Investor Insight Breakfast

January 10, 2019
Toronto Region Board of Trade

2019 Investor Insight Breakfast


Benefits Canada and Canadian Investment Review are pleased to present the first annual Investor Insight Breakfast.

A LOOK AHEAD
Expectations and projections for the 2019 investment climate, including opportunities for the pension industry.

Breakfast and networking – 7:45-8:25 a.m.
Opening remarks – 8:25 a.m.
Economist panel – 8:30-9:10 a.m.
The Canadian Institutional Investment Network (CIIN) pension landscape report – 9:10-9:40 a.m.
Plan sponsor panel – 9:40-10:30 a.m.
Closing remarks – 10:30 a.m.

Price: $159.00 plus tax.

Who Should Attend?

Pension plan decision-makers, consultants, money managers, custodians, insurers and other investment stakeholders.

 

 

FOR SPONSORSHIP OPPORTUNITIES
FOR AGENDA
INFORMATION
FOR REGISTRATION INFORMATION



Robert Martins

Robert.Martins@tc.tc

Lauren Harris
Lauren.Harris@tc.tc
Joanne Merrick
Joanne.Merrick@tc.tc


Join the conversation! @BenCanMag #INVESTORINSIGHT19


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Investor Insight Breakfast Agenda:

 

**Please note this is a draft and subject to change..

 

7:45-8:25 a.m.
Breakfast and networking



8:25 a.m.
Opening remarks



8:30-9:10 a.m.
A look at the year ahead
This expert panel will feature Canada's top economists sharing their projections for the 2019 investment climate, including opportunities for the pension industry.

Moderator:
Yaelle Gang, editor, Canadian Investment Review

Panellists:
Dawn Desjardins, vice-president and deputy chief economist, RBC
Douglas Porter,
chief economist and managing director, BMO Financial Group
Avery Shenfeld, managing director and chief economist, CIBC



9:10-9:40 a.m.
The Canadian Institutional Investment Network (CIIN) pension landscape report
As 2019 kicks off, what lessons about the future can we find when looking at trends to the past. In this session, Yaelle Gang, editor of Canadian Investment Review, will present key findings about the pension landscape in Canada, based on information from the Canadian Institutional Investment Network (CIIN) data base, the premier source of information on Canadian pension funds, foundation and endowments, and their suppliers. She will be joined by investment consultant and actuary, André Choquet, who will participate in a fireside chat to discuss these results, trends and share his insights on what the landscape changes of the past mean for the future.

Moderator:
Yaelle Gang, editor, Canadian Investment Review

Speaker:
André Choquet, senior investment consultant and actuary


9:40-10:30 a.m.
What to expect when investing  
In this panel, plan sponsors will discuss big investment topics, including potential challenges and opportunities for DB pension plans in the coming year.  

Moderator:
Jennifer Paterson, editor, Benefits Canada

Panellists:
Guy Burry, chair of the pension fund investment committee, York University
John Denham, chief investment officer, Workplace Safety and Insurance Board
David Kaposi, chief investment officer, Ontario Power Generation
Jean Michel, chief investment officer, Investment Management Corporation of Ontario



10:30 a.m.
Closing remarks

 

CDT Speakers

INVESTOR INSIGHT BREAKFAST SPEAKERS

 

Guy Burry

Guy Burry

Guy Burry is the chair of the pension fund investment committee at York University. He has more than 30 years in pensions, systems, investments human capital and asset consulting, having worked in all facets of the investment services industry. His experience includes designing, building and implementing global custody systems for National Trust and Royal Trust, chief information officer with SEI Financial, director and partner with Connor, Clark and Lunn Private Capital, and independent asset consultant.  Burry has also been involved in several entrepreneurial ventures and he is currently Chairman of Craigellachie Corporation. Burry has a keen interest in impact investing and the environment. He has made several investments in the sector and is chief strategist of a family office that seeded two venture capital firms dedicated to water, clean technology and sustainability. He is also currently a council member of the Federation of Canadian Municipalities – Green Municipal Fund and is chair of the Investment Committee. Burry was also instrumental in helping the Toronto Atmospheric Fund move to an impact investing platform as its vice-chair for 12 years. Burry is a graduate of the Institute of Corporate Directors Governance College at the Rotman School, attaining his ICD.D designation in 2004. His board experience includes Federation of Canadian Municipalities – Green Municipal Fund, Tenth Power Technologies Corporation, Knightsbridge Human Capital, Axsium Group, Greenchip Financial, Muskoka Algonquin Healthcare and Enactus Canada. He is an advisor to the Ivey Foundation and the Greenbelt Foundation. He completed a 12 ½ year term of service on the York University Board of Governors in 2013 and is past chair of the York University Alumni Association. While on the York University board, he chaired the Investment Committee and was a member of both the Investment and Executive Committees. Burry was a member of the Board of Trustees from 2003 to 2013 and has been a member of the Pension Fund Investment Committee since 2002 and chair since 2003.


