Publications

"Risk-Based Funding of Negotiated-Cost Pension Plans March 2006"

"Managing Money and Tossing Coins"
Benefits and Pensions Monitor December 2001

"Why You Should Have an Investment Policy"
Aboriginal Financial Officers Association of B.C. Newsletter March 2000

"Setting Investment Objectives"
Canadian Investment Review Summer 1999

"Your Fund's Rank: What Does It Really Mean"
Benefits and Pensions Monitor August 1998

"Venture Capital"
A panel discussion sponsored by the Vancouver Stock Exchange and summarized and published in Benefits Canada June 1998

"Pension Plan Solvency Rules: Help or Hindrance"
Benefits Canada April 1998

"Pension Fund Investment in Canada"
Society of Actuaries Study Note 1996

Presentations to Industry Groups

"Low Interest Rates - A Liability Problem or an Asset Problem?"
Canadian Pension & Benefits Institute, Whistler 2006

"Fund Goes Up, Fund Goes Down: Current Pension Plan Funding, Risk Management and Investment Strategies"
Panelist, Canadian Institute's Western Canadian Forum on Pension Law, Litigation & Governance, Calgary 2006

"How to Choose and Manage Investment Advisors"
First Nations' Settlements and Special Purpose Trusts, Vancouver 2005

"Funding Pensions and Benefits"
Seminar for Canadian Pension & Benefits Institute, Vancouver 2004

"Statements of Investment Policy and Procedures (SIP&P)"
Canadian Pension & Benefits Institute, Vancouver 2004

"Introduction to Alternative Investments"
Seminar for Foundations & Non-For-Profit Organizations, Vancouver 2004

"Impact of the Current Economic Environment on Defined Benefit Pension
Plans: Investment Issues"
Canadian Institute of Actuaries, Victoria 2003

"The Canadian Retirement System Today - and in the Future?"
Annual General Meeting, UBC Faculty Pension Plan, Vancouver 2003

"Is Paternalism Dead? Unlocking of Pension Plans"
Canadian Pension & Benefits Institute, Whistler 2002

"Performance-Based Fees" and "Fixed Income Management"
International Foundation of Employee Benefit Plans Conference, Maui 2001

"Investment Process for Pension and Health & Welfare Plans"
International Foundation of Employee Benefit Plans Conference, Vancouver 2001

"If Bonds Earn So Much Less than Stocks Over the Long Term - Why Invest in Them?"
International Foundation of Employee Benefit Plans Conference, San Francisco 2000

"Investing Your Funds"
Aboriginal Financial Officers Association of B.C., Kamloops 2000

"A Retirement Income Strategy for Canada"
Association of Canadian Pension Management, Vancouver, Calgary and Saskatoon 1998

"Strategic Planning" for Pension and Benefit Plans"
International Foundation of Employee Benefit Plans, Vancouver 1998

"Leading the Management of Assets and Liabilities"
Association of Workers Compensation Boards of Canada, Winnipeg 1998
"Defined Contribution Pension Plans: The No Risk Plan?"
Treasury Management Association, Vancouver 1997

"Investment Performance Measurement: What is 'Good' Investment Performance?"
William M. Mercer breakfast seminar for clients and prospects, Edmonton and Calgary 1997

"How to Immunize your Portfolio"
International Foundation of Employee Benefit Plans, Investment Institute, Whistler 1997

"The Proposed Changes to the Canada Pension Plan"
Association of Canadian Pension Management, Vancouver 1996

"Pension Plan Immunization"
International Foundation of Employee Benefit Plans, National Conference, Vancouver 1996

"Pension Plan Asset-Liability Management"
Treasury Management Association, Vancouver 1995

"The New Pension Legislation in British Columbia"
Association of Canadian Pension Management, Vancouver 1993

"Developing Investment Policy"
Canadian Institute of Actuaries, Toronto 1990

"Lies, Damn Lies and Statistics"
Trial Lawyers Association of British Columbia, Vancouver 1990