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External - ESG Bootcamp

Wednesday, June 3rd 2020
9:00 AM to June 17th 2020 4:00 PM
Webinar, ON

CFA Society Toronto is pleased to introduce a uniquely designed ESG bootcamp for portfolio managers and analysts who are just beginning to explore ESG integration.

These three, three-hour interactive virtual sessions that will provide the fundamentals to understanding ESG. The sessions will be facilitated by ESG Global Advisors, a firm with extensive experience with ESG. In addition, each session will feature a guest speaker from a leading practitioner who is spearheading their own firms’ approach to ESG integration and climate change-related issues.

The Bootcamp will provide examples of how ESG can be effectively integrated into the investment process and explain what is driving increased demand for these strategies and the connection to corporate performance. It will also explore the growing focus on climate change risks and opportunities for individual companies and across portfolios. The possible implications of the current COVID-19 pandemic will be explored throughout each session.

Individual Session Pricing:
CFA Members/WCM Members $99 + HST
Non-Members $149 + HST

All 3 Sessions Pricing: 
CFA Members/WCM Members $249 + HST
Non-Members $399 + HST

To receive WCM member pricing, please email [email protected] using the PROMO CODE “WCM”

Session 1: Introduction to ESG & ESG Integration
Date/Time: 03 June at 9:00 AM - 12:00 PM (EDT)

Keynote Speaker: Judy Cotte, LL.M., CEO, ESG Global Advisors
Moderator: Sue Lemon, CFA, CEO, CFA Society Toronto

This session will distinguish between the different investment approaches falling within “responsible investment” and how it relates to investors’ fiduciary duty. It will utilize the Sustainable Accounting Standards Board (SASB) framework to review in detail how ESG factors can be integrated into financial analysis for equities and fixed income and provide case studies for discussion. The session will feature Sarah Neilson, CFA, MBA, Portfolio Manager, North American Equities at RBC GAM who is leading her team’s efforts to integrate ESG.

Click here for more info or to register for Session 1

Session 2: ESG Research & Performance
Date/ Time: 09 June at 9:00 AM - 12:00 PM (EDT)

Keynote Speaker: Judy Cotte, LL.M., CEO, ESG Global Advisors
Moderator: Sue Lemon, CFA, CEO, CFA Society Toronto

This session will describe the various ESG research providers available and the potential use and challenges of ESG research and ratings along with the reliability and comparability of ESG data. It will explore the research connecting ESG to corporate performance as well as the performance of ESG integrated funds and socially responsible investment funds. This session will feature Hyewon Kong, CFA, VP, Responsible Investing at IMCO, who heads IMCO’s approach to ESG and responsible investment.

Click here for more info or to register for Session 2

Session 3: Climate Change & the Task Force on Climate-related Financial Disclosures (TCFD)
Date/Time: 17 June at 1:00 PM - 4:00 PM (EDT)

Keynote Speaker: Sarah Keyes, CPA, CA, Principal, ESG Global Advisors
Moderator: Sue Lemon, CFA, CEO, CFA Society Toronto

This session will explore the growing focus on climate change-related investment risks and opportunities. It will explore the extent to which climate-related risks and opportunities are being mispriced by financial markets and how investors can effectively respond. It provides an overview of the recommendations of the TCFD, including specific recommendations for asset owners and asset managers such as carbon foot printing. This session will feature Deborah Ng, Head of Responsible Investing and Director of Strategy and Risk for Ontario Teachers’ Pension Plan who heads the Plan’s approach to climate strategy and risk.

Click here for more info or to register for Session 3

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