Agenda

Monday, Oct 26 – Opening Day

}

11:00am – 12:15pm ET

Opening Keynote Session: What’s the State of Play for D&I in Corporate Canada, and What’s Next?

We are in the midst of a racial injustice reckoning. In corporate Canada, the fight against systemic racism has been led by Wes Hall, Founder and Executive Chairman of Kingsdale Advisors, who has launched the BlackNorth initiative and CEO Pledge, which has been signed by more than 300 corporate leaders who have committed to making their workplaces more inclusive. This opening keynote session will begin with a presentation from BCG’s Managing Director and D&I expert Nan DasGupta, who will share the latest insights on the state of play for diversity and inclusion in corporate Canada. Wes Hall will then deliver his keynote address, followed by a panel discussion with Nan. The session will be chaired by one of Canada’s leading business journalists, Amber Kanwar who is an anchor and reporter with BNN Bloomberg.

Speakers

Wes Hall

Executive Chairman and Founder, Kingsdale Advisors

Nan DasGupta

Managing Director and Senior Partner, BCG

Amber Kanwar

Reporter, BNN Bloomberg

}

3:30pm – 4:45pm ET

CEO Roundtable: Moving the Investment Industry Forward on Diversity and Inclusion

Institutional investor signatories to the recently released Canadian Investor Statement on Diversity & Inclusion have committed to advancing diversity and inclusion efforts and enhancing transparency and accountability both within their own organizations, and in the public companies in which they invest. This session brings together four leading CEOs in the Canadian investment and finance Industry to tackle hard questions about what leaders need to do to promote a more diverse and inclusive investment and corporate landscape in Canada.

Speakers

Dennis Mitchell

CEO & CIO, Starlight Capital

Jaqui Parchment

Chief Executive Officer, Mercer Canada

Barry McInerney

President and CEO, Mackenzie Investments

Camilla Sutton

President and CEO, Women in Capital Markets

Tuesday, Oct 27 – D&I in Your Organization

}

11:00am – 12:15pm ET

Creating an Inclusive Workplace Culture

Creating an inclusive workplace culture requires changes in our thinking and our actions. This session will begin with a presentation from internationally renowned D&I expert and author, Michael Bach who is also the Founder & CEO of the Canadian Centre for Diversity & inclusion. Following Michael’s presentation about the conceptual side of creating an inclusive culture, we will hear from TD’s Global Head of Diversity & Inclusion and US Head of Talent, Girish Ganesan about practical steps that organizations can take to build an inclusive workplace culture.

Speakers

Jennifer Reynolds

President & CEO, Toronto Finance International

Michael Bach

CEO and Founder, Canadian Centre for Diversity & Inclusion

Girish Ganesan

Global Head of Diversity and Inclusion, TD Bank Group

}

3:30pm – 4:45pm ET

Anti-Racism & Allyship in the Workplace

The year 2020 has taught us that conversations about racial inclusion and equity are necessary and urgent. A 2019 study from BCG found that employees from underrepresented groups who have allies at work experience less bias & face fewer obstacles than those who do not have allies. This means that allies have an important role to play in breaking down barriers to the advancement of underrepresented groups including Black people, Indigenous people and People of Colour. What can people do to become an ally, and what steps can professionals take to shift from being non-racist to anti-racist? Join this session for a practical discussion on these questions and more.

Speakers

Najma Pilgrim

Director, Human Resources, Fidelity Investments Canada

Muska Ulhaq

Manager, Operations and Programs, RIA Canada

Meryl Afrika

President, Canadian Association of Urban Financial Professionals

Kathleen Polsinello

Managing Director & Partner at Boston Consulting Group

Jasmine Ali

Analyst, Diversio

Wednesday, Oct 28 – D&I in Your Portfolio

}

11:00am – 12:15pm ET

Corporate Diversity Data: Overview, Challenges, and Opportunities

As of this year, Canada became the first jurisdiction in the world to require diversity disclosures by publicly traded companies governed by the Canada Business Corporations Act (CBCA) to include women as well as Aboriginal peoples, people with disabilities and members of visible minorities. But this level of mandated disclosure is not widespread globally, leading to a lack of consistent, comparable data for investors. Further concerns exist regarding data collection and privacy. For investors who want to measure how companies are performing on diversity measures, how can they overcome the lack of publicly available diversity data? In this session, the panel discusses their perspectives on the state of play for diversity data in Canada and globally, and emerging practices and tools to overcome the data gaps.

