This document provides information about an upcoming CPBI Manitoba Region breakfast session on Thursday, September 15, 2016 at The Fort Garry Hotel. The session will discuss target date funds and their use in defined contribution plans, addressing their origins, criticisms, and enhancements over the past 15 years. Sonya Uppal of Franklin Templeton Institutional will present on whether target date funds work for investing in defined contribution plans. Registration deadline is September 13 and free parking is available at the hotel.

1. DATE
Thursday
September 15, 2016
REGISTRATION
DEADLINE:
Tuesday
September 13, 2016
LOCATION
The Fort Garry Hotel
TIME
Breakfast 7:30 - 8:00 am
Session 8:00 - 9:15 am
FREE PARKING
is available at
The Fort Garry Hotel.
Validation at the
Registration Desk.
Going Green
Amidst growing
environmental concerns,
CPBI Manitoba has made
the move toward
sustainability by reducing
our use of paper.
Paper handouts will not be
provided at CPBI breakfast
sessions. Copies of
session presentations will
be emailed on request
following each session.
Sonya Uppal
Vice President Defined Contribution & Retirement,
Franklin Templeton Institutional
Sonya Uppal is the Vice President of Defined
Contribution and Retirement for Franklin Templeton
Investments. Joining FTI in 2013, Sonya leads the
sales effort for the Defined Contribution & Retirement
business in Western Canada developing and growing
relationships amongst the pension brokerage and
independent advisor market.
With over 15 years of experience in the Financial
Industry Sonya has supported multiple distribution
channels in Western Canada working closely with
MFDA, IIROC and Life Insurance platform partners to
identify investment suitability within our solutions available to Canadian investors
and plan sponsors.
Sonya holds a Bachelor of Management degree (B Mgt) from the University of
Lethbridge and is a Certified Investment Manager (CIM designation holder).
Investing in your DC plan: Target
Date Funds - do they work?
With the dominance of Target Date Funds being used as default choices in plans
it can be difficult to understand the differences between offerings.
We take a deep dive into the changing landscape of this product class over the
past 15 years, addressing where TDF’s originated, early criticisms and what/
why certain enhancements have been adopted into design, to better equip you in
positioning the most suitable offering to your plan sponsors.
CPBI MANITOBA REGION BREAKFAST SESSION
Bring your
business card
to enter the
prize draw

2. Register and pay online at
www.cpbi-icra.ca
or send completed registration
form by mail, fax, or email and
send payment to:
Joan Turnbull
CPBI
80 Noble Avenue
Winnipeg, MB R2L 0J6
204-667-5027
204-477-5081
@ manitoba@cpbi-icra.ca
Name(s) of attendees (Please list additional names on separate sheet) Member Non-Member
Feel free to bring a colleague!
Organization Name
Fax Phone Email
Session Fee
CPBI Member - $45.00 ($42.86 + GST)
Non-Member - $95.00 ($90.48 + GST)
GST Number R106865330
Payment Method
Cheque make payable to CPBI
Credit Card
Credit Card Name
Name
Card Number
Expiry Date
Investing in your DC plan: Target Date Funds - do they work?
Thursday, September 15, 2016
Continuing Education Credits
This session will qualify for Continuing Education credits, pending approval.
Continuing Education certificate required: Yes No
Registration Deadline: Tuesday, September 13, 2016
Cancellation Policy: Cancellations will be accepted until noon the day before the session.
Non-attendees or cancellations received after this time will be invoiced.
Registration