Mercer Global Investment Forums 2019

2019

TORONTO20-21 June 2019

Forum Agenda

Click titles to expand

WEDNESDAY 19 JUNE

15:45–16:30Asset Manager Session Registration

16:30–18:55Asset Manager Session

19:00–21:00Welcome Reception & Buffet Dinner

THURSDAY 20 JUNE

07:30–08:45Registration

07:45–08:45Breakfast

08:45–09:00Welcome and Opening

Jean-Philippe ProvostWealth Leader, Canada

09:00–09:452019 Investment Themes, Reference Portfolios and Practical Application

Deb ClarkeGlobal Head of Investment Research

Panel

Nick WhiteGlobal Strategic Research Director

Yusuke KhanDirector of Strategic Research, Canada

Todd NelsonWealth Business Leader, Toronto

09:45–09:50MC

TBC

09:50–10:20Introducing Equity 3.0

Sean ChatburnAsset Class Specialist, Equity Boutique

Mike McMurraySenior Investment Consultant

10:20–10:35Game of Later Life – Concept & Round 1

Brett JenningsInvestment Consultant

10:35–11:05Networking and Coffee Break

11:05–12:05Keynote Address

Jonnie PennGoogle Fellow and Expert in Artificial Intelligence

12:05–12:35Tectonic Friction: Is the US or China the Best Place to Invest Going Forward?

David ZanuttoMarket Business Segment Leader

Jay LoveDirector of Strategic Research, USA

12:35–12:45Storyslam: Making the Most of Currency

Jonathan CroftSenior Investment Consultant

12:45–12:55Game of Later Life – Round 2

Brett JenningsInvestment Consultant

12:55–14:10Lunch

14:10–14:45Engagement and Decumulation

Facilitator

Jillian KennedyLeader of DC and Financial Wellness, Canada

Panel

David KnoxSenior DC Actuarial Consultant

14:45–15:20Campfire Conversations: Fireside Chats with Mercer Clients – Round 1

What Really Drives the Alpha Hunter

Facilitator

Samantha CleynSenior Investment Consultant

Clients

Client 1

Client 2

Balancing Risk and Reward: What's Driving Our Asset Allocation Decisions

Facilitator

Gilles LavoieSenior Investment Consultant

Client

Client 1

Client 2

What Drives Our Implementation Decisions

Facilitator

Oma SharmaClient Relationship Manager

Clients

Client 1

Client 2

Improving the DC Member Experience

Facilitator

Jillian KennedyLeader of DC Financial Wellness, Canada

Clients

Jason TraettoSenior Manager, Benefits and Wealth Programs, Rogers Communications

Sasha ZitoSenior Director, International HR - TransUnion

15:20–15:55Campfire Conversations: Fireside Chats with Mercer Clients – Round 2

What Really Drives the Alpha Hunter

Facilitator

Samantha CleynSenior Investment Consultant

Clients

Client 1

Client 2

Balancing Risk and Reward: What's Driving Our Asset Allocation Decisions

Facilitator

Gilles LavoieSenior Investment Consultant

Client

Client 1

Client 2

What Drives Our Implementation Decisions

Facilitator

Oma SharmaClient Relationship Manager

Clients

Client 1

Client 2

Improving the DC Member Experience

Facilitator

Jillian KennedyLeader of DC Financial Wellness, Canada

Clients

Jason TraettoSenior Manager, Benefits and Wealth Programs, Rogers Communications

Sasha ZitoSenior Director, International HR - TransUnion

15:55–16:25Networking and Coffee Break

16:25–16:45Mastering the Elements: How to Structure an Income-Producing Portfolio

Jeff BunceAsset Class Specialist, Fixed Income

Ryan AndersonSenior Investment Consultant

16:45–17:10So You Want to Tilt your Equity Portfolio …

Facilitator

Aisling DohertySenior Investment Consultant

Sessions

Oh Canada!

Patrick GrahamAsset Class Specialist, Equity Boutique

It's Time for China A-Shares

Kimberly HartInvestment Consultant

Small Cap is Where It's At!

Irene ChanInvestment Consultant

USA All the Way!

Elena DemopoulosInvestment Consultant

Low Vol Forever!

Misbah LalaniSenior Investment Consultant

Sustainability-Themed Equity Is the Future!

Stacy WaltersAsset Class Specialist, Equity Boutique

Frontier Markets Lead the Way

Victoria GohAsset Class Specialist, Equity Boutique

17:10–17:20Game of Later Life – Round 3

Brett JenningsInvestment Consultant

17:20–17:40Keeping the End Goal in Mind – Implementation

Dave MakarchukInvestment Sales and Strategy Leader, Canada

17:40–18:00Final Remarks

Dave MakarchukInvestment Sales and Strategy Leader, Canada

18:00–22:00Drinks & Offsite Dinner

FRIDAY 21 JUNE

08:00–09:00Breakfast

09:00–09:05MC

TBC

09:05–09:45The Importance of Diversity and HR Transformation in the Asset Management Industry

Host

Kevin HendershotSenior Client Management/Development Consultant

Panel

Jaqui ParchmentCEO, Canada

Ilana HechterSenior HR Effectiveness Consultant

09:45–10:15Investing in a Time of Climate Change – Ramifications for Portfolios

Ryan PolliceSenior Investment Consultant

Max MesservyResponsible Investment Consultant

10:15–10:45Networking and Coffee Break

10:45–11:05Profiling the DC Portfolio: Investing in 2020 and Beyond

Pat LeoSenior Investment Consultant

Joseph BevilacquaInvestment Consultant

11:05–11:25To Annuitize … or Not to Annuitize … That is the Question

Hrvoje LakotaMDDS Strategy Consultant

Andrew WhaleSenior DB Actuarial Consultant

11:25–11:35Storyslam: Late Cycle Opportunities for Defensive Portfolios

Venelina ArduiniSenior Investment Consultant

11:35–12:15Braving EM: Which is the Best Approach in This Late Cycle?

Host

Irfan HassanInvestment Consultant

Sessions

1.EM Equities

Robert VozzellaInvestment Consultant

2.EM Debt

Chris KamykowskiAsset Class Specialist, Fixed Income

3.EM Infrastructure

Michael McGowanAsset Class Specialist, Alternatives

12:15–12:25Game of Later Life – Final Destination

Brett JenningsInvestment Consultant

12:25–12:40Bringing it All Together – Practical Application

Dave MakarchukInvestment Sales and Strategy Leader, Canada

12:40–12:45Closing Remarks

Rich NuzumPresident, Wealth

12:45–14:00Lunch

Draft Agenda. Subject to change.
Register

2018 Event highlights

Save the dates for 2020

Contact Us


For information about the event, please contact Alexis Livesey:

Did you know?

Members of some professional bodies may be able to claim continuing professional development credits for attending this event

© 2019 Mercer LLC, All Rights Reserved.