2017 Annual Spring Pension Conference

Select tickets

Members:  In order to access member pricing, you must login by clicking on the login button located on the top right hand corner of the event page.  Your must use your login details that are associated with your CFA Institute account.

Guest Registration will not reflect member pricing.

Member Early Bird (Before March 16) - $325
Member Regular - $345
Non-Member Early Bird (Before March 16) - $350
Non-Member Regular - $370
Table of 8 Early Bird (Before March 16) - $2600
Table of 8 Regular - $2760
Table of 10 Early Bird (Before March 16) - $3250
Table of 10 Regular - $3450


Table of 10 CAD 3,450.00
Table of 8 CAD 2,600.00
Early Bird Price ends 3/16/2017
Non-Member Additional Guest Ticket CAD 350.00
Early Bird Price ends 3/16/2017

About the event


CFA Society Toronto’s 2017 Annual Spring Pension Conference aims to provide you with the latest updates from thought leaders in the Canadian pension industry.  These experts will address the current environment, best practices and tools to provide you with the insight and background for management of today’s investment portfolios. You will also have the opportunity to exchange thoughts and ideas during networking and lunch sessions.


Committee: Portfolio Management





8:00 - 8:25 AM

8:25 - 8:30 AM
Opening remarks 

8:30 - 9:10 AM
Lacy Hunt 
Will The New Administration's Economic Initiatives Overcome the Dynamics of Extreme Over-Indebtedness?

9:10 - 10:10 AM
Keynote Robert Merton
Understanding the Sources of Alpha

10:10 - 10:55 AM
Pension Risk Panel - Hugh O'Reily & Malcom Hamilton

10:55 - 11:15 AM
Networking Break

11:15 - 12:00 PM 
Avery Shenfeld
The Economic and Financial Market Outlook: Things That Go Trump in the Night

12:00 - 1:30 PM 
Networking Lunch

1:30 - 2:15 PM
Chad Rogers, Crestview
Geopolitical Risks

2:15 - 3:00 PM
Dan Janis
Global Macro Trade Ideas

3:00 - 3:20 PM
Networking Break

3:20 - 4:05 PM
Marlene Puffer
Diversity and Pension Investment

4:05 - 5:00 PM
CIO Panel - Robert Cultraro, James Davis, Julie Cays

5:00   - 6:00 PM




Robert Merton, Alfred Nobel Memorial Prize Winner in Economic Sciences, Professor of Finance at the MIT Sloan School of Management and University Professor Emeritus at Harvard University,  Resident Scientist at Dimensional Fund Advisors. 

Julie Cays, CFA, CIO, CAAT Pension Plan

Robert Cultraro, CFA, CIO, Hydro One Pension Plan

James Davis, CFA, CIO, OP Trust

Malcolm Hamilton, Actuary, Senior Fellow of the C.D. Howe Institute

Dan Janis, Senior Managing Director and Head, Global Multi-Sector Fixed Income

Hugh O'Reily, CEO, OP Trust

Marlene Puffer, CFA, PhD, Partner, Alignvest Investment Management

Chad Rogers, Partner, Crestview

Avery Shenfeld, Managing Director and Chief Economist, CIBC Capital Markets.


 *More speakers coming soon!


Who Should Attend

The conference is aimed towards senior members of Plan Sponsors, Insurance or Banking asset managers, and service providers in the finance industry.


Society Member Discounts

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CFA Institute Activity
This program qualifies for credit under the guidelines for the CFA Institute Continuing Education Program

Other Information
Eligible for 7 CFA Institute CE credit hours
May be eligible for CE credits to maintain CFP® certification

Information on withdrawals, cancellations, and/or refunds can be found here.

By registering for this event you are acknowledging that you have read our Policies.



Platnium Sponsor

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Reception Sponsor
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Silver Sponsor

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Platnium Corporate Sponsor
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Gold Corporate Sponsor

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When & Where
Mar 30
30th March 2017
08:00 AM - 06:00 PM
Toronto, ON
2017-03-30 08:00 AM 2017-03-30 06:00 PM America/New_York 2017 Annual Spring Pension Conference Conference 8:00 AM - 5:00 PM Reception 5:00 PM - 6:00 PM 401 Bay Street Toronto, ON, Canada

Arcadian Court

401 Bay St., 8th Floor
Toronto, ON