Publications "The Financial Crisis - Part I" "Risk-Based Funding of Negotiated-Cost Pension Plans March 2006" "Managing Money and Tossing
Coins" "Fund Manager Selection and Oversight" "Liability Driven Investment" "Current Developments in Solvency" "Low Interest Rates - A Liability Problem or an Investment Problem?" "Current Developments in Multi-Employer Pension Plans" "Low Interest Rates - A Liability Problem or an Asset Problem?" "Fund Goes Up, Fund Goes Down: Current Pension Plan Funding, Risk Management and Investment Strategies" "How to Choose and Manage Investment Advisors" "Funding Pensions and Benefits" "Statements of Investment Policy and Procedures (SIP&P)" "Introduction to Alternative Investments" "Impact of the Current Economic Environment on Defined Benefit Pension "The Canadian Retirement System Today - and in the Future?" "Is Paternalism Dead? Unlocking of Pension Plans" "Performance-Based Fees" and "Fixed Income Management"
"Bulletin: Alberta / B.C. Joint Expert Panel for Pension Standards releases report: Getting Our Acts Together"
December 2008
Pension News, UBC Faculty Pension Plan Third Quarter 2008 Edition
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
Essential Skills for Pension Committee Members, Vancouver, BC 2008
Canadian Pension & Benefits Institute, Calgary 2008
Pacific Business & Law Institute, Vancouver 2008
Treasury Management Association of Canada , Vancouver 2007
Canadian Institute of Actuaries, Vancouver 2007
Canadian Pension & Benefits Institute, Whistler 2006
Panelist, Canadian Institute's Western Canadian Forum on Pension Law, Litigation & Governance, Calgary 2006
First Nations' Settlements and Special Purpose Trusts, Vancouver 2005
Seminar for Canadian Pension & Benefits Institute, Vancouver 2004
Canadian Pension & Benefits Institute, Vancouver 2004
Seminar for Foundations & Non-For-Profit Organizations, Vancouver 2004
Plans: Investment Issues"
Canadian Institute of Actuaries, Victoria 2003
Annual General Meeting, UBC Faculty Pension Plan, Vancouver 2003
Canadian Pension & Benefits Institute, Whistler 2002
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
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