LIC Summer CEO Forum Agenda

Monday, August 29, 2022

8:00 a.m. - 11:30 a.m. - LIC Board Meeting - current and past Board Members only

Meet in the Delta Hotel Lobby at 7:45 am to walk over together. The meeting location is the Nicole Dutrisac Conference Room at Optimum. Continental breakfast will be provided 8-8:30 am. 

After the meeting, lunch is on your own.

1:45 p.m. - 5:00 p.m. - Beyond the Basilica: Walking Tour of Montreal (Spouses Welcome)

Meet in the Delta Hotel Lobby at 1:45 pm to walk to the tour starting point at the Maisonneuve Monument.

6:30 p.m. - 8:30 p.m. - Networking Dinner (Spouses Welcome)

Les Enfants Terribles, 1 Blvd Robert-Bourassa

Meet in the Delta Hotel Lobby at 6:15 pm to walk over together.

Tuesday, August 30, 2022

8:00 a.m. - 8:30 a.m. - Continental Breakfast at Optimum

Le Lounge Optimum, 15th Floor

Meet in the Delta Hotel Lobby at 7:45 am to walk over together.

8:30 a.m. - 9:30 a.m. - Welcome & Attendee Introductions

9:30 a.m. - 10:00 a.m. - Break

10:00 a.m. - 12:00 p.m. - Facilitated Discussion

Topics are selected by registrants, including Digital Transformation & Automation, Expanding Distribution Channels, Effective Use of Reinsurance, Workforce Hiring/Retention/Compensation, Post-Covid Work Structure, Working with IMOs, Covid Impact on Mortality, Investments & Response to Economic Turmoil, ESG, Marketing, Latest Market Developments, New Products on the Horizon, Strategic Development of Management Team.

12:00 p.m. - 1:00 p.m. - Networking Luncheon

1:00 p.m. - 2:30 p.m. - Navigating the Economic Storm

JP Morgan Panelists: Bob Manning, Portfolio Manager; John Mangas, Investment Specialist; Pat Tuttle, Managing Director; Kevin Zigadlo, Insurance Strategy & Analytics

One of the biggest concerns for CEOs today is the economy, implications for our business, and strategies to help weather the storm. We’ll discuss the macro environment, markets impact, and data from JP Morgan’s peer analysis work to show how insurers are generating yields and dealing with the current environment.

2:30 p.m. - Sessions Adjourn for the Day

6:30 p.m. - 8:30 p.m. - Networking Dinner (Spouses Welcome)

Ferreira Café, 1446 Rue Peel
Meet in the Delta Hotel Lobby at 6:15 pm to walk over together.

Wednesday, August 31, 2022

8:00 a.m. - 8:30 a.m. - Continental Breakfast

Le Lounge Optimum, 15th Floor

Meet in the Delta Hotel Lobby at 7:45 am to walk over together.

8:30 a.m. - 10:00 a.m. - Evolving Distribution Trends

Kayte Fredrickson, President & CEO, Teachers Life
Jake Tamarkin, CEO, Everyday Life

10:00 a.m. - 11:00 a.m. - Facilitated Discussion, Continued

Topics are selected by registrants, including Digital Transformation & Automation, Expanding Distribution Channels, Effective Use of Reinsurance, Workforce Hiring/Retention/Compensation, Post-Covid Work Structure, Working with IMOs, Covid Impact on Mortality, Investments & Response to Economic Turmoil, ESG, Marketing, Latest Market Developments, New Products on the Horizon, Strategic Development of Management Team.

11:00 a.m. - Adjourn