EVENTS

IT’S TIME TO TALK ABOUT THE “S” AND “G” – LOOKING AT THE FINANCIAL INDUSTRY THROUGH A SOCIAL AND GOVERNANCE LENS

Description

Date: 09/21/23

Registration & Breakfast: 8:30 am

Start time: 9:30 am

End Time: 3:15 pm, followed by a cocktail reception

Location: One King West Hotel, Grand Banking Hall, 1 King St W, Toronto ON

 

VIEW THE EVENT AGENDA HERE.

 

DON’T MISS OUT ON THE CONFERENCE THAT ADDRESSES THE TOP-OF-MIND ISSUE IN BOARD ROOMS AND C-SUITES AROUND THE GLOBE

Today, how businesses are addressing social and governance (S&G) issues is being constantly dissected on social media and in the press, immediately impacting the perceptions of investors, employees, consumers, vendors, and suppliers.

A strong S&G proposition is now a business imperative and fundamental to a company`s reputation and long-term success.

Join us on Thursday, September 21 for the IIAC’s It’s Time To Talk About The “S” And “G” – Looking at the Financial Industry Through a Social and Governance conference to hear from preeminent business and thought leaders on how the S&G is too risky to ignore and too great to leave unexplored.

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?

Moderator:

Ian Tam, Director of Investment Research, Morningstar Canada

Speakers:

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?

Moderator:

Sonja Volpe, Chief Executive Officer, BNP Paribas in Canada

Speakers:

Dr. Julie Cafley, Executive Director, Catalyst Canada

Paula Glick, Co-Founder, 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.

Speaker:

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?

Moderator:

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

Speakers:

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.

Moderator:

Anthony Okolie, On-Air Host and Investment Producer, TD Wealth

Speakers:

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; and Co-Founder and Director, Black Opportunity Fund

 

COCKTAIL RECEPTION

 

*** This session may be eligible for CE credits ***

 

*Member Discount Applicable, please log in. 

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