With the rise of ETFs and other passive investment vehicles, how has the role of the IRO had to adjust? Is what's important to active investors equally important to passive investors? What new strategies must you adopt to ensure your organization's value proposition reaches potential investors whether they're active or passive? How can you engage with these investors to understand how they will impact your shareholder vote? Join our guest speakers, Helen Beck, Senior Managing Director, Head of Equity Markets, CDPQ and Jay Aizanman, Strategic Advisor and Business Development, Desjardins Global Asset Management, to discover the answers to these questions and more at the CIRI IRO Roundtable followed by a Holiday Cocktail. A perfect opportunity to participate in a lively discussion, reconnect with your CIRI colleagues and friends, make new connections, and raise a glass to the year ahead! This event is eligible for 2 CEUs.
We look forward to seeing you there!
Helen Beck, Senior Managing Director, Head of Equity Markets, Caisse de Depot et Placement du Quebec
Helen Beck was
appointed Senior Managing Director, Head of Equity Markets in May 2018. In this role, she oversees the teams
responsible for portfolio strategy and investment and portfolio management for
Equity Markets. As part of her role, she is the Chairperson of the Global
Quality, Global Value and Relationship Investing Investment Committees. She is
also a member of the CDPQ Investment-Risk Committee.
Ms. Beck joined
CDPQ in 2014, as Senior Vice-President, Canadian Equities and Index Management
before taking on the role of Deputy Head, Public Equity. She has over 20 years of experience as an analyst and
portfolio manager in the Canadian stock market. She began her career at the
Montreal Exchange and spent 15 years
with the CN Investment Division, where she managed the Canadian equity and
North American equity portfolios, and was a member of the Division’s executive
committee. Prior to joining CDPQ, she was Head of Canadian Equities and a
Partner at Jarislowsky Fraser, where she served on the Investment Strategy
Committee.She holds a Bachelor of Commerce,
Finance from Concordia University, is a CFA charterholder, and holds the
Institute of Corporate Directors’ ICD.D designation.
Jay Aizanman, Strategic Advisor and Business Development, Desjardins Global Asset Management
Jay Aizanman, CFA, is a director at Desjardins Global Asset Management. He is involved in the distribution of financial solutions for clients. Most recently, Aizanman was involved with the creation and launch of the innovative suite of climate action (Fossil Fuel Reserve Free and Low CO2) Responsible Investment ETFs for Canada’s marketplace. He has a bachelor of commerce in finance from Concordia University.
4:00 - 5:15 PM
Followed by cocktail reception
5:30 - 7:00 PM
Register for Webcast here