Mercer’s
SPIM 2025:
DB Session
May 21 & 22, 2025
Toronto, Canada
Building effective pension investment management skills is more important than ever in the challenging environment of defined benefit fund management. Both the capital markets and the pension regulatory regime are becoming increasingly complex and dynamic.
To assist in improving the governance and management of pension fund assets, Mercer has established The School of Pension Investment Management (SPIM).
Who should attend
This program is designed for individuals who are involved in the pension investment decision-making process and who have fiduciary responsibilities for the pension fund. These include trustees, investment committee members, pension fund managers, and senior human resource and finance/treasury personnel.
Key benefits
During this intensive two days event you will:
- Improve your knowledge of the pension investment management process
- Enhance your understanding of pension finance and asset/liability integration
- Increase your effectiveness in structuring, selecting and monitoring investment managers
- Improve understanding of risk management and sustainable investing principles
- Make more informed and confident decisions
Event details
Date:
May 21 & 22, 2025
Location:
Fairmont Royal York, 100 Front Street West, Toronto ON M5J 1E3
Course Fee:
$3,200 + HST
Location and hotel
We look forward to welcoming you in person in Toronto.
Venue: Fairmont Royal York
100 Front St W
Toronto, ON M5J 1E3
+1 514 861 3511
Hotel website
Hotel Booking Information
For your convenience, Mercer has reserved a block of hotel rooms at Fairmont Royal York at a rate of CDN $449.00 plus tax. This rate is available until April 18, 2025. Reservations made after this date will be based on hotel availability and at the prevailing rate. To secure your room reservation, please access the following link to book your hotel reservations https://book.passkey.com/go/MERC0525
Accommodation Terms & Conditions
Hotel room cancellations must be received 48 hours before arrival to avoid a penalty fee of 1 nights' room and tax.
Wi-Fi
The guestroom rate does not include complimentary Wi-Fi, however we request all guests to sign up for Accor ALL Loyalty programme upon arrival and enjoy complimentary Wi-Fi and other exclusive benefits. Please find the link below to sign up.
ALL – Accor Live Limitless – Benefits and status
Upon becoming a member, you may choose the hotel standard Wi-Fi and select “Accept” Charges, it will be waived from the bill at the end of your stay.
Questions
Ella.brain@mercer.com
Event Agenda
- 1 Day 1
- 2 Day 2
Day 1 (May 21) |
Alberta Room |
|
|
8:30 am - 9:00 am |
Royal York Breakfast (Alberta Room) |
|
|
9:00 am - 9:15 am |
Welcome and Course Overview (Geoffrey Melbourne, Mercer) |
|
|
9:15 am - 10:15 am |
1. |
Pension Fund Governance (Patrick Hatzis, Mercer) |
|
10:15 am - 10:45 am |
Break (Alberta Room) |
|
|
10:45 am - 11:45 am |
2. |
Pension Financing Principles (Brad Duce, Mercer) |
|
11:45 am - 1:15 pm |
Lunch (New Brunswick Room) – Mercer |
|
|
1:15 pm - 2:15 pm |
3. |
Asset Mix Policy (Rob Kunka, Mercer) |
|
2:15 pm - 2:45 pm |
Breakout Session – Asset Mix Policy |
||
2:45 pm - 3:00 pm |
Break (Alberta Room) |
|
|
3:00 pm - 4:00 pm |
4. |
Pension Risk Management (Samantha Allen, Mercer) |
|
4:00 pm - 5:00 pm |
5. |
Group Decision-Making (Kevin Tasa, Schulich) |
|
5:30 pm - 7:00 pm |
Cocktail Reception (Jump Restaurant, 18 Wellington St W, Toronto, ON M5J 1G4) |
|
Day 2 (May 22) |
Alberta Room |
|
8:30 am - 9:00 am |
Royal York Breakfast (Alberta Room) |
|
9:00 am - 10:00 am |
6. |
Alternative Investments (Venelina Arduini, Mercer) |
10:00 am - 10:15 am |
Break (Alberta Room) |
|
10:15 am - 11:15 am |
7. |
Investment Structure (Raghav Wadhwa, Mercer) |
11:15 am - 11:45 am |
Breakout Session – Investment Structure |
|
11:45 am – 1:15 pm |
Lunch (New Brunswick Room) – Mercer |
|
1:15 pm – 2:15 pm |
8. |
Manager Selection and Investment Oversight (Nataliya Stasyuk, Mercer) |
2:15 pm – 2:45 pm |
Breakout Session – Investment Oversight |
|
2:45 pm – 3:00 pm |
Break (Alberta Room) |
|
3:00 pm - 3:45 pm |
9. |
Sustainable Investing (Wanfeng Zhou, Mercer) |
3:45 pm – 4:00 pm |
Course Wrap-up |