Speaker Directory

Total Page:16

File Type:pdf, Size:1020Kb

Speaker Directory Rotman ICPM Discussion Forum June 2-3-4, 2014 SPEAKER DIRECTORY At May 13, 2014 , 20142014, Event Information Hotel On Your Own Conference Address +1 416.925.4153 Rotman ICPM A preferred hotel will not be arranged by ICPM OECD Conference Centre +1 416.803.6616 Ann Henhoeffer cell 2, rue André Pascal +1 647.270.5888 Karen Clarke cell To view hotels near the conference location 75775 Paris Cedex 16 www.oecd/site/conferencecente/hotelsclosttooecd.htm Paris France Rotman ICPM Discussion Forum – June 2014 – Speaker Directory Page 1 Keith Ambachtsheer Rotman ICPM (Canada) Phone: +1.416.925.4153 Email: [email protected] Director Emeritus Keith Ambachtsheer is Director Emeritus of the Rotman International Centre for Pension Management (ICPM), an Adjunct Professor of Finance, Academic Director of the Rotman-ICPM Board Effectiveness Program, and Publisher and Editor of the Rotman International Journal of Pension Management. His firm, KPA Advisory Services Ltd., has provided advice to governments, industry associations, pension-plan sponsors, foundations and other institutional investors since 1985. He is the co-founder of CEM Benchmarking Inc. which monitors the performance of 300 pensions worldwide. Keith has authored three books on pension management and has received numerous industry awards. Pablo Antolin-Nicolas Organisation for Economic Phone: +33.1.45.24.90.86 Co-Operation and Email: [email protected] Development (FRANCE) Economist Pablo Antolin is Principal Economist and Head of the Private Pension Unit of the OECD Financial Affairs Division. He manages the research and policy programme of the Working Party on Private Pensions, a body that brings together policymakers, regulators and the private sector of almost 40 countries around the world. His work covers issues related to the operation and regulation of funded retirement income systems. In the past, he has worked on the impact of ageing populations on the economy and on public finances. He has produced several studies examining options available to reform pension systems in several OECD countries, including public pensions. Previously, he worked at the IMF and at the OECD Economic Department. He has published journal articles on ageing issues as well as labour market issues. Mr. Antolín has a PhD in Economics from the University of Oxford and an undergraduate degree in Economics from the University of Alicante (Spain). Ruulke Bagijn PGGM (Netherlands) Phone: +31.30.277.1430 Email: [email protected] Chief Investment Officer Private Markets Ruulke Bagijn is Chief Investment Officer Private Markets of PGGM and member of the management team of PGGM Investment Management. Ruulke joined PGGM in October 2009 as head of Private Equity coming from 4RAE, a private- equity fund focused on renewable energy, where she was Managing Director. Prior to that, she headed the Principal Investment Group of ABN AMRO in London and was a member of the management team and investment committee of the wider Structured Capital Group. Ruulke previously spent time within ABN AMRO in the Infrastructure Capital Group in London and in M&A Advisory Group in Amsterdam. Before joining ABN, Ruulke held positions at ING as an economic analyst. Ruulke holds an MSc in Business Economics from Erasmus University in Rotterdam and is a CFA Charterholder. Rotman ICPM Discussion Forum – June 2014 – Speaker Directory Page 2 Rob Bauer Rotman ICPM Phone: +31.43.388.3871 (Netherlands) Email: [email protected] Executive Director Rob Bauer is the Executive Director of Rotman International Centre for Pension Management (ICPM). He is internationally recognized for his research focus on pension funds, mutual funds, behavioral finance, socially responsible investments (SRI) and corporate governance. His investment consulting firm advises pension funds and institutional asset managers on pension and investments related subjects. He is also Professor of Finance (chair: Institutional Investments) at Maastricht University, School of Business and Economics in the Netherlands and teaches at various executive courses. His academic work has been published in various professional and academic research journals around the world. Ole Beier Sørensen Danish Labour Market Phone: +45.4820.4349 Supplementary Pension Email: [email protected] (ATP) (Denmark) Chief of Research and Strategy Ole Beier Soerensen (1959) heads ATP’s research activities on pension policy and other areas of public policy. He has a Ph.D. degree in Social Geography from the