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September 15-18, 2020
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All times listed are in Eastern Time.
In order to download session handouts you must be logged in and registered for the program.
Session handouts will be available to registered attendees Monday, August 17, 2020 through Tuesday, August 17, 2021.
Tuesday, August 18, 2020
Wednesday, August 19, 2020
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Training and Education
Access this session before attending the virtual conference to familiarize yourself with all of the features in the environment.
Frances Donald SpeakerSenior EconomistManulife Asset ManagementToronto, ON
This session will be broadcast live via Zoom
Due to the effects of COVID-19, our economic situation remains uncertain. Favorable investment returns are key to providing stability to your benefit funds, so this opening session will offer a snapshot of the current economic forecast that considers:
This session is worth 1 credit toward CEBS compliance.
Kevin M. Schmid, CFA, CAIA SpeakerArea Vice PresidentGallagher Fiduciary Advisors, LLCTampa, Florida
Finding the right asset allocation for your fund is no easy task. In this session, we will cover various asset allocation strategies used to obtain the returns your plan is looking for. Topics will include:
James Solloway, CFA SpeakerChief Market Strategist and Senior Portfolio Manager, Investment Management Unit, Portfolio Strategies GroupSEI InvestmentsOaks, PA
If you want a diversified portfolio, there's a world of opportunities available within equity investments. In this session, we will cover the array of choices within equities, including:
Kim Shannon, M.B.A., CFA SpeakerPresident and Co-Chief Investment OfficerSionna Investment Managers Inc.Toronto, ON
David Eisenberg PresenterManaging DirectorCambridge AssociatesBoston, Massachusetts
We can’t predict future market returns, but we can look at investments trends to help guide us in our decision making. In this session, we will discuss current investment and market trends and how they may be able to help you reach the returns you’re looking for. Topics will include: