IRO Roundtable: Active vs Passive Investors and How They Impact IR & Holiday Cocktail

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 at Les Enfants Terribles.  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.





$69 non-members
$49 members


December 3
4:00 - 5:15 PM

Followed by cocktail reception
5:30 - 7:00 PM
Les Enfants Terribles
1 Place Ville Marie, 44th Floor

Register for Webcast here


Cancellation Policy: Cancellations must be received 48 hours in advance for reimbursement. Please contact Darlene Webb if you need to cancel your registration.

By registering for this CIRI event, you agree to comply with CIRI's Code of Conduct.

12/3/2019 4:00 PM - 7:00 PM
Eastern Standard Time
TMX Montreal 1800 - 1190, Montreal Canadiens Ave Montreal, QC H3B 0G7 CANADA

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