Name
Fireside Chat: Building Sustainability of Pension Systems
Date & Time
Thursday, May 20, 2021, 2:55 PM - 3:40 PM
Speakers
Clive Lipshitz - Tradewind Interstate Advisors
Derek W. Dobson - CAAT Pension Plan
William McDonnell - Associated Medical Services
Derek W. Dobson - CAAT Pension Plan
William McDonnell - Associated Medical Services
Description
Moderator: William (Bill) McDonnell - Board Director and Chair of the Finance, Audit & Risk Committee of Associated Medical Services Inc.
Derek W. Dobson – CEO, CAAT Pension Plan
Clive Lipshitz - Manager Partner, Tradewind Interstate Advisors
Join two distinguished thought leaders as they explore the issues and challenges facing pension funds on both sides of the Canada – U.S. border. Derek W. Dobson and Clive Lipshitz will guide their fireside chat referring to the factors that drive pension plan sustainability, including effective joint governance, robust funding, trust, pension management expertise, perceived value of the plan, relevant plan design, strong partners, support from regulators, and a long-term focus.