Breakout Session [clear filter]
Friday, February 26

10:45am PST

Cross-Country Pension Round-Up

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? 

avatar for Lee Riggs

Lee Riggs

National President, TWPP Trustee, Concert Properties Director, Telecommunications Workers Union Local Chapter 1944

avatar for Robert R. Blakely

Robert R. Blakely

Canadian Operating Officer, Canada’s Building Trades Unions, CBTU-SMCC
Robert Blakely is the Canadian Operating Officer of Canada’s Building Trades Unions, assuming this national leadership role in 2000. He is a respected voice in Ottawa for the 14 unions affiliated to the Canadian Building Trades which represents almost 450,000 skilled tradespeople... Read More →
avatar for Helen Fetterly

Helen Fetterly

Chair, Healthcare of Ontario Pension Plan (HOOPP) Board of Trustees
avatar for Marc Ranger

Marc Ranger

Director, Canadian Union of Public Employees (CUPE-Quebec)
Marc Ranger is the Quebec’s Regional Director for the Canadian Union of Public Employees. He has been with CUPE since 1998. From 2007 to 2012, he was the Chief negotiator for the Montreal’s blue collars union representing the 7 500 outside workers at a time when pension issues... Read More →
avatar for Kevin Skerrett

Kevin Skerrett

Senior Research Officer, Canadian Union of Public Employees (CUPE)

Friday February 26, 2016 10:45am - 12:00pm PST
Pinnacle Hotel Vancouver Harbourfront 1133 West Hastings St, Vancouver, BC

10:45am PST

Legal Update

This breakout session will explore new legal developments in the fields of pension legislation and securities class action.

avatar for John Pesa

John Pesa

Assistant Business Manager, International Brotherhood of Electrical Workers
JOHN PESA is responsible for administering the Inside Wire Agreement representing approximately 1800 members that work in the electrical construction industry. John is also responsible for negotiating and administering our collective agreements with Vancouver Shipyards, Allied Shipyards... Read More →

avatar for Murray Campbell

Murray Campbell

Partner, Lawson Lundell LLP
Murray is a pension lawyer who acts for boards of trustees and other sponsors of pension and benefit plans in the private and public sectors in British Columbia, Saskatchewan and Alberta. While Murray is a solicitor, he is regularly involved in pension and benefit litigation. Murray... Read More →
avatar for Mark Solomon

Mark Solomon

Partner, Robbins Geller Rudman & Dowd LLP
Mark Solomon, a Cambridge and Harvard-educated English barrister and attorney in California, represents both United States- and United Kingdom-based pension funds and asset managers in class and non-class securities litigation. Mr. Solomon is a founding partner of the Firm and... Read More →

Friday February 26, 2016 10:45am - 12:00pm PST
Pinnacle Hotel Vancouver Harbourfront 1133 West Hastings St, Vancouver, BC

10:45am PST

Preparing Your Plan for Canadian Pension Plan Expansion

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?

avatar for Chris Roberts

Chris Roberts

Director, Social & Economic Policy, Canadian Labour Congress
Chris Roberts is the National Director of the Social and Economic Policy Department of the Canadian Labour Congress (CLC). Chris joined the Congress in 2011, and assumed the role of National Director in 2014. In addition to managing the work of the department, he is responsible... Read More →

avatar for Greg Heise FSA, FCIA, FCA

Greg Heise FSA, FCIA, FCA

Partner, George & Bell Consulting
Greg Heise is a partner at George & Bell Consulting in Vancouver. He has worked in the pension and investment fields for 23 years and has worked with a diverse group of clients, including multi-employer and jointly-trusteed pension plans, various non-pension trusts and large national... Read More →
avatar for Jo-Ann Hannah

Jo-Ann Hannah

Director, Pensions and Benefits Department, UNIFOR
Jo-Ann Hannah is the Unifor Director of Pensions and Benefits. Unifor is the new union formed September 2013 between the Communication, Energy and Paperworkers’ Union and the CAW-Canada. Unifor represents almost 305,000 members across Canada in all sectors of the economy. Jo-Ann... Read More →
avatar for Dominique Roelants

