Responsible Investing: Finance for the Future?
Date: Friday, November 8, 2019
|7:45 am||Breakfast available|
|7:45 am –11:30 am||Research expo (Sobey foyer)|
|8:15 am||Opening remarks|
|8:30 am||What’s Driving the Global Momentum?|
|10:30 am||Responsible Investing: from Multiple Perspectives (Panel)|
|11:30 am||Teaching Showcase (Luncheon for faculty members only) - Sobey 255|
|1:00 - 2:30 pm||BONUS EVENT
Canadian Gateway Cities Panel
Four reflections on transportation infrastructure, global value chains and urban governance
What’s driving the global momentum? Responsible investing for investment professionals and academics
Ian Robertson, CFA, Keynote Speaker (see bio below)
- Provide an overview of the current state and trends in responsible investment (RI) in Canada and situate it within a global context
- Clarify the origins and definitions used in RI
- Highlight the evolving fiduciary duty for asset managers and for corporate directors
- Critically review the evaluated research on RI
- Review the implications for both investment practitioners and academics
Panel: Responsible Investing: from Multiple Perspectives
Coro Strandberg, Panel Moderator (see bio below)
- Who cares about responsible investing and why?
- What is the role of regulation and regulators?
- What are the drivers of long-term investment value?
- Participants will include institutional investors, asset owners, advocates and researchers.
Research Expo in the Sobey Foyer
Learn about faculty and student research and initiatives supporting the Sustainable Development Goals.
How have Sobey faculty incorporated the Sustainable Development Goals into their curriculum?
Those with an interest are welcome to join us for this event looking at innovation, sustainability and urban governance. Learn more about Canadian Gateway Cities here.
Ian Robertson, CFA is a Portfolio Manager, Director, and Vice President of Odlum Brown, and is a member of the firm’s Executive Committee. Combining his strong interest in the impact of ESG (environmental, social and governance) on corporate strategy and valuation, and his commitment to providing clients with leading-edge investment insight, Ian is pursuing his DPhil (PhD) in responsible investment on a part-time basis at the University of Oxford.
He is a regular speaker and writer on investment issues.
Ian holds the CFA designation, which is focused on global investment knowledge, professional standards and ethics, as well as the Responsible Investment Advisor Certification (RIAC) which is focused on the integration of environmental, social and governance (ESG) factors in the selection and management of investments. Ian is a former President of CFA Vancouver and continues to volunteer with its affiliated global body, CFA Institute. He served as chair of CFA Institute’s annual conference, held in Vancouver in 2007, which hosted more than 1,800 investment professionals from around the world. Ian is also a member of the Responsible Investment Association’s board of directors.
Prior to joining Odlum Brown in 1997, Ian spent five years with the Federal Government, where he held several positions with a financial or economic focus – including postings in Ottawa with the Department of Finance and the Department of Foreign Affairs
Coro Strandberg is the President of Strandberg Consulting, and is a recognized Canadian thought leader and strategist on scaling social and environmental outcomes in the marketplace. She advises governments, businesses, financial institutions and industry associations on ways to accelerate and scale progress toward a sustainable future.
She has over 20 years experience as a corporate director and is a faculty member of Governance Professionals of Canada and Directors College. She provides executive education on the role of boards in providing oversight of sustainability. Coro has been active in the sustainable investment field for over 25 years, since her time as a Director of Vancity Credit Union which launched the first responsible investment fund in Canada in 1986.
Coro is an associate with the Conference Board of Canada and Canadian Business for Social Responsibility, and is a member of the Office of the Auditor General of Canada’s Advisory Panel to the Commissioner of Environment and Sustainable Development.
In 2018 Coro was appointed to the BC Government’s Emerging Economy Task Force. Coro was recognized as the top corporate responsibility consultant in Canada in 2015 by Canada’s Clean50. She lives in Burnaby, BC in a LEED Gold Certified home she built with her partner.
- Learn more about the Principles of Responsible Management Education (PRME)
- Learn more about the UN's Sustainable Development Goals