NID 2018 - AGENDA


Last updated: January 20, 2018

 

Monday, June 11th

1:00 pm

Registration Opens

1:30 – 1:40

Welcome and Opening Remarks

Jeffrey Shaul, President and CEO, Robson Capital Management

1:40 – 2:40

FEATURED SPEAKER

Leo de Bever, Chairman, Nauticol Energy

[topic description to come]

2:40 – 3:40

TWO PATHS, ONE DESTINATION – THE DE-RISKING DILEMMA

Michael Augustine, Managing Director, TD Asset Management

Despite improved funding positions, pension plans may still face significant headwinds as market volatility remains a real threat. Against this backdrop, many plan sponsors are looking at ways to address pension risk. Plans have a few options when it comes to pension risk management, including plan design changes, potential partial risk transfer through an annuity buy in, a full pension buyout through annuitization or de-risking internally. The main consideration is whether to fully aim to transfer the risk or not.

3:40 – 4:00

Dialogue Break

4:00 – 5:30

THE 2018 NID CEO ROUNDTABLE

Moderated by: ?, ?

Chuck Bruce, CEO, Provident10

Mark Fuller, President & CEO, Ontario Pension Board

Laura Nashman, CEO, British Columbia Pension Corporation

Back by popular demand! – The NID CEO Roundtable was one of the highlights of NID2017 – it provides an opportunity for delegates to hear from and dialogue with CEOs of leading Canadian pension plans and endowments on the current key issues, challenges and opportunities facing their organizations – including:

  • Funding and investment outlook

  • Key issues regarding benefits, including demographic shifts, retirement age

  • Setting investment strategy – external managers vs. internal

  • ESG issues, especially gender diversity

  • Regulatory risks and opportunities

  • Innovation

* * * * *

6:30 – 9:00

NIAGARA INSTITUTIONAL DIALOGUE CORDIALLY INVITES You to an exclusive BBQ Dinner AND DRINKS at Bacchus Lounge Patio, Queen’s Landing

Enjoy hearty home cooked favourites with a godly twist. Bacchus, the god of the grape and pleasure, is honoured throughout this elegant lounge. Mingle with peers in a relaxed atmosphere in this casual lounge with a panoramic marina view fit for the gods!

 

 

 

Tuesday, June 12th

7:15

Breakfast - Queen’s Landing Tiara Restaurant

8:15 – 8:30

First Day Recap

Marlene Puffer, Partner, Alignvest Investment Management

8:30 – 9:30

DEBATE: ARTIFICIAL INTELLIGENCE WILL REPLACE STOCK PICKING PORTFOLIO MANAGERS SOONER THAN YOU THINK

Speaker of the House: Hugh Innes, Managing Director, Logan Wealth Management

Kim Shannon, President and Co-CIO, Sionna Investment Managers

Doug Steiner, CEO, Evree Corp.

9:30 – 10:00

Dialogue Break

10:00 – 11:00

[SPEAKER FROM MAJEDIE ASSET MANAGEMENT]

Tom Morris, Fund Manager, Majedie Asset Management

[topic title and description to come]

11:00 – 12:00

FEATURED SPEAKER

Dennis Lockhart, Former President & CEO, Federal Reserve Bank of Atlanta

[topic description to come]

12:00 – 1:00

Lunch, Queen’s Landing Tiara Restaurant

1:00 – 2:15

THE EVOLUTION OF THE ETF MARKET – RECENT DEVELOPMENTS AND TRENDS

Moderated by: ?, ?

?, ?

?, ?

?, ?

The market for ETFs has grown rapidly in the past two decades, tilting the balance of power in favour of investors. ETFs are now utilized by a growing number of institutional investors for tactical asset allocation, completion strategies, and as a liquid cash substitute, their attractiveness underpinned by their relatively lower costs, speed of execution, and transparency. The market is now entering a new phase of growth as providers enter the space to enhance potential returns by offering actively managed ETFs, but these may have higher tracking errors and debatable outperformance compared with the older passive ETF structures.

2:15 – 3:15

[SESSION TOPIC TITLE TO COME]

?, ?

