CIRI/TMX ESG Workshop

Wednesday, November 28, 2018
TMX Gallery
The Exchange Tower
130 King Street West
Toronto, ON

 

Speakers

Lorie Brière, Principal, The Works Design Communications

A founding partner, Lorie is responsible for business development at The Works, and she plays a lead role in our investor relations and Corporate Social Responsibility (CSR) practices. Her interest in sustainability issues helped make The Works an early mover on CSR communications. Lorie also continues to direct a wide range of client projects. The insights gained from ongoing project supervision are supplemented by the “Trends in…” research that Lorie oversees each year, and have helped make her a recognized authority on best practices in financial and CSR reporting.

Since 2004, Lorie has been a judge for the CPA Corporate Reporting Awards. She is also a guest lecturer on investor relations at Seneca College and sits on the academic advisory board for Seneca’s corporate communications program.

 

Judy Cotte, VP & Head, Corporate Governance & Responsible Investment, RBC Global Asset Management

Judy Cotte is V.P. & Head, Corporate Governance & Responsible Investment for RBC Global Asset Management (“RBC GAM”) and is a member of the firm’s Executive Committee. RBC GAM manages approximately CAD $425 billion in assets for individual and institutional investors through offices in Canada, the U.S., Europe and Asia. The Corporate Governance & Responsible Investment team oversees all of RBC GAM's activities related to corporate governance and responsible investment including the more formal integration of Environmental, Social and Governance (ESG) factors into the investment process, proxy voting and the firm’s ESG-focused engagement program.

Prior to joining RBC GAM, Judy was the Director of Policy Development & Chief Operating Officer for the Canadian Coalition for Good Governance (“CCGG”), a coalition of most of Canada’s largest institutional investors. Before joining CCGG, she completed her Masters degree in securities law while working on special projects for various branches of the Ontario Securities Commission (“OSC”) including the Office of Domestic and International Affairs, Enforcement and Corporate Finance. Previously, she was Senior Litigation Counsel with the OSC where she prosecuted offences under the Securities Act, including misleading disclosure, market manipulation and insider trading.

Prior to joining the OSC, Judy was litigation counsel for a large broker/dealer and prior to that, a partner in a Bay Street law firm. Judy is a member of the CCGG Public Policy Committee, the TSX Listings Advisory Committee and the UN PRI’s Global Policy Reference Group. She has been designated the Country Correspondent for Canada by the International Corporate Governance Network. She is a past member of the OSC’s Securities Advisory Committee, Continuous Disclosure Advisory Committee, Environmental Reporting Advisory Committee and Enforcement Committee. She was previously the Canada Correspondent for the Council of Institutional Investors.

 

Julie Desjardins, President, Desjardins & Associates Consulting Inc.

Julie Desjardins, CPA, CA consults on performance measurement and business reporting, including reporting on environmental, social and business issues. She has been a leader in recognizing related regulatory reporting requirements and has authored and coauthored a number of publications on these issues.

Julie sits on the Policy Stewardship Committee of the Responsible Investment Association and is currently involved in CPA Canada research related to how institutional investors use climate change disclosures in investment decision-making.

Julie has received two Ontario order-in-council appointments to provincial committees and is the recipient of two Governor General of Canada medals for dedication to community service.

 

Christian Del Valle, Director, Corporate Affairs & Stakeholder Engagement, Goldcorp Inc.

Christian joined Goldcorp in December 2012. Having more than 15 years of experience in the areas of international business development, strategic planning and communications, he is currently responsible for the management of Goldcorp’s country risk assessment process, external reporting on environmental, social and governance practices, engagement with socially responsible investors and for building relationships with various stakeholders. Christian also serves as Chair of the Mining Association of Canada’s International Social Responsibility committee.

