Pension Fund Investing at Any Size - The Fundamentals

Date

October 24, 2017

Time

4:00 PM - 7:00 PM

Location

Osler Conference Centre, 63rd floor
Toronto, Ontario


Overview

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. 

Agenda

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 seminars@osler.com

CLE/CPD Credit Information

Ontario – Substantive - 1

Quebec – Out of province credits - 1

Speaking
Speaker

John Black

Partner, Corporate

Speaker

Matias Milet

Partner, Taxation

Speaker

Julien Ranger

Partner, Pensions & Benefits

Moderator

Jana Steele

Partner, Pensions & Benefits