Newsletter ⮞ December 21, 2021
Keep Calm, Stay Strong, and Meet the Challenge of Change
CLC Forums are where leaders come to from each other. Our 2021 Challenge of Change Forum was no exception. Click on the picture above for insights from our speakers and highlights from the event.
Watch the clip
Recap of 2021: Bruce Sellery on Understanding Financial Needs of DC Plan Members
#ICYMI: In the last edition of our newsletter, DC Plan Experience keynote Bruce Sellery, CEO of Credit Canada Debt Solutions, shared his unique perspective on how DC plan sponsors can best understand the financial needs of their members and engage them effectively.
Hear what Bruce had to say
Recap of 2021: Jim Keohane on Market Manias and Lessons Learned
We were able to sit down with Jim in advance of the Challenge of Change Forum this past October (thanks to Zoom), and talked to him about what he’s learned through his career, his thoughts on what’s happening in markets today and to ask the question, what if the uptick in inflation isn’t temporary?
Find out what Jim said was the biggest challenge he ever faced in his career.
Find out what Jim said was the biggest challenge he ever faced in his career.
Read more
Recap of 2021: Michelle Ostermann on Getting Risk Governance Right
Pension industry veteran, Michelle Ostermann is back in Canada after having worked as Managing Director at Railpen Investments, the in-house investment manager for the UK railway pension plans, since 2019. Caroline Cakebread spoke to Michelle about her new role as Senior Vice-president and Global Head of Capital Markets for PSP Investments, in Montreal, and the topic of Risk Governance and what it means for Canadian pension plans.
Read more of Michelle’s interview
Thank You to Our 2022 Inaugural DC Plan Experience Partners
The CLC looks forward to welcoming our partner thought-leaders to a one-day event on February 9, 2022. It will bring DC plan decision-makers together with experts from the worlds of investment and behavioural studies, to discuss plan members and their needs on the path to retirement. A big thank you to Fidelity Institutional Canada, Franklin Templeton, LifeWorks, Purpose Investments and T. Rowe Price.
Are you interested in working with the CLC to achieve your goals? Reach out to Head of Partnerships, Jennifer Hughey, for more info.
Are you interested in working with the CLC to achieve your goals? Reach out to Head of Partnerships, Jennifer Hughey, for more info.
Partner with us
Join Your Fellow DC Plan Sponsors to Discuss the Member Experience
The CLC is committed to quality content and conversation. The inaugural DC Plan Experience will spark new ideas and foster important conversations among DC asset owners, recordkeepers, insurers and asset managers, conversations that matter and produce key action items to move forward in your business.
Space is limited. Would you like to be in the room?
Space is limited. Would you like to be in the room?
Contact the CLC today!
UP NEXT: First Monday Minute of 2022
» 2022 Outlook: New Year, New Reality (January 17)
ICYMI: CLC’S Index of 2021 Monday Minute Chats Online
The most recent Monday Minute Chats are available online.
ICYMI: CLC’S Index of 2021 Monday Minute Chats Online
The most recent Monday Minute Chats are available online.
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