2022 Agenda

Primer Day

Friday, June 3rd

Friday, June 3rd
Introduction to Responsible Investment: Key Trends, Terminology & Training Options
  • 11:00AM (ET)

Introduction to Responsible Investment: Key Trends, Terminology & Training Options

Get up to speed on the major themes in responsible investment (RI), and get ready for upcoming sessions at the 2022 RIA Virtual Conference! We all have a role to play in building on RI’s momentum and a fiduciary duty to our clients and stakeholders; however, navigating through the many acronyms, frameworks, developments, and regulatory guidelines can be daunting. Join the RIA as we explore the history of RI, its key concepts and terms, and how taking the initiative to become better informed about RI can benefit you, your clients, and your organization.

 

Speakers:

Mary Robinson, Director, Research & Membership, RIA

Kristen Sheppard, Senior Manager, Member Relations, RIA

Maggie Childe, Head of Sustainable Investing, iA Investment Management

Opening Day

Monday, June 6th

Monday, June 6th
RIA Virtual Conference Welcome Address + RIA Leadership Awards
  • 11:00AM (ET)

RIA Virtual Conference Welcome Address + RIA Leadership Awards

RIA CEO Patricia Fletcher will deliver opening remarks and announce the winners of the 2022 RIA Leadership Awards!

Monday, June 6th
Opening Keynote from Ambassador Bob Rae & Fireside Chat with Roberta Jamieson
  • 11:20AM (ET)

Opening Keynote from Ambassador Bob Rae & Fireside Chat with Roberta Jamieson

The world is reeling from socioeconomic and environmental crises—and so too are investors. A global pandemic, war in Europe, rising inflation, mis- and disinformation, the climate emergency and more are converging to create one of the most challenging times in modern history. This keynote session will explore what the many, intersecting global crises mean for responsible investment and how investors, governments, and businesses can work together to address them. The keynote address will be followed by a fireside chat between Bob Rae and Roberta Jamieson to explore Canada's unique perspective and position on the global stage.

 

Speakers:

Bob Rae, Canadian Ambassador to the United Nations

Roberta Jamieson, Distinguished Canadian Visionary & Corporate Director

Melanie Adams, Vice President & Head, Corporate Governance & Responsible Investment, RBC Global Asset Management Inc.

Monday, June 6th
International Sustainability Standards Board: A New Era for Corporate ESG Reporting
  • 3:30PM (ET)

International Sustainability Standards Board: A New Era for Corporate ESG Reporting

In 2021, the International Financial Reporting Standards Foundation (IFRS Foundation) created the International Sustainability Standards Board (ISSB) to deliver a global baseline of sustainability-related disclosure standards. Transparent and comparable data is essential to investors’ ESG integration methodologies, and while various ESG reporting initiatives have emerged globally, a lack of consistent standards has been a limiting factor. Join this session to learn about the formation of the ISSB, how it will impact corporate sustainability reporting and its implications for Canadian financial markets and investors.

 

Speakers:

Janine Guillot, CEO, Value Reporting Foundation

Sara Alvarado, Executive Director, Institute for Sustainable Finance

Doug Brown, Vice President, Corporate Affairs, Teck Resources Ltd.

Lisa French, Vice-President, Sustainability Standards, Financial Reporting & Assurance Standards Canada

Christian Felx, Manager & Head of Responsible Investment, Desjardins Global Asset Management

Policies & Standards Day

Tuesday, June 7th

Tuesday, June 7th
Policy Keynote: OSFI Superintendent Peter Routledge on Climate Risk & Regulation
  • 10:30AM (ET)

Policy Keynote: OSFI Superintendent Peter Routledge on Climate Risk & Regulation

This keynote session will explore the steps OSFI has taken to provide regulatory and supervisory responses to Canada's climate risks. Attendees will hear directly from OSFI on how it is incorporating ESG into its mandate, the role and scope of OSFI’s newly-created “Climate Risk Hub,” and what financial institutions and investors can expect next.

 

Speakers:

Peter Routledge, Superintendent of Financial Institutions, OSFI Canada

Tuesday, June 7th
Canada's Sustainable Finance Action Council: Key Objectives and Developments for Investors
  • 11:00AM (ET)

Canada's Sustainable Finance Action Council: Key Objectives and Developments for Investors

Canada's Expert Panel on Sustainable Finance, in their final report, noted that “Canada can be among the leaders in the global transition to a low-emissions future as a trusted source of climate-smart solutions, expertise and investment.” The Sustainable Finance Action Council (SFAC) was established in 2021 to advise and assist the federal government in implementing recommendations from the Expert Panel. What progress has the SFAC made so far in the areas of disclosure, data, and taxonomy? Where does Canada stand in comparison to its peers, and what can we learn from other countries? Are industry priorities and policy recommendations aligning? This session will take a deeper-dive into Canada’s developments in sustainable finance, with a panel offering valuable insights from both government and private sector perspectives.

