The DB School of Pension Investment 2026 | DB SPIM
May 5 - May 6, 2026 | Toronto, Canada
Building effective investment management skills is more critical than ever in today’s complex pension management landscape. Both capital markets and the pension regulatory regime are evolving rapidly, demanding sharper expertise and agility.
To help professionals strengthen their capabilities, Mercer, in partnership with CFA Societies Canada, offers The DB School of Pension Investment Management (“DB SPIM”). This two-day program is designed to equip you with the essential knowledge and practical tools to confidently navigate the challenges of pension plan investment management and governance. Join us in advancing the future of retirement planning and security!
Who should attend
This program is tailored for professionals involved in the pension investment decisions and fiduciary oversight. These include trustees, investment committee members, pension fund managers, and senior human resource and finance/treasury personnel.
Key benefits
During this intensive two-day seminar, you will:
- Gain a clear understanding of current regulations and guidelines affecting pension plan landscape
- Improve your knowledge of the pension investment management process
- Enhance your understanding of pension finance and asset-liability integration
- Strengthen your ability to structure, select and monitor investment mandates
- Improve your grasp of risk management and sustainable investing principles
- Learn group decision-making strategies that will help you make more well-informed and confident decisions
Event details
Date:
May 5th & 6th, 2026
Location:
CFA Society Toronto
120 Adelaide St W #2205, Toronto, ON M5H 1T1
Course Fee:
$3,200 + HST *
Location
We look forward to welcoming you in person in Toronto.
Venue
120 Adelaide St W #2205, Toronto, ON M5H 1T1
Hotel Partner
145 Richmond St W, Toronto, ON M5H 2L2
Hotel Booking Information
For your convenience, Mercer has reserved a block of hotel rooms at Hilton Toronto at a rate of CDN $379.00 plus tax which includes complimentary wi-fi. This rate is available until April 13, 2026. Reservations made after this date will be based on hotel availability and at the prevailing rate. To secure your room reservation, please access the following link to book your hotel reservations https://book.passkey.com/go/MERCERDBSPIM
Accommodation Terms & Conditions
Hotel room cancellations must be received 48 hours before arrival to receive a refund.
Agenda
- 1 Day 1 (May 5)
- 2 Day 2 (May 6)
| Time | Session (Speaker) | Location (Room) |
| 8:30 am - 9:00 am | Breakfast Buffet | CFA Society (Members’ Lounge) |
| 9:00 am - 9:15 am | Welcome and Course Overview (Geoffrey Melbourne, Mercer) | CFA Society (Canada Room) |
| 9:15 am - 10:15 am | 1. Pension Fund Governance (Patrick Hatzis, Mercer) | CFA Society (Canada Room) |
| 10:15 am - 10:45 am | Break | CFA Society (Members’ Lounge) |
| 10:45 am - 11:45 am | 2. Pension Financing Principles (Brad Duce, Mercer) | CFA Society (Canada Room) |
| 11:45 am - 1:15 pm | Catered Lunch | CFA Society (Ontario Room) |
| 1:15 pm – 2:15 pm | 3. Pension Risk Management (Samantha Allen, Mercer) | CFA Society (Canada Room) |
| 2:15 pm - 3:15 pm | 4. Asset Mix Policy (Rob Kunka, Mercer) | CFA Society (Canada Room) |
| 3:15 pm - 3:30 pm | Break | CFA Society (Members’ Lounge) |
| 3:30 pm - 4:00 pm | Breakout Session – Asset Mix Policy | CFA Society (Canada Room/Ontario Room) |
| 4:00 pm - 5:00 pm | 5. Group Decision-Making (Kevin Tasa, Schulich) | CFA Society (Canada Room) |
| 5:30 pm - 7:00 pm | Cocktail Reception | Hilton Toronto |
| Time | Session (Speaker) | Location (Room) |
| 8:30 am - 9:00 am | Breakfast Buffet | CFA Society (Members’ Lounge) |
| 9:00 am - 10:00 am | 6. Alternative Investments (Venelina Arduini, Mercer) | CFA Society (Canada Room) |
| 10:00 am - 10:15 am | Break | CFA Society (Members’ Lounge) |
| 10:15 am - 11:15 am | 7. Investment Structure (Raghav Wadhwa, Mercer) | CFA Society (Canada Room) |
| 11:15 am - 11:45 am | Breakout Session – Investment Structure | CFA Society (Canada/Ontario Room) |
| 11:45 am - 1:15 pm | Catered Lunch | CFA Society (Ontario Room) |
| 1:15 pm – 2:15 pm | 8. Manager Selection and Investment Oversight (Nataliya Stasyuk, Mercer) | CFA Society (Canada Room) |
| 2:15 pm – 2:45 pm | Breakout Session – Investment Oversight | CFA Society (Canada/Ontario Room) |
| 2:45 pm – 3:00 pm | Break | CFA Society (Members’ Lounge) |
| 3:00 pm - 3:45 pm | 9. Sustainable Investing (Wanfeng Zhou, Mercer) | CFA Society (Canada Room) |
| 3:45 pm – 4:00 pm | Course Wrap-up | CFA Society (Canada Room) |
Food & Beverage included
Breakfast, lunch, snacks and refreshments will be served throughout the two-day seminar and the Day 1 Cocktail Reception, included in the registration fee. You will be prompted to share any dietary restrictions and/or allergies during your online registration.