2017 Annual Spring Pension Conference

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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


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


Learning Outcomes

  • A look at prospects for the global, U.S. and Canadian economy and its effects on interest rates, exchange rates and equity and fixed income markets.
  • A unique look at sources of alphas with Nobel Prize winner Dr. Robert Merton
  • How pension C-suites’ view on investments and risk management
  • How to apply geopolitical risk to pension plan management 
  • Why diversity from all aspects matters so much for pension plans


Master of Ceremonies

Marcus Turner, CFA, FRM, Director and Senior Investment Consultant, Willis Towers Watson



8:00 - 8:25 AM

8:25 - 8:30 AM
Opening remarks 

8:30 - 9:10 AM
Hugh O’Reily & Malcom Hamilton
Pension Risk Panel 

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

10:10 - 10:30 AM
Networking Break

10:30 - 11:30 AM
Lacy Hunt 
Will The New Administration's Economic Initiatives Overcome the Dynamics of Extreme Over-Indebtedness?

11:30 - 12:15 PM 
Avery Shenfeld
The Economic and Financial Market Outlook: Things That Go Trump in the Night

12:15 - 1:30 PM 
Networking Lunch

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

2:15 - 3:00 PM
Nathan Thooft
Global Macro Trade Ideas

3:00 - 3:20 PM
Networking Break

3:20 - 4:05 PM
Marlene PufferJoanna ZapiorJudy Cotte & Paul Schneider

How to Earn Alpha Through Diversity:

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

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

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

Chad Rogers, Partner, Crestview

Hugh O’Reilly, CEO, OPTrust

James Davis, CFA, CIO, OPTrust

Joanna Zapior, CFA, Manging Director and Global Head of Macro Strategy, CIBC Markets

Julie Cays, CFA, CIO, CAAT Pension Plan

Judy Cotte, V.P. & Head, RBC Global Asset Management 


Lacy Hunt, Ph.D, Executive Vice President and Chief Economist Hoisington Investment Management Company

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

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

Nathan Thooft, CFA, Senior Managing Director, Manulife Asset Management Limited 

Paul Schneider, MBA, Head of Corporate Governance, Public Equities at Ontario Teachers' Pension Plan

Robert Cultraro, CFA, CIO, Hydro One Pension Plan


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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Silver Sponsors

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Reception Sponsor

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Platnium Corporate Sponsor

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Gold Corporate Sponsors


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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 401 Bay Street Toronto, ON, Canada

Arcadian Court

401 Bay St., 8th Floor Toronto, ON