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Thursday, February 23
 

8:30am

Boot Camp
Limited Capacity seats available

Designed for tomorrow’s trustees and union pension champions, the day-long Boot Camp delivers expert-led presentations tailored to the beginner, topics will include an introduction to the Canadian retirement system, pension law, understanding the role of the actuary, and investment basics.

Moderators
avatar for Norah Murphy

Norah Murphy

Communications Coordinator, SHARE
As SHARE’s Communication Coordinator, Norah ensures our affiliates and the public are up to date on SHARE news and projects by managing SHARE’s online presence and widening the reach of the responsible investment dialogue generated through SHARE’s focus on research and engagement... Read More →

Speakers
avatar for Lisa Chamzuk

Lisa Chamzuk

Partner, Lawson Lundell LLP
Lisa Chamzuk practices exclusively in the area of pension and employee benefits, representing boards of trustees in the public and private sectors.  Lisa provides advice on the interpretation and amendment of pension plan texts, pension case law and engages in governance reviews... Read More →
avatar for Stephen Lew, FSA, FCIA

Stephen Lew, FSA, FCIA

Actuary, PBI Actuarial Consultants, Ltd.
Stephen is an actuary with PBI Actuarial Consultants Ltd.  He has over 18 years of experience working extensively on large multiemployer pension plans and with asset/liability modeling.  He is involved in many aspects related to pension plans including their design, implementation... Read More →
avatar for Lilly Palmieri, CFA, CIPM, CAIA, FRM

Lilly Palmieri, CFA, CIPM, CAIA, FRM

Senior Client Service Consultant, bcIMC, Consulting and Client Services
Lilly Palmieri is a senior consultant to large public pension plan clients at bcIMC. Prior to moving to Canada, Lilly worked in the NYC area as a consultant to multinational corporations, foundations and endowments advising them about portfolio construction, investing across all... Read More →
avatar for Hugues Letourneau

Hugues Letourneau

Senior Program Officer, Global Unions Committee on Workers' Capital (CWC), SHARE
Hugues Letourneau is an ESG analyst with SHARE and a Program Officer with the Global Unions Committee on Workers’ Capital (CWC), whose Secretariat is based at SHARE. As part of the CWC, he works with pension trustees and capital stewardship professionals around the world to embed... Read More →
avatar for Gerry Tiede

Gerry Tiede

Former Chairperson (Retired), BC Teachers Pension Plan
Gerry Tiede has been a Trustee and former chair of the B.C. Teachers’ Pension Plan. He is also a member of the Benefits and Communication Committee, the Interplan Education Committee and the Interplan Investment Committee which he chaired for the past four years. The Teachers... Read More →



Thursday February 23, 2017 8:30am - 4:30pm
Pinnacle Hotel

8:30am

Trustee Master Class
Limited Capacity seats available

Registration for the Trustee Master Class is now full. If you are interested in attending, please add your name to the waitlist by emailing averdeflor@share.ca.

This year’s Master Class will provide experienced trustees with the opportunity to explore strategies for embedding responsible investment into pension fund governance and across asset classes in an interactive and hands-on learning setting. In the morning, the class will consider key tools and techniques for hard-wiring environmental, social and corporate governance (ESG) considerations into investment practices. Participants will discuss different strategies for ensuring alignment between asset managers and the long-term objectives and financial interests of their pension funds. In the afternoon, we will examine the challenges and opportunities associated with infrastructure investments including addressing ESG issues.


