodities: Gold and Oil?
  • Understanding the key challenges impeding global growth.
  • Has Canada ceased to be in the North American sweet spot; sound public policies, natural resource growth without inflation, and rising real estate prices without imperiling the strength of the capital markets?
  • US politics are suddenly more radical than Canadians have had to contemplate since the Depression. How would this affect Canadian public policy and the risk attitude of Canadian pension fund committees?

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 ?

Research in the US and Canada suggests a DB plan can deliver the same retirement income for about one-half the cost of a DC plan. If that is true, why have so many employers turned to DC? What are the relative advantages and disadvantages? How can DC plans be designed to be more efficient? Are there other alternatives? This session will examine the research, the implications and the respective advantages of DB and DC plans. 

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. 

There’s no question that your organization’s success depends on the engagement and productivity of your employees. And if your employees aren’t healthy, they can’t bring their best to work, resulting in lack of focus, absenteeism, stress or related disabilities. With Canada’s aging workforce, chronic health conditions are expected to increase, making matters worse. This session provides insight into the impact to organizations, emerging trends, as well as workplace accommodations that align with Duty to Accommodate requirements and help address the effect of these chronic conditions.

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

Attend this session to:

  1. Enhance your awareness about chronic health conditions
  2. Understand the impact of chronic health conditions on your organization’s bottom line
  3. Learn about the various innovative workplace accommodations that could be offered to your employees suffering from chronic health conditions and will help your organization mitigate the effects of such conditions
  4. Demonstrate the value of the wide range of accommodations discussed 

This session is intended for plan sponsors, plan advisors, insurance carrier representatives in the group benefits area, health and wellness product and service vendors, and independent consultants working within health benefits space.


10:30 AM - 11:00 AM Break and Exhibition 
11:00 AM - 12:00 PM Simultaneous Sessions 15-16

 Session 15

Pension  

Preparing for the ORPP 

An update on the ORPP and practical workplace strategies. What will the verification and enrollment process entail?  What educational and communication support will the new Administration Corporation provide to employers?  How will the compliance function work?  Will employers be able to get advance rulings on complex issues?  Will there be a dispute resolution mechanism? What do employers need to do to get ready?  What are employers in the automotive parts sector doing? Should employers put in a “comparable plan” to avoid the ORPP?  Should employers embrace the ORPP by joining or integrating ORPP into their existing offerings as a means of providing better, more cost effective pensions?  What about employers outside of Ontario with employees in Ontario?

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?

According to the World Health Organization, 40% of cancers, strokes and heart attacks can be prevented by adopting a healthier lifestyle. Insurers, being important players in this ecosystem, have to take innovation to another level to help shape a new model for health promotion in Canada.

What will new technologies do for health and well-being? What are the key success factors in the shift towards a digital approach to prevention? How can we, as stakeholders, motivate employees—and all Canadians—to change their lifestyles?

Emerging technologies provide an ideal medium for promoting a healthier lifestyle. New communications tools and media, like mobile applications, are some of the innovation levers we can use to promote and encourage positive change in Canada’s health benefits sector

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