CIRI/TMX ESG Workshop
Wednesday, December 11, 2019
The Exchange Tower
130 King Street West
8:00 AM Registration & Breakfast
8:30 AM Welcome Remarks
8:35 AM The State of ESG in 2019
Global sustainable investment reached US$30.7T at the start of 2018, a 34% increase since 2016. North America alone accounts for 45% of these assets with US$13.7 AUM, a 40% increase since 2016. Not only are we seeing increased adoption of ESG in investment decision making, we are seeing evolving ESG investment strategies; the sell-side incorporating ESG into valuations and an increase in ESG-focussed investor marketing. Learn what’s changing in the ongoing evolution of ESG and how this paradigm shift is impacting issuers, investors and sell-side analysts.
Speaker: Dustyn Lanz, Chief Executive Officer, Responsible Investment Association (RIA)
9:05 AM Overview of Key ESG Frameworks
There are numerous ESG reporting frameworks and it is often daunting for an issuer to determine which is most appropriate for their company. We will review the main frameworks including: Sustainability Accounting Standards Board (SAB), Task Force on Climate-related Financial Disclosures (TCFD), Global Reporting Initiative (GRI) and Carbon Disclosure Project (CDP); their respective purpose; and why issuers and investors are using them. An update on the Expert Panel on Sustainable Finance and Corporate Reporting Dialogue will also be provided.
Speaker: Robyn Seetal, Sustainability Consultant, CPA Canada
10:30 AM Networking Break
11:00 AM ESG: A Multi-faceted View
Institutional investors are increasingly using ESG data in their
investment decision making and sell-side are now incorporating ESG factors into their valuations. Hear how ESG is changing investor
behaviour and expectations, impacting investment decisions and what is driving this increased demand for sustainable
Melanie Adams, Vice President & Head, Corporate Governance & Responsible Investment, RBC Global Asset Management
Derek Dley, Managing Director, Head of Research - Canada, Canaccord Genuity Corp.
Andrew Hall, Head of Environment Markets & Sustainability, TMX Group (Moderator)
12:00 PM Networking Lunch
1:00 PM A Closer Look at SASB: From the Perspective of the Issuer & the Investor - Sponsored by FinComm Services
SASB identifies financially material issues, which are reasonably likely to impact the financial condition or operating performance of a company, and therefore are most important to investors. Understand the SASB guidelines for reporting material ESG criteria and how this framework is being implemented globally and in Canada. Learn how ESG is being linked to both corporate performance and value creation, what investors are looking for and how they are using SASB guidelines to prioritize their investment decisions.
Marie-Josee Privyk, ESG Advisor, FinComm Services
Valerie Ceccini, Vice President, Portfolio Manager, Mackenzie Investments
2:00 PM Reporting: 2019 Global Trends and Best Practices - Sponsored by The Works Design Communications
With eight years of annual research on global ESG reporting trends, The Works has witnessed and is advising on new practices for public companies to show a strengthening governance structure, a strategy that integrates an ESG-focused mindset and a purpose and vision that is future-oriented. Many analysts, investors and other key influencers are looking for performance data and supporting context to assess whether a company’s house is in order, along with whether they have, and are intending to, create value. Hear the recent trends and best practice examples in areas including integrated reporting, global reporting standards (e.g., SASB, TCFD), digital strategy and performance disclosure, and discuss new realities for ESG-savvy issuers.
Speaker: Wesley Gee, Director, Sustainability, The Works Design Communications
3:00 PM Networking Break
3:30 PM Telling Your ESG Story - Sponsored by Millani
Your ESG story is more important than ever. How do you ensure you are telling it in a way that meets the specific information needs of investors while clearly demonstrating its connection to value creation? Once you have your ESG story, how do you incorporate it in to your IR program? Hear success stories and lessons learned from BMO and MIllani.
Milla Craig, Founder & President, Millani
Yvette Lokker, President & CEO, CIRI
Whitney McWade, Senior Advisor, Sustainability Strategy, Disclosure & Impact Measurement, Legal and Regulatory Compliance, BMO Financial Group