CONFIRMED SPEAKERS INCLUDE:

Alexander Davey HSBC Asset Management

Michael Gates Gill Speaker and author of How Starbucks Saved My Life

Evan Bray Saskatchewan Federation of Police Officers

Jean-Daniel Côté Mercer

Jim Cole Philips, Hager & North Investment Management

Randy Cusick SEI Institutional Group

Jeff Harrison London Hydro

Troy Milnthorp Aon Hewitt

Norine Primeau-Menzies McKesson Canada

Marilee Mark Sun Life Financial

Marlene Puffer Alignvest Investment Management

Anita Lieberman Desjardins Insurance

Janice Holman Eckler Ltd.

David Russ Spruceview Capital Partners

Philip Robson Integrated Asset Management Corp.

David Rose Internet of Things speaker and author of Enchanted Objects

Carol Craig TELUS

Carlo DiLalla CIBC Asset Management

Mandi J. Buckner Sheridan College

Jennifer Carson Alberta School Employee Benefit Plan (ASEBP)

Ken Manget Ontario Teachers’ Pension Plan

Karla Thorpe Mental Health Commission of Canada

Tania Goodine Libro Credit Union

Asha MehtaAcadian Asset Management

Leanne McFarlane MHCSI Managed Health Care Services Inc.

Rebecca Rooney Niagara Casinos

Colin Ripsman Eckler Ltd.

Mike Kennedy Aon Hewitt

Barbara Jaworski Workplace Institute

Sarika Gundu Canadian Mental Health Association

Peter Nicholas Anthony Hodges Consulting (U.K.)

KEYNOTE SPEAKERS:

Peter Gove Green Shield Canada

Lesley-Ann Morgan Schroders

Mike Kerins Franklin Templeton Institutional

Rob Jacobi Tenzing Pension & Investment Services Inc.

Venky Kulkarni Medavie Blue Cross

Mathieu Tanguay Mercer

Mark Firman McCarthy Tétrault

Marie-Hélène Favreau Bell Canada

Terry Doyle Eastern Construction

Khalid Ghayur Goldman Sachs Asset Management

2014

2015

APRIL 27 & 28, 2015ToRoNTo MARRioTT DowNTowN

EAToN CENTRE HoTEL

Register Now!APRIL 27 & 28, 2015

ToRoNTo MARRioTT DowNTowN EAToN CENTRE HoTEL

Register Now!

benefitscanada.com/bps2015 #BPSTO

Register Now!

benefitscanada.com/bps2015 #BPSTO

SEE ThECONFERENCE

AgENDA

»»»»»

KEYNOTE SPEAKERS:

7:15 - 8:10 a.m. oPTioNAL BREAKFAST SESSioNGenetics in Drug Plan Strategy: Personalized Prescribing SESSioN SPEAKER: Mark Faiz, CEo, Personalized Prescribing inc.Almost half of all prescription medications fail the first time. When this happens, patients go through a lengthy trial-and-error period that can lead to absenteeism, presenteeism, disability claims, and drug waste. Learn how large employers are using confidential genetic testing to solve this problem.

7:45 – 8:15 a.m. GENERAL BREAKFAST

8:15 a.m. oPENiNG REMARKS

8:20 – 9:35 a.m.

OPENINg KEYNOTE SESSION:The internet of Things KEyNoTE SPEAKER: David Rose, internet of Things speaker and author of Enchanted ObjectsAn instructor and researcher at the MIT Media Lab and author of the book, Enchanted Objects: Design, Human Desire, and the Internet of Things, David Rose is a major speaker on The Internet of Things—the concept where everyday items become “enchanted objects,” able to anticipate our needs, talk with each other and make life simpler. In this mind-opening talk, Rose explains how to get in on the ground floor and describes how products are poised to become services and how we will be creating new user experiences, not new technology.

9:35 – 10:00 a.m. REFRESHMENT BREAK iN ExHiBiToR HALL

TRACK #1:GROUP BENEFITS

TRACK #2:DEFINED CONTRIBUTION (DC)

TRACK #3:DEFINED BENEFITS (DB)

10:00 – 10:55 a.m.

