2024 RIA Conference Speakers

Christine Bergeron

President & CEO, Concert Properties; Chair, InBC Investment Corporation; Previous CEO, Vancity Credit Union

Christine has spent her career working with organizations that put people first, leading companies that are building sustainable communities and allocating capital to influence positive change. She is currently the President & CEO of Concert Properties, a diversified real estate development company with a vision of creating resilient, inclusive and sustainable communities across Canada.  She was previously the President & CEO of Vancity, Canada’s largest credit union, and its subsidiary Vancity Community Investment Bank. She is also the inaugural Chair of InBC Investment Corporation, British Columbia’s strategic investment fund focused on triple bottom line returns. She is a board member of Aviso Wealth, and previously served as the North American representative on the UNEP FI’s PRB Banking Board as well as a member of Canada’s Sustainable Finance Action Council.

 

She is widely respected in the sustainable finance community and her leadership has been recognized with awards from Clean50, Influential Women In Business, BC Business Most Influential Women in Finance, BC’s Power 50 and many other publications and institutions over the years. 

Harold Calla, FCPA, FCGA, CAFM

Executive Chair, First Nations Financial Management Board (FMB)

Harold Calla serves as the Executive Chair of the First Nations Financial Management Board (FMB). One of three institutions created under the Fiscal Management Act, FMB supports First Nations economic development by increasing access to capital markets and providing capacity development support to First Nations in the areas of financial administration law development. This includes optional certification of financial performance and governance systems.

 

A member of the Squamish Nation, Harold returned from many years focused on international business to serve the Squamish Nation as a negotiator in the areas of economic development, land management and finance. He served eight years on the Squamish Council. He has acted as an advisor and an arbitrator for First Nations in Western Canada, including leading the First Nation Summit’s Tax and Fiscal Table in the BC Treaty process.

 

He was instrumental in the development of the First Nations Land Management Act, First Nations Fiscal Management Act (FMA), First Nations Commercial and Industrial Development Act (FNCIDA), and the First Nations Oil and Gas and Moneys Management Act. These optional legislative pieces allow First Nations on a sectorial basis the ability to move out from under the Indian Act. He played a central role in the formation of the First Nations Major Project Coalition to support First Nations in participating in major resource projects.

 

Harold is a member of the Board of Directors of Trans Mountain Corporation and the British Columbia Ferry Services Inc. He is a former member of the Board of Fortis BC Inc. where he was the Chair of the Audit Committee. He has completed terms on the Boards of CMHC, Partnerships BC, and the Nicola Valley Institute of Technology. He is a member of the Assembly of First Nations-& Indigenous Services Canada Committee on Fiscal Relations

Harold is a recipient of numerous awards in recognition of excellence in leadership, most recently honoured by the Public Policy Forum at their 2023 Testimonial Dinner. As well, when the C.G.A. Association of Canada celebrated their 100th year in 2008, they recognized Harold as one of 100 CGA’s who, in their view, have made a difference. In August 2012 Harold was awarded a fellowship by the C.G.A. Association of Canada. Harold is a member of the Aboriginal Financial Officers Association and has been awarded the designation of Certified Aboriginal Financing Manager (CAFM).


Most recently, Harold led an FMB delegation to Australia by invitation from the Australian National University. There he presented at and participated in the First Nations Wealth Forum and Marramarra Murru Symposium, and connected directly with Indigenous leaders and communities.

 

On two occasions Harold presented at the United Nations in support of Canada’s recognition of the United Nations Rights of Indigenous People and Canada’s efforts to implement an action plan. The presentation focus was to highlight Canada and First Nations efforts to create Indigenous institutions that support administrative governance and financial management to reduce risk to enable easier access to the capital markets.  

Ian Robertson, CFA

Portfolio Manager, Director and Vice President, Odlum Brown Limited

Ian is a Portfolio Manager, Director, and Vice President of Odlum Brown Limited, and a member of the firm’s Executive Committee. He has a strong interest in the impact of Environmental, Social and Governance (ESG) issues on corporate strategy and valuation and is a regular speaker and writer on responsible investment.

As a practitioner Ian integrates ESG considerations into his work with clients. As a researcher (PhD candidate, part-time at the University of Oxford) he examines institutional proxy voting on ESG-oriented shareholder proposals. Ian also combines his practical and academic experience in a UK-based social venture that aims to improve transparency and accountability of proxy voting globally.

Ian holds undergraduate degrees from UBC and graduate degrees from Dalhousie and Carleton universities, as well as a post-graduate diploma from the University of Oxford. He is a longstanding community volunteer and is a past board chair of the Responsible Investment Association, the UBC Foundation, the UBC Alumni Association, and CFA Society Vancouver.

