This page focuses on my musings on pensions and investments. As always these are personal opinions and are not related to or supported by my current or previous employers and associations I belong to.
Proposed Alberta Pension Plan
The proposed Alberta Pension Plan has been getting a lot of attention since the consultant’s report to the Alberta government was released in October, 2023. I was asked to give a presentation to the Edmonton chapter of the Canadian Industrial Relations Association on the proposed Alberta Pension Plan on Thursday April 4, 2024 . This…
Investing 101: The Basics
This is a presentation I made on May 25, 2023 to the lay members of the Investment Advisory Committee for the Maria Drost Foundation of the Sisters of The Good Shepherd in Minnesota. Investment Beliefs: The foundation for success (or failure Asset Mix Policy: Determines your long run investment returns Asset Class Selection Asset Class…
Alberta Pension Plan: Farsighted or Folly?
Presentation to Probus by Paul E. Owens President – Paul Owens Pension and Investment Consulting Ltd. February 21, 2023 The proposed Alberta Pension Plan Benefits from the Canada Pension Plan and Old Age Security Decumulation – how to convert your capital into income Background: I was asked by a retired colleague of mine to give…
Pensions and Retirement Income (presentation)
University of Alberta Presentation to undergraduate labour economics class – October 22, 2022 This presentation was entitled “Pensions and Retirement Income”. The audience were students who would not have started full time work nor have commenced any meaningful savings for retirement. There were five topics covered: Pensions -Introduction and History Pension landscape Canada Alberta World…
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Environmental, Social and Governance Factors Relationship to Investment Management – Partner or Adversary? (presentation)
University of New Brunswick Lecture to Masters in Quantitative Investment Management class – November 9, 2022 This presentation, which is an update from one given in 2021, was entitled “Environmental, Social and Governance Factors Relationship to Investment Management – Partner or Adversary?” The presentation was prepared to be given on November 9. However, because it was…
The Politicization of Pension Plans (presentation)
IPEBLA (International Pension and Benefits Lawyers Association) Presentation – August 30, 2022 This was a discussion given in Amsterdam, Netherlands at IPEBLA’s biennial conference. The title was “The Politicization of Pension Plans”. I have been speaking at their events since 2015 when I was the recipient of the Libby Slater Award for contribution to the pension…
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IPE (Investment and Pensions Europe) Speech – December 2, 2020
A Viable Pension System Post COVID I was asked to give a keynote address to the annual Investments and Pensions Europe that was scheduled to be in person in Madrid, Spain. However, due to COVID, the conference had to be held in a virtual environment. My speech along with 2 charts are attached. The title…
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A Viable Pension System in a Post-COVID Environment (presentation)
IPE Conference & Awards 2020 Keynote Address: A Viable Pension System in a Post-COVID Environment – Paul Owens The IPE (Investments and Pensions Europe) Conference & Awards 2020 is the largest virtual gathering of European pension funds including more than 40 world class speakers, over 20 sessions across three days, culminating each day in the…
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