Master of Trust Management Standards (MTMS) Session B

Thursday, June 20 - Friday, June 21, 2024

Hyatt Regency Calgary,

Calgary, AB

Sessions Include:

8:00 AM - 12:00 PM

Leadership

Lisa Chamzuk
Partner
Lawson Lundell LLP
Derek Warren, CIM
Vice President, Portfolio Manager
Lincluden Investment Management

1:00 PM - 4:30 PM

Strategic Planning

Tommaso Iannucci, M.B.A.
Vice-President, Governance and Strategy
Colleges of Applied Arts and Technology (CAAT) Pension Plan
Laurie Hutchinson, C.Dir.
Chief Executive Officer
OMERS Sponsors Corporation

8:00 AM - 12:00 PM

Risk Management

Sheri Wright, ICD.D
Chief Strategy Officer
Special Forces Pension Plan (SFPP)
Peter Muldowney
Senior Vice President, Head of Institutional & Multi-Asset Strategy
Connor, Clark & Lunn Financial Group

1:00 PM - 1:30 PM

Q&A Panel

1:30 PM - 1:50 PM

Capstone Mock Board Preparation

2:00 PM - 3:30 PM

Capstone Mock Board

3:40 PM - 4:00 PM

Takeaways—Key Learnings

Conference brochure coming soon.