Michael O’Leary

Partner, L Catterton, Former Managing Director, Engine No. 1

Michael O’Leary is a partner at L Catterton, one of the world’s leading consumer growth investors, where he focuses on impact investing. Previously, he was a managing director with the investment firm Engine No. 1, where he oversaw the firm’s approach to active ownership. Engine No. 1 is best known for its successful activist campaign at ExxonMobil, as well as its work with companies like General Motors to achieve their net zero ambitions. Before that, he was on the founding team of Bain Capital’s social impact fund and invested in consumer, industrial, and technology companies through Bain Capital’s private equity fund. He has served as an economic policy advisor in the United States Senate and on two presidential campaigns.

O’Leary’s and co-author Warren Valdmanis’s book, Accountable: The Rise of Citizen Capitalism, offers a pragmatic and original view on how to transform capitalism into a system that’s more inclusive, sustainable, and just. By combining compelling examples and analytical insights, O’Leary and Valdmanis cut through the tired dogma of current economic thinking to reveal a hopeful truth: If we can make our corporations accountable to a deeper purpose, we can make capitalism both prosperous and good. Likely to spark controversy among cynics and dreamers alike, this book is essential reading for anyone with a stake in reforming capitalism — which means all of us.

Accountable has been featured by the Aspen Institute, the Financial Times, the Harvard Business Review, and the World Economic Forum, among many others. It was named one of the best business books of the year by Publishers Weekly and Porchlight Books.

O’Leary is a regular speaker on sustainable and impact investing, including at Bloomberg and Goldman Sachs’s sustainability conferences; on podcasts, national radio, and TV; and through lectures at Harvard, the London School of Economics, Stanford, and the University of Chicago. His work at Engine No. 1 trying to reinvent ESG investing has been profiled in the Atlantic, Fortune, the New York Times, and elsewhere.

Michael studied philosophy at Harvard College and earned his MBA from the Stanford Graduate School of Business.

Pia Heidenmark Cook

Senior Advisor on Sustainability, Corporate Director, Former CSO, IKEA/Ingka Group

Pia Heidenmark Cook divides her time between senior advisor and non-executive director assignments across Europe and the US. She sits on boards in international companies operating in the healthcare, sports retail, sustainable materials, and restaurants sectors. She is also Senior Advisor to the private equity company Eurazeo’s Planetary Boundaries Impact Fund, and to Teneo (CEO Advisory Firm), where she works with the Sustainability team to advise clients on how to develop and operationalize sustainability strategies and the implications for reputation strategies.

Prior, Pia worked at IKEA/Ingka Group for 13 years. The last five years (2017-2021) as Chief Sustainability Officer (CSO). At IKEA she led the development and implementation of the IKEA People and Planet Positive strategy. During this time, IKEA ranked in the top three most sustainable brands and managed to decouple carbon dioxide emissions from its commercial growth across the value chain. Pia has worked with sustainability topics since 1996, across academia, consulting, and business.

Pia has been recognized as one of the world’s top female leaders in sustainability and one of the world’s leading influences on climate change. In 2023, she was named Top 20 Sustainability Voices by the CEO Magazine and received the Global 50 Women in Sustainability Awards by SustainabilityX® Magazine. An international speaker, Pia was also globally recognized for her TED talk, titled “How IKEA is Growing Business Whilst Shrinking Emissions”. Her first book, “Embedding Sustainability” is released in July 2024. She is also mentoring young professional women in the sustainability space.

Charles-Antoine St-Jean FCPA, FCA

Canadian Sustainability Standards Board, Chair, Financial Reporting & Assurance Standards

Charles-Antoine St-Jean comes to the CSSB with extensive standard-setting and leadership experience, most recently serving as the Regional Director – Americas with the IFRS Foundation®. In this position, he assisted with the implementation of the International Sustainability Standards Board (ISSB) operations in Montreal, QC.

Charles-Antoine’s career was mostly spent with Ernst & Young (EY), retiring as a National Managing Partner in June 2017. Mid-career, he served as Comptroller General of Canada for several years before returning to EY. He has served as the (Interim) President and CEO of CPA Canada, where he initiated and led the bid proposal that led to the ISSB choosing Canada as the location from where it develops new standards.

Charles-Antoine also served as Chair of Canada’s Public Sector Accounting Board, the Ontario Government Internal Audit Committee, and many not-for-profit boards.

Sarah Keyes, FCPA, FCA

CEO, ESG Global Advisors

Sarah is the CEO of ESG Global Advisors, a boutique consulting firm that works with companies and investors on ESG strategy and reporting. Sarah is an ESG and climate change expert with over a decade of work experience as a thought leader, consultant, facilitator, and auditor. She is the National Academic Director of the Institute of Corporate Directors’ Board Oversight of Climate Change Course and she also teaches in the ICD’s Director Education Program. Sarah is an FCPA, FCA and in 2023, she received a Top 50 Changemaker Award from the Globe and Mail’s Report on Business. Sarah serves on the Boards of Directors of Sustainable Buildings Canada and Leading Change Canada.



Ian holds undergraduate degrees from UBC and graduate degrees from Dalhousie and Carleton universities, as well as a post-graduate diploma from the University of Oxford. He is a longstanding community volunteer and is a past board chair of the Responsible Investment Association, the UBC Foundation, the UBC Alumni Association, and CFA Society Vancouver.