Pension Fund Investing at Any Size - The Fundamentals


October 24, 2017


4:00 PM - 7:00 PM


Osler Conference Centre, 63rd floor
Toronto, Ontario

Delivery Method

In Person


Please join us for a panel discussion on legal issues facing pension funds in the context of investments, with a special focus on investment by small and medium-sized funds. In this seminar, Osler pension, tax and corporate experts will provide an overview of the investment restrictions facing pension plans, discuss key tax issues and delve into considerations related to selecting and monitoring investment managers and negotiating related agreements.

We will cover:

  • Pension Investment 101
    • Pension investment legal framework
    • Tax considerations
    • Regulatory guidance regarding derivatives and other matters
    • Impact of proposed administrative monetary penalties
  • Managing the Managers
    • Selection and oversight
    • Investment management agreements
    • Investing in funds 

The presentation will be followed by an informal cocktail reception. 


4:00 p.m. - 4:15 p.m. - Registration 
4:15 p.m. - 5:30 p.m. - Seminar
5:30 p.m. - 7:00 p.m. - Cocktail Reception 


Registration Info

To register please contact

CLE/CPD Credit Information

Ontario – Substantive - 1


John Black

Partner, Corporate


Matias Milet

Partner, Taxation


Julien Ranger

Partner, Pensions & Benefits