Mercer’s
SPIM 2024:
Spring session
In-person
The School of Pension Investment Management
May 7 & 8, 2024
Toronto, Canada
Building effective pension investment management skills is more important than ever in the challenging environment of defined benefit fund management. Both the capital markets and the pension regulatory regime are becoming increasingly complex and dynamic.
To assist in improving the governance and management of pension fund assets, Mercer and the Schulich School of Business, York University have established The School of Pension Investment Management (SPIM), which is built on the success of its predecessor, Pension Investment Management School (PIMS).
This is an intensive two days seminar designed to provide pension plan fiduciaries with the knowledge to improve the overall governance and management of their defined benefit pension fund.
Event details
Date:
May 7 & 8, 2024
Time:
9:00 AM - 4:30 PM (ET)
Registration Fee:
$3,200 + HST
Payment must be received in full prior to the seminar.
Location:
Fairmont Royal York
100 Front Street West, Toronto ON M5J 1E3
Event contact information
Cecilia Capiendo
Who should attend?
This program is designed for individuals who are involved in the pension investment decision-making process and who have fiduciary responsibilities for the pension fund. These include trustees, investment committee members, pension fund managers, and senior human resource and finance/treasury personnel.
Key benefits
Attendees will:
- Improve their knowledge of the pension investment management system as it applies to defined benefit and defined contribution plans.
- Enhance their understanding of pension finance and asset/liability integration.
- Increase their effectiveness in structuring, selecting, and monitoring investment managers.
- Make more informed and confident decisions.
Program content
The two days event will be comprised of the following core areas of study:
- Fiduciary responsibility and prudent governance.
- Principles of pension finance and investment.
- Asset mix policy and risk management.
- Investment policy implementation – manager structure, currency management, active and passive management.
- Investment monitoring and oversight.
The curriculum will also feature these relevant and timely topics:
- Alternative investments.
- Sustainable investing.
- Group decision-making.
We look forward to welcoming you in person in Toronto.
Venue: Fairmont Royal York
100 Front St W
Toronto, ON M5J 1E3
+1 514 861 3511
Hotel website
Accommodation Terms & Conditions
Hotel room cancellations must be received 48 hours before arrival to avoid a penalty fee of 1 nights' room and tax.
Wi-Fi
The guestroom rate does not include complimentary Wi-Fi, however we request all guests to sign up for Accor ALL Loyalty programme upon arrival and enjoy complimentary Wi-Fi and other exclusive benefits. Please find the link below to sign up.
ALL – Accor Live Limitless – Benefits and status
Upon becoming a member, you may choose the hotel standard Wi-Fi and select “Accept” Charges, it will be waived from the bill at the end of your stay.
Event Agenda
- 1 Day 1
- 2 Day 2
May 7 |
Algonquin Room |
|
8:30 am - 9:00 am |
Royal York Breakfast (Algonquin Room) |
|
9:00 am - 9:15 am |
Welcome and Course Overview |
|
9:15 am - 10:15 am |
1. |
Pension Fund Governance |
10:15 am - 10:45 am |
Break (Algonquin Room) |
|
10:45 am - 11:45 am |
2. |
Pension Financing Principles |
11:45 am - 1:15 pm |
Lunch (Nova Scotia Room) – Mercer |
|
1:15 pm - 2:15 pm |
3. |
Asset Mix Policy |
2:15 pm - 2:45 pm |
Breakout Session – Asset Mix Policy |
|
2:45 pm - 3:00 pm |
Break (Algonquin Room) |
|
3:00 pm - 4:00 pm |
4. |
Pension Risk Management |
4:00 pm - 5:00 pm |
5. |
Group Decision-Making |
5:30 pm - 7:00 pm |
Cocktail Reception |
May 8 |
Algonquin Room |
|
8:30 am - 9:00 am |
Royal York Breakfast (Algonquin Room) |
|
9:00 am - 10:00 am |
6. |
Alternative Investments (Venelina Arduini, Mercer) |
10:00 am - 10:15 am |
Break (Algonquin Room) |
|
10:15 am - 11:15 am |
7. |
Investment Structure (Irfan Hassan, Mercer) |
11:15 am - 11:45 am |
|
Breakout Session – Investment Structure |
11:45 am – 1:15 pm |
Lunch (Nova Scotia Room) – Mercer |
|
1:15 pm – 2:15 pm |
8. |
Manager Selection and Investment Oversight (Nataliya Stasyuk, Mercer) |
2:15 pm – 2:45 pm |
|
Breakout Session – Investment Oversight |
2:45 pm – 3:00 pm |
Break (Algonquin Room) |
|
3:00 pm - 3:45 pm |
9. |
Sustainable Investing (Christine Ha Kong, Mercer) |
3:45 pm – 4:00 pm |
Course Wrap-up |