 

Speakers:

Kathy Bardswick, Chair, Sustainable Finance Action Council

Nathan Fabian, Chief Responsible Investment Officer, Principles for Responsible Investment

Priti Shokeen, Head of ESG Research & Engagement, TD Asset Management

Jeff Jones, Reporter & Columnist, The Globe and Mail

Tuesday, June 7th
Expo: Partner Sessions
  • 12:15PM (ET)

Expo: Partner Sessions

Join us for live presentations with our partners, covering a variety of topics, services and products.

Tuesday, June 7th
ESG Regulation in North America: What's the State of Play, and What's Next for Investors?
  • 3:30PM (ET)

ESG Regulation in North America: What's the State of Play, and What's Next for Investors?

As record flows continue into responsible investments, ESG risks and opportunities are driving the allocation of capital more than ever before. Increased regulatory scrutiny over disclosure is a critical component of standardizing what has been referred to as the “ESG Wild West”. In this session, our panelists will discuss the latest ESG guidance and potential regulations in the US and Canada, and delve into the implications and impact on the broader market. This is a must-attend for those looking to stay up-to-date on regulations as the RI industry continues to mature.

 

Speakers:

Sarah Keyes, CEO, ESG Global Advisors

Hugo Lacroix, Superintendent, Securities Markets, Autorité des marchés financiers

Nalini Feuilloley, Head of Responsible Investment, BMO Global Asset Management

Colleen Orr, Senior Policy Analyst, UNPRI

Impact Day

Wednesday, June 8th

Wednesday, June 8th
Impact Investing for Institutional Investors: Challenges, Tools & Best Practices
  • 11:00AM (ET)

Impact Investing for Institutional Investors: Challenges, Tools & Best Practices

While interest in impact investing has been growing in recent years, opportunities have been limited for some of the world’s largest investors. But the demand is clear: more banks, insurers, and pension funds than ever are seeking to allocate a portion of their portfolios to advance social and environmental solutions while also achieving financial returns. Thanks to a wider range of impact asset classes, larger-scale investable opportunities and progress on key issues like impact measurement and management, the impact investing universe is catching up to institutional demand. This session will explore how the impact space is expanding for institutional investors, what new opportunities and tools are emerging, and what best practices are being implemented to deliver successful outcomes.

 

Speakers:

Tania Carnegie, Global & US Practice Lead for Private Equity & Asset Management, KPMG IMPACT

Rob Wesseling, President and Chief Executive Officer, Co-operators Group Limited

Belissa Rojas, Impact Measurement & Management Lead, SDG Impact Team, UNDP

Jennifer Coulson, Senior Managing Director, ESG, Public Markets, BCI

Wednesday, June 8th
Climate Engagement Canada (CEC) & the Investor’s Role in Decarbonizing Canada’s Economy
  • 12:15PM (ET)

Climate Engagement Canada (CEC) & the Investor’s Role in Decarbonizing Canada’s Economy

In 2021, Climate Engagement Canada (CEC) was launched – a finance-led initiative that aims to drive dialogue between the financial community and Canadian corporations to promote a just transition to a net zero economy. This development was inspired by Canada’s Expert Panel on Sustainable Finance, which made a series of recommendations to align Canada’s financial system with a low carbon future. Join this session to hear directly from the CEC Chairs of the Steering and Technical committees and Joint Secretariat about the formation of the CEC, its relevance in the decarbonization of Canada’s economy and the initiatives' most recent activities.

 

Speakers:

Patricia Fletcher, Chief Executive Officer, RIA

Kevin Thomas, Chief Executive Officer, SHARE

Karen Lockridge, Director, ESG Investing, Canada Post Corporation Pension Plan

Barbara Zvan, President and Chief Executive Officer, University Pension Plan Ontario (UPP)

Wednesday, June 8th
Impact Masterclass: Assessing Measurement, Disclosure, and Intentionality of Impact Investments
  • 3:30PM (ET)

Impact Masterclass: Assessing Measurement, Disclosure, and Intentionality of Impact Investments

Impact investing has reached an inflection point, with growing demand among investors and an ever-present public awareness of global environmental and social crises. As the market continues to evolve and mature, several critical challenges remain: How do we measure impact? How do we report on impact? How do we determine and prove intentionality? In this deep-dive session, a panel of leading Canadian impact investors will discuss the complexities of impact measurement, and illustrate how they have addressed these challenges through current impact investing best practices and case studies.