SESSION ONE:Employer Panel: workplace wellness Success StoriesSpeakers: Marie-Helene Favreau, Bell Canada;Tania Goodine, Libro Credit Union; Jeff Harrison, London Hydro; Rebecca Rooney, Niagara Casinos

SESSION ONE:New investment options for DC PlansSpeakers: Jean-Daniel Côté, Mercer; Lesley-Ann Morgan, Schroders

SESSION ONE:Global Fixed income in a Low interest Rate EnvironmentSpeakers: Jim C. Cole, Philips, Hager & North Investment Management; Carlo DiLalla, CIBC Asset Management

11:00 – 11:55 a.m.

SESSION TWO:Pharmacy Services in Drug Plan ManagementSpeakers: Leanne MacFarlane, MHCSI Managed Health Care Services Inc.; Norine Primeau-Menzies, McKesson Canada

SESSION TWO:Legal issues in DC Plans: Are Employers at Risk? Speakers: Mark Firman, McCarthy Tetrault; Colin Ripsman, Eckler Ltd.

SESSION TWO:Are There Still opportunities in Emerging Markets?Speakers: Asha Mehta, Acadian Asset Management; Mathieu Tanguay, Mercer

11:55 a.m. – 1:00 p.m. BuFFET LuNCH AND NETwoRKiNG

1:00 – 1:55 p.m.

SESSION THREE:Mental Health in the workplace Speakers: Mandi J. Buckner, Sheridan College; Sarika Gundu, Canadian Mental Health Association; Karla Thorpe, Mental Health Commission of Canada

SESSION THREE:Best Practices in DC Communications Speakers: Terry Doyle, Eastern Construction;Rob Jacobi, Tenzing Pension & Investment Services Inc.

SESSION THREE:oCio: is it for you? Speakers: Randy Cusick, SEI Institutional Group;David Russ, Spruceview Capital Partners

Conference Agenda

DAY ONE >>> MONDAy, APRIL 27

* PLEASE NOTE THAT THE AGENDA IS SUBJECT TO CHANGE

2014

2015

7:30 – 8:00 a.m. GENERAL BREAKFAST

TRACK #1:GROUP BENEFITS

TRACK #2:DEFINED CONTRIBUTION (DC)

TRACK #3:DEFINED BENEFITS (DB)

8:00 – 8:55 a.m.

SESSION SIx:Gamification in wellnessSpeakers: Venky Kulkarni, Medavie Blue Cross; TBA, plan sponsor case study

SESSION SIx:Panel: 2014 CAP Member Survey Results Moderator: Alyssa Hodder, Benefits Canada Panelists: Anita Lieberman, Desjardins Insurance; Ken Millard, Great-West Life;Anna Pagliuca, Manulife Financial

SESSION SIx:Smart Beta ExplainedSpeakers: Alexander Davey, HSBC Global Asset Management (U.K.) Ltd.; Kalhid (Kal) Ghayur, Goldman Sachs Asset Management

9:00 – 9:55 a.m.

SESSION SEVEN:A Holistic Approach to Benefits Plan ManagementSpeakers: Mike Kennedy, Aon Hewitt; TBA, plan sponsor case study

SESSION SEVEN:The Pros and Cons of investment Advice Speakers: James Clark, Dunhelm Consulting Inc.; Lucy Paglione, Buck Consultants

SESSION SEVEN:ETFs for Canadian institutional investorsSpeakers: Marlene K. Puffer, Alignvest Investment Management; TBA

9:55 – 10:15 a.m. NETwoRKiNG BREAK

10:15 – 11:10 a.m.