Speakers
avatar for Rob Lake

Rob Lake

Independent Responsible Investment Advisor
Rob Lake is an Independent Responsible Investment Advisor focusing in particular on asset owners. His experience at a leading pension fund, an investment management house and a global investor network gives him a unique perspective on the complexity and diversity of responsible... Read More →
avatar for Tom Powdrill

Tom Powdrill

Responsible Investment Co-ordinator, International Transport Workers Federation
Tom Powdrill is Responsible Investment Co-ordinator at the International Transport Workers’ Federation. This post supports capital strategies activity by the ITF and its affiliates, including both campaigns and policy work. Previously he was Head of Communications at PIRC, and worked... Read More →
avatar for Shannon Rohan

Shannon Rohan

Director of Responsible Investment, SHARE
Shannon Rohan is a responsible investment professional with a focus on helping institutional investors devise and implement responsible investment policies and practices.Her principle area of expertise is devising shareholder engagement approaches for mission-driven investors... Read More →
avatar for David Vipond

David Vipond

Chair and Director, Public Service Pension Plan; British Columbia Pension Corporation
David  is the Director of Negotiations for the BC Government and Service Employees’ Union (BCGEU). He participated in the negotiations that led to joint trusteeship of the Public Service Pension Plan in 2001, becoming a trustee that year. David served as the vice chair of the... Read More →



Thursday February 23, 2017 8:30am - 4:30pm
Pinnacle Hotel

6:00pm

Public Event: Shared Prosperity - The role of investors in addressing inequality
Limited Capacity seats available

The unequal distribution of economic benefits across society has become a headline political and economic issue. In 2015, the United Nations laid out a set of 17 Sustainable Development Goals to focus the world’s attention on the need for equitable and sustainable development. In developed economies investors continue to express concern that high pay leads to risky behaviour and outsized rewards for a few while stagnating standards of living built on low pay strategies are undermining economies. This dialogue event will explore how long-term investors such as pension funds are grappling with the challenges of economic inequality and addressing the opportunity of shared prosperity.


Moderators
avatar for Stephanie Bertels

Stephanie Bertels

Director, Centre for Corporate Governance and Sustainability, Beedie School of Business, SFU
Stephanie Bertels is the Director of the Centre for Corporate Governance and Sustainability and an Associate Professor at Simon Fraser University’s Beedie School of Business. She studies how organizations make the transition towards sustainability by undertaking practitioner... Read More →

Speakers
avatar for Jason Milne

Jason Milne

Vice President, Corporate Governance & Responsible Investment, RBC Global Asset Management
Jason Milne joined the private client department of Phillips, Hager & North Investment Management in 2000 and took on the role of Corporate Governance Analyst two years later. He assumed his current role in 2008 when PH&N was acquired by RBC GAM and is now part of the Corporate... Read More →
avatar for Lisa Nathan

Lisa Nathan

Campaigns Manager, ShareAction
Lisa Nathan joined ShareAction in October 2013. She supports ShareAction’s research and campaign work on the Living Wage. She previously worked for a global union federation in Switzerland and on a number of campaigns for economic and social justice in the United States. She holds... Read More →
avatar for Katherine Ng

Katherine Ng

Head of Academic Research, Principles for Responsible Investment (PRI)
Katherine Ng is the Head of Academic Research at the Principles for Responsible Investment (PRI). The program aims to engage and inform investors with evidence and insights on ESG issues that are thought-provoking, analyse current thinking and future trends, and provides practical... Read More →
avatar for Shannon Rohan

Shannon Rohan

Director of Responsible Investment, SHARE
Shannon Rohan is a responsible investment professional with a focus on helping institutional investors devise and implement responsible investment policies and practices.Her principle area of expertise is devising shareholder engagement approaches for mission-driven investors... Read More →
avatar for Damon Silvers

Damon Silvers

Director of Policy and Special Counsel, AFL-CIO
Damon A. Silvers is the Director of Policy and Special Counsel for the AFL-CIO.  He joined the AFL-CIO as Associate General Counsel in 1997. Mr. Silvers serves on a pro bono basis as a Special Assistant Attorney General for the state of New York and is a Senior Fellow for the Roosevelt... Read More →



Thursday February 23, 2017 6:00pm - 9:00pm
Segal Graduate School of Business 500 Granville St, Vancouver, BC V6C 1W6
 
Friday, February 24
 

7:30am

Pension Forum
Limited Capacity seats available

Low interest rates, volatile markets, declining private sector pension coverage and pressure on plan funding are just a few of the pressing challenges facing pension plans today. The BC Pension Forum creates an opportunity for education, debate and networking that will examine current and emerging trends, issues and challenges facing occupational pension funds. The program will feature keynotes, panels and breakout sessions.