University of Copenhagen and his research covers a broad range of issues related to pension systems, pension reform and pension management. In resent years he has focussed particularly on pension reform issues and on non-financial investment risks – among them social responsibility and climate change. Mr. Soerensen is a board member at the International Centre for Pension Management at the Rotman Business School in Toronto, Canada and he is a member of the advisory board at the Centre for Pension law at the University of Copenhagen, Denmark. Mr. Soerensen has worked with ATP for 20 years. Before joining ATP he held research positions at the University of Copenhagen. Rotman ICPM Discussion Forum – June 2014 – Speaker Directory Page 3 Samuel Berger Albright Capital Phone: N/A Management (USA) Email: +1.202.637.5698 Chair of Albright Stone Group and Principal of affiliated Albright Capital Management, former National Security Adisor for the Clinton Administration Samuel R. Berger is Chair of ASG, and is actively involved across the firm’s engagements and regions, with a strong focus on Asia, Russia and Central Asia, and the Middle East. Drawing on experiences at the highest levels of government and in the private sector, Mr. Berger helps clients successfully navigate emerging economies and beyond. Mr. Berger has had a distinguished career in both the public and private sectors. From 1997-2001, he served as National Security Advisor to President Bill Clinton. In that capacity, Mr. Berger drove policy across a range of issues – the fight against terrorism; Iraq; advancing the peace process in the Middle East; and strengthening the U.S. relationship with India and China, among others. Previously, he served as Deputy National Security Advisor during President Clinton’s first term; as director of national security for the 1992 Clinton-Gore Transition; and as Senior Foreign Policy Advisor to Governor Clinton during the 1992 presidential campaign. Prior to his service in the Clinton Administration, Mr. Berger spent 16 years in the Washington law firm of Hogan & Hartson, where he headed the firm’s international group. Earlier, Mr. Berger served as special assistant to then New York City Mayor John Lindsay and as a legislative assistant to U.S. Senator Harold Hughes of Iowa, and to Congressman Joseph Resnick of New York. Mr. Berger also served as deputy director of the policy planning staff at the U.S. Department of State under Secretary Cyrus Vance. Mr. Berger is an active participant the U.S. Chamber of Commerce's "U.S.- China CEO and Former Senior Officials' Dialogue," Aspen Strategy Group and the U.S.-India Strategic Dialogue and serves on the International Advisory Council of the Brookings Doha Center. He is also a member of the International Crisis Group Board of Trustees, and serves on the Advisory Board of America Abroad Media, the Board of Directors of World Food Program U.S., and the Board of Directors of CDC Development Solutions (formerly Citizens Development Corps). Mr. Berger received his B.A. degree from Cornell University and his J.D. degree from Harvard Law School. Rotman ICPM Discussion Forum – June 2014 – Speaker Directory Page 4 Gabriel Bernardino European Insurance and Phone: +49.69.95.1119.352 Occupational Pensions Email: [email protected] Authority (EIOPA) (Germany) Chairman Gabriel Bernardino is Chairman of the European Insurance and Occupational Pensions Authority (EIOPA). He is responsible for the strategic direction of EIOPA and represents the Authority at the Council of the European Union, the European Commission and the European Parliament. Mr. Bernardino prepares the work of EIOPA’s Board of Supervisors and also chairs the meetings of the Board of Supervisors and the Management Board. Mr. Bernardino is the first Chairperson of EIOPA. He was elected by the Board of Supervisors of EIOPA on 10 January, 2011. His nomination followed a pre-selection of the European Commission and was confirmed by the European Parliament after a public hearing held on 1 February, 2011. Mr. Bernardino assumed his responsibilities on 1 March, 2011. Prior to his current role, Mr. Bernardino was the Director General of the Directorate for Development and Institutional Relations at the Instituto de Seguros de Portugal (ISP). He has served in several positions of increasing responsibility since he joined the ISP in 1989 and represented EIOPA’s preceding organisation, CEIOPS, as Chairman between October 2009 and December 2010. Lans Bovenberg University of Tilburg / Phone: +31.13.466.2912 NETSPAR (Netherlands) Email: [email