|
Start Date:3/16/2022
Start Time:1:00 PM EST
Duration:60 minutes
SUMMARY:
There’s no question that the ESG landscape is complex. That is why identifying the key trends investors should look out for is crucial to unlocking financial success.
Join ESG experts Jeff Chan, Nick Griffin, and Stephen Lingard as they cover :
- The ESG trends to look out for in 2022.
- An update on the CI MSCI World ESG Impact Fund and ETF.
- A review of the CI Global Climate Leaders Fund, with a focus on the specific stocks Munro finds compelling.
- A positioning update on the CI Mosaic ESG ETF Portfolios.
If you're already registered for the webcast, click below:
Speakers
Jeff Chan Director ESG CI Global Asset Management Jeff Chan joined CI Global Asset Management (CIGAM) in May 2017 and leads the development and implementation of responsible investing. He works with CIGAM’s in-house portfolio managers in integrating ESG factors across portfolios and leads the firm-wide advancement of responsible investing. Immediately prior to joining CIGAM, Jeff held a position at Sustainalytics on their Advisory Services and Sustainability Intelligence Team, where he leveraged ESG research to deliver custom projects for both investor and corporate clients. Prior to this, he held a position on the Corporate Sustainability Team at the Royal Bank of Canada.
Mr. Chan holds an MSc from the University of Toronto, a BSc from McMaster University, the Fundamentals of Sustainability Accounting credential from the Sustainability Accounting Standards Board (SASB), and is one of the first globally to achieve the GARP Sustainability and Climate Risk (SCR) Certificate.
Nick Griffin Founding Partner, Chief Investment Officer Munro Nick is a Founding Partner and Chief Investment Officer of Munro Partners. Nick is responsible for the investment management of Munro’s key investment funds and the formulation and implementation of the proprietary investment process. Nick has been managing global long/short equity mandates for over 12 years. Nick’s key career highlights include:
• Over 20 years’ working in financial services with 13 years of funds management experience
• 2005-2015: Head of International Strategy on the K2 Select International Absolute Return Fund
• Member of the K2 Asset Management asset allocation and currency exposure committee
• 2000-2005: Senior Analyst (global oil and gas) at Deutsche Bank U.K.
• 1996-1999: Manager, Australian Equities for Commonwealth Financial Services.
Nick holds a Bachelor of Commerce (Hons) from the University of Melbourne, a Graduate Diploma in Applied Finance and Investment, and is a Registered Representative of the Sydney Futures Exchange.
Stephen Lingard MBA, CFA, Senior Portfolio Manager and Head of Research CI Global Asset Management Stephen has more than 24 years of industry experience, including more than a decade as a senior portfolio manager at another diversified global asset manager, where he managed multi-asset portfolio programs. For most of his career, Stephen has specialized in tactical asset allocation research, investment strategy selection, manager oversight, portfolio construction and risk management. He also has related investment experience in Europe, Asia and the United States. Stephen holds a bachelor of science degree from Western University, an MBA from EU Business School, the Chartered Financial Analyst (CFA) designation, and is a member of the Toronto Society of Financial Analysts.
Randall Alberts Senior Vice-President, Head of Distribution Eastern Canada CI Global Asset Management As Senior Vice-President and Head of Distribution Eastern Canada, Randall works within the sales leadership group to design and execute CI Global Asset Management’s distribution strategy across all products and platforms. Randall leads the Eastern and Western Canada sales team in supporting financial advisors and collaborating with strategic partners. A strong believer in the value of financial advice, he takes pride in helping advisors successfully navigate the challenges and complexities of modern asset management.
Randall served as a Head of Distribution for WisdomTree Asset Management Canada, Inc. up until its acquisition by CI in February 2020. He brings extensive experience in the global asset management and wealth management industry having held senior sales positions and leadership roles at both BMO Global Asset Management and RBC. Having started his career as a financial advisor in 1995, first in a mutual fund dealership and later at a large IIROC brokerage, Randall brings a unique perspective and over 25 years experience in the financial services industry.
Randall holds a Master of Business Administration (MBA) and a Chartered Investment Manager (CIM) designation.
|
Navigating the complex ESG landscape
Registration Is Closed
|
|
|
|