Moderators
avatar for Dennis Blatchford

Dennis Blatchford

Pensions & Benefits Advocate, Health Sciences Association of BC
Dennis Blatchford is the Pensions & Benefits Advocate for the Health Sciences Association of BC; a position he has held since October 2008. Prior to moving to the Advocate position, Dennis was the Executive/Human Resources Coordinator for HSABC for over 10 years. Dennis came... Read More →
avatar for Irene Lanzinger

Irene Lanzinger

President, BC Federation of Labour
Irene Lanzinger was elected as President of the BC Federation of Labour in 2014. Previous to holding the position of President, Irene served as the Secretary Treasurer from 2010 to 2014. Irene is a long-time union activist and teacher. She began her teaching career in 1978 and... Read More →

Speakers
avatar for Elisabeth Ballermann

Elisabeth Ballermann

Secretary-Treasurer, National Union of Public and General Employees (NUPGE)
Elisabeth Ballermann was acclaimed as the Secretary-Treasurer of NUPGE at its June 2016 Convention. She has been a labour activist most of her working life. From 1995 to 2016, Ballermann was President of Health Sciences Association of Alberta (HSAA), the NUPGE Component that represents... Read More →
avatar for Joseph A. Bastien

Joseph A. Bastien

Director, Business Development and Strategic Initiatives, Canadian Council for Aboriginal Business
Joseph Bastien is Anishinaabe (Ojibway) from Wikwemikong Unceded Indian Reserve, a graduate of the University of Toronto (Political Science and Aboriginal Studies), and a Masters Candidate (Political Science) at the University of Victoria. Joseph’s work explores the legal and political... Read More →
avatar for Donisa Bernardo

Donisa Bernardo

Trustee, Municipal Pension Plan, Financial Secretary, HEU
Donisa Bernardo is the Financial Secretary for the Hospital Employees’ Union (HEU) since 2006.  The Municipal Employees’ Pension Committee appointed her to the Board of Trustees in 2014 as Primary Trustee after being the Alternate Trustee since 2001.  Donisa has worked as a... Read More →
avatar for Laura Brownell

Laura Brownell

Staff Representative / Pensions, The Society of Energy Professionals
Laura Brownell provides advice and support on pension matters to The Society of Energy Professionals, an Ontario-based union of more than 8000 professional employees. A union activist throughout her entire career, Laura began her involvement in trade unionism as a member of her local’s... Read More →
avatar for Reid Capalino

Reid Capalino

Principal, Aligned Intermediary (AI)
Reid is a Principal with the Aligned Intermediary (AI), an investment advisory group created to help long-term investors channel institutional capital into clean energy, water infrastructure, and waste-to-value projects.  AI currently has seven Members who collectively have pledged... Read More →
avatar for Ben Homsy, CFA

Ben Homsy, CFA

Portfolio Manager, Leith Wheeler Investment Counsel, Ltd.
Ben Homsy is a Fixed Income Portfolio Manager and Macroeconomic Strategist at Leith Wheeler Investment Counsel. Ben joined Leith Wheeler in August 2014, with over 15 years of experience spanning three continents. Prior to joining Leith Wheeler, Ben was an Executive Director at... Read More →
avatar for Paddy Crumlin

Paddy Crumlin

President, International Transport Workers' Federation
Paddy Crumlin has been the Maritime Union of Australia (MUA) National Secretary since 2000 and International Transport Workers’ Federation President since 2010. Paddy has wide involvement in the port authority, towage, shipping, hydrocarbon, diving, cruise ship and stevedoring industries... Read More →
avatar for Derek Dobson

Derek Dobson

CEO and Plan Manager, Colleges of Applied Arts and Technology Pension Plan (invited)
Derek Dobson joined the CAAT Plan as the CEO in April 2009.  He brings deep expertise in funding, risk management, strategic planning, governance, and stakeholder relations. In addition to leading the organization, he also serves as Co-Chair of the Canadian Public Pension Leadership... Read More →
avatar for Terry Engler