protected] Scientific Advisor Lans Bovenberg is a professor of economics at Tilburg University. He has published extensively in the leading international journals on a variety of topics: public economics, tax policy, environmental economics, institutional economics, pensions and aging, international macroeconomics and labor economics. Lans Bovenberg is one of the most-cited Dutch economists in the international academic literature. At the same time, for more than two decades now, he has been the most-cited Dutch economist in policy-oriented journals aimed at practitioners and policymakers. In 2003, Lans Bovenberg won the Spinoza prize -- the most prestigious and highest academic award in the Netherlands. With the prize money, he founded the research network Netspar. Rotman ICPM Discussion Forum – June 2014 – Speaker Directory Page 5 Dirk Broeders De Nederlandsche Bank Phone: +31.20.524.5794 (DNB) (Netherlands) Email: [email protected] Senior Strategy Advisor Dirk Broeders (1969) is a Senior Strategy Advisor at the supervisory policy division within De Nederlandsche Bank and a specialist in regulation of pension funds.
Recommended publications
  • Avis De Convocation À L'assemblée Annuelle Et Circulaire De Sollicitation
    Circulaire de sollicitation de procurations de la direction Avis de convocation à l’assemblée annuelle et extraordinaire des actionnaires de 2021 Table des matières Lettre aux actionnaires ......................... 1 Régimes d’unités d’actions différées ............ 24 Circulaire de sollicitation de procurations de la Tableau de la rémunération des administrateurs . 25 direction .................................... 3 Rémunération des hauts dirigeants ............... 26 Remise des documents relatifs à l’assemblée ........ 3 Analyse de la rémunération ................... 26 Procédure de notification et d’accès ............ 3 Gouvernance de la rémunération ............... 27 Comment consulter les documents par voie Gestion des risques liés à la rémunération ........ 27 électronique ............................... 4 Actionnariat requis .......................... 33 Aperçu des résultats de la Société .............. 34 Comment obtenir un exemplaire imprimé ........ 4 Décisions relatives au régime incitatif annuel du Demandes de renseignements ................. 4 chef de la direction .......................... 35 Ordre du jour de l’assemblée annuelle ............ 4 Tableau récapitulatif de la rémunération ......... 36 1. Recevoir les états financiers ................. 4 Attributions aux termes des régimes incitatifs ..... 38 2. Approuver les modifications de nos statuts ..... 4 Prestations de retraite ....................... 40 3. Élire les administrateurs .................... 5 Prestations en cas de cessation d’emploi et de 4. Nommer les auditeurs
    [Show full text]
  • Andra Bolotin's Biography
    BIOGRAPHY Andra Bolotin Chief Financial Officer, Putnam Investments Executive Vice President, Chief Financial Officer, Great West-Lifeco U.S. Chief Financial Officer, Great-West Financial Ms. Bolotin is Chief Financial Officer of Putnam Investments and Great-West Financial, reporting directly to Robert L. Reynolds, President and CEO of Putnam Investments and Great-West Financial. She is also a member of Putnam's Operating Committee. Ms. Bolotin was appointed Chief Financial Officer of Great- West Financial in 2015, Executive Vice President, Chief Financial Officer, of Great-West Lifeco U.S. in 2016, and Chief Financial Officer of Putnam Investments in 2017. In her role as Chief Financial Officer, she is responsible for the financial oversight, accounting, reporting, analysis, and planning across Putnam's lines of business and brands operating under Great-West Financial, including Empower Retirement. She joined Putnam in 2008 and has been in the investment industry since 2004. Previously at Putnam, Ms. Bolotin served as Head of Corporate Finance and Controller. Prior to joining Putnam, she was a Senior Vice President and Chief Financial Officer of a business group at Fidelity Investments and earlier served as Senior Vice President of Corporate Finance. Prior to Fidelity, Ms. Bolotin held several roles of increasing responsibility at Polaroid Corporation, including Vice President and Treasurer, Vice President of Strategy, and Senior Controller. Earlier in her career, Ms. Bolotin was an Engagement Manager at McKinsey & Company and served as a Financial Consultant at IBM Corporation. Ms. Bolotin earned an M.B.A. and an M.S. in Chemical Engineering from the Massachusetts Institute of Technology and a B.S.
