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Sustainable Investing – Are you prepared?
Recently, some Municipalities have come under increased scrutiny in regards to their Environmental, Social, Governance (ESG) investing policies and positioning.
Climate Change, Inequality, and Human Rights are only a few of the many important themes that stakeholders are focused on, and ensuring these issues are considered within your investment portfolios is increasingly becoming a priority for stakeholders.
Please Join us as we explore this timely, important theme and its impacts on Municipalities.
What You will Learn:
Questions we will look to answer in the webinar include:
What approaches are available, and where organizations are moving?
How can Investment Policy Statements be tailored to meet your organizations values?
What are some investment concepts that satisfy Sustainable Investment goals?
Who Should Attend:
Municipal finance team members involved in, or with an interest in, investment policy and management.
Benefits of Attending:
Participants can expect to:
Gain a clear understanding of what Sustainable Investing is, and how to identify your municipality’s Sustainable Investment goals;
Learn how adapt your Investment Policy Statement to meet your Sustainable Investment goals;
Gain insights into eligible investment solutions to meet these goals.
About your Webinar Leaders:
Geoffrey Pennal, CIM, FCSI
Senior Wealth Advisor, Portfolio Manager
CIBC Wood Gundy
Geoff has been in the investment industry for 21 years, and at CIBC Wood Gundy for 16. He specializes in helping clients in the public and not-for-profit sector with their investment needs. He enjoys being involved in the community, has volunteered for several organizations and is passionate about development and human rights. Geoff graduated from Queen’s University with a degree in history. In addition to obtaining the Chartered Investment Manager® (CIM) designation, Geoff has also been recognized as a Fellow of the Canadian Securities Institute (FCSI). The FCSI is reserved for individuals who have met the highest standards of ethics, education and experience in the industry.
Aaron White, CIM
V.P., Sustainable Investments
CIBC Asset Management
Aaron White is a member of the Institutional Asset Management team. He focuses on sustainable investing and enhancing the firm’s ESG capabilities, including policy development and implementation and client communication. He also manages and creates effective sustainable investment solutions for clients, prospects and consultants. Prior to his current role, Mr. White held the roles of Associate Client Portfolio Manager and Director of Regional Sales with CIBC Asset Management. He consulted with financial advisors to develop investor asset allocations and optimize portfolio construction. He began his career as a Managed Solutions and Sales Support Specialist at CI Investments. Mr. White holds a BEd degree from McGill University and the Chartered Investment Manager designation.
Matt Wallace, MBA
Executive Director, Wealth Solutions Group
CIBC Capital Markets
Matt has over 18 years of Capital Markets sales and trading experience with an emphasis on equity derivatives and structured products. He covers advisors and portfolio managers across Canada, designing custom investment strategies to help their investors reach their goals. He supports several charitable causes in the community, and co-chairs CIBC’s annual One For Change charity auction. He has been based out of both Vancouver and Toronto and holds an MBA from the Schulich School of Business at York University.
1/19/2023 12:00 PM - 1:00 PM
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