Terry Engler

President / Trustee, International Longshore Warehouse Union Local 400 Marine Section / BC Marine Industry Pension and Benefit Plans
Terry has been President of ILWU Local 400 Marine section since 2000 and a trustee of the BC Marine Industry pension and benefit plans since 2000.
avatar for Dayna Schweizer, FSA, FCIA

Dayna Schweizer, FSA, FCIA

Consulting Actuary, PBI Actuarial Ltd.
Dayna Schweizer is a Consulting Actuary with PBI Actuarial Consultants Ltd. in Vancouver. She has over 14 years of industry experience. Dayna is involved in many aspects related to pension plans including their design, implementation and funding, and investment related matters. She... Read More →
avatar for Paul Finch

Paul Finch

Treasurer and Trustee, BCGEU
Paul Finch was elected Treasurer of the B.C. Government and Service Employees’ Union (BCGEU) at the BCGEU’s 49th Constitutional Convention in May 2014. The BCGEU is the most diverse labour union in British Columbia, representing over 72,000 members at 550 different employers and... Read More →
avatar for Chris Finding

Chris Finding

Trustee, BC Municipal Pension Plan
Chris Finding is the Coordinator of Human Resources for the Hospital Employees' Union. He was recently appointed as a Trustee on the Municipal Pension Plan and is currently the spokesperson for the union partner in that plan. Chris has a BA (Economics) from UVIC and Master of Industrial... Read More →
avatar for Brendan George

Brendan George

Partner, George & Bell Consulting
Brendan George has worked in the pension and investment fields for 21 years. His areas of specialization include the financing and actuarial analysis of pension plans and investment consulting. Brendan’s clients include pension plans, insurance funds, workers’ compensation funds... Read More →
avatar for Delaney Greig

Delaney Greig

Engagement Analyst, SHARE
Delaney Greig joined SHARE in June 2016 as a shareholder engagement analyst for social issues. Prior to working with SHARE she articled at the environmental law charity, Ecojustice. In the past, she has done legal, research and policy work with Mikisew Cree First Nation, Natural... Read More →
avatar for Shawn Hatch

Shawn Hatch

Legal Advisor, Hatch Law - Pension and Benefit Law
Shawn Hatch has been providing legal advice to a wide variety of pension and benefit plan clients in British Columbia since 1979. Prior to establishing Hatch Law in 2012 Shawn practiced at Davis LLP for 10 years. The scope of Shawn’s practice has included establishing new pension... Read More →
avatar for Ian Johnson

Ian Johnson

Trustee, NS Public Service Superannuation Trustee Inc
Ian Johnson has been a Policy Analyst/Researcher with the NSGEU for approximately 18 years, and for the past year, he has also been the Servicing Coordinator for the Communications Team. He has a Bachelor of Arts degree with Honors from Dalhousie University and the University of King’s... Read More →
avatar for Taleen Lageston

Taleen Lageston

Pension and Benefits Consultant, D.A. Townley & Associates Ltd.
Taleen Lageston is a Pension and Benefits consultant with DA Townley who has worked in the industry for 14 years. She has been a consultant and/or administrator for a number of pension and health and welfare trust plans. Taleen holds a Bachelor of Science in Actuarial Mathematics... Read More →
avatar for Ivan Limpright

Ivan Limpright

President, Local 1518, United Food and Commercial Workers Union (UFCW)
Ivan Limpright is the President of United Food and Commercial Workers' Union (UFCW) and has held full-time Local 1518 positions for 26 years.
avatar for Lee Loftus

Lee Loftus

Business Manager; President, Local 118 Insulators Union; BC Building Trades Union
Lee Loftus is the Business Manager of the BC Insulators Union Local 118 and President of the BC Building Trade Union. He started his construction experience in Northern BC in 1976 in industrial, shipbuilding, commercial and institutional construction.
avatar for S.D. (Sid) Matthews