    [Show full text]
  • Carbon Disclosure Project 2020
    Carbon Disclosure Project 2020 Carbon Disclosure Project 2020 TABLE OF CONTENTS INTRODUCTION 3 EMISSIONS BREAKDOWN 65 Emissions performance 66 GOVERNANCE 6 Board oversight ENERGY 7 68 Management responsibility Energy 9 spend 69 Employee incentives Energy-related 10 activities 69 RISKS AND OPPORTUNITIESADDITIONAL 14 METRICS 70 Management processes Other 15 climate-related metrics 71 Risk disclosure 34 Opportunity disclosure VERIFICATION 35 74 Other verified data 76 BUSINESS STRATEGY 36 Business strategy: Financial CARBONservices 43 PRICING 77 Project-based carbon credits 78 TARGETS AND PERFORMANCEInternal 46 price on carbon 79 Emissions targets 47 Emissions reduction initiativesENGAGEMENT 50 85 Low-carbon products Value 53 chain engagement 86 Public policy engagement 93 EMISSIONS METHODOLOGY 56 Communications 99 Base year Industry emissions collaboration 57 101 Emissions methodology 57 PORTFOLIO IMPACT 102 EMISSIONS DATA Portfolio 58 alignment 106 Scope 1 59 emissions data Scope 2 emissionsSIGNOFF reporting 108 59 Scope 2 emissions data 60 Exclusions 60 Scope 3 emissions data 61 Emissions intensities 64 C0 Introduction Introduction (C0.1) Give a general description and introduction to your organization. Incorporated in 1925, Power Corporation of Canada (Power Corporation or the Corporation) is an international management and holding company that focuses on financial services in North America, Europe and Asia. Its core holdings are leading insurance, retirement, wealth management and investment businesses, including a portfolio of alternative asset investment platforms. Financial Services (approx. 98% of assets) Power Corporation holds substantial interests in the financial services industry through its controlling interest in each of Great-West Lifeco Inc. (Lifeco) and IGM Financial Inc. (IGM) (our major publicly traded subsidiaries).