 

André Choquet

Andre Choquet

André Choquet is a bilingual investment professional and actuary with 26 years of multi-national consulting experience. He was with Aon for the last 10 years, ending Dec. 2018. There, he developed strategies to assist DB plan, DC plan and endowment fund sponsors in managing risks stemming from design, investment, funding and governance policies. He pioneered the birth and sustained the growth of Aon’s financial risk consulting and outsourced chief investment officer practices. Prior to Aon, he had an industry role managing the North America pension and benefit plans for a major Canadian bank. Always a thought leader, he was in charge in 2006-07 of Watson Wyatt’s diagnostic tool to assess pension risk from six sources: financial, portfolio, benefit design, delivery, compliance and governance. As vice-president of Thompson Actuarial from 1999-2006, he designed and marketed Canada’s first on-line individual pension plan solution distributed through a network of brokers, investment advisors and accountants. Born in Montreal, Choquet holds a bachelor of science in actuarial mathematics from Concordia University.  He’s a chartered investment manager, as well as a fellow of the Canadian Institute of Actuaries and the Society of Actuaries.



 

John Denham

John Denham

John Denham is the chief investment officer for the Workplace Safety and Insurance Board (WSIB), responsible for the development and approval of the strategic investment plan for the WSIB insurance fund, loss of retirement income fund and WSIB employee’s pension fund. In addition, Denham oversees WSIB’s relationship with the Investment Management Corporation of Ontario as its strategic investment partner to implement the strategic investment plan. Denham has been employed with the WSIB since 2005. Previously, Denham worked for IBM Retirement Funds, Xerox Canada Retirement Fund and Treasury and in the assurance practice and national office with Deloitte. Denham holds chartered professional accountant and chartered financial analyst designations as well as a bachelor of mathematics from University of Waterloo. Denham has been active in the pension investment industry receiving Pension Investment Association of Canada’s volunteer of the year award in 2005 and the Benefits Canada pension and investments outstanding achievement award for WSIB in 2011.



 

Dawn Desjardins

Dawn Desjardins

Dawn Desjardins is the vice-president and deputy chief economist at RBC. She joined the RBC Economics team in Jan. 2006. She is a key contributor to the macroeconomic forecasts for Canada and the U.S. and is part of a team that is responsible for the interest rate forecasts for both countries. Desjardins delivers economic analysis to RBC’s clients through a variety of publications and presentations. She is often interviewed by media from across North America to discuss developments in the economy and financial markets. Prior to joining RBC, Desjardins worked as a reporter for Bloomberg Financial News in Toronto covering the Canadian bond and currency markets and was the Canadian bond market strategist for a major U.S. bank for 10 years. She is a graduate of the University of Toronto.



 

David Kaposi

David Kaposi

David Kaposi joined Ontario Power Generation Inc. (OPG) in 2013 as chief investment officer and leads a team that is responsible for managing OPG’s large investment portfolio of public and private assets. Kaposi has been working in the institutional investment industry since 1998 and prior to joining OPG, he was a partner and global head of alternatives at Mercer, where he was a member of the firm’s global alternative investment committee. He was also a partner with Bastion Infrastructure Group, and director of manager research at Hewitt Associates (now AON Hewitt) in Canada. Kaposi is a graduate Victoria College in the University of Toronto and holds the chartered financial analyst designation.





 

Jean Michel

Jean Michel

Jean Michel is the chief investment officer of the Investment Management Corporation of Ontario (IMCO). In this role, he leads IMCO's investment team and oversees all global investment activities, including portfolio construction, asset allocation and strategic partnerships. Prior to IMCO, Michel was executive vice-president, depositors and total portfolio at la Caisse de dépôt et placement du Québec, where he managed la Caisse's service offering and depositors relationships, in addition to overseeing asset allocation and overall portfolio building activities. Before joining la Caisse, Michel was president of Air Canada pension investments. In this role, he developed the investment strategy and oversaw all investment activities of Air Canada's 14 pension plans. Michel holds a master of science in finance and a bachelor of science in actuarial mathematics, both from Laval University. He is an associate of the Society of Actuaries, a member of the investment committee at the University of Montreal Pension Plan and a member of the pension policy council at the C.D. Howe Institute.



