2024 Agenda

Tuesday, March 5, 2024

1:00 PM - | Registration Opens


1:30 PM - 2:00 PM | Opening Keynote: 2050 and Beyond: Insights & Predictions for the Future of Sustainable Investing

ESG considerations and Sustainable Finance factors are on pace to play a more prominent role in investment decisions, as shareholders and investors alike continue to increase their engagement in aligning profit, people, and planet. What other pillars will emerge to prop up the trends and decisions in investing? This keynote will provide predictions on Net Zero commitments, the outlook of carbon exit strategies, and the trends and troubles that will define the future of impact investing and sustainable development.

Scott Skinner, President & CEO - Clean Foundation

2:00 PM - 2:45 PM | Evolution of Impact Investing - New Trends in Investing with Intentionality

Impact investing increases to expand and evolve as investors become more engaged and intentional with their investments. What trends should be highlighted from the past year, and which trends are more troubling? How do they measure the impact of newer smaller funds? This panel will offer their expert insights on the current opportunities and challenges in impact investing.

Adam Spence, CEO - SVX / Bloom Local Food Fund
Audrey Sokunthevy Nut, Sustainable Investor Advisor - Fondaction
Aatif Baskanderi, CEO - The Northpine Foundation
Namendra Anand, Director of Business Strategy and Impact Investing - Metro Vancouver Zero Emissions Innovation Centre
Matthias Pries, Manager, Impact Investing - WES

2:45 PM - 3:15 PM | Spotlight Session: Best Practices for Addressing Portfolio Climate Risk

A focus on addressing climate risk in investment portfolios has increased significantly over the past several years, driven by a wide range of stakeholder pressures, transformational technologies, and evolving consumer preferences. Experts will explore key climate risks to consider through a Canadian investor lens, the evolution of climate-focused fund solutions, and best practices for external manager due diligence.

Supported by Morningstar Sustainalytics

Darim Abdullah, ETF Strategist - Invesco
Azadeh Sabour, Senior Vice President, Head of Climate Solutions - Morningstar Sustainalytics
Tatsiana Yakautsava, Associate Director of Client Relations - Morningstar Sustainalytics

3:15 PM - 3:45 PM | Networking Break


3:45 PM - 4:30 PM | Divest and Diversify: Carbon Reduction & Biodiversity: The New Portfolio Power Pair

This panel will explore the intersection of carbon reduction and biodiversity, and how it plays into a diversified portfolio. Experts will delve into the current trends in transition pathways, debate divest strategies, and discuss how to capitalize on emerging opportunities in biodiversity, while still considering the ESG implications of these investments.

Travis Inlow, Director of Investments - Sitka Foundation
Michael Dean, Director of Carbon, Energy & Sustainability - Mohawk College
Moe Kabbara, Vice President - The Transition Accelerator

4:30 PM - 5:15 PM | Bottom Line Balancing Act: Profit, People, Planet…and Portfolio Performance

Sustainable finance principles are now an integral part of profitable portfolio considerations. This panel will skip the why, and deep dive into how you should be diversifying your sustainable investments for optimal performance. What asset classes are outperforming within the ESG umbrellas? How are these performance metrics being measured, as different assets have different transparency levels? How are LPs and GPs reallocating assets to balance risk and return?

Brenda Hogan, Chief Investment Officer - Venture Ontario
Juanita Lee-Garcia, Executive Director - Upside Foundation
Jacqueline Ovens, VP Investment - Equality Fund

5:15 PM - 5:45 PM | Cocktails and Conversations: Powered by AI... But What's Powering AI?

In a world where we are increasingly drowning in data, here's another data point you may not know: 2% of global electricity demand is currently from data centres, with that number expected to double by the end of 2026. Join Greg Payne and Baris Ozyetis from Mackenzie investments as we discuss ways to get serious about reaching "net zero" someday. To do so, we need to have the willingness to deploy much more capital towards the energy transition, be patient and take prudent risks.

