Jim Carroll
Futuriste et expert en tendances, créativité et innovation

1. Understand how economists assess the financial status of pension systems
2. Understand why truncated projection horizons aren't valid
3. Understand the malfeasance involved in Detroit's and Social Security's pension funding, understand the degree of insolvency of the two system
4. Explain that the malfeasance in these systems is characteristic of much of postwar U.S. government policy.

1. Understand the framework
2. Define the cultural barriers
3. Offer a workable strategy to defeat cultural barriers
4. Understand what success or failure means

1. Understand the size, scale and opportunity set by investing in global fixed income;
2. Recognize the effects of monetary policy changes and global liquidity conditions;
3. An awareness of the opportunities in emerging markets;
4. Appreciate the shifting sentiments towards global fixed income given the interest rate outlook

1. Understand what the aging Boomer population means to today’s financial services and retirement benefits industries
2. Understand historical and cultural factors making Boomers a distinctive generation that can be reached through target marketing and messaging strategies
3. Understand the Age – period – cohort” model: the three social, cultural and psychological influences on Boomers’ values and motivations today and tomorrow
4. Understand why and how generational marketing is gaining momentum, including new Boomer market research
5. Identifying marketing case studies from major consumer brands such as Sony, Pfizer, Fidelity, and Chrysler, demonstrating how targeting Boomers can be successful in advertising and sales promotions
6. Understand the Boomer mega-trends that are challenging and changing financial services targeting this generational cohort

• Explore an innovative approach to combining optional DC plans with a new multi-employer DB plan.
• Better understand flexibility inherent in the C/QPP and OAS under their current designs.
• Forge an opinion on one of the options currently under examination for an improved overall pension program in Canada.
• Appreciate how evolving demographics are changing the grounds on which pension programs are built.

1. Understanding drug consumption trends in Canada
2. Identifying the “impactables”
3. Understanding the background, method, and results of GSC’s hypertension study
4. Applying the study results to the management of employee benefits programs

1. Alternative investments offer a different risk and return profile to traditional investments
2. There are a range of different solutions and vehicles to access alternatives that can make sense for smaller and mid-sized investors
3. Alternatives are more complex, so more time needs to be allocated to understand these investments
4. Allocation to alternatives could be accessed through a different governance model.

1. Connaître l’importance et l’étendue des possibilités de placement dans les titres à revenu fixe mondiaux.
2. Reconnaître les effets des changements de politique monétaire et des conditions de liquidité à l’échelle mondiale.
3. Être conscient des occasions offertes sur les marchés émergents.
4. Comprendre les changements d’attitude à l’égard des titres à revenu fixe mondiaux qui sont suscités par les perspectives à l’égard des taux d’intérêt

1. What are the impacts of high cost drugs on private plans?
2. Do sponsors and individuals have appropriate coverage?
3. Are current pooling arrangements sufficient?
4. New approach: underwriting this risk in the same way as the risk associated with long-term disability benefits. Find out why this new approach warrants careful consideration and may very well be an effective and lasting solution.

1. Deeper perspective of the financial challenges to both public and private healthcare in Canada
2. Understanding of potential changes impacting government funding and delivery of healthcare in Canada
3. A future-view to the impact on employers, and what they can be doing now to prepare
4. Practical steps to protect your private health care plan as the landscape evolves

1. Explaining the paramountcy of political and public policy considerations to public asset sales internationally 
2. Understanding the political and public policy barriers to investing in Canadian infrastructure 
3. What is needed to be done make public infrastructure assets available from a political and public policy perspective 

1. Understand how an employee's personal financial situation can impact their physical and psychological health, and their ability to be productive in the workplace
2. Gain a greater understanding of the stress employees are facing when they are financially unprepared and how this affects their view of their employer
3. Understand the impact that having a group benefits and retirement plan has on employee financial preparedness, health and productivity
4. Review the options that are available for employers to help their employees to become more financially prepared 

1. Understand how changes in interest rates affect the assets and liabilities in a DB pension plan.
2. Learn how and why plan sponsors in the U.S. and the U.K. are changing their approach to interest rate risk
3. Understand the different approaches that Canadian sponsors can do now to reduce volatility and better manage interest rate risk

John A. Turner
Directeur, Pension Policy Center (É.-U.)

1. The basic structures of the retirement income systems in Australia and the Netherlands, compared to that of Canada
2. The retirement benefit outcomes of the retirement income systems in Australia and the Netherlands, compared to that of Canada
3. The retirement income risks facing retirees in Australia and the Netherlands, compared to retirees in Canada
4. Policy lessons learned from studying the retirement income systems in Australia, Canada and the Netherlands.