Tuesday, April 5, 2022
12:30 PM - 5:00 PM | Registration Open
1:30 PM - 2:00 PM | Keynote: The Impacts of Climate Change on Investing – Why ESG is Dominating Investment Portfolios
Perhaps this year, more than ever, conversations around climate change have intensifi ed, and companies have taken bold stances on decarbonization, sustainability, and other important initiatives. These environmental & social shifts have deeply impacted ESG investing, and pension fund managers and institutional investors have taken notice of this rapidly growing investment opportunity. This session will examine how climate change is shaping the future of ESG & Sustainable Investing.
Speaker: Alison Schneider, Vice President, Responsible Investment, AIMCo
2:00 PM - 2:30 PM | Spotlight Session: Why Impact Investing Matters for Pensions
Why is it important to align your portfolio with stakeholder values? Learn how impact investing can help with risk mitigation, hedging, and better stakeholder buy-in. This talk will cover the basics of getting started and what to ask your manager about impact investing.
Speaker: Mike Thiessen, MBA, CFA, Co-CIO & Chief Sustainability Officer, Genus Capital
2:30 PM - 3:00 PM | Sustainable Infrastructure & The Future of ESG
Sustainable infrastructure preserves, restores, and integrates the natural environment, including biodiversity and ecosystems. It supports the sustainable and e cient use of natural resources, including energy, water, and materials. This critical infrastructure is pivotal to the future of sustainable sourcing, and becoming more vital as climate resilience becomes a permanent aspect of the physical economy.
Moderator: Scott Thompson, Vice President & Global Event Director, ALM
Maureen Maguire, Senior Climate Analytics Consultant representing Ortec Finance, Climate and ESG Solutions, Ortec Finance, Climate and ESG Solutions
3:00 PM - 3:30 PM | Spotlight Session: How ESG Risks and Opportunities Have Traditionally Been Part of Global Fixed Income Research, and How That Analysis Has Evolved Over Time
Analyzing social and governance risks have been part of fixed income investors’ toolkits for years, if not decades. While environmental risks and opportunities will become equally important in driving bond and currency valuations, it is important for investors to understand how these three factors are inextricably linked. This session will explore the interplay of ESG factors in fixed income markets, domestic policymaking, and geopolitics.
Reina Berlien, Head of ESG, Brandywine Global, a Franklin Templeton Company
3:30 PM - 4:00 PM | Afternoon Networking Break
4:00 PM - 4:30 PM | Spotlight Session: BMO ETFs –Measuring RI/ESG to Build Consensus with Stakeholders
Balancing Fiduciary obligations with stakeholder expectations makes RI/ESG integration one of the most challenging exercises an asset owner undertakes, requiring specialised resources and constant monitoring. The need to build consensus and to present a cohesive thesis means plans sponsors should be able to measure the impact of their decisions, documenting how their exposure achieves the objective of cleansing their capital. RI/ESG Exchange Traded Funds provide consistent rules-based methodologies and transparent holdings to measure the impact of RI/ESG investment decisions. Uniform disciplines can be applied across regions and asset classes, providing a more concrete foundation for stakeholder discussions. When there is consistency in the exposure, there can be consistency in the Stewardship.
Greg Walker, Director, Capital Markets and Strategic Relationships, BMO Global Asset Management
Mark Webster, Director, BMO Global Asset Management
4:30 PM - 5:15 PM | Keynote: Pensions – An Overlooked ESG investment
Canada’s pension plans are making a concentrated effort to ensure that their investments decisions reflect environmental, social and governance best practices. However, our industry too often overlooks one key consideration: the positive social and economic value of pensions themselves.
Derek Dobson, CEO of CAAT Pension Plan, will share research and proof points to help you demonstrate that your ESG impact goes far beyond investment decision, cascading across Canadian communities (and generations) as a result of pension disbursements.
