Showcase series: Canada Life's Sustainable Target Date Funds- an innovative offering for the group market

Showcase series: Canada Life's Sustainable Target Date Funds- an innovative offering for the group market

November 30, 2021 1:00 PM to 1:30 PMOnline
Area of Interest: Investments Format: Web

Canada Life is introducing sustainable target date funds - funds that make it easy to invest responsibly, and a first in the Canadian group marketplace!

Canada Life Sustainable Target Date Funds will allow you to capitalize on two demands – the demand for target date funds that are simple yet sophisticated and the growing demand for responsible investing options. The new sustainable portfolios will be purpose driven, performance focused, and will be managed by a globally recognized target date fund manager with strong ESG resources and expertise.

Join us to hear more from J.P. Morgan about this exciting new offering.

Who should attend:  Consultants, Plan Sponsors and Group Advisors. Anyone interested in learning more about Canada Life's new Sustainable Target Date funds available for the group market.

Sponsored by 



Craig Christie  

Craig Christie
Vice-President, Institutional Investment Solutions
Group Customer, Canada Life

Craig Christie, is Vice-President Institutional Investment Solutions. Craig joined Canada Life in 1996 and has over 25 years of experience. His experience includes leading a national team of insurance and investment wholesalers and providing investment counselling and asset mix management services for major institutional accounts. In his role, he leads the investment counselling, risk analytics and client support teams. He plays a key role in the development of institutional products. He also has extensive knowledge of investment products, institutional financial markets and experience in asset risk management.

David Brown
Executive director, Multi-Asset Solutions Team
J.P. Morgan

David Brown, executive director, is an Investment Specialist in the Multi-Asset Solutions team, based in New York. An employee since 2008, David leads the team's efforts for the Subadvised channel, focused on custom multi-asset class portfolios. He has also worked with Pension plans, Endowments and Foundations and Corporate clients helping to design and manage many innovative strategies for the Institutional Client Business. Prior to joining Multi-Asset Solutions, David worked in the Product Development Group setting the direction of the strategic product range and developing new investment products. Before that he worked in the Private Bank helping to manage relationships with ultra-high net worth families. He graduated magna cum laude with a B.A. in Business Finance from Morehouse College and is a member of the Phi Beta Kappa Honor Society. David is a CFA charter holder and is Series 3, 7 and 63 licensed.

Jake Recker
Vice-President, Multi-Asset Solutions Team
J.P. Morgan

Jake Recker, CFA, vice president, is an investment specialist in J.P. Morgan's Multi-Asset Solutions Team, based in New York. An employee since 2014, Jake is a member of the team responsible for the product management, portfolio management and client facing activities for the team's Defined Contribution solutions. He graduated magna cum laude with a B.S. in Finance and a minor in Accounting from the University of Dayton. Jake is a CFA charterholder, a member of the New York Society of Securities Analysts, and holds Series 3, Series 7, and Series 63 licenses.

Dialogue is the leading Canadian virtual care provider that delivers online health and wellness programs dedicated exclusively to organizations who wish to improve the well-being of their members and families. Dialogue's next-generation Integrated Health Platform™ seamlessly connects our primary care, mental health, and EAP programs into one consistent user experience that provides human resources and business leaders with aggregated reporting and easy administration, and members with one app and one login to access all wellness programs supported by our multidisciplinary health and wellness team.

During this 30 minutes presentation, we will share with you a quick overview of our platform, and how it can help improve productivity, reduce absenteeism, and help build an amazing work culture that promotes happiness and well-being. In addition, you’ll hear real testimonials from our team. Don’t miss it.

The CPBI Showcase series is a 30-minutes sponsored demo aimed to offer the series’ participants with pertinent information about available products and services. The CPBI does not endorse any of the products or services presented.
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