AB: ESG Panel Discussion
Please join us for a lively discussion about the evolving role ESG plays within the investment community and how corporations are adapting their disclosure and policies to meet this growing priority.
Our panelists include Jamie Bonham, Director, Corporate Engagements from NEI Investments, Ian de Verteuil, Managing Director and Head of Portfolio Strategy, Quantitative and Technical Research at CIBC World Markets, and Todd Coakwell, Director, Sustainability and ESG at Nutrien. Moderating the panel discussion will be Jason Fleury, Director, Investor Relations at Painted Pony Energy.
Panelists will engage in a lively discussion on topics such as where to start the process, the impact of ‘green washing’, the lack of consistency in reporting metrics, role of the growing list of consultants and data providers, the impact of environmental groups with non-commercial interests, the growing list of institutional investors with ESG requirements, and many others. We encourage audience participation so please ask questions and engage with the panel. This event is eligible for 2 CEUs.
Speakers:
Jamie Bonham, Director, Corporate Engagements, NEI Investments
Jamie has over fifteen years of experience in researching and engaging with companies on environmental, social and governance (ESG) issues. At NEI he oversees the implementation of the ESG program across the NEI portfolio to support NEI+s thesis that companies can mitigate risk and take advantage of emerging business opportunities by integrating best ESG practices into their strategies and operations. This includes a focus on conducting direct, collaborative dialogues with companies and policy makers on key ESG issues. He has also authored numerous submissions and reports on topics ranging from climate change policy and environmental oversight to the duty to respect human rights.
Ian de Verteuil, Managing Director and Head, Portfolio Strategy Global Markets, CIBC Capital Markets
Ian de Verteuil has had a long career in the investment business. He started as a fundamental analyst with a Canadian broker dealer in 1987 and for most of the next two decades was a top-ranked analyst as measured by various external rating services, including Brendan Woods, Greenwich and Starmine. Over that period, he was an industry-leading analyst in multiple sectors, including consumer products, special situations, insurance and banking.
He joined the CPP Investment Board in 2009 as Head of Fundamental Research to help the fund in the development of its fundamental research capability and integration with its quantitative approaches. In 2011, he joined a Canadian competitor as Global Head of Research, taking over management for the bank's 70+ fundamental analysts, its quantitative team and its Economics department, until his departure in 2014.
Mr. de Verteuil joined CIBC Capital Markets in 2014. In addition to his involvement with various stock selection, pension and asset management committees, Mr. de Verteuil is focused on thematic research – searching out actionable, money-making opportunities that cut across multiple sectors, disciplines and investment approaches.
Mr. de Verteuil has a B.Sc. in Chemistry from McGill University and an MBA from the University of Western Ontario. He is originally from Trinidad and Tobago, and moved to Canada in 1987.
Todd Coakwell, Director, Sustainability and ESG, Nutrien
Todd Coakwell is currently an experienced Director of Sustainability and ESG at Nutrien Ltd., the world's largest provider of ag crop nutrients, inputs and services. With extensive knowledge in the agricultural sector and investor communication and support, he is leading the development of Environmental, Social and Governance disclosure for Nutrien while integrating ESG processes into the organization. Todd is currently involved with the Sustainability Accounting Standards Board as a Member, Standards Advisory Group.
Prior to his role in Sustainability and ESG at Nutrien, he worked for 10 years in Investor Relations and five years in Planning and Analysis at Nutrien, and 15 years in the energy sector in Calgary, Alberta, where he managed strategic planning, corporate/external reporting departments and controllership positions for publicly traded companies.
Todd obtained his Bachelor of Commerce degree from the University of Calgary and his Chartered Professional Accountant (CPA) designation. He also enjoys public speaking and has had the pleasure of being a guest speaker and educator several times for professional/industry based seminars and conferences. At this time, Todd is serving as a Board member and Board Secretary for the Alberta Canadian Forces Liaison Council and is on the Advisory Committee for the Chemical sector for SASB (Sustainability Accounting Standards Board).
Date:
January 28, 2020
Time:
Registration: 11:30 AM - 12:00 PM
Panel Discussion and Lunch: 12:00 - 1:00 PM
Cost:
This event is $25 to CIRI Members/ Non-Members $55
Cancellation Policy: Cancellations must be received two days before the event to be eligible for reimbursement. Please email [email protected] to cancel your registration for this event.
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