Toronto Regulatory & Compliance Masterclass with Morgan, Lewis & Bockius

This session is part of a full day of activities in Toronto, please check our main events page for other sessions you can sign up to. 

Agenda: 

10:00: Registration

10:15: Regulatory and Compliance Masterclass with Morgan, Lewis & Bockius

  • SEC trends and enforcement initiatives.
  • Direction of enforcement activity under new US administration.
  • Risks and opportunities with digital assets and AI adoption.
  • Key regulatory initiatives in other jurisdictions.

11:20: Regulation of Alternatives: A global perspective 

  • Key considerations when establishing investment entities in global jurisdictions.
  • Key investment vehicle structuring considerations.
  • Regulatory expectations in relation to trading activity, trade and regulatory reporting and other pertinent requirements.

12:10: Exploring developments in legal terms and conditions 

  • Transparency & Disclosure: exploring the definition of ‘materiality’, ‘negligence’ and ‘wilful misconduct’ from a legal and regulatory perspective.
  • Evergreen funds: key legal terms and conditions to be mindful of.

More speakers to be announced soon.

2025 Toronto ILS Roundtable 

This session is part of a full day of activities in Toronto, please check our main events page for other sessions you can sign up to. 

 

Agenda:

10:00: Registration 

10:15: Cat Risk State of Play

  • 2025 renewals

  • 2024 hurricane season in reflection

  • Flood & other perils

 

10:40: Beyond Cat Risk: Diversifying into Other Insurance Risks

  • Brief overview of other investable insurance risks, notably cyber, casualty, Lloyds. etc

  • Key characteristics, including expected returns, liquidity, scalability and volatility.

  • Do’s and don’ts

 

11:10: Coffee Break

11:20: Investor Approaches to ILS

Hear from a panel of end investors on how they’ve approached key governance and operational considerations when incorporating ILS assets into their broader portfolio.

  • Where does ILS sit in the policy asset mix?

  • What are target returns and benchmarks?

  • How does ILS get “risked” for internal purposes?

  • Current vs ideal data requirements: How wide is the gap?

  • Sizing: When do you grow? When do you cut back or redeem?

 

12:10: Impact of Climate Change in ILS

  • How do market participants incorporate findings from recent events (e.g., rapid storm intensification) in risk selection and portfolio construction?

  • How to deal with management/stakeholder questions on climate (and ESG more broadly)?

  • How can the risk-transfer industry maintain relevance in the context of growing un-insurability?

  • Where are emerging opportunities?

 

C-Leaders Roundtable

Key discussion points:

  • Examining Canadian Model: Successes and lessons
  • Innovating: Is TPA endgame, or just a tool?
  • ESG & Trump, impact on investment priorities and risk

Agenda: 

13:30: Welcome Remarks

 

13:40: SBAI Update

  • 2025 Priorities including Valuation Standards Review and Expense Reporting

 

14:00: Panel: Canadian Model in the Spotlight

  • Governance and delegation model

  • Impact of global context, capital and liquidity situation

  • Understanding stakeholder expectations, needs, pressures and perceptions - how to manage?

  • How to continue to innovate the investment model?

 

15:00: The SBAI Ideas Exchange: Session One

Small group discussions on top-of-mind issues and opportunities curated by members of the SBAI to spark ideas, exchange information, and develop solutions for building a strong relationship between managers and allocators.

15:40: The SBAI Ideas Exchange: Session Two

16:20: CIO Panel: Changing Global Assumptions and Environment

  • Beyond macro: What is ahead for 2025?
  • Trump factor: Impact on investment rationales, priorities
  • Deregulation: Implications for risk management, stress testing, and operational due diligence (ODD)

 

17:10: Closing Remarks 

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