Conference 2005: Pensions at Work

Pensions at Work: Social Investment of Pension Funds, University-Union Research Alliance

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home » Conference 2005

Pensions at Work Conference, October 14 - 15, 2005

Ontario Institute for Studies in Education (OISE), room 12-199
University of Toronto
252 Bloor Street West
Toronto, ON

This conference was an opportunity for university researchers, union and employer pension trustees and those working in the pension industry to discuss cutting-edge research issues facing pension trustees. It was the second of three annual conferences of a research/education project on the socially responsible investment of pension funds in the new economy, funded by the Social Sciences and Humanities Research Council of Canada. This small conference was structured to allow for full dialogue by all participants. The Canadian Labour Congress and all Federations of Labour are partners in this project.

Note: if you have trouble viewing the videos, follow the instructions at the bottom of this page.

	Opening Remarks Professor Jack Quarter, Principal Investigator, Pensions at Work, Ontario Institute for Studies in Education, University of Toronto Lecture notes (pdf 27kb) Play video
	Issues For Canadian Pension Trustees and Beneficiaries Glorianne Stromberg, former Commissioner of the Ontario Securities Commission Lecture notes (pdf 112kb) Play video
	Cleaning a Passive Index: How to Use Portfolio Optimization to Satisfy CSR Constraints Professors David Wheeler and Moshe Milevsky, Jane Thomson and Al Goss, Schulich School of Business, York University PowerPoint presentation Play video
	Commentary: Cleaning a Passive Index Michael C. Jantzi, President of Jantzi Research Inc. PowerPoint presentation Play video
	Shareholder Activism, Social & Environmental Standards: An Analysis of Recent Trends from Annual General Meetings 2001-2004 James Salo, Department of Geography, Oxford University PowerPoint presentation Play video
	Commentary: Shareholder Activism, Social & Environmental Standards Daniel McCarthy, Canadian Director of Research & Special Programmes, United Brotherhood of Carpenters & Joiners of America; François Rebello, Chief Executive Officer of Groupe Investissement Responsable
	Challenges in Pension Education for Trade Unions Elaine Bernard, Executive Director, Harvard Trade Union Program and Larry Beeferman, Director, Pensions & Capital Stewardship Project, Harvard Law School PowerPoint presentation Play video
	Brief Presentation Eugene Ellmen, Executive Director of the Social Investment Organization Play video
	Brief Presentation Jane Ambachtsheer, Principal, Mercer Investment Consulting Play video
	Access To Trustee Education in Canada: Issues and Problems Survey of Union-Based Pension Education in Canada, by Paula White and Leanne Hagglund, Ontario Institute for Studies in Education, University of Toronto Pensions and Labour Education, by Lisa Duggan, Ontario Institute for Studies in Education, University of Toronto The Internet, Informal Learning and Unions, by Sherida Ryan, Ontario Institute for Studies in Education, University of Toronto Play video (All three presenters)
	Panel discussion: Access To Trustee Education in Canada Cathy Remus, Education Officer, Canadian Union of Public Employees (CUPE) and Erna Post, Director Of Education, Shareholder Association For Research & Education (SHARE) Play video
	Global Standards For Investment: Are They Relevant To Labour? Professor Wesley Cragg and Ran Goel, Schulich School of Business, York University Guide (pdf 856kb) Play video
	Commentary: Global Standards For Investment Bob Baldwin, Former Director of Social and Economic Policy, Canadian Labour Congress Play video
	Labour's Voice in Labour's Capital: A Study Of Labour Representatives on Pension Boards Professor Anil Verma and Johanna Weststar, Centre for Industrial Relations, University of Toronto PowerPoint presentation Play video
	Panel discussion: Labour's Voice in Labour's Capital Hugh Mackenzie, Principal, Hugh Mackenzie and Associates; David Rapaport, Executive Board Member, OPSEU, Union Trustee, OPSEU Pension Trust; and David Carrington, Board member of CUPE Local #1 and OMERS trustee Play video
	Economically Targeted Investment: Financial and Collateral Impacts Professor Ted Jackson and Dr. Tessa Hebb, Centre for Community Innovation, Carleton University and Kathryn Manley, Sprott School of Business, Carleton University PowerPoint presentation Play video
	Commentary: Economically Targeted Investment Jeff Holmes, Director, Pension and Economic Affairs, Ontario Teachers' Federation Play video
	Social Accounting For Economically Targeted Investments Laurie Mook, Ontario Institute for Studies in Education, University of Toronto PowerPoint presentation Play video
	Commentary: Social Accounting For ETIs: Expanded Value Added Statement Susan McGeachie, Director, Innovest's Toronto office PowerPoint presentation Play video
	Closing Remarks Larry Brown, Vice President of the National Union of Public and General Employees (NUPGE) Play video