    [Show full text]
  • Putnam VT Small Cap Value Fund
    Putnam Variable Trust Putnam VT Small Cap Value Fund Annual report 12 | 31 | 20 Message from the Trustees February 12, 2021 Dear Shareholder: The world welcomed 2021 with high hopes for improvement in the global economy and public health. Although COVID-19 infections have reached new levels, distribution of vaccines is underway, boosting optimism about a return to normal in the not-too-distant future. In the United States, new proposals to rebuild the economy are anticipated from the Biden administration. The stock and bond markets started the year in good shape, indicating that investors are willing to look beyond current challenges and see the potential for renewed economic growth. Putnam continues to employ active strategies that seek superior investment performance for you and your fellow shareholders. Putnam’s portfolio managers and analysts take a research-intensive approach that includes risk management strategies designed to serve you through changing conditions. As always, thank you for investing with Putnam. Respectfully yours, Robert L. Reynolds President and Chief Executive Officer Putnam Investments Kenneth R. Leibler Chair, Board of Trustees Performance summary (as of 12/31/20) Investment objective Portfolio composition Capital appreciation Financials 26.1% Net asset value December 31, 2020 Industrials 20.2% Class IA: $10.18 Class IB: $10.01 Consumer discretionary 14.1% Materials 11.2% Total return at net asset value Real estate 7.0% Russell 2000 Information technology 5.1% (as of 12/31/20) Class IA shares* Class IB shares* Value Index Energy 4.3% 1 year 4.12% 3.96% 4.63% Health care 4.1% 5 years 43.81 42.24 58.53 Communication services 4.0% Annualized 7.54 7.30 9.65 Utilities 2.8% 10 years 125.50 120.16 129.43 Consumer staples 1.3% Annualized 8.47 8.21 8.66 Cash and net other assets –0.2% Life 498.57 468.63 532.11 Annualized 8.61 8.35 8.88 For a portion of the periods, the fund had expense limitations, without which Allocations are shown as a percentage of the fund’s net assets.
    [Show full text]
  • View Annual Report
    2013 ANNUAL REPORT This Annual Report is intended to provide interested In addition, selected information concerning the business, shareholders and other interested persons with selected operations, financial condition, financial performance, information concerning Power Corporation of Canada. priorities, ongoing objectives, strategies and outlook of For further information concerning the Corporation, Power Corporation of Canada’s subsidiaries and associates shareholders and other interested persons should consult is derived from public information published by such the Corporation’s disclosure documents, such as its Annual subsidiaries and associates and is provided here for the Information Form and Management’s Discussion and convenience of the shareholders of Power Corporation of Analysis. Copies of the Corporation’s continuous disclosure Canada. For further information concerning such subsidiaries documents can be obtained from the Corporation’s website and associates, shareholders and other interested persons at www.powercorporation.com, from www.sedar.com, or should consult the websites of, and other publicly available from the Office of the Secretary at the addresses shown at information published by, such subsidiaries and associates. the end of this report. Readers should also review the note further in this report, in the section entitled Review of Financial Performance, concerning the use of Forward-Looking Statements, which applies to the entirety of this Annual Report. The following abbreviations are used throughout this report: Power Corporation of Canada (Power Corporation or the Corporation); China Asset Management Co., Ltd. (China AMC); CITIC Pacific Limited (CITIC Pacific); Eagle Creek Renewable Energy, LLC (Eagle Creek Renewable Energy or Eagle Creek); Gesca ltée (Gesca); Great-West Life & Annuity Insurance Company (Great -West Life & Annuity or Great-West Financial); Great-West Lifeco Inc.
    [Show full text]
  • Financial Highlights
    Financial Highlights FOR THE YEARS ENDED DECEMBER IN MILLIONS OF CANADIAN DOLLARS, EXCEPT PER SHARE AMOUNTS Revenues , , Operating earnings attributable to participating shareholders , Operating earnings per participating share . Net earnings attributable to participating shareholders , Net earnings per participating share . Dividends paid per participating share . Consolidated assets , , Consolidated assets and assets under management , , Shareholders’ equity , , Total equity , , Book value per participating share . Participating shares outstanding in millions . NonIFRS nancial measures. Please reer to the reconciliation o nonIFRS nancial measures to nancial measures in accordance with IFRS in the Review o Financial Perormance. Table of GroupOrganizationChart Contents CorporateProfile Overview