Mercer Global Investment Forums – Toronto, 3-4 November, 2015

Toronto, 3–4 November 2015

Forum Agenda

Contains links to related content on Mercer.com

2 NOVEMBER, MONDAY

16:00–18:30Asset Managers Session

19:00–21:00Welcome Reception (All Attendees)

3 NOVEMBER, TUESDAY

08:00–08:45Breakfast

Jaqui ParchmentInvestments Business Leader, Canada

09:00–09:10MC – Day One

Mathieu TanguayMarket Business Leader, Toronto

09:10–10:10Keynote Address

Rex MurphySocial Commentator and Editorialist

10:10–10:40Networking and Coffee Break

10:40–11:20Strategic Research Overview

Deb ClarkeGlobal Head, Investment Research

David ZanuttoDirector of Strategic Research, Canada

Rob StaplefordPresident, Canadian Institute of Actuaries

11:20–11:25Lightning Talk: Investing in an Uncertain Rate Environment – Private Debt

Venelina ArduiniInvestment Consultant

Annie BruneauFinancial Strategist

Jillian KennedySenior Investment Consultant

12:25–13:45Lunch

Moderator

Dave MakarchukMarket Business Leader, Western Canada

Judges

Calvin JordanChief Executive Officer, Nova Scotia Health Employees' Pension Plan

David KaposiChief Investment Officer, Ontario Power Generation

Julie CaysChief Investment Officer, College of Applied Arts and Technology

Presenters

Toby BuscombeGlobal Head, Infrastructure

Harry LeggatPortfolio Manager, Mercer Private Equity

Dave McMillanChief Investment Officer for Hedge Funds

Joe ToomerManager Researcher, Real Estate Boutique

14:45–15:05Networking and Coffee Break

Oma SharmaDefined Contribution Leader, Canada

Vartkes RubenyanSenior Investment Consultant

Illiquidity Premium and the Patient Investor

Todd SaulnierSenior Investment Consultant

Frank BelvedereSenior Investment Consultant

Ryan PolliceInvestment Consultant

Seeking Good Governance and Efficiency Through Internal Investment Operations, Custodians and Other Service Providers

Freeman WoodDirector, Mercer Sentinel® Group

Mark FieldhouseSenior Investment Consultant

Oma SharmaDefined Contribution Leader, Canada

Vartkes RubenyanSenior Investment Consultant

Illiquidity Premium and the Patient Investor

Todd SaulnierSenior Investment Consultant

Frank BelvedereSenior Investment Consultant

Ryan PolliceInvestment Consultant

Seeking Good Governance and Efficiency Through Internal Investment Operations, Custodians and Other Service Providers

Freeman WoodDirector, Mercer Sentinel© Group

Mark FieldhouseSenior Investment Consultant

Bill MuyskenChief Investment Officer, Alternatives

16:35–16:45Close of Day 1

Mathieu TanguayMarket Business Leader, Toronto

18:30–21:30Cocktails and Dinner at the Art Gallery of Ontario

Please meet in the hotel lobby at 6:00pm for coach departures to the venue.

4 NOVEMBER, WEDNESDAY

08:00–09:00Breakfast

09:00–09:10MC – Day Two

Simon CabralSenior Investment Consultant

09:10–10:10TBD

Kevin TasaAssociate Professor of Organization Studies, Schulich School of Business, York University

Hrvoje LakotaSenior Investment Consultant

Benoit HudonSenior Retirement Consultant

Hari PushparajInvestment Consultant

10:40–10:45Lightning Talk: Investing in an Uncertain Rate Environment: Multi Asset Strategies

Jesse ChrumkaInvestment Consultant

10:45–11:15Networking and Coffee Break

Diane AlaloufMarket Business Leader, Eastern Canada

Neil LloydSenior Investment Consultant

Simon O'ReganPresident for Mercer, North America

11:45–11:50Lightning Talk: Investing in an Uncertain Rate Environment – DC Plans

Stéphanie MariamoInvestment Consultant

11:50–12:15Two Approaches to Asset Allocation to Best Manage Risk and Return

Terry DennisonDirector of Consulting, US

Nick SykesGlobal Director, Manager Research

12:15–12:45Opportunity Knocks — Practical Takeaways and Final Remarks

Rich NuzumInvestments Business Leader, North America

12:45–13:45Lunch

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