The Defined Benefit Investment Forum -- TORONTO
Hosted by Canadian Investment Review, the Defined Benefit Investment Forum is one of the newest events to be added to the CIR roster of most established and reputable events in the defined benefit pension and investment realm in Canada.
The theme of this year's event is: DB Disrupted – The Future of Pension Investment in Canada
Defined benefit pension plans are facing change and challenges on just about every front, from their investments to the regulatory environment to the shifting needs of members. How should DB plan sponsors respond on the investment side – and can a better approach to investing help them survive the road ahead? This year’s forum will explore the investment ideas that matter today and how they can help plan sponsors for the long-term.
The 2017 Defined Benefit Investment Forum (formerly DB Summit) is an exclusive forum, bringing together DB plan decision-makers, consultants and leading industry experts to share their views, practices and theories to address the challenges and issues they are faced with in the current economy. This event includes several expert presentations and a panel discussion about key stakeholders and personal experiences running pension plans.
Who Should Attend this Event?
Participation is for qualified DB decision-makers and investment consultants.
Canadian Investment Review is Canada's leading forum for academics, institutional investors and industry practitioners to exchange ideas on the capital markets, investment and economic theory and the related sociology and demographics. To that end, it publishes articles that offer original ideas based on existing literature and brings new insight to relevant themes and practices within the institutional investment community.
For more information, contact Lauren Harris, Conference Editor.
DB Investment Forum
December 8, 2017
Ritz Carlton Hotel, Toronto
Breakfast and registration
Future Imperfect: Top Economists Share Views on Challenges in 2018 and Beyond
What lies ahead for Canada’s economy in 2018 and beyond – and what are the top challenges Canadian plan sponsors should focus on, both here in Canada and beyond? This panel discussion will see Canada’s top economist share their outlook for Canada and the world in 2018 – and what that could mean for institutional investors like pension funds.
Dawn Desjardins, vice-president, deputy chief economist, RBC Economic Research, Royal Bank of Canada
Brett House, deputy chief economist, Scotiabank
David Madani, senior Canada economist, Capital Economics
Build Resilience: Fixed income allocations for 2020 and beyond
Historically, Canadian plan sponsors have been averse to increasing out-of-benchmark limitations in their Canadian fixed-income plan policy guidelines. Unfortunately, overly restrictive barriers may incentivize higher risk in the portfolio that may not be commensurate with the opportunity set. More plan sponsors are beginning to recognize the limitations of such restrictions, creating demand for Canadian core plus fixed-income investment options. Join Sunil Shah as he expands on these points to help Canadian pension plans build resilient portfolios for 2020 and beyond.
Sunil Shah, head of Canadian fixed income and senior portfolio manager, Aviva Investors
Opportunities in Private Debt
In what remains a challenging interest rate environment, investors both globally and domestically are considering opportunities in private debt as a way to enhance yields in their portfolios. European private debt markets have been of particular interest as regulatory change and balance sheet pressures continue to constrain bank lending in the region, which has created compelling opportunities in direct lending. In this session, we will provide an update on the recent evolution of this market and discuss the opportunity that continues to persist for investors seeking to enhance yields within their portfolios.
Erick Zanker, managing director of alternative investments, Phillips, Hager & North Investment Management
Real Asset Investing: Drowning in Illiquidity?
Real estate, infrastructure, and other illiquid investments are attracting increasing amounts of capital. While much is spoken of the opportunities in real assets, which risks should we keep in mind? How could regulatory changes affect the flow of capital? How can the risk of illiquid investments be properly measured?
Derek Warren, assistant vice-president, Lincluden Investment Management
11:30 a.m.-12:00 p.m.
More information on this session to be announced shortly
More information to be announced shortly
Future Unknown: Lawyers Discuss Regulatory Issues Facing DB Plans
What are some of the most common regulatory issues facing pension plans today? In this session, lawyers will discuss regulatory issues such as administrative monetary penalties, derivatives rules and more to find out what this could mean for DB plans and sponsors.
Kathryn Bush, partner, Blake, Cassels & Graydon LLP
Anna Zalewski, partner, Osler, Hoskin & Harcourt LLP
The Ritz Carlton Hotel, Toronto
December 8, 2017
In the heart of downtown, amid sports arenas, performing arts centers and the vibrant Wellington Street scene, the sleek glass façade of The Ritz-Carlton, Toronto is a beacon of both beauty and luxury. Inside, décor invokes nature through modern materials, and is complemented by a collection of art from across Canada. The appeal goes beyond the surface with 5-star amenities including:
- Distinct dining experiences including TOCA, featuring authentic Italian cuisine and Canada's only cheese cave, and the DEQ Terrace & Lounge
- Meeting and event space including the largest luxury ballroom in Toronto with space for up to 600 guests and an Executive Ballroom
- Spa My Blend by Clarins offering massages from around the world, specialized facials and more in a fifth-floor, light-filled retreat overlooking the city
- A specially commissioned art collection featuring more than 400 pieces by Canadian artists
- 24-hour fitness center with state-of-the-art equipment, a saltwater pool, Jacuzzi and expert trainers
- 263 guest rooms and suites, among the largest in the city, with views over Lake Ontario or the downtown skyline
For more information on event logistics, contact Joanne Boccia, senior event manager.