Speakers

Milla Craig

Founder and President, Millani

Laura McGee

Founder and CEO, Diversio

Elena Philipova

Global Head ESG Proposition, Refinitiv

Hasina Razafimahefa

Manager, ESG Evaluations & Proxy Voting | NEI Investments

}

3:30pm – 4:45pm ET

Shareholder Engagement for Advancing Diversity & Inclusion 

Shareholder engagement can be a powerful tool for responsible investors to advance issues within their portfolio companies. What tactics are effective when engaging with companies about diversity & inclusion? How should investors approach the conversation with company management? What policies, practices or other information should investors look for to understand a company’s culture? In this session, the panel will provide their perspectives on the current issues and practical guidance on how investors can engage to accelerate improvement in diversity & inclusion outcomes.

Speakers

Hyewon Kong

Vice President, Responsible Investing, IMCO

Lisa Hayles

Investment Manager, Trillium Asset Management

Michelle de Cordova

Principal, ESG Global Advisors

Kimberley Lewis

Director, Engagement, Pharmaceuticals & Healthcare, EOS at Federated Hermes

Thursday, Oct 29 – D&I Impact Investing

}

11:00am – 12:15pm ET

Advancing Diversity & Inclusion Through Impact Investing Funds: Case Studies

Access to investment capital can play an important role in advancing diversity and inclusion and removing structural barriers to economic mobility. Impact investing specifically offers the potential to empower people of colour and promote gender equity since it intends to deliver measurable positive impact alongside financial returns

Through the following case studies, this session will provide practical insights on the positive impact the funds are making by investing with an equity and inclusion lens and the challenges and opportunities they are facing in effectively allocating investment capital:

–  Case Study 1: Equality Fund – Gender lens investing
–  Case Study 2: Black Opportunity Fund – Black representation and opportunities
–  Case Study 3: Rally Assets Impact Funds – SDGs aligned impact investing

Speakers

Bonnie Foley-Wong

Head of Investment Strategy, Equality Fund

Upkar Arora

CEO, Rally Assets

Jay-Ann Gilfoy

CEO, Vancity Community Investment Bank

Colin Lynch

Co-Founder, Black Opportunity Fund & Head of Global Real Estate Investments at TD Asset Management

}

3:30pm – 4:45pm ET

Impact Investing in Indigenous Entrepreneurship and Innovation

Indigenous people in Canada struggle to remove impediments to economic inclusion, growth, and wealth. Due to these barriers, Indigenous entrepreneurs often do not have access to the same resources as their non-Indigenous counterparts. Impact investing can help to bridge the gap between capital markets and Indigenous entrepreneurship and innovation. This session will provide an overview of Indigenous innovation and entrepreneurship in Canada, and the opportunities that are available to impact investors to tap this market while supporting the revitalization of the Indigenous economy in Canada.

Speakers

Kevin Thomas

CEO, SHARE

Stephen Nairne

Chief Investment Officer, Raven Indigenous Capital Partners

Bobbie Racette

Founder and CEO, Virtual Gurus

Carol Anne Hilton

Founder & CEO, The Indigenomics Institute

Friday, Oct 30 – Retail Investors on D&I 

}

11:00am – 11:45am ET

Perspectives des investisseurs particuliers canadiens sur la diversité et l’inclusion

Au cours de cette séance, écoutez directement les résultats du cinquième sondage annuel de l’AIR auprès des investisseurs individuels au Canada. Découvrez les tendances des niveaux d’intérêt et de connaissances des investisseurs à l’égard de l’IR, ainsi que leurs attentes à l’égard de leurs conseillers financiers. Cette année, l’enquête a également posé des questions sur le point de vue des investisseurs sur la question d’actualité de la diversité et de l’inclusion dans leurs portefeuilles. Les conseillers financiers obtiendront des informations importantes pour s’engager avec leurs clients sur l’IR et leurs préférences à l’égard des pratiques de D&I dans leurs avoirs en portefeuille.

Vous souhaitez assister uniquement à cette session? Les conseillers peuvent assister gratuitement à cette session, prévue le 30 octobre à 10 h. Inscrivez-vous ici.

Speakers

Mary Robinson

Directrice, recherche, politique & collaboration, de l’AIR

Christel Maignant

Gestionnaire de portefeuille, Desjardins

}

1:00pm – 1:45pm ET

Canadian Retail Investor Perspectives on D&I

In this session, hear firsthand the results of the RIA’s fifth annual survey of individual investors in Canada. Learn about the trends in investors’ levels of interest in and knowledge about RI, and their expectations of their financial advisors. This year, the survey also asked about investors’ perspectives on the topical issue of diversity and inclusion in their portfolios. Financial advisors will gain important insights to engage with their clients about RI and their preferences towards D&I practices in their portfolio holdings.

**Want to attend this session only? Advisors can attend this session for free, scheduled for 2pm on October 30th. Register here.**

Speakers

Mary Robinson

Director of Research, Policy & Collaboration, RIA Canada

Judy Goldring

President and Head of Global Distribution, AGF Management Limited

Register Now!

Join investment professionals from across Canada at the RIA’s first-ever D&I Week virtual conference. 

Contact Us