Master of Trust Management Standards (MTMS®) Session B

Friday, November 21 - Saturday, November 22, 2025

Vancouver, BC

Session and Instructors Details

Handout Dates: November 17, 2025 - January 26, 2026

8:00 AM - 12:00 PM

Leadership

1:00 PM - 4:30 PM

Strategic Planning

Darryl Mabini
Assistant Vice President, Pension Advocacy and Research
Healthcare of Ontario Pension Plan (HOOPP)
Alana Shearer-Kleefeld, GBA, MTMS
Vice President, Employee Benefits
3sHealth

8:00 AM - 12:00 PM

Risk Management

Peter Muldowney
Senior Vice President, Head of Institutional and Multi-Asset Strategy
Connor, Clark & Lunn Financial Group
Marg Romanow, R.N., CEBS, MTMS, ICD.D, Q.Arb, Q.Med
Pension Board Trustee on two Jointly Sponsored Pension Boards

1:00 PM - 3:30 PM

MTMS Session B - Day 2 Afternoon