Speaker: Derek Dobson, CEO & Plan Manager, CAAT Pension Plan
5:15 PM - 6:15 PM | Networking Reception
6:30 PM - 8:15 PM | VIP Offsite Dinner- Prince of Wales Hotel
Transportation will be provided
Wednesday, April 6, 2022
8:00 AM - 9:00 AM | Registration & Welcome Breakfast
9:00 AM - 9:30 AM | Keynote: The Case for Standardization – The Urgent Need for an Industry Standard
Over the past decade, the critical importance of ESG has become more mainstream, and with that, organizations have seen a shift from ESG being a choice, to an economic demand. However, while we know of the critical importance of ESG, many organizations are often left bewildered when it comes to reporting, monitoring, and measuring their environmental & social impact. ESG professionals are taking notice that there is an immediate need to streamline and standardize disclosures. This session will examine what it will take to create an “industry standard” for measuring your ESG performance.
Speaker: Marla Orenstein, Natural Resource Centre, Canada West Foundation Director
9:30 AM - 10:00 AM | Spotlight Session : Will 2022 be the Year Investors Get Real About Impact Investing?
Join this session as MGG’s Daniel Leger shares his thoughts on impact investing and whether 2022 will be the year investors get serious about impact investing.
Daniel Leger, Managing Director, MGG Investment Group
10:00 AM - 10:45 AM | Highlight Emerging Trends: From Green Bonds to Sustainable Debt, Exploring New Investment Opportunities
Over the past decade, annual global energy transition investment (renewable energy, CCS, electrified transport, hydrogen, electrified heat, energy storage) has almost doubled, from $290b to $501b. These uniquely positioned energy types have catapulted into mainstream, and have investors and pension fund managers excited for the future of sustainable investing. This session will highlight promising trends in renewable energy investing and explore untapped opportunities for investors looking to expand their portfolios.
Moderator: Scott Thompson, Vice President & Global Event Director, ALM
Ole Jørgensen, Research Director, Global Evolution
Samantha Cameron, Senior Associate, Sustainable Investing, HOOPP
Andrew Finneran, Vice President Responsible Investment Solutions, Amundi
10:45 AM - 11:15 AM | Morning Networking Break
11:15 AM - 12:00 PM | Navigating Workforce Equity: Strategically Executing DE&I Initiatives
Social change continues to dominate headlines, and be at the forefront of business leaders minds. Senior leaders, and their stakeholders, are waking up to the advantages of driving sustainable change within their organizations. However, the question becomes, how do we take these ideas, and move them into a scalable action plan? How do leaders execute intentional DE&I strategies within their organizations that move beyond a box checking exercise? During this session, we will bring together experts to discuss building actionable strategies, and sustainable implementation for years to come. Gain takeaways, listen to the successes and challenges of your peers, and leave with a roadmap for your DE&I program.
Moderator: Reina Berlien, Head of ESG, Brandywine Global
Adaora Ogbue Senior Manager, Investment Strategy, The Equality Fund
Alison Schneider, Vice President, Responsible Investment, AIMCo
12:00 PM - 1:00 PM | Networking Lunch
1:00 PM - 1:30 PM | Spotlight Session: Sustainable Infrastructure in the Global South: A Growing Asset Class to Address Climate Action
To deliver the United Nations Sustainable Development Goals in the global south by 2030 we have to fill the $2.5tn pa funding gap. 75% of this is needed for infrastructure investments. We have a moment in time to build this infrastructure sustainably supporting the climate mitigation need ensuring no one or community is left behind, the Just Transition
Felix Hermes Head of Sustainable Infrastructure and Private Equity at BlueOrchard will discuss the need and opportunity for this asset class in the region most effected by climate change, the emerging markets.
BlueOrchard is an emerging market impact manager, part of the Schroders group.
Felix Hermes, Head of Private Equity & Sustainable Infrastructure, BlueOrchard
1:30 PM - 2:15 PM | Impact Investing and Your Portfolio
The practice of impact investing is perhaps best defined by core characteristics: intentionality; use of evidence and impact data in investment design; management of impact performance; and contribution to the growth of the industry. In this session, panelists will discuss the overall performance of Impact Investing, the key difference between ESG and Impact Investing, and what we can expect to see in returns in the near future.
Moderator: Daniel Leger, Managing Director, MGG Investment Group LP
Lois Tullo, CFO/CCO/CRO, Risk Management Faculty, Global Risk Institute
Jackie Rantanen, Head of Product Solutions & Co-Head of Impact Investments, Hamilton Lane