CIRI/TMX ESG Workshop

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

Speakers

Melanie Adams, Vice President & Head, Corporate Governance Responsible Investment, RBC Global Asset Management

Melanie Adams is Vice President & Head, Corporate Governance & Responsible Investment (CGRI) for RBC Global Asset Management (RBC GAM) and a member of the Executive Committee. The CGRI team supports RBC GAM’s investment teams in integrating environmental, social and governance factors into the investment process, engages in active stewardship and provides meaningful client reporting on responsible investment.

Melanie joined RBC GAM in 2014 and has also held roles in Fund Governance and Strategy. Prior to working at RBC GAM, she was Senior Counsel, Litigation for another large financial institution, and Enforcement Counsel at the Ontario Securities Commission, where she spent time working at the Office of the Criminal Crown Attorney.

Melanie has a J.D., Law from the University of Toronto and B.Sc. from the University of Waterloo.

 

Valérie Cecchini, Vice President, Portfolio Manager, Mackenzie Investments

Over her 25 years of professional experience, Valérie Cecchini has managed North American and global equity funds across market cap and style. She joined Investors Group in 2011 and Mackenzie Investments in 2017, where she currently oversees the Investors Summa SRI fund. Valérie has also been given special responsibility for incorporating the environmental, social and governance (ESG) approach within the management and research team. 

Valérie has received a number of industry honours, and was nominated to the “Top 25 Financial Executive in Quebec,” by Investment Executive and was the winner of the “Portfolio Manager of the Year Award,” in 2016. 

She graduated from HEC, University of Montreal business school, with a Master of Science in Finance degree and hold the CFA, and CPA, CGA designations. She is also among the first cohort and is the first portfolio manager in Canada to have received the SASB’s Fundamentals of Sustainability Accounting Credential (FSA).

 

Wesley Gee, Director Sustainability, The Works Design Communications

Combining academic expertise with extensive professional experience, Wesley Gee leads The Works’ sustainability practice. He provides guidance in stakeholder engagement, materiality and performance measurement, as well as CSR/sustainability communications and reporting. Wesley contributed to the development of the GRI G4 guidelines and serves on sector working groups with the Sustainability Accounting Standards Board. He is a judge for CPA Canada’s Corporate Reporting Awards and is a frequent speaker at industry conferences and events. He also lectures for the CSR certificate program at the University of Toronto and for the sustainability certificate program at Ryerson University.

Before joining The Works, Wesley was senior sustainability consultant at Stantec and senior CSR advisor at the Canadian Business for Social Responsibility.

He holds a Master’s in Sustainable Business from the University of Leeds.

 

Dustyn Lanz, Chief Executive Officer, Responsible Investment Association (RIA)

Dustyn Lanz is Chief Executive Officer of the Responsible Investment Association (RIA) – a Canadian organization that promotes the incorporation of environmental, social and governance (ESG) factors into investment decisions. He is a columnist for Investment Executive, where he writes about topics related to sustainability and responsible investment. Dustyn is also a member of the 30% Club, a network of executives which aims to achieve a gender balance in corporate leadership.

Dustyn has been working towards a sustainable financial system since he joined the RIA in 2013. He is quoted regularly in the national media as an expert on responsible investing, and is a frequent public speaker at some of Canada’s leading business schools and investment conferences. In 2014, he helped to launch Canada’s first financial designations for financial advisors with expertise in responsible investing.

In 2016, Dustyn received a Clean50 Emerging Leader Award for his contributions to sustainable development in Canada. And in 2018, Dustyn was appointed to Wealth Professional Magazine’s “Hot List” of 50 influencers in Canada’s investment industry.

Prior to joining the RIA, Dustyn worked for the Centre for International Governance Innovation, where he wrote policy briefs to strengthen the governance of the global financial system. His written work has been published by leading academic journals and think tanks in Canada and internationally. He holds a bachelor’s degree from York University and a master’s degree from the University of Waterloo.

 

Marie-Josée Privyk, CFA, RIPC, SASB-FSA Credential holder, ES Advisor, FinComm Services

Marie-Josée Privyk has built a career in capital markets – from sell-side analyst and head of research to director of investor relations and sustainable development for a publicly listed company, and to ESG integration consultant – which uniquely positions her at the nexus of companies and investors.

Marie-Josée is a member of the Canadian Responsible Investment Association (RIA) and the Sustainability Accounting Standards Board (SASB). She is also a past chair of the organizing committee of the Finance and Sustainability Initative’s (FSI) Competition for Best Sustainability Report and a past board member of the Quebec Chapter of the Canadian Investor Relations Institute (CIRI). She currently sits on the board of the St. Raphael Palliative Care Home and Day Centre.

Marie-Josée holds a B.Com. in finance from McGill University and a certificate in Applied Communications from Université de Montréal. She is a CFA charterholder, and holds the FSA Credential of the SASB, as well as the Sustainable Investment Professional Certification (SIPC) designation from Concordia University’s John Molson School of Business and the Responsible Investment Professional Certification (RIPC) designation from the RIA. She has also successfully completed the Advanced Responsible Investment Analysis course from the UN Principles for Responsible Investment’s PRI Academy.

 

Robyn Seetal, Sustainability Consultant, CPA Canada

Robyn Seetal is an award-winning, sustainability consultant and workshop facilitator. She combines her enterprise risk management skill set, accounting background and sustainability expertise to create shared value for organizations and their stakeholders. She specializes in building strategies that consider environmental, social and economic prosperity. Robyn’s passion for nature led her to work with multi-disciplinary experts to devise innovations to manage Canada’s natural assets, and aims to propel Canada to a position of global leadership in natural capital management. She also serves on the Trans Canada Trail board; an iconic organization that built the world’s longest network of recreational trails. Robyn’s passion for building compassionate and resilient communities led her to co-found The Mindful Scholar, which develops mindfulness training for children, and Local Investing YYC – an investment cooperative that supports enterprises with a triple bottom line. Robyn serves as the Co-Chair of the World Economic Forum’s Global Shaper Community’s Climate and Environment Steering Committee, and as the Climate Action Co-Lead for the Calgary Global Shaper hub. The Climate and Environment Steering Committee aims to mobilize 1 million people by 2021 to influence policy and drive action to safeguard our planet. Robyn has also served on numerous planning committees for national and international sustainability conferences.

Robyn is a CPA and holds a BComm. in Energy Management. Robyn frequently shares her passions by speaking on a number of topics, including “Re-imagining Capitalism,” “Natural Capital,” “Sustainability Reporting,” and “Meaningful Youth Engagement.”

Presented by

             

Thank you to our Sponsors