Please note that this agenda is subject to change
7:30 AM - 8:30 AM
Hot Buffet Breakfast & Registration
8:30 AM – 8:40 AM
Opening Remarks & Introductions
8:40 AM – 9:15AM
Two Paths, One Destination: The De-risking Dilemma
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.
Speaker: Michael Augustine – TD Asset Management Inc.
9:15 AM – 9:50 AM
Innovations in Pension Risk Transfer
Insurers are adapting to a growing Pension Risk Transfer business. Deals are getting larger and the provisions are getting more complex. This session will explore some of the new developments that are helping clients successfully transfer their pension risk to the insurance market.
Speaker: Neil Duffy - The Great-West Life Assurance Company
9:50 AM – 10:00 AM
10:00 AM – 10:35 AM
Considering the Alternatives: A Practical Look at Enterprise Risk Analysis and Alternative Investments
Enterprise risk analysis is commonly utilized by institutional investors, though alternative investments – such as hedge funds, private equity and real estate – can present challenges for applying this type of analysis. Catherine Thrasher, Managing Director, Global Risk Solutions Canada, BNY Mellon, will highlight different approaches to risk measurement for investors who are largely allocated to alternative assets.
Speaker: Catherine Thrasher – BNY Mellon
10:35 AM – 11:00 AM
Panel Discussion / Q & A and Closing Remarks
11:00 AM – 11:30 AM
Attendance certificates are available upon request to receive your CE credits
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