ABOUT THE 2017 GLOBAL CFO FORUM

This three-day networking forum is an exclusive event for financial leaders involved with public pension or sovereign funds to network, engage in discussion and share opinions through roundtable conversations and interactive sessions on relevant, timely subjects.

The Global CFO Forum is an annual event hosted by a different participating organization each year.

This year, the event will be hosted by the Victoria-based 804-371-5645 and the (305) 881-5214.

The Pension Corporation provides professional pension services to five public sector pension plans with more than 550,000 plan members and over 1100 plan employers.

With a global portfolio of more than C$135.5 billion, bcIMC is one of Canada’s largest institutional investors. bcIMC invests on behalf of public sector clients in British Columbia.

Registration

Registration for the 2017 Global CFO Forum is now closed. 

VICTORIA, BC

The capital city of British Columbia, Victoria is well known for its natural beauty, culture and rich history. The capital region enjoys the mildest climate in Canada and is adorned with ocean views and mountain vistas.

Downtown is made for strolling as popular sites—world famous museums, performing arts, authors, gardens, artisans and performers—are in close proximity. Foodies are drawn to Victoria’s dynamic culinary scene with an abundance of locally sourced food and craft beer producers. Come and see what this vibrant city has to offer.

MEASURES THAT MATTER

Take part in a discussion on what funds see as the most important measures of their organizations’ performance and how they gather and report these measures.

IMPROVING TRANSPARENCY OF COSTS AND FEES

Not all administration costs and fees of investments are apparent to stakeholders. Discover ways you can find the right level of disclosure and ensure transparency is balanced with necessity.

TAX UPDATE

Get up to date on current tax developments and issues, effective management of the tax function, and how the tax group adds value to the organization.

MANAGING LARGE PROJECTS — EMBEDDING PROJECT MANAGEMENT IN FINANCE

Hear how the project management discipline can be embedded into Finance to successfully manage large projects while balancing change.

OPTIMIZING LEVERAGE

Learn how two funds developed their strategies in using financial and economic leverage to improve returns and reduce risk.

EFFECTIVE USE OF CEM BENCHMARKS

De-code what CEM benchmarking data tells us and how funds are using this data to improve operations and communicate to stakeholders.

KEYNOTE

KEITH AMBACHTSHEER

“THE FUTURE OF PENSION MANAGEMENT: INTEGRATING DESIGN, GOVERNANCE AND INVESTING”

We know how to design pension arrangements, govern them and invest retirement savings, yet considerable gaps remain between ‘best practices’ and actual practices in these dimensions of pension management. In his talk, Keith will disucss the gaps in best versus current practices in pension design, governance and investing, and offer strategies for closing them.

Keith Ambachtsheer has been recognized as the globe’s number one knowledge broker in institutional thinking and is known for his ‘out-of-the-box’ approach to pension design, governance, and investing issues. Since co-founding KPA Advisory Services in 1985, it has become a trusted incubator for new thinking in the field of pensions. CEM Benchmarking Inc., co-founded by Keith in 1991, has earned a reputation as the premier global benchmarking organization in the pensions and investments industry.

Canada Pension Plan Investment Board  Nick Theofanis

 

 British Columbia Investment Management Corporation  Neil Marcovitz

 

  Public Sector Pension Investment Board  Marie-Claude Cardin

 

  Ontario Municipal Employees Retirement System  Jonathan Simmons

 

  Ontario Teachers’ Pension Plan  Marco Trasolini

 

  CEM Benchmarking  Michael Heale

 

  Public Sector Pension Investment Board  David Ouellet

 

Public Sector Pension Investment Board  Jean François Ratté

 

Alberta Pensions Services Corporation  Doug Woloshyn

 

  Healthcare of Ontario Pension Plan  Jeff Rabb

 

British Columbia Pension Corporation  Laura Nashman

 

  British Columbia Pension Corporation  Kevin Olineck

 

British Columbia Investment Management Corporation  Dave Hong

Pamela Steer  Workplace Safety and Insurance Board

 

Maarika Paul  Caisse de dépôt et placement du Québec

 

Steve Bossé  Caisse de dépôt et placement du Québec

 

Martin Charbonneau  Caisse de dépôt et placement du Québec

 

Gordon Fyfe  British Columbia Investment Management Corporation

 

Kevin Rorwick  Colleges of Applied Arts & Technology Pension Plan

 

Louise Britnell  Universities Superannuation Scheme

 

Diva Chinniah   Alberta Investment Management Corporation

 

Marianne Stenberg   Swedish Second National Pension Fund (AP2)

 

Ola Eriksson  Swedish Second National Pension Fund (AP2)

 

Hoe Yin Chan  GIC Private Limited

 

Marc Keirstead  Abu Dhabi Investment Authority

 

Henry Yee  Investment Management Corporation of Ontario

SCHEDULE

September 6 to 8, 2017 | Victoria, BC, Canada

(518) 554-0575

Registration

13:30 – 16:15

Foyer, Delta Victoria Ocean Pointe Resort and Spa

Welcome Reception

18:00 – 20:30

Harbour Room

Download 2017 conference materials

accommodation

The 2017 Global CFO Forum will be held at the Delta Victoria Ocean Pointe Resort and Spa. Situated on Victoria’s breathtaking Inner Harbour, the hotel is just steps from downtown shopping, restaurants and attractions. This beautiful hotel offers a modern waterfront setting for unsurpassed guest service, exceptional dining, and full resort amenities, including an award-winning spa, complimentary health club, indoor swimming pool and tennis/racquet courts.  269-815-3627 to book your accommodation for the conference.

Location

Contact

Reach us by phone at 778 698-6455