Upcoming Event: Pension Fund Investments and Governance Fall Roundtable

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PENSION FUND INVESTMENTS AND GOVERNANCE FALL ROUNDTABLE

NOVEMBER 3, 2017

9:00-11:00 am

University of Toronto Faculty of Law
Jackman Law Building, Room J140

This roundtable will examine issues facing pension funds including: the challenges that consistently low rates of economic growth pose for pension funds; how pension funds approach regulatory compliance when faced with regulation from multiple jurisdictions; and the rationales that pension funds use when choosing to allocate assets in the public or private market (including the strategies used to find long-term investments and sustainable returns on investments). In addition, the roundtable will focus on the Canadian environment and examine the following questions:

  • Is the success of Canadian pension plans in alternative asset classes based on their governance models? What other factors are relevant?
  • Is the size or governance model more important to success in this arena?
  • To what extent do pension funds use external counsel in their respective investment activities?
  • Is the use of internal and external counsel dependent on or related to the fund’s governance model?

Roundtable participants will specifically examine the role that internal legal counsel plays in the day-to-day operation of pension funds and the circumstances in which pension funds choose to retain external legal counsel focussing on questions such as: ow has the role of internal and external counsel evolved over the past ten to fifteen years with the growth of new asset classes?

Introductions:

Edward Iacobucci, Dean and J.M. Tory Professor of Law, University of Toronto

Anita Anand, J.R. Kimber Chair Investor Protection and Corporate Governance, University of Toronto

Opening Remarks:

Keith Ambachtsheer,Adjunct Professor and Director Emeritus, International Centre for Pension Management (ICPM), Rotman School of Management, University of Toronto

Speakers:

Michael Kelly, Executive Vice President & General Counsel, OMERS

Patricia Bood, Senior Vice President and General Counsel, bcIMC

Matthew Cockburn, Partner, Torys LLP

John Walsh, Managing Director, General Counsel OPTrust

Michael Wissell, Senior Managing Director, Portfolio Construction, OTPPB

 

$75 to register. No charge for students. Please contact Nadia Gulezko (by telephone: 416.978.6767 or by  email at n.gulezko@utoronto.ca) who will keep the registration list and provide further information.

*CPD credits available