Speakers:

Marie-Justine Labelle, Head of Responsible Investment, Desjardins Investments

Kelly Gauthier, President, Rally Assets

Sarah Saso, Director of ESG Programs, Meridian Credit Union

Jonas Hunter, Director of Impact, Raven Indigenous Capital Partners

Analyst Day

Thursday, June 9th

Thursday, June 9th
Overcoming ESG Data Challenges: Best Practices for Analysts
  • 11:00AM (ET)

Overcoming ESG Data Challenges: Best Practices for Analysts

While the availability of ESG-related data has grown and its quality has improved, there remain gaps and inconsistencies that make it difficult to compare and analyze investment opportunities. This session will examine the best practices for analysts to overcome ESG data limitations and improve their investment analysis and decision-making. What skills do analysts need to develop? How can analysts combine insights from multiple data sources? What is the role of data standardization to improve the situation? A panel composed of an asset manager, an ESG data provider and an issuer will share insights on these questions and more. 

 

Speakers:

Milla Craig, President & CEO, Millani Inc.

Gaurav Trivedi, Executive Director, ESG Research, MSCI Inc.

Daniel Yungblut, Vice President & Head of Research, 1832 Asset Management

Elizabeth Alves, Vice President Enterprise Strategy & Sustainability, Cogeco Inc. Management

Thursday, June 9th
Expo: Partner Sessions
  • 12:15PM (ET)

Expo: Partner Sessions

Join us for live presentations with our partners, covering a variety of topics, services and products.

Thursday, June 9th
Companies are Made of People: Analyzing Human Capital Metrics in the Pandemic Context
  • 3:30PM (ET)

Companies are Made of People: Analyzing Human Capital Metrics in the Pandemic Context

The pandemic has forced us to look at the employee-employer relationship in an entirely new way. As employers assess the future of the workplace, companies are re-evaluating how they invest in their human capital—their people. What are the necessary components of human capital management that go into creating a sustainable workforce? How exactly do we measure and report human capital factors? How does Canada’s approach compare to the rest of the world? This panel will unpack the complexities surrounding the intangibles of human capital as an increasingly important component of the economy and responsible investment.

 

Speakers:

Lindsey Walton, Director of Americas, Principles for Responsible Investment

Michela Gregory, Director, ESG Services, NEI Investments

Sarah Couturier-Tanoh, Manager Corporate Engagement & Advocacy, SHARE

Carmen Velasquez, Director, Responsible Investment, AIMCo

Retail Advisor Day

Friday, June 10th

Friday, June 10th
Demystifying Disclosure: New & Emerging Standards from CSA, CFA & CIFSC
  • 11:00AM (ET)

Demystifying Disclosure: New & Emerging Standards from CSA, CFA & CIFSC

Disclosure standards for responsible investment funds have arrived, prompted by the growth of the market and to address concerns about greenwashing. With both the CFA Institute and the Canadian Securities Administrators (CSA) having released disclosure guidelines for responsible investment funds, how are fund companies adapting to these new expectations? What do advisors need to understand about the new disclosures, and what will they mean for products on the market? In addition, the Canadian Investment Funds Standards Committee (CIFSC) has drafted a framework for identifying RI funds in Canada. How will that framework be applied, and how can it help advisors when working with their clients? In this session, experts will discuss these important new developments and what they mean for fund companies, investors and advisors.

 

Speakers:

Fate Saghir, Senior-Vice President, Head of Sustainability, Mackenzie Investments

Ian Tam, Director of Investment Research, Morningstar Canada

Chris Fidler, Senior Director, Product Management, CFA Institute

Melissa Shin, Editorial Director, Advisor’s Edge & Investment Executive

Friday, June 10th
ESG, KYC, and Client Focused Reforms: A Tipping Point for ESG in Canada's Retail Market
  • 1:30PM (ET)

ESG, KYC, and Client Focused Reforms: A Tipping Point for ESG in Canada's Retail Market

The RIA’s Investor Opinion Survey highlighted the disconnect between investors’ increasing appetite for responsible investment advice and the industry’s ability to deliver it. With IIROC’s recently released guidelines surrounding the integration of ESG considerations into Know Your Client (KYC) standards, what are the implications of adopting this aspect of client-focused reforms? Will this change the way advisors conduct their business? How do advisors address perceived conflicts of personal values? This will be a highly-engaging session as our panelists discuss the regulatory and ethical considerations surrounding responsible investment advice, and how advisors can leverage these new guidelines to positively impact their business. 

 

Speakers:

Katie Keir, Research & Special Projects Editor, Advisor’s Edge & Investment Executive

Carol Smith, Financial Advisor, Desjardins Financial Security Independent Network

Jennifer Schwartz, Vice-President, Chief Compliance Officer, AGF Investments Inc.
Ian Robertson, Vice President, Director, Portfolio Manager, Odlum Brown Limited

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