 

Douglas Porter

Doug Porter

Douglas Porter is the chief economist and managing director of BMO Financial Group. He has over 30 years of experience analyzing global economies and financial markets. In his current role, he oversees the macroeconomic and financial market forecasts and co-authors the firm’s weekly flagship publication, Focus. Porter manages the team that has won numerous awards including Best Forecaster for Canada by Focus Economics in 2016, top Canadian forecaster by Bloomberg and the prestigious Lawrence Klein award for forecast accuracy of the U.S. economy. As a respected commentator on economic and financial trends, he is regularly quoted in the national press and often interviewed on radio and television. Before joining BMO, Mr. Porter held the positions of Economist and Country Risk Analyst with other Canadian financial institutions, and also worked at the Bank of Canada. Porter has been a member of C.D. Howe’s Monetary Policy Council since 2008 and serves on the Investment Management Committees of the Bank of Montreal’s Canada Pension Plan and Western’s Endowment Fund. He also sits on the Board of Directors of the Toronto Financial International (TFI). Porter, who holds the chartered financial analyst designation, earned a master of economics from the University of Western Ontario.



 

Avery Shenfeld

Avery Shenfeld

Avery Shenfeld is managing director and chief economist at CIBC, having been with the firm since 1993. He holds a doctorate in economics from Harvard University. One of the country’s most sought after commentators, he is ranked as the top economist in a survey of Canadian institutional equity investors. Shenfeld follows economic developments and their implications for financial and asset markets. He has received multiple awards for forecast accuracy in Canada and is a six-time winner of the Dow Jones Market Watch award for most accurate forecaster of the U.S. economy. His prior background includes experience in management consulting, on the economics faculty at the University of Toronto, and lecturing in the summer program at Harvard's John F. Kennedy School of Government. He has addressed numerous business groups and been quoted in the media in the United States, Canada, Asia and Europe.


  

More information to be posted shortly.

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

Event Details

Location:
Toronto Region Board of Trade
77 Adelaide Street West, Toronto, Ontario

Toronto Region Board of Trade
In the heart of Toronto's financial district, the Toronto Region Board of Trade, boasts modern design and unparalleled service. The beautifully renovated space, located inside the First Canadian Place, provides exquisite views of the city's Art Deco architecture. With cuisine prepared by the accaimled Oliver & Bonacini, the Toronto Region Board of Trade is the premier choice for any event, from an intimate business meeting to a grand celebration.

Toronto Region Board of Trade

Getting there:

By public transit:

• Take the subway to St. Andrew, King or Union Station, then follow the overhead PATH signs. 
• You can also arrive by the King Street streetcar (504 King) or the Bay Street bus (6 Bay). 

By car:

• Drive to Bay, King, Adelaide or York streets. Please note Adelaide is one-way east and York is one-way north.

By underground PATH:

• PATH connects through multiple subway stations, the GO Transit and VIA Rail transportation networks. Follow the directory maps posted in these locations, keeping your eye on the overhead signs.

Parking:

Valet Parking:
• Complimentary ValetAssist parking available on level A Monday - Friday, 9:30 AM - 3:30 PM

Self -Parking:
• Accessible from Adelaide and York Streets 24/7
• Daily tenant and visitor stalls on all levels
• Accessible entry on level F

20 minutes or less (6 AM - 6 PM) - $5
Weekday daily maximum (6 AM - 6 PM) - $30
Evening flat rate (6 AM- 6 PM) - $10
Lost ticket pays maximum - $40
Evenings - (from 6 p.m. to 6 a.m. next day) $6
Weekends - (Saturday to Sunday and holidays, 6 a.m. to 6 a.m.) $6


FOR SPONSORSHIP OPPORTUNITIES
FOR AGENDA
INFORMATION
FOR REGISTRATION INFORMATION

Robert Martins
Robert.Martins@tc.tc

Lauren Harris
Lauren.Harris@tc.tc
Joanne Merrick
Joanne.Merrick@tc.tc