SESSION EIGHT:Rewarding and Managing a Mature workforceSpeakers: Barbara Jaworski, Workplace Institute;Vanessa White, Sodexo Canada

SESSION EIGHT:Evaluating Target-date Funds for DC PlansSpeakers: Mike Kerins, Franklin Templeton Institutional; Scott Studley, Integrated Planning & Solutions

SESSION EIGHT:A TRiP (Target Benefit income Plan) to Pension SustainabilitySpeakers: Evan Bray, Saskatchewan Federation of Police Officers; Troy Milnthorpe, Aon Hewitt

11:15 a.m. – 12:15 p.m.

CLOSINg KEYNOTE SESSION: The Benefit of Benefits: How Starbucks Saved My Life KEyNoTE SPEAKER: Michael Gates Gill, author and Starbucks baristaMichael Gates Gill tells his inspiring story in How Starbucks Saved My Life, an instant bestseller that has struck a chord with a large portion of the middle-age and older population—and which will soon be a film starring Tom Hanks. A yale-educated ad exec, Gill was let go from his job (ostensibly for being old), saw his marriage disintegrate and was diagnosed with a brain tumour. He was not prepared for retirement and never engaged himself in the programs available to him through his “organized corporate job.” At the age of 63, he was desperate and without health insurance or a pension. In this presentation, Gill will speak to how he found redemption and a new sense of purpose where he least expected it: behind the counter of a Starbucks. His empowering story provides practical examples of how to move forward in life to new happiness and fulfillment at any age, despite life’s greatest challenges.

12:15 p.m. CLoSiNG REMARKS

DAY TwO >>> TUESDAy, APRIL 28

Register today at benefitscanada.com/bps2015

2:00 – 2:55 p.m.

SESSION FOUR:Reframing your Benefits Plan PhilosophySpeakers: Jennifer Carson, Alberta School Employee Benefit Plan (ASEBP); Peter Gove, Green Shield Canada

SESSION FOUR:Developing a Decumulation StrategySpeakers: Alyssa Hodder, Benefits Canada;Janice Holman, Eckler Ltd.; Ken Millard, Great-West Life

SESSION FOUR:Mitigating Risk - Global Lessons in Communication Speakers: Peter Nicholas, Anthony Hodges Consulting (U.K.); TBA, U.K. plan sponsor case study

3:00 – 3:55 p.m.

SESSION FIVE:Designing Benefits for the Multi-generational workforceSpeakers: Carol Craig, TELUS; Marilee Mark, Sun Life Financial

SESSION FIVE:incorporating ESG Strategies into DC PlansSpeakers: TBA

SESSION FIVE:Accessing infrastructure Speakers: Ken Manget, Ontario Teachers’ Pension Plan; Philip Robson, Integrated Asset Management Corp.

3:55 p.m. CLoSiNG REMARKS

Benefits Canada is proud to present the

2015 Benefits & Pension Summit

This year’s agenda includes educational presentations, case studies and in-depth panel discussions to give you the tools you need to develop new solutions, reduce costs, improve your workforce and manage benefits risks. you’ll also benefit from numerous networking opportunities with senior-level professionals at both private and public sector organizations. Event Highlights:

• Expert industry speakers • 2 days of informative, actionable sessions • 3 conference tracks —Group Benefits, Defined Contribution and

Defined Benefit—allowing you to tailor your conference experience • Hundreds of industry peers to network with

Delegates can look forward to sessions on:

• Pharmacy Services in Drug Plan Management • Mental Health and your Workforce • Developing a DC Decumulation Strategy • The Pros and Cons of Investment Advice • Accessing Infrastructure • Fixed Income in a Low Interest Rate Environment

SEE ThE FULL AgENDA AND REgISTER TODAY ATbenefitscanada.com/bps2015

TiCKET PRiCES

Special early bird price: $535 + HST

(until April 6, 2015)

Regular price: $715 + HST

(April 6 to April 27, 2015)

Ask about our group rate for 10 attendees or more!

For agenda inFormation jennifer.hughey@rci.rogers.com

For SPonSorShiP oPPortunitieS alison.webb@rci.rogers.com

For regiStration queStionS joanne.boccia@rci.rogers.com

SEE REGISTRATION SITE FOR DETAILS

CE Credits

Available

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2014

2015