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The following is the list of speakers at this year's DC Plan Summit in alphabetical order. |
| Keynote Speaker: Donald Brean |
| Donald is professor of finance and economics in the Rotman School of Management at The University of Toronto and an associate of the Centre for International Studies and The Centre for International Business. He was formerly associate dean of the faculty of management and director of commerce programs. He has published extensively in books, academic journals and business publications in capital markets, taxation, international finance and investment, industrial organization, and economic policy. Professor Brean holds graduate degrees from the University of Toronto and The London School of Economics. He has held academic appointments at Cambridge University and Ecole Superieure de Commerce Paris. His current research interests include international financial integration, factors influencing international investment, the development of national policy in view of the increasing mobility of capital and structural adjustment in economies in transition. |
| Michael Campbell |
| Michael was raised in Northern Ontario and graduated from Laurentian University in 1990 with an honours BA in commerce. He joined London Life ’s employee benefits division as a sales representative and has worked as director, marketing, group retirement services, since September 2001 for Great West · London Life. |
| Paul Dempsey |
| Paul is manager, investment funds at the Ontario Securities Commission (OSC) where his team is responsible for dealing with operational, investment management and continuous disclosure issues related to various types of investment funds. Paul joined the OSC in 1997 as legal counsel in the Market Operations Branch. Prior to this, he was legal counsel at the Pension Commission of Ontario and at the Ministry of Financial Institutions (Ontario). He studied law at McGill University and has undergraduate and graduate degrees in economics. |
| Rick Headrick |
| Rick is the team leader of James P. Marshall's DC group and consults with clients sponsoring various types of capital accumulation plans. Prior to taking on his current role, Rick was the team leader of Hewitt's governance practice in Canada and consulted on all aspects of an organization's governance structure, including the governance of defined contribution plans. Rick has a bachelor of commerce, a LL.B. and has completed his CFP designation. He is a member of the Canadian Bar Association and The Association of Canadian Pension Management. |
| Jeff Horbal |
| Jeff is vice-president, institutional investments at Fidelity Retirement Services, headquartered in Toronto. In this capacity, Jeff oversees sales and marketing, data and fund analysis, and client service for Fidelity’s defined benefit disciplines. He joined Fidelity in 1998 with 15 years of industry experience in institutional equity trading, corporate finance, personal financial planning and mutual funds. He graduated from the University of Toronto with a bachelor of commerce, and has completed several executive and investment management courses. |
| Nurez Jiwani |
| Nurez is the director of regulatory coordination at the Ontario Securities Commission and the Financial Services Commission of Ontario (FSCO). In this capacity, he facilitates the coordination of regulatory activities of the two organizations as well as leads a number of FSCO harmonization initiatives at the national level, including CAPSA’s Model Law, pension governance, investment policy and the Joint Forum’s Capital Accumulation Plans initiative. Until recently, Nurez was director of policy and communications at FSCO. Prior to that, he directed the operational and policy areas of the former Pension Commission of Ontario. Nurez holds a bachelor of science in economics and statistics and a masters degree in business administration. |
| Michael N. Labou |
| Michael has been in the pension and benefits industry since 1981. He has spent the last 17 years with Manulife Financial in various roles in Toronto, Ottawa and finally Vancouver. He is currently responsible for directing the pension field offices for Manulife's Western Region. Michael resides in North Vancouver and is active in his community, sitting on the board of the foundation supporting the local health region. |
| Ken McCord |
| Ken began his career in the financial services industry in 1985. Assuming various sales and management roles over the years within the investment management industry, Ken is now senior vice-president of sales for AIM Trimark. He has been a frequent guest on CTV, CBC, City TV and ROB TV as a market analyst and speaks frequently to the investment-advisor community and to the public at large. Ken has a BA, an MBA and the CFA designation |
| Dave McLellan |
| Dave is group savings product vice-president at Canada Life. He has been with the company for 15 years and is responsible for the administration and pricing of group savings programs. Dave has a B.Sc. from the University of Western Ontario, and is a fellow of the Canadian Institute of Actuaries and the Society of Actuaries. |
| Hugh O’Reilly |
| Hugh is a partner at Cavalluzzo Hayes Shilton McIntyre & Cornish and is head of the firm’s pension and benefits group. The areas of his practice include advising multi-employee pension and benefit plans on pension plan administrative issues, advising unions on pension and benefit issues and representing employees who have been terminated or who are entering into new employment arrangements. |
| Louise Pellerin-Lacasse |
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Louise is vice-president, marketing, group savings and retirement at Standard Life. She leads the strategic development and ongoing management of all products and services related to group pension arrangements. She joined Standard Life in 1979 and has worked in various departments including corporate actuarial, group consulting and held the position of vice-president, product development between 1993 and 1998. Louise is a fellow of the Canadian Institute of Actuaries and of the Society of Actuaries. |
| John Por |
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John is founder and president of Cortex, a consulting firm specializing in working with boards of directors, corporate executives and their teams on fiduciary risk management and decision-making. He advises pension and endowment funds on pension governance, strategic planning, asset/liability management, fiduciary risk management and education, and other organizational issues. He is also a regular speaker at industry conferences and seminars. John has completed the Harvard Executive Program on board governance and has obtained the certified investment management analyst designation from The Investment Management Consultants’ Association. He also holds a PhD in engineering, and various business degrees, obtained in Europe and Canada.
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