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RICHARD BOYCE

Managing director and senior vice-president of sales, Ortec Finance Canada

“When you use a unified system to manage assets and liabilities, you get a lot more breadth on risk monitoring, as well as idea generation for investment strategies.”

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Benefits

Marie-France Amyot and Amy Ferguson

Desjardins Insurance

“The idea of doing the right thing for plan sponsors, plan members and our advisor partners is at the core of every decision we make.”

Michael Banfield

Michael Banfield

Assistant vice-president of retirement platform development, Manulife Investment Management

“It’s time to obsess about customers, think big, get it done together, own it, do the right thing and share your humanity.”

Brady Aarssen

Brady Aarssen

Vice-president of distribution strategy, Canada Life

“Our industry experienced a tipping point around 2015. Since then, the rate of change in product innovation, distribution, technology and adoption has accelerated at an unprecedented speed.”

Éric Trudel

Éric Trudel

Executive vice-president and lead, group insurance, Beneva

“We act to create meaningful change, equip people with tools to prevent and manage anxiety, and develop innovative research programs to understand how we can bring Canadians more peace of mind.”

Andrea Sambati

Andrea Sambati

President and Chief Executive Officer, Boehringer Ingelheim (Canada) Ltd.

“We are actively preparing for a future in which real time data, empowered customers and artificial intelligence will dramatically influence healthcare and accelerate macro innovations.

Michael Roszak

Michael Roszak

Chief Operating Officer, Express Scripts Canada

“As digital health and wellness tools continue to expand, we can have a broader reach and improve patient health outcomes, adherence and safety.”

Investment

Nadia Savva and Taylor Pidgeon

Nadia Savva and Taylor Pidgeon

MFS Investment Management

“MFS wants to be the cap market’s active manager of choice. We’re very passionate about active management and think it’s critically important, given that cap plans support the long-term wealth objectives of plan members.”

Steve Locke and Lesley Marks

Steve Locke and Lesley Marks

Mackenzie Investments

“Policymakers continue to face hard decisions as they work to tame inflation and maintain economic growth. Steve Locke and Lesley Marks share how they see the coming months playing out. Both are chief investment officers at Mackenzie, with Locke responsible for fixed income and multi-asset strategies and Marks responsible for equities.”

Ted Welter

Ted Welter

Managing Director & Chief Investment Officer, Alternative Investments, TD Greystone Asset Management

“Investing in private asset classes is complex, and it is imperative that investment managers are aligned with the long-term needs of institutional clients, especially in a dynamic market. It is a strong foundation that I believe will enable us to continue to be relevant to our clients - now and into the future.”

Rob Vanderhooft

Rob Vanderhooft

CEO and Chief Investment Officer, Greystone Managed Investments Inc.

“We believe all organizations regardless of their size, can benefit from integrating equities, bonds, private debt and private real assets within their investment programs.”

Michael Carmen

Michael Carmen

Portfolio Manager and Sector Specialist, Wellington Management

“You can get companies that have been ‘de-risked’… they’ve likely achieved escape velocity. It’s typically not a question of viability. It’s really about determining the magnitude of the opportunity.”

Blaine S. Pho

Blaine S. Pho

Chief Investment Officer, Fixed Income, Greystone Managed Investments Inc. (Regina)

“We believe fixed income portfolios should add value while also balancing the equity and liquidity risk of the total investment program.”