Directors’ReporttoShareholders ResponsibleManagement ReviewofFinancialPerformance ConsolidatedFinancialStatementsandNotes Five-YearFinancialSummary BoardofDirectors Ocers CorporateInformation POWER CORPORATION OF CANADA > 2014 ANNUAL REPORT Group Organization Chart POWER CORPORATION OF CANADA POWER FINANCIAL CORPORATION 65.7% GREAT-WEST IGM PARGESA LIFECO INC. FINANCIAL INC. HOLDING SA 67.2% [][] 58.8% [] [] THE GREAT-WEST LIFE INVESTORS GROUPE ASSURANCE COMPANY GROUP INC. BRUXELLES LAMBERT 100% 100% 50.0% [ ] LONDON LIFE MACKENZIE FINANCIAL INSURANCE COMPANY CORPORATION IMERYS 56.5% 100% 100% LAFARGE SA 21.1% THE CANADA LIFE INVESTMENT PLANNING ASSURANCE COMPANY COUNSEL INC. TOTAL SA .0% 100% 97.1% SGS SA 15.0% IRISH LIFE GROUP LIMITED PERNOD RICARD 7.5% 100% GDF SUEZ 2.4% GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY 100% PUTNAM INVESTMENTS, LLC 100% [¡] POWER CORPORATION OF CANADA > 2014 ANNUAL REPORT SQUARE VICTORIA POWER ENERGY COMMUNICATIONS INVESTMENT CORPORATION GROUP INC. FUNDS 100% 100% GESCA LTÉE POTENTIA SOLAR INC. ¤[] 100% 62.8% SAGARD EUROPE SAGARD CAPITAL 100% SQUARE VICTORIA DIGITAL EAGLE CREEK PROPERTIES INC. RENEWABLE ENERGY, LLC SAGARD CHINA 100% 100% 14.4%¤[6] Percentages denote participating equity interest as at December , .
    [Show full text]
  • Putnam VT International Equity Fund
    Putnam VT International Equity Fund Prospectus 4 | 30 | 20 IMPORTANT NOTICE: Delivery of paper fund reports In accordance with regulations adopted by the Securities and Exchange Commission, beginning on or after January 1, 2021, at the election of your insurance provider, you may not receive paper copies of the fund’s annual and semiannual reports in the mail from the insurance provider that offers your variable annuity contract or variable life insurance policy unless you specifically request it. Instead, they will be available on a website, and your insurance provider will notify you by mail whenever a new one is available, and provide you with a website link to access the report. If you wish to continue to receive paper reports free of charge after January 1, 2021, please contact your insurance provider. If you already receive these reports electronically, no action is required. FUND SYMBOLS CLASS IA CLASS IB — — Fund summary 2 What are the fund’s main investment strategies and related risks? 3 Who oversees and manages the fund? 6 How to buy and sell fund shares 7 How does the fund price its shares? 8 Distribution plan and payments to dealers 8 Policy on excessive short-term trading 9 Fund distributions and taxes 10 Financial highlights 11 This prospectus explains what you should know about Putnam These securities have not been approved or disapproved by VT International Equity Fund, one of the funds of Putnam Variable the Securities and Exchange Commission (SEC) nor has the SEC Trust, which is available for purchase by separate accounts of passed upon the accuracy or adequacy of this prospectus.
    [Show full text]
  • 2019 Annual Report CORPORATE PROFILE
    2019 Annual Report CORPORATE PROFILE Great-West Lifeco is an international financial services holding company with interests in life insurance, health insurance, retirement and investment services, asset management and reinsurance businesses. We operate in Canada, the United States and Europe under the brands Canada Life, Empower Retirement, Putnam Investments and Irish Life. At the end of 2019, our companies had approximately 24,000 employees, 197,000 advisor relationships, and thousands of distribution partners – all serving our more than 31 million customer relationships across these regions. Great-West Lifeco and its companies have over $1.6 trillion in consolidated assets under administration as at December 31, 2019, and are members of the Power Corporation group of companies. Great-West Lifeco trades on the Toronto Stock Exchange (TSX) under the ticker symbol GWO. To learn more, visit greatwestlifeco.com. Contents 2019 AT A GLANCE Our Brands . 1 24,000+ Financial Highlights. 2 Employees supporting our customers Directors’ Report to Shareholders ..................4 Business Highlights: Risk and Capital Solutions ..........7 Business Highlights: 31+ M 170+ Workplace .....................8 Customer relationships More than 170 years of delivering Business Highlights: on the promises we have made Advice and Wealth Solutions. 10 Business Highlights: Investment and Asset Management . 12 Sustainability and $37+B $2,359B Community Highlights ...........14 Benefits paid to customers Earnings Management’s Discussion and Analysis ...................16 Financial Reporting Responsibility ...93 Consolidated Financial Statements ..94 Independent Auditor’s Report . 169 $17+M $2,785B Sources of Earnings. 171 * Contributed to communities Adjusted earnings Five-Year Summary .............173 Directors and Senior Officers. 174 Shareholder Information . 175 greatwestlifeco.com Organizational Chart ...........
