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NEWSLETTER SUBSCRIPTION

Published quarterly, the CFA Montreal newsletter is an online publication offering content that is both interesting and beneficial to our professionals. Offering exclusive interviews, opinion pieces, information about the Society’s events and activities, industry appointments and personalities, market outlook news, and articles on a wide variety of subjects, the newsletter aims to spur ongoing dialogue among professionals in the Montreal financial industry.
We invite you to send us your areas of interest and ideas for articles. You are also welcome to submit texts you have written and wish us to consider for publication.*
*CFA Montreal reserves the right to decide whether or not to publish articles and to request revisions if it judges that the subject matter represents a sensitive issue or one that may negatively affect the Society or its members.
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May
23
ESG - Shareholder engagement and impact investment
Luncheon

Shareholder engagement is an established effective strategy to improve the environmental, social and governance (ESG) disclosure practices of a company or industry.

  • What precisely is this approach?
  • How does the implementation vary according to investors and their different strategies?
  • For which players is shareholder engagement most relevant and profitable?
  • How do you measure the success of a shareholder engagement initiative?

Beyond the commitment and strategies traditionally associated with responsible investment, a new approach is emerging: impact investment. Our two speakers will discuss the fundamental principles of these two approaches, from the strategies deployed in shareholder engagement to the concept of intentionality, specific to impact investment.

 

SPEAKERS

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BRIAN MINNS, CFA

Vice-President, Sustainable Investing

Addenda Capital

Learn More

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ANDREW PARRY

Head of Sustainable Investing

Hermes Strategy Group

Learn More

 

MODERATOR

 
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ODREY ROBILLARD

Senior Advisor, Investment Stewardship

Caisse de dépôt et placement du Québec

Learn More

 

Interactions will be in English

 

Broadcasting partners:

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AGENDA
11:45 AM | REGISTRATION
12:00 PM | LUNCH
12:20 PM | PRESENTATIONS & INTERVIEW
1:30 PM | Q&A
2:00 PM | END
SER CREDIT
CFA Society Montréal has determined that this program qualifies for 1 SER credit hour under the guidelines of the CFA Institute Continuing Education Program. If you are a CFA Institute member, you can add this SER credit in your CE tracking tool for your participation to this event.
Thank you to our sponsors
DATE
May 23 2019 | 11:45AM  - 02:00PM
VENUE
Le Centre Sheraton Montréal Hotel, 1201 René-Lévesque Blvd W.
FOR MORE INFORMATION
(514) 990-3772
activity@cfamontreal.org
PRICE (plus taxes)
Tickets must be paid in advance with Visa, Visa Debit or MasterCard.
CFA Mtl Member | $55.00
Non-member | $95.00
Table of 8 | $600.00
REGISTRATION DEADLINE
May 20 2019
CANCELLATION POLICY
Cancellations will no longer be accepted after noon, on May 20th.
Become a member
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