Dominique Roelants

Executive Officer, College, Public Service and Teachers' Pension Boards
Dominique Roelants is the Executive Officer of the British Columbia College, Public Service and Teachers' Pension Boards. Prior to taking on his current role, Dominique Roelants was a professor at Vancouver Island University, was First Vice President of the Federation of Post-Secondary... Read More →

Friday February 26, 2016 10:45am - 12:00pm PST
Pinnacle Hotel Vancouver Harbourfront 1133 West Hastings St, Vancouver, BC

10:45am PST

Role of Consultants in Responsible Investment

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?

avatar for Terry Engler

Terry Engler

President / Trustee, International Longshore Warehouse Union Local 400 Marine Section / BC Marine Industry Pension and Benefit Plans

avatar for Brendan George

Brendan George

George & Bell Consulting, Partner
Brendan George has worked in the pension and investment fields for 20 years. His areas of specialization include the financing and actuarial analysis of pension plans and investment consulting. Brendan’s clients include pension plans, insurance funds, workers’ compensation funds... Read More →
avatar for Richard Keery

Richard Keery

Investment Manager, Strathclyde Pension Fund
The Strathclyde Pension Fund is one of the largest local authority pension funds in the UK and ranks among the top 20 in the list of all UK pension funds.It has over 200 contributing employers including 12 local authorities and a variety of other public sector organisations large... Read More →
avatar for Rob Lake

Rob Lake

Independent Responsible Investment Advisor
Rob Lake is an Independent Responsible Investment Advisor focusing in particular on asset owners. His experience at a leading pension fund, an investment management house and a global investor network gives him a unique perspective on the complexity and diversity of responsible investment/ESG... Read More →

Friday February 26, 2016 10:45am - 12:00pm PST
Pinnacle Hotel Vancouver Harbourfront 1133 West Hastings St, Vancouver, BC

1:15pm PST

Active Ownership: Good Returns Through Good Employment

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.

avatar for JJ Fueser

JJ Fueser

Research Coordinator, Corporate Governance, UNITE HERE
JJ Fueser coordinates UNITE HERE’s efforts to improve corporate governance practices at publicly traded companies. In recent years, UNITE HERE has led a comprehensive program to address board entrenchment and limits to shareholder rights at listed lodging REITs in the U.S. She acts... Read More →

avatar for Anne-Marie Gagnon

Anne-Marie Gagnon

Equity Analyst, ESG Integration, bcIMC
Anne-Marie Gagnon is a risk management and responsible investing professional and an emerging market specialist with 10 years experience in the financial services industry. She joined bcIMC as an Equity Analyst, ESG Integration in October 2013. bcIMC is an investment manager with... Read More →
avatar for Louis Malizia

Louis Malizia

Assistant Director, IBT Capital Strategies Department
Louis Malizia is the Assistant Director of the International Brotherhood of Teamsters Corporate & Strategic Initiatives Department. Louis began his work with the Teamsters in 1996 after work in the international economics and conflict resolution field. Louis works on the Union’s... Read More →
avatar for Kevin Thomas

Kevin Thomas

Director of Shareholder Engagement, SHARE
Kevin Thomas joined SHARE in 2013 as a Senior Analyst on social issues. Prior to working with SHARE Kevin was the Director of Advocacy for the Maquila Solidarity Network, a labour and women's rights organization, where he advised companies, governments, and public institutions on... Read More →

Friday February 26, 2016 1:15pm - 2:30pm PST
Pinnacle Hotel Vancouver Harbourfront 1133 West Hastings St, Vancouver, BC

1:15pm PST

Communicating Value of Good Pensions

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.

avatar for Linda Watson

Linda Watson

Vice Chair, B.C. Teachers' Pension Board
Linda Watson is the Vice Chair of the BC Teachers' Pension Board. She was appointed to the board by the plan member partner, the BC Teachers' Federation. Linda has been involved in pension policy and plan governance for over twenty years. Linda was part of the BCTF team that negotiated... Read More →

avatar for Ron Auer

Ron Auer

Executive Director, CORPaTH
Ron Auer serves as Executive Director of CORPaTH, an alliance of trustees, consultants, asset managers, administrators, elected officials and professionals overseeing pension assets for the benefit of working men and women who earn and deserve a secure retirement. We work to perpetuate... Read More →
avatar for Riley St. Jacques, FSA, FCIA