S.D. (Sid) Matthews

Former Chair, Laborers’ Pension Fund of Western Canada
Sid has been active in various areas of the construction industry for over 50 years retiring after 18 years as the founding president of CLR Construction Labour Relations Association of Saskatchewan. He is currently Board Chair of the Laborers' Pension Find of Western Canada, Board... Read More →
avatar for Lori Mayhew

Lori Mayhew

Secretary Treasurer, MoveUP
A member of MoveUP for over 20 years, Lori Mayhew was first elected secretary-treasurer in 1999. Her first elected position in the union was as an executive councillor from ICBC in 1993. Lori joined MoveUP when she started at the ICBC Richmond Claims Centre in 1990.  In addition... Read More →
avatar for Alex Mazer

Alex Mazer

Founding Partner, Common-Wealth
Alex Mazar is a founding partner of Common Wealth. He has advised leading Canadian pension plans with collective assets under management exceeding $300B on issues of strategy, external affairs, and public policy. Alex was recently retained by the government of Ontario to develop an... Read More →
avatar for Lisa Nathan

Lisa Nathan

Campaigns Manager, ShareAction
Lisa Nathan joined ShareAction in October 2013. She supports ShareAction’s research and campaign work on the Living Wage. She previously worked for a global union federation in Switzerland and on a number of campaigns for economic and social justice in the United States. She holds... Read More →
avatar for David Podmore, O.B.C

David Podmore, O.B.C

Chairman and CEO, Concert Properties Ltd. and Concert Infrastructure FT Inc.
David Podmore has more than 40 years of experience in the real estate, development and construction industry and currently serves as Chairman and CEO of Concert Properties Ltd, a company he co-founded with Jack Poole in 1989. David holds a Bachelor’s Degree specializing in urban... Read More →
avatar for Bonnie Pearson

Bonnie Pearson

Trustee, Municipal Pension Plan
Bonnie retired in 2015 as Secretary-Business Manager from the Hospital Employees’ Union (HEU). She has been a life-long trade union activist and advocate for workers. She took an active role in pension matters and, in 2016, she was appointed as a primary retiree trustee for the... Read More →
avatar for John Pesa

John Pesa

Assistant Business Manager, International Brotherhood of Electrical Workers, Local 213
John Pesa is responsible for administering the Inside Wire Agreement representing approximately 1800 members that work in the electrical construction industry. John is also responsible for negotiating and administering our collective agreements with Vancouver Shipyards, Allied... Read More →
avatar for Susan Philpott

Susan Philpott

Partner, Koskie Minsky LLP
As a partner and the former head of the Koskie Minsky LLP Pension and Benefits Group, Susan Philpott has a wide-ranging background representing trade unions, employees, retirees and pension funds from both the public and private sectors in labour relations and pension and benefits... Read More →
avatar for Tom Powdrill

Tom Powdrill

Responsible Investment Co-ordinator, International Transport Workers Federation
Tom Powdrill is Responsible Investment Co-ordinator at the International Transport Workers’ Federation. This post supports capital strategies activity by the ITF and its affiliates, including both campaigns and policy work. Previously he was Head of Communications at PIRC, and worked... Read More →
avatar for Chris Roberts

Chris Roberts

National Director of the Social and Economic Policy Department, Canadian Labour Congress (CLC)
Chris Roberts is the National Director of the Social and Economic Policy Department of the Canadian Labour Congress (CLC). Chris joined the Congress in 2011, and assumed the role of National Director in 2014. In addition to managing the work of the department, he is responsible... Read More →
avatar for Shannon Rohan

Shannon Rohan

Director of Responsible Investment, SHARE
Shannon Rohan is a responsible investment professional with a focus on helping institutional investors devise and implement responsible investment policies and practices.Her principle area of expertise is devising shareholder engagement approaches for mission-driven investors... Read More →
avatar for Damon Silvers