    [Show full text]
  • Statement of Additional Information Supplement July 30, 2021
    Statement of Additional Information Supplement July 30, 2021 SUPPLEMENT TO THE STATEMENT OF ADDITIONAL INFORMATION OF ALL PUTNAM RETAIL OPEN-END FUNDS Effective immediately, similar language in the section “HOW TO BUY SHARES” is replaced with the following: Except as set forth below, the fund does not accept new accounts or additional investments (including by way of exchange from another fund) into existing accounts held in the name of persons or entities that do not have both a residential or business address within the United States (including APO/FPO addresses) and a valid U.S. tax identification number. Any existing account that is updated to reflect a non-U.S. address will also be restricted from making additional investments. Individuals resident in the European Economic Area (“EEA”), in particular, should take note that the fund’s shares are not offered for sale in the EEA. Non-U.S. institutional clients may invest in a fund, provided that the client is acting for its own account and is not a financial institution (e.g., a broker-dealer purchasing shares on behalf of its customers), and has provided Putnam with documentation (i) that is appropriate to the type of entity seeking to establish the account and (ii) sufficient to enable Putnam Investor Services to determine that the investment would not violate any applicable securities laws or regulations, including non- U.S. laws and regulations. Non-U.S. employees of Putnam, its parent company, Power Corporation of Canada (“Power”), subsidiaries and affiliates of Power, and certain related entities, and the immediate family members of such employees may invest in a fund during the term of employment of the employee, subject to applicable law and certain procedural requirements.
    [Show full text]
  • Great-West Lifeco Completes Sale of U.S. Individual Life Insurance and Annuity Business
    RELEASE All figures are expressed in Canadian dollars, except as noted. Great-West Lifeco completes sale of U.S. individual life insurance and annuity business Winnipeg, MB, June 3, 2019. Great-West Lifeco Inc. (Great-West Lifeco) today announced its Colorado-based subsidiary, Great-West Life & Annuity Insurance Company (GWL&A), has completed the previously-announced sale, through reinsurance, of substantially all of its individual life insurance and annuity business to Protective Life Insurance Company, the primary subsidiary of Protective Life Corporation (Protective). The business sold includes bank-owned and corporate-owned life insurance, single premium life insurance, individual annuities and closed block life insurance and annuities. GWL&A retains a small block of participating life insurance policies which will be administered by Protective. The reinsurance transaction with Protective includes business written in the U.S by GWL&A, Great- West Life & Annuity Insurance Company of New York and the U.S. branches of GWL&A’s affiliates, The Canada Life Assurance Company and The Great-West Life Assurance Company. GWL&A’s retirement and investment management divisions, Empower Retirement and Great-West Investments, are not affected by this transaction. For additional details on the transaction, please refer to the news release dated January 24, 2019, available here. About Protective Life Corporation Protective Life Corporation provides financial services through the production, distribution and administration of insurance and investment products throughout the U.S. The company traces its roots to the corporation’s flagship company, Protective Life Insurance Company – founded in 1907. Throughout its more than 110-year history, Protective’s growth and success can be largely attributed to its ongoing commitment to serving people and doing the right thing – for its employees, distributors, and most importantly, its customers.