[topic description to come]

3:15 – 3:45

Dialogue Break

3:45 – 5:00

THE CHALLENGES OF FORMULATING A GLOBAL ECONOMIC OUTLOOK IN THE AGE OF VOLATILE POLITICS AND POLICY

Moderated by: ?, ?

Brett House, Deputy Chief Economist, Bank of Nova Scotia

Sheryl King, Advisor to the Governor, Bank of Canada

Craig Wright, Senior Vice-President & Chief Economist, Royal Bank of Canada

A wide-ranging discussion of issues facing the Canadian, US and global economies in a fast changing world of politics and policy. Topics will range from the current state of U.S. economy, the Canadian housing finance and housing markets, status of NAFTA renegotiation and the relative roles of monetary and fiscal policy.

5:00

Second Day Closing Remarks –

Heather Cooke, Deputy Chief Investment Officer, Canada, Fiera Capital Corporation

 

 

* * * * *

 

6:00

MEET IN THE HOTEL LOBBY FOR TRANSPORTATION TO STRATUS VINEYARDS

 

 

6:30 - 9:30

NIAGARA INSTITUTIONAL DIALOGUE IS pleased to invite you to A “BUBBLY THROWDOWN” AND Dinner AT THE STRATUS Vineyards

Stratus Vineyards is committed to sustainability and environmentally friendly practices and was the first LEED-certified winery in the world. This distinguished winery serves as the backdrop for our “bubbly throwdown” and evening of culinary indulgence. Prosecco, Cava, Champagne and Canadian Brut -- is it possible that one region’s bubbly reigns supreme? You be the judge! The evening begins with this delightful throwdown accompanied by hors d’oeuvres overlooking pastoral views from the Vineyard Terrace. A brief vineyard tour is offered of this pump-free winery where wine is moved through gravity flow -- never pumped. We’ll follow up amidst the industrial chic of the Press Alley with a locally-inspired three course meal paired with samples from the Stratus cellar. A unique experience not to be missed!

 

 

 

Wednesday, June 13st

7:15

Breakfast – Queen’s Landing Tiara Restaurant

8:15 – 8:30

Second Day Recap

Heather Cooke, Deputy Chief Investment Officer, Canada, Fiera Capital Corporation

8:30 – 9:30

[SESSION TOPIC TITLE TO COME]

?, ?

[topic description to come]

9:30 – 10:30

THE PATH BACK: OPPORTUNITIES AND RISKS FOR THE WESTERN CANADIAN OIL AND GAS SECTOR

F.L. (Ted) Morton, Senior Fellow, School of Public Policy, University of Calgary

Former Alberta Minister of Energy and Minister of Finance

Higher prices, reduced costs, new export pipelines, and increased global demand – all combine to form a window of opportunity for Western Canadian oil and gas producers. But government policies – both federal and provincial – continue to pose competitive roadblocks to the sector's ability to attract new capital investment

10:30 – 11:00

Dialogue Break

11:00 – 12:00

[SESSION TOPIC TITLE TO COME]

?, ?

[topic description to come]

 

 

 

 

* * * * * * * * * *

1:30

RECAP OF THE NINTH ANNUAL NIAGARA INSTITUTIONAL DIALOGUE AND CLOSING REMARKS –

Marlene Puffer, Partner, Alignvest Investment Management

Heather Cooke, Deputy Chief Investment Officer, Canada, Fiera Capital Corporation

 

CLOSE OF THE NINTH ANNUAL MEETING OF THE NIAGARA INSTITUTIONAL DIALOGUE


Please note that, while every effort will be made to present the program as advertised, speakers, topics and timing are subject to change due to circumstances beyond our control.

 

* Please note that the Niagara Institutional Dialogue is strictly closed to the media and is governed by the Chatham House Rule

 

 

 

 

 

 

 

 

 

 

 

NIAGARA
2018

speaking faculty:

Michael Augustine

CHARLES J. BRUCE

Leo de Bever

Mark Fuller

BRETT HOUSE

HUGH INNES

Sheryl King

Dennis Lockhart

F.L. (Ted) Morton

LAURA NASHMAN

KIM SHANNON

DOUG STEINER

Craig Wright

Heather Cooke

Marlene Puffer


Partners 2018 Niagara

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