If you are interested in pension plan governance and investment, the 2016 Pension Boot Camp offers a series of expert-led presentations on the most current industry topics, such as the Canadian Retirement System, Pension Plan Terminology, Actuarial Basics, Pension Law and Fiduciary Duties and Capital Stewardship.
Registration includes morning and afternoon coffee breaks, as well as a light lunch.
Fees: CAD $150.00 (Standard) / CAD $130.00 (Early Bird ends January 31 2016), plus 5% GST. SHARE affiliates receive a discount of 15%. Further discounts are available if you register for the BC Pension Forum on Friday, February 26.
SHARE’s 2016 Trustee Master Class, to be held on Thursday, February 25, 2016 at the Pinnacle Hotel, brings together an impressive roster of instructors and speakers to examine two timely pension investment issues: Governing Responsible Investment and Impact Investing: Is there a role for Pension Funds? The day-long program is designed for pension plan trustees.
The morning session will focus on Governing Responsible Investment, with leading international pension fund advisor, Rob Lake, and SHARE's Director of Responsible Investment, Shannon Rohan. This session will explore governance strategies and best practices for devising effective responsible investment policies and overseeing their implementation.
The instructors will use case studies and breakout groups to ensure an interactive and participative course environment, providing participants with concrete examples of how other pension funds have approached responsible investment in their investment policies and beliefs and strategies and tips for working effectively with service providers on responsible investment including measuring and monitoring performance
In the afternoon session, trustees will explore the role of pension funds in economically-targeted and impact investing. This session will be led by instructors the Director, Initiative for Responsible Investment at Harvard University, David Wood, and SHARE’s Executive Director, Peter Chapman.
Questions which will be addressed during the session, include: Is there a place for it in your portfolio? What are the opportunities and risks associated? And, Can impact investments bolster public support for occupational pensions?
The class provides:
Registration includes morning and afternoon health breaks, as well as a light lunch.
Fees: CAD $180.00 (Standard) / CAD $160.00 (Early Bird ends Saturday, January 31 2016), plus 5% GST. SHARE affiliates receive a discount of 15%. Further discounts are available if you register for the BC Pension Forum on Friday, February 26.
Achieving consistent and adequate investment returns are essential to retirement security. This panel will explore how the integration of environmental, social and governance factors into plan investment practices and across capital markets helps plans deliver sustainable returns.
Pension experts from across Canada will discuss regional and national developments that are affecting plans. Will events in one region affect others? What are the common trends and differences?
This breakout session will explore new legal developments in the fields of pension legislation and securities class action.
If Canada Pension Plan benefits are improved, how will workplace pension plans be affected? How might different expansion options impact pension plans? What should plans do to prepare? Can we learn from the Ontario Retirement Pension Plan?
What role do consultants play in helping plans develop and implement responsible investment policies and practices? Are mainstream consultants equipped to deliver on fund’s responsible investment needs? What should funds look for in a consultant and what can they expect?
Fair wages, a safe and healthy work environment, respect for fundamental labour rights can all contribute to building long-term shareholder value. This session will explore how investors are engaging with portfolio companies to encourage positive working environments.
Both pension plan members and members of society at large sometimes question the value of their pension plans. As occupational pension plan coverage shrinks across Canada, what can plans do to maintain support for good quality pensions? Panelists will describe leading efforts to communicate the benefits of a good pension plan to internal and external stakeholders.
This breakout session will provide insights into the economic outlook and help trustees develop skills that will help them make use of the information in such presentations.
Ideas about duties of care and prudence play a central role in driving trustee behaviour. But is the way we think about fiduciary duty fit for purpose in today’s world? What does fiduciary duty tell us about how to take climate change into account? This session will examine the latest understandings of fiduciary duty.
Three speakers will deliver fast-paced descriptions of their crucial perspectives on what it takes to make pensions work for youth, women and New Canadians. Each speaker will present the issue and its challenges, as well as offer new ideas and positive solutions in lively 10-minutes snapshots.
This panel explores public and private sector union perspectives on defined benefit pension sustainability.
This session focuses on OPSEU Pension Trust’s public policy and plan-specific initiatives to build a sustainable pension plan in a challenging global and national context.