Damon Silvers

Director of Policy and Special Counsel, AFL-CIO
Damon A. Silvers is the Director of Policy and Special Counsel for the AFL-CIO.  He joined the AFL-CIO as Associate General Counsel in 1997. Mr. Silvers serves on a pro bono basis as a Special Assistant Attorney General for the state of New York and is a Senior Fellow for the Roosevelt... Read More →
avatar for Kevin Skerrett

Kevin Skerrett

Senior Research Officer, Canadian Union of Public Employees (CUPE).
Kevin is a Senior Research Officer in the Research Branch of the Canadian Union of Public Employees (CUPE). He has spent most of his 23 years at CUPE assigned to pension issues ranging from collective bargaining to trustee support and public policy. Kevin spent a year working as... Read More →
avatar for Randy Sloat

Randy Sloat

Trustee, OPTrust, President, OPSEU Local 20
OPSEU named Randy Marie Sloat to the Board of Trustees in January 2012. Randy is currently a customer care representative with the Ministry of Government and Consumer Services in Hamilton. She has more than 20 years’ experience in human resources and labour relations, working with... Read More →
avatar for Mark Solomon

Mark Solomon

Partner, Robbins Geller Rudman & Dowd LLP
 Mark Solomon, a Cambridge and Harvard-educated English barrister and attorney in California, represents both United States- and United Kingdom-based pension funds and asset managers in class and non-class securities litigation. Mr. Solomon is a founding partner of the Firm and... Read More →
avatar for Kathryn Teneese

Kathryn Teneese

Ktunaxa Nation Council Chair, Ktunaxa Nation Council
Kathryn Teneese is the Ktunaxa Nation Chair as well as Chief Negotiator for the ongoing treaty negotiations with Canada and British Columbia. Kathryn's active participation in public service began in the late 1960's at the Columbia Lake Band (now known as the Akisq'nuk First Nation... Read More →
avatar for Kevin Thomas

Kevin Thomas

Director of Shareholder Engagement, SHARE
Kevin Thomas is the Director of Shareholder Engagement at the Shareholder Association for Research and Education. He joined SHARE in 2013 as a Senior Analyst on social issues. Prior to working with SHARE Kevin was the Director of Advocacy for the Maquila Solidarity Network, a labour... Read More →
avatar for Xander den Uyl

Xander den Uyl

Board of Principles for Responsible Investment (PRI), Pension Trustee, ABP
Xander den Uyl graduated in economics at the University of Amsterdam. He joined the union of public service employees Abvakabo FNV in 1979 as a policy advisor. In 1990 he was elected as a member of the executive board of Abvakabo FNV. He worked as a negotiator for the national contracts... Read More →
avatar for Marc-André Vinson

Marc-André Vinson

Principal, SAI
Marc-André is the newest Principal at SAI and is leading the firm's expansion outside the province of Quebec. He has 25 years of experience as a pension specialist, providing actuarial and consulting services to several boards of trustees and pension committees. Marc-André's clients... Read More →
avatar for Siobhan Vipond

Siobhan Vipond

Secretary Treasurer, Alberta Federation of Labour
Siobhán Vipond is a leading advocate for the rights of working people in Alberta. Vipond is in her second term as the elected Secretary Treasurer of the organization. The AFL represents more than 170,000 unionized workers in all sectors of the Alberta economy, and works to advance... Read More →
avatar for Lincoln Webb

Lincoln Webb

Senior Vice President, Infrastructure & Renewable Resource Capital, British Columbia Investment Management Corporation (bcIMC)
Lincoln Webb is a senior vice president at bcIMC, a multi-asset class investment organization with more than C$124 billion under management. Based in Victoria, British Columbia and supported by industry-leading expertise, bcIMC invests in all major asset classes. Lincoln leads the... Read More →
avatar for Hassan Yussuff

Hassan Yussuff

President, Canadian Labour Congress (CLC)
Hassan Yussuff brings a record of remarkable achievements to his new role as President of the Canadian Labour Congress (CLC). Yussuff was elected in May 2014 as the first person of colour to lead the country’s labour movement, winning a mandate for change to increase activism... Read More →



Friday February 24, 2017 7:30am - 4:30pm
Pinnacle Hotel