Prior to joining Goldcorp, he assisted a non-profit organization in the development of social responsible programs and partnerships in Africa and the Caribbean. Christian has also held a corporate development role with a junior mining company where he was responsible for the company’s corporate strategy, including: communications, investor relations, corporate affairs, financial reporting, and community relations. In addition to this, he has previously managed several CIDA funded investment viability study projects to develop partnerships in Latin America, Asia and Europe. Christian holds a Bachelor’s degree (Hon.) in Business Administration from the Instituto Autónomo de Mexico (ITAM).

 

Sarah Keyes, Principal - Research Guidance and Support, CPA Canada

Sarah Keyes is a Principal at Chartered Professional Accountants of Canada (CPA Canada). She develops research and thought leadership on sustainability issues and the implications for business decision-making, reporting and corporate governance. Prior to CPA Canada, Sarah worked as a Senior Auditor in the mining and extractives sector at PricewaterhouseCoopers and as a Senior Energy Consultant at MNP.

She is a member of the Energy and Economics Working Groups as part of Canada’s Climate Change Adaptation Platform convened by Natural Resources Canada. Sarah is certified in ISO 14064-3: Greenhouse Gas Verification and Validation. She is a Chartered Professional Accountant, Chartered Accountant (CPA, CA) registered in Ontario. Sarah also holds a Bachelor of Commerce in Accounting with distinction from McGill University.

 

Hyewon Kong, Associate Portfolio Manager, AGF Investments Inc. 

Hyewon Kong manages AGF Global Sustainable Growth Equity strategy wholly focussed on investing in solutions to sustainability challenges to create both financial return and positive environmental and social impact. Hyewon sits on the ESG Committee and provides strategic advice to develop and implement Responsible Investment policy at AGF Investments. She is a member of the Investment Committee of The Atmospheric Fund overseeing management of its endowment and mandate-related investments and serves on the Environmental Finance Advisory Committee at the University of Toronto. Hyewon is a CFA charterholder and a member of the Toronto CFA society and has co-founded and co-chairs the Toronto Responsible Investment Working Group.

 

 

Simon MacMahon, Executive Vice President, Research Products, Sustainalytics

Simon MacMahon is head of Research Products at Sustainalytics and is a member of the company’s executive team. He oversees all ESG research and the management of Sustainalytics’ ESG products. Simon brings content knowledge, a deep understanding of research and data management processes, and extensive market experience to the role.

Simon joined Sustainalytics in 2008 and has held a number of leadership roles. Most recently, he was the executive lead of Sustainalytics’ Advisory Services team. During his tenure he built Sustainalytics account management and advisory teams and was responsible for Sustainalytics’ clients globally.

He has a master’s degree in Business Administration from the Schulich School of Business, professional certification from the Greenhouse Gas Management Institute and is a certified Global Reporting Initiative (GRI) trainer. He is a board member of the Responsible Investment Association.

 

Walter Viguiliouk, Responsible Investing, Ontario Teachers' Pension Plan (OTPP)

Walter currently works at the Ontario Teachers’ Pension Plan (OTPP), where he is responsible for engaging with publicly traded companies on material ESG factors, as well as deepening ESG integration across all of the plans public equity and credit strategies. Prior to joining OTPP, he was an Associate Portfolio Manager at Jarislowsky, Fraser Limited (JFL), a privately owned $40B AUM investment management firm, where he focused on equity research, institutional portfolio management, and helped found the firms Sustainable Investing Committee. Prior to joining JFL, Walter worked as an investment analyst at the office of the Ombudsman for Banking Services and Investments (OBSI) in Toronto, where he was responsible for developing proprietary models assessing investor risk profiles and portfolio suitability.

Walter maintains an active role in the community having served on several not-for-profit boards and committees, and is a regular guest lecturer for the Ethics for Investment Managers course at York University in Toronto. He has completed corporate governance training at the Institute for Governance of Private and Public Organizations (IGOPP) in Montreal and the Institute of Corporate Directors (ICD) at the Rotman School of Management in Toronto. Walter is also part of the First Cohort globally to earn the SASB Fundamentals of Sustainability Accounting (FSA) Credential.

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Thank you to our Sponsors