DC Investment Forum

September 19-20, 2018
Marriott Eaton Centre, Toronto

Benefits Canada is pleased to announce the 11th Annual Defined Contribution Investment Forum.

The theme of this year's conference is:

Scaling the heights

The 2018 Defined Contribution Investment Forum will offer attendees insights into the most important issues facing DC plans. From new perspectives on investment opportunities and risk and performance considerations to the latest in behavioural finance and member engagement, this event will provide participants with the information they need to take plans to the next level.

WHO SHOULD ATTEND?
The event is free for senior DC plan decision-makers.

Please note: Due to the limited availability of space, any plan sponsors who require accommodation the evening of September 19th must now contact Anya Baker directly for arrangement.


HOW DO I ATTEND?
Attendance is subject to approval. Please contact Alison Webb.

Twitter
Tweet questions before or during the event to #DCIF18 and @BenCanMag.

DC Investment Forum

September 19-20, 2018
Marriott Eaton Centre, Toronto

Please note that this agenda is a draft and subject to change.


Wednesday, September 19, 2018


5:30-6:30 p.m.
Opening cocktail reception



6:30 p.m.
Dinner


Thursday, September 20, 2018


7:30-8:25 a.m.
Breakfast and registration



8:25 a.m.
Opening remarks



8:30-9:30 a.m.
Behavioural finance: Why we are hard-wired to make bad money decisions
Making better financial decisions can lower stress and increase productivity both at home and at work. Bringing together his background in neuroscience, money, and even cars, Preet Banerjee explains how the human brain is hard-wired to make bad decisions about money, and what you can do about it.

Speaker:
Preet Banerjee,
personal finance expert



9:30-10:00 a.m.
From the portfolio manager's cockpit: Are plan members navigating a successful journey?
Professional investors face several key challenges and have to develop strategies to navigate them. At the same time, investor behaviour plays a critical role in financial outcomes. In this session, we will explore key investment challenges as well as the behaviours that plan sponsors can encourage and promote in order to increase the odds of success.

Speaker:
Chhad Aul,
portfolio manager, Sun Life Global Investments



10:00-10:30 a.m.
Networking break



10:30-11:00 a.m.
TBA



11:00-11:30 a.m.
TBA



11:30 a.m.-12:00 p.m.
TBA



12:00-1:00 p.m.
Lunch



1:00-1:30 p.m.
TBA



1:30-2:15 p.m.
The regulatory environment: Updates from the Ontario pension regulator
This session will cover numerous regulatory issues. Topics to be discussed include:  

  • SIPP requirements
  • Decumulation options
  • Advisory committees
  • AMP’s
  • Form 7 problems
  • Member communications issues – CAPSA guideline and CAP guideline
  • Error correction issues

Speaker:
Mark Eagles,
senior manager, pension policy, Financial Services Commission of Ontario



2:15 p.m.
Closing remarks



For information on the conference, please contact Lauren Harris, Conference Editor, Benefits Canada

DC Investment Forum Speakers

September 19-20, 2018
Marriott Eaton Centre, Toronto


 

KEYNOTE:

 

Preet Banerjee

Preet Banerjee

When you think of a neuroscientist, an author and a racecar driver, you rarely think of it being one person--but Preet Banerjee is all those things – and more. Best known as a financial panelist on CBC’s The National, and as a weekly contributor to The Morning Show on Global, Banerjee inspires others to become financially empowered. Sharing his world-class expertise and unique ability to take the complexity out of money matters, he speaks on topics including behavioural finance, neuroeconomics, and personal finance. Formerly a financial advisor, Banerjee has also worked in institutional investment sales and product development. He is a management consultant to the wealth management industry, with a focus on the commercial application of behavioural finance research and fintech. Banerjee has a personal finance video column for The Globe and Mail, is a contributing editor at MoneySense magazine, and is the author of three books. His latest, Stop Over-Thinking Your Money: The Five Simple Rules of Financial Success, is in bookstores now. His blog, WhereDoesAllMyMoneyGo.com, was voted Canada's best investing blog in 2010 by Globe and Mail readers and Advisor.ca named him one of Canada's "Top 10 Financial Visionaries" in 2011. Banerjee also hosts a podcast on iTunes, “Mostly Money, Mostly Canadian,” which is one of the highest rated podcasts in Canada for business and investing. He was also the host of Million Dollar Neighbourhood on The Oprah Winfrey Network, Banerjee is a fellow of the Canadian Securities Institute and also holds the derivatives market specialist and financial management advisor designations. He was awarded first place in the 2012 Portfolio Management Association of Canada’s excellence in investment journalism awards, and is currently a research associate at the Henley Business School at the University of Reading.

 

SPEAKERS:

 

Chhad Aul

Chhad Aul

As portfolio manager, Chhad Aul oversees Sun Life Global Investment’s investment solutions, with a specific focus on the granite and milestone funds. In addition, he provides investment strategy and portfolio positioning to our clients, including plan sponsors, consultants and plan advisors. Aul has over 13 years of experience in the investment management industry, developing and managing quantitative investment strategies for clients, with a focus on long/short and market neutral hedge funds. Prior to joining Sun Life in 2014, his work experience included roles at State Street Global Advisors, Hillsdale Investment Management and TD Securities. Aul holds a bachelor of science in engineering science and a master of mathematical finance, both from the University of Toronto. He is also a chartered financial analyst charterholder.

 

Mark Eagles

Mark Eagles

Mark Eagles is currently senior manager, pension policy in the pension division of the Financial Services Commission of Ontario (FSCO). He is a lawyer with over 27 years of experience in the pension field. His first foray into the pension world was with one of FSCO’s predecessors, the Pension Commission of Ontario. While at the Pension Commission, he filled a number of roles including as a pension officer and as the primary reviewer of surplus withdrawal applications made to the pension tribunal. In addition, he carried out investigations and assisted in developing commission policies and procedures regarding plan wind ups, surplus distributions and insolvencies. Before joining FSCO in 2017, Eagles was a principal of Mercer Canada Limited and the Toronto leader of Mercer’s Canadian law and tax practice, where he consulted in pension design, documentation and compliance. Eagles advised private sector clients on the application of pension law and related tax and employment law. Eagles has also provided advice to public sector clients (plans, governments and regulators) concerning policies and legislation.

 

 

 

Other speakers to be announced shortly.

 

 

Event Location


The 2018 DC Investment Forum will take place at the Marriott Eaton Centre in Toronto.

Visit the Marriott Eaton Centre website for more information

Address:

525 Bay St
Toronto, ON, M5G 2L2
416-597-9200


Ritz Carlton Hotel

 

With further inquiries about event logistics, please contact Anya Baker, Events and Registration Specialist.