Category: Pension Funds Investment

International Structuring of Pension Fund Investments

October 23, 2017

Large Canadian pensions frequently invest in the various alternative asset classes through their own or third-party-managed feeder, co-investment or other vehicles established in jurisdictions outside of Canada. Common jurisdictions include the Cayman Islands, Delaware, Ireland and Luxembourg, which will be the focus of this seminar. The seminar will address some key legal and taxation issues including new developments for commonly…

Recent Budget Measures Bill Amends Ontario Pension Legislation

November 18, 2016

On November 16, 2016, Bill 70, Building Ontario Up for Everyone Act (Budget Measures), 2016 (Bill) received first reading in Ontario’s legislative assembly. If passed, the Bill will amend the Pension Benefits Act (Ontario) (Act) in various respects. The rules regarding portability options have been amended. Portability options are the options available to a former employee to withdraw his or…

Target Benefit Plans and Annuities for Federally Regulated Enterprises

October 25, 2016

On October 19, 2016, the federal government tabled Bill C-27, which proposes amendments to the federal Pension Benefits Standards Act, 1985 (PBSA). If passed, this bill will allow federally regulated employers to create both single employer and multi-employer target benefit plans, and to purchase annuities as a full discharge of the plan’s obligations under the PBSA in a non-windup situation….

Recent Developments in Pension and Employee Benefits Law

May 5, 2016

  This seminar will includes presentations by our speakers on recent legal developments. Topics: Caselaw and Regulatory Round-UpCaroline Helbronner and Adam Ngan ORPP: What More Do We Know and What Should You Now Be ConsideringKathryn Bush Current Issues in Pension DB and DC Fund InvestmentJeremy Forgie and Elizabeth Boyd Pension Predicaments: Over Contributions and Overpayments Jeffrey Sommers and Lindsay McLeod…

Legal Trends 2016: Private Equity

March 31, 2016

ONE | OILPATCH PORTFOLIO MANAGEMENT AND OPPORTUNITIES Between June 2014 and December 2015, the price of a barrel of oil was cut roughly in half, resulting in a significant downturn in the earnings of companies with businesses connected to the oil industry. Private equity (PE) firms with portfolio companies that have operations in or exposure to Alberta and Canada’s energy…

Legal Trends 2016: Pensions & Employee Benefits

March 28, 2016

ONE | PUBLIC PENSION REFORM The newly elected federal Liberal government is committed to exploring enhancements to the Canada Pension Plan (CPP). At the same time, the Government of Ontario is progressing with the implementation of the Ontario Retirement Pension Plan (ORPP). In this political climate, debates surrounding pension coverage and retirement income security will increasingly focus on mandatory schemes….

Alert: Proposed Ontario Amendment Eliminating the 30-per-cent Rule for Pension Fund Investments

March 16, 2016

The Ontario government has announced a consultation until April 29, 2016, relating to a proposed regulation change under the Pension Benefits Act (Ontario) that would permit a pension plan administrator to invest pension plan assets in more than 30 per cent of a corporation’s voting shares. The announcement suggests that a threshold may be established where corporate disclosure or undertakings…

Look Ahead: 2016 Legal Trends

January 8, 2016

  While global markets can be unpredictable, we have assembled some key legal trends that may help you prepare for what lies ahead in 2016.  ​​​​   Anti-Spam   Capital Markets  ​ China    Commercial Real Estate Cybersecurity Employment & Labour Financial Services Regulatory Intellectual Property International Trade   Litigation & Dispute Resolution   Mergers & Acquisitions   Oil &…

Alert: Final FSCO Guidance on Environmental, Social and Governance Factors Released

October 29, 2015

On October 21, 2015, the Financial Services Commission of Ontario (FSCO) released its investment guidance note on environmental, social and governance (ESG) factors (Guidance Note) in final form. A draft version of the Guidance Note was previously released for public consultation on June 29, 2015.  The stated purpose of the Guidance Note is to provide information and guidelines to administrators…

Recent Developments in Pension and Employee Benefits Law

October 29, 2013

Blakes invites you to attend our semi-annual client seminar, which will address current issues in pension and employee benefits law. Our complimentary seminar offers you the opportunity to consider and discuss the key issues of the day, following a presentation by our speakers on recent legal developments. Topics to be discussed: •Case Law Update – Christopher Brown •Regulatory Round-Up –…