Riley St. Jacques, FSA, FCIA

Market Leader Western Canada, Senior Consulting Actuary, PBI Actuarial Ltd.
Riley St. Jacques is the Market Leader for Western Canada and a Senior Consulting Actuary with PBI Actuarial Consultants Ltd. in Vancouver. He provides actuarial, group benefits, pension and investment consulting services. Riley has a particular expertise in advising multi-employer... Read More →
avatar for Corina de Guire

Corina de Guire

Director, Plan and Member Communications Branch, BC Pension Corporation
Corina De Guire’s passion for communications shows through her years of experience in the communications industry. In 2007, Corina joined the BC Pension Corporation as director of communications, providing strategic oversight of mass communications for five public sector pension... Read More →

Friday February 26, 2016 1:15pm - 2:30pm PST
Pinnacle Hotel Vancouver Harbourfront 1133 West Hastings St, Vancouver, BC

1:15pm PST

Economic Outlook

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.

avatar for Hugh Mackenzie

Hugh Mackenzie

Trustee, Ontario Pension Board
Hugh Mackenzie provides economic consulting services to governments, unions and other organizations in the non-profit sector on budgetary policy; public and private sector cost analysis; public finance; and economic policy and to unions and employee associations in collective... Read More →

avatar for Catherine Heath, CFA

Catherine Heath, CFA

Vice President, Fixed Income, Leith Wheeler
Catherine Heath is Vice President, Fixed Income at Leith Wheeler Investment Counsel Ltd., a pension manager based in Vancouver with approximately $16 billion of assets under management.  Catherine and the fixed income team manage approximately $4 billion Fixed Income assets for... Read More →
avatar for Chris Kresic, CFA

Chris Kresic, CFA

Partner, Co-Chair Investment Strategy Committee, Jarislowsky Fraser Global Investment Management
Chris Kresic joined the firm in 2010 and has 27 years of experience in the investment industry. He was named Partner in 2011 and, in 2012, was named to the firm’s Executive Committee and Co-Chair of the Investment Strategy Committee. He is also Portfolio Manager, Fixed Income, and... Read More →
avatar for Andrew Sweeney, CPA, CA, CFA

Andrew Sweeney, CPA, CA, CFA

Vice President & Portfolio Manager, Phillips, Hager & North Investment Management
Andrew Sweeney is a senior institutional portfolio manager with Phillips, Hager & North Investment Management (PH&N IM). He has primary responsibility for clients whose fixed income or equity portfolios have a particular emphasis on global equities. Andrew joined PH&N IM in 2007... Read More →

Friday February 26, 2016 1:15pm - 2:30pm PST
Pinnacle Hotel Vancouver Harbourfront 1133 West Hastings St, Vancouver, BC

1:15pm PST

Fiduciary Duty

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.

avatar for John van Beek

John van Beek

Co-Chair / Chair, Multi-Employer Pension Plan / Investment Committee, Nursing Home and Related Industries Pension Plan
John Van Beek is the Co-Chair of the Multi Sector Pension Plan and the Chair of the Investment Committee of the Nursing Home and Related Industries Pension Plan. Combined the plans have a total of 65,000 members and assets under management of $1.6 billion.

avatar for Murray Gold

Murray Gold

Managing Partner, Koskie Minsky LLP
Murray Gold is Managing Partner at Koskie Minsky LLP. He is a leading practitioner in the area of pensions and employee benefits. Mr. Gold was appointed by the Premier of Ontario to Ontario’s Technical Advisory Group on Retirement Security in February 2014. In 2008 he served as... Read More →
avatar for Will Martindale

Will Martindale

Head of Policy, United Nations Principles for Responsible Investment
Will Martindale joined the PRI in February 2014 as Head of Policy. Previously Will worked for Oxfam as policy adviser for the financial sector. Will has a background in banking, joining JPMorgan's graduate programme in June 2004, supporting a web-based trading platform for JPMorgan's... Read More →

Friday February 26, 2016 1:15pm - 2:30pm PST
Pinnacle Hotel Vancouver Harbourfront 1133 West Hastings St, Vancouver, BC
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