    [Show full text]
  • Putnam Investment Funds
    SECURITIES AND EXCHANGE COMMISSION FORM 485APOS Post-effective amendments [Rule 485(a)] Filing Date: 1995-10-31 SEC Accession No. 0000932101-95-000014 (HTML Version on secdatabase.com) FILER PUTNAM INVESTMENT FUNDS Mailing Address Business Address PUTNAM EQUITY FUNDS ONE POST OFFICE SQUARE CIK:932101| State of Incorp.:MA ONE POST OFFICE SQUARE BOSTON MA 02109 Type: 485APOS | Act: 33 | File No.: 033-56339 | Film No.: 95586085 BOSTON MA 02109 6172921010 Copyright © 2012 www.secdatabase.com. All Rights Reserved. Please Consider the Environment Before Printing This Document As filed with the Securities and Exchange Commission on October 31 , 1995 Registration No. 33-56339 811-7237 ----------------------------------------------------------------- SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ---------------- FORM N-1A ---- REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 / X / ---- ---- Pre-Effective Amendment No. / / ---- ---- Post-Effective Amendment No. 3 / X / and ---- ---- REGISTRATION STATEMENT UNDER THE INVESTMENT COMPANY / X / ACT OF 1940 ---- ---- Amendment No. 4 / X / (Check appropriate box or boxes) ---- --------------- PUTNAM INVESTMENT FUNDS (Exact name of registrant as specified in charter) One Post Office Square, Boston, Massachusetts 02109 (Address of principal executive offices) Registrant's Telephone Number, including Area Code (617) 292-1000 ----------------- It is proposed that this filing will become effective (check appropriate box) ---- / / immediately upon filing pursuant to paragraph (b) ---- ---- / / on (date) pursuant to paragraph (b) ---- ---- / / 60 days after filing pursuant to paragraph (a)(1) ---- ---- / / on (date) pursuant to paragraph (a)(1) ---- ---- / X / 75 days after filing pursuant to paragraph (a)(2) ---- ---- / / on (date) pursuant to paragraph (a)(2) of Rule 485. ---- If appropriate, check the following box: ---- / / this post-effective amendment designates a new ---- effective date for a previously filed post-effective amendment.
    [Show full text]
  • 2012 Annual Report
    2012 Annual Report This Annual Report is intended to provide interested In addition, selected information concerning the business, shareholders and other interested persons with selected operations, financial condition, financial performance, information concerning Power Corporation of Canada. priorities, ongoing objectives, strategies and outlook For further information concerning the Corporation, of Power Corporation of Canada’s subsidiaries and shareholders and other interested persons should consult associates is derived from public information published by the Corporation’s disclosure documents, such as its Annual such subsidiaries and associates and is provided here for Information Form and Management’s Discussion and the convenience of the shareholders of Power Corporation Analysis. Copies of the Corporation’s continuous disclosure of Canada. For further information concerning such documents can be obtained at www.sedar.com, on the subsidiaries and associates, shareholders and other Corporation’s website at www.powercorporation.com, or interested persons should consult the websites of, and from the Office of the Secretary at the addresses shown at other publicly available information published by, such the end of this report. subsidiaries and associates. Readers should also review the note further in this report, in the section entitled Review of Financial Performance, concerning the use of Forward-Looking Statements, which applies to the entirety of this Annual Report. The following abbreviations are used throughout this report: Power Corporation of Canada (Power Corporation or the Corporation); CITIC Pacific Limited (CITIC Pacific); Gesca ltée (Gesca); Great-West Life & Annuity Insurance Company (Great-West Life & Annuity or Great-West Financial); Great-West Lifeco Inc. (Great-West Lifeco or Lifeco); Groupe Bruxelles Lambert (GBL); IGM Financial Inc.
    [Show full text]