It’s Time to Talk About the “S” and “G” – Looking at the Financial Industry Through a Social and Governance Lens

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Session 1: How Can Social and Governance Strategies Add Value?

Millennials and Gen Z investors are pouring record amounts of money into products that aim to help the environment and promote the social good. This trend is set to continue, particularly as their income rises and more wealth transfers to them. How can firms translate this into tangible initiatives to create value?


Ian Tam
Director – Investment Research
Morningstar Canada


Patricia Fletcher
Chief Executive Officer
Responsible Investment Association

Kelly Gauthier
President, Rally Assets
Director, Responsible Investment Association

Dean Segell
Vice President – Sustainability and Social Impact
Sun Life

Session 2: It’s Not Just About Gender

Women are emerging as the largest beneficiaries of the wealth transfer, and the future of socially responsible investing appears to be in their hands. Is this why we should care about gender and equality in our businesses?


Sonja Volpe
Chief Executive Officer
BNP Paribas in Canada


Dr. Julie Cafley
Executive Director
Catalyst Canada

Paula Glick
Honeytree Investment Management

Julie Savard-Shaw
Executive Director
The Prosperity Project

Mary Vitug
Acting President & CEO
Women in Capital Markets

Keynote Address: Confronting Our Common Future

The social dimensions of the ESG agenda focuses upon an organization’s relationships with stakeholders and the communities within which the organization operates. However, it is difficult to engage with the social dimensions of ESG if the dynamics of economy, and hence the investment climate, is misunderstood.

Having done extensive international work in various political economies utilizing feminist development economics, this speaker will discuss how using a gender lens thoroughly changes the way in which the operation of the economy is approached, and the implications of such for understanding the constraints upon, and challenges in, our financial framework.


Dr. A. Haroon Akram-Lodhi
Professor – Department of International Development Studies
Trent University

Session 3: Governance Greater Good – It’s All About Accountability

The Governance element of ESG is about fostering a reputation for trustworthy leadership, with decision-making policies that are built on positive morals and ethics. By investing in strong leadership that’s guided by an ESG compliant moral compass, businesses and portfolio managers can add significant long-term value to their concerns. But it’s a slower game to play – is it really worth it in an environment where people seem to be looking for short-term profitability?


Tanya van Biesen
Managing Partner, Board & CEO Services Canada, and Senior Client Partner, Global Board and CEO Services, Korn Ferry


Mark Bonham
President, Veritas Charity Services Inc.
Executive Director, The Veritas Foundation
Senior Fellow, Massey College, University of Toronto
Advisory Board Member, LGBTQ+ Corporate Directors Canada

Shelley Gilberg
National ESG Markets Leader and Canadian Platforms Leader
PwC Canada

Ivy Lumia
Chief Executive Officer and Founder
Best in Governance Inc.

Session 4: The Power of Ethnic Diversity in Financial Services

In one survey, up to 85 percent of financial services CEOs said promoting inclusion and diversity helps enhance business performance. Other research supports the findings that inclusive cultures lead to increased profitability, creativity, and innovation. This panel will examine the power of ethnic diversity in financial services, discuss where things currently stand, and speculate on what the future holds.


Anthony Okolie
On-Air Host and Investment Producer
TD Wealth


Bindu Cudjoe
Executive Vice-President, Chief Legal Officer, Chief Inclusion and Equity Officer and Corporate Secretary
Laurentian Bank of Canada

Dennis Mitchell
Chief Executive Officer & Chief Investment Officer, Starlight Capital
Director, Toronto Foundation
Co-Founder and Director, Black Opportunity Fund

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