Supported by Mackenzie Investments

Greg Payne, Senior Vice-President, Portfolio Manager, Team Co-Lead - Mackenzie Greenchip Team
Baris Ozyetis, Assistant Vice President, Sustainable Investing Solutions - Mackenzie Investments

5:45 PM - 6:45 PM | Networking Reception


7:00 PM - 9:00 PM | VIP Dinner


*The above agenda is subject to change.

Wednesday, March 6, 2024

9:00 AM - 10:00 AM | Networking Breakfast


9:00 AM - 3:00 PM | Registration Open


10:00 AM - 10:30 AM | Keynote: Regulation Roadmap: Navigating the Shifting Sustainability Standards

Regulation, compliance, and sustainability standards are evolving rapidly, and investors are struggling to keep ahead of the changes. This expert keynote will provide updates on ISSB and CSSB standards, discuss transparency challenges, and the impact these changes will have on investments.

Rachel Guthrie, Vice-President | ESG Integration - Export Development Canada

10:30 AM - 11:15 AM | That’s Innovation! Exploring New & Innovative Finance Strategies

This panel will demonstrate that sustainable investing is anything but stagnant! Join us as these experts explore innovative finance strategies, including community and sustainability bonds, green venture capital, and emerging diversity-focused funds, and offer examples on how inventors are mobilizing capital to make the maximum impact - on their world and their returns!

Susan McGeachie, Co-founder and Managing Partner - Global Climate Finance Accelerator
Ana Gonzalez Guerrero, Senior Manager, Climate and Cities - MaRS Discovery District
Olivia Hornby, Managing Partner - Spring Impact Capital
Pranay Samson, Director of Innovative Finance - Plan International Canada

11:15 AM - 12:00 PM | Feeling the Heat: Climate-Risk Mitigation Strategies for Real Asset Investments

Physical assets are especially vulnerable to environmental risks, and the need for risk mitigation strategies in real assets is more critical than ever. This panel will discuss strategies for retro-fitting and future-proofing real estate, financing capital for green infrastructure, and case studies in successful transition risk mitigation.

Juhee Oh, Director, Climate Strategy - Choice Properties REIT
Jen Angel, CEO - Evergreen
Stefanie Coleman, Sustainable and Resilient Housing Industry Lead - NRCan LEEP Team
Tony Pringle, CEO + Co-Founder - Quinn+Partners

12:00 PM - 1:00 PM | Networking Lunch


1:00 PM - 2:00 PM | It Takes a Village: Perspectives on Fiduciary Duties and ESG Integration

This panel will delve into how allocators and fund managers collaborate to integrate ESG considerations into their funds. What criteria are allocators using to evaluate asset managers commitments to sustainable finance? How are LPs and GPs balancing the differences in their fiduciary duties, and as well as pressures from stakeholders and proxy voters?

Sarah Charters, President - The United Church of Canada Foundation
Rekha Menon, Executive Director - General Synod Pension Plan
David Andrews, Senior Legal Counsel, Investment - HOOPP
Sandeep Kakan, Director, Pension Governance - Unifor
Mark Webster, Director, ETF Distribution, Institutional Sales and Service - BMO Global Asset Management

2:00 PM - 3:00 PM | Diligence Across the Board: Best Practices for Diverse Leadership in Investment Committees

As stakeholders demand more governance transparency and ethical leadership, companies are increasing their DEI budget allocations. How are LPs and GPs implementing these initiatives in their investment committees, and what metrics are they using to measure the results? This panel will offer actionable strategies on evaluating inclusion practices for decision makers, advocating for board diversity, and best practices for ensuring Boards and Investment Committees are indeed trusted, ethical, and diverse, without risking returns.

Indi Madar, Senior Manager, Social Impact - Choice Properties REIT
Omo Akintan, Chief People Officer - University Pension Plan

3:00 PM - | CAiP ESG & Sustainable Investing Forum Concludes


*The above agenda is subject to change.