Day 1 - Wednesday, September 27, 2017

7:45
Registration Opens and Refreshments are Served
8:45
Opening Comments from the Chair

Jana Steele
Partner
Osler, Hoskin & Harcourt LLP

9:00
OPENING KEYNOTE

The Future of Work and the Ripple Effect in Pensions

Peter Edwards
Vice President of HR and IR
Canadian Pacific Railway

  • How are changing employment trends affecting workplace pensions
  • Is the enhanced CPP enough to mitigate disappearing workplace pensions
  • How can retirement savings be enabled despite precarious employment

9:45
Designing Retirement Plans Canadians Want (and Need)

Derek Dobson
CEO
CAAT Pension Plan

  • Explores the results of a national survey that identifies the pension features Canadians want and are willing to pay for
  • Outlines the business case for workplace pensions from the perspectives of government, employers and individuals
  • Examines the plan designs that best meet acceptable cost and risk tolerances.

10:30
Morning Refreshment Break
11:00
Learn How the Enhanced CPP Will Affect Your Workplace Retirement Plan

Stephanie Kalinowski
Partner, Benefits and Pensions
Hicks Morley LLP

  • Expected changes to the retirement savings behavior of members
  • Adapting plan design to integrate with enhanced CPP
  • Communicating changes to members and keeping them engaged
  • What you can do to prepare now

11:45
Global Perspective: Developing a Proactive Approach to Retirement Plan Design Transformation

Matthew Chatelain
Manager, Global Retirement Governance
PepsiCo

  • Governance insights in reviewing PepsiCo’s plan designs in Europe
  • Building flexible guiding principles to allow for efficient response to legislative changes or evolving market practices
  • Transferable observations for Canadian pension plan sponsors

12:30
Networking Luncheon
1:30
PANEL

How to Engage Members and Enable Educated Decision-Making

Leanne Hull
Senior Counsel
Bank of Montreal

Charley Butler
Vice President Client Services & Innovation
Ontario Teachers’ Pension Plan

Mariana MacIntosh
Director & Associate General Counsel – Pension Administration
Ontario Teachers’ Pension Plan

  • Learning from existing ambassador and outreach programs
  • Empowering members with a basic understanding of finance and investment
  • Avoiding conflicts of interests and maintaining fiduciary duties

2:15
Governance Best Practices in the Context of the Updated CAPSA Guidelines

Susan Nickerson
Partner, Pensions and Employment Practice
Torys

  • Ensuring the board is engaged in evidencebased decision-making
  • Examining how plans have responded to the updated guidelines over the last months
  • Reviewing what has changed from original 2004 Guidelines

3:00
Afternoon Refreshment Break
3:15
Best Practices and Future Trends in Decumulation

Fred Vettese
Chief Actuary
Morneau Shepell

  • Educating members regarding their options upon draw-down phase
  • Offering members low-cost opportunities to invest their pay-out
  • Allowing members to remain with the plan to continue access to low fee investment management

4:00
Closing Comments from the Chair and Conference Adjourns

Day 2 - Thursday, September 28, 2017

8:30
Refreshments are Served
9:00
Opening Comments from the Chair

Jana Steele
Partner
Osler, Hoskin & Harcourt LLP

9:15
OPENING KEYNOTE

HOOPP’s Evolving Approach to Sustainability in Real Estate Investing

Derek Billsman
Director, Real Estate Management and Sustainability
HOOPP

  • Emerging trends and technological advancements in sustainability
  • Leading examples of sustainability across the globe
  • HOOPP’s global reach in real estate

9:45
1 Interactive Roundtable Rotation
10:30
Morning Refreshment Break
10:45
Legal Issues in Pension Plan Investing

Anna Zalewski
Counsel Pensions & Benefits
Osler Hoskin & Harcourt

  • Discharging your fiduciary duties in the context of pension fund investments
  • Staying on top of legal requirements, including
    • pension benefits standards legislation
    • the Income Tax Act
  • Understanding developments in regulatory policy

11:30
1 Interactive Roundtable Rotation
12:15
Networking Luncheon
1:15
PANEL

Sustainable Investment and Funding Strategies

Mark Fuller
CEO and President
Ontario Pension Board

  • Developing best practices of fund management
  • Practical long-term investments in a low interest rate environment
  • Maximizing cost-effectiveness and minimizing the impact of operational costs and fees on plan returns

1:45
1 Interactive Roundtable Rotation
2:30
Closing Comments from the Chair and Conference Concludes