In today’s rapidly evolving landscape of defined contribution plan management, developing robust investment management skills for group retirement and savings plans is more crucial than ever. As capital markets and capital accumulation plan (CAP) expectations grow increasingly complex and dynamic, the need for effective governance and management of CAP assets has never been more pressing.

To support professionals in enhancing their capabilities in this area, Mercer, in collaboration with CFA Societies Canada, presents The DC School of Pension Investment Management (DC SPIM). This program is designed to equip you with the knowledge and tools necessary to navigate the complexities of CAP asset management and governance effectively. Join us in shaping the future of retirement planning!

This program is tailored for professionals engaged in the decision-making process or holding fiduciary responsibilities within a CAP program. Participants may include investment committee members, as well as human resources and finance/treasury personnel. 

Join us for an engaging one-day seminar. Dive into the complexities of governing a CAP program, learn how to fulfill your fiduciary obligations and equip yourself to negotiate better outcomes for plan participants. 

Our program prioritizes practical application to deliver actionable insights that improve plan governance, investment oversight, and decision-making through:

• Speaker-led presentations
• Targeted breakout sessions
• Collaborative casework
• Networking opportunities with peers

Morning Sessions:

• Defined Contribution Plans: Hear how DC plan sponsors are adapting in 2026 to evolving regulatory guidance and market shifts.
• Plan Design & Financial Wellness: Discover innovative strategies for designing effective plans that promote financial wellness among participants.
• CAPSA Guidelines & Program Governance: Gain insights into the latest CAPSA guidelines and learn how to implement robust governance frameworks for your programs.

Lunch & Special Session:

• Sustainable Investments: Enjoy a delicious lunch while exploring the growing importance of sustainable investments and how they can benefit your organization and stakeholders.

Afternoon Sessions:

• Investment Structure & Oversight: Delve into the intricacies of investment structures and the best practices for oversight to ensure optimal performance.
• Group Decision-Making: Learn effective techniques for group decision-making that can enhance collaboration and lead to better outcomes.

Don’t miss this opportunity to expand your expertise and network with industry professionals!

We look forward to welcoming you in person in Toronto.

CFA Society Toronto,
120 Adelaide St W #2205, Toronto, ON M5H 1T1

$2,500 + HST

* Is your company sending more than one representative? If so, you may be eligible for a discount. Please email Thiago Pontelli at thiago.pontelli@mercer.com for more details or click Contact Us to inquire.

Contact:

Jenifer Fernandes
jenifer.fernandes@mercer.com

Thiago Pontelli
thiago.pontelli@mercer.com