1^st Annual

Toronto

November 25, 2022
Sheraton Centre Toronto Hotel
Dominion Ballroom on the 2nd Floor

About ESG Conference 2022 - Toronto

About Canadian ESG Conference 2022 - Toronto

Hosted by Radius Financial Education (Radius), Canada's leading producer of educational and professional development conferences for the financial services industry for over 20 years, the first annual Toronto ESG Conference provides attendees with the opportunity for quality networking with a highly defined audience of credentialed advisors, investment professionals, sustainability professionals and corporate responsibility, green economy practitioners and sponsors within the financial services industry.

Agenda session topics and speakers are carefully crafted to deliver expert analysis and commentary on the latest innovations and trends in the ESG/SRI sector, both in Canada and globally.

Where

Sheraton Centre Toronto Hotel
Dominion Ballroom on the 2nd Floor
123 Queen Street West, Toronto, ON M5H 2M9

When

Friday
November 25, 2022

Event Speakers

Here are some of our speakers

Chloe Allan

Senior Associate, ESG Advisory Services Practice
RSM Canada

Marcus Berry

Vice President, ETF Specialist
Invesco

Pat Bolland

Business Media Guru

Elgin Chau

ESG Integration Manager, Responsible Investment
BMO Global Asset Management

Adelaide Chiu

Vice President, Head of Responsible Investing & ESG Services
NEI Investments

Dr. Sean Cleary

Chair of the Institute for Sustainable Finance
Smith School of Business, Goodes Hall, Queen's University

Event Schedule

Here is our event schedule

November 25, 2022

8:30 AM

Registration / Breakfast

9:00 AM

Opening Remarks

Justin Warren, RRC

President – Radius Financial Education

Tony Mahabir, MBA, CIM, CMC, RWM, RRC, CFP

President – Convention of Independent Financial Advisors (CIFA)

Moderator's Remarks

Pat Bolland

Business Media Guru

9:30 AM

ESG and the S&P/ NASDAQ

Marcus Berry, CAIA, CFP

Vice President, ETF Specialist – Invesco

10:15 AM

Why ESG and Index Investing are a Perfect Match?

Elgin Chau

ESG Integration Manager, Responsible Investment – BMO Global Asset Management

Sabrina Fanelli

National Accounts Distribution – BMO Global Asset Management

11:00 AM

Networking Break

11:30 AM

Integrating ESG: Challenges, Opportunities and Best Practices

Michael Greenberg

Senior Vice President & Portfolio Manager – Franklin Templeton Canada

12:15 PM

Research on Sustainable Finance

Dr. Sean Cleary, Professor, CFA, ICD.D

Chair of the Institute for Sustainable Finance – Smith School of Business, Goodes Hall, Queen's University

1:00 PM

Lunch

1:45 PM

Big Concerns with Big Tech: Human Rights in the Digital Age

Michela Gregory

Director, ESG Services – NEI Investments

2:30 PM

Leadership Roundtable: Leadership for a Sustainable Canada

Moderator: Pat Bolland

Business Media Guru

Marcus Berry, CAIA, CFP

Vice President, ETF Specialist – Invesco

Adelaide Chiu, CFA, CPA

Vice President, Head of Responsible Investing & ESG Services – NEI Investments

3:15 PM

ESG in Fixed Income

Heather Lang

Principal – ESG Global Advisors

3:45 PM

Networking Break

4:15 PM

The Practice of ESG – How Companies Do ESG and Why

Chloe Allan

Senior Associate, ESG Advisory Services Practice – RSM Canada

Alex Kotsopoulos, CFA

Partner, ESG Advisory Services Practice – RSM Canada

5:00 PM

Closing Remarks

Pat Bolland

Business Media Guru

5:15 PM

Conference Adjourns

Event Venue

Event venue location info and gallery

Sheraton Centre Toronto Hotel

Dominion Ballroom on the 2nd Floor

123 Queen Street West, Toronto, ON M5H 2M9

Embrace the energy of the city during your stay at Sheraton Centre Toronto Hotel. You'll feel a sense of belonging the moment you arrive at our hotel, impeccably located on Queen Street in the financial district.

The recent transformation brings a new arrival experience, a lobby with a welcoming ambiance, world-class culinary experiences, open and collaborative workspaces and over 130,000 square feet of flexible meeting space. Experience the unbeatable comfort of the pet-friendly rooms and suites, work out in our 24-hour fitness centre or relax in our waterfall garden. Upgrade to a room providing access to the hotel's stunning 43rd floor Sheraton Club Lounge - a place to connect with co-workers and gather with friends or family.

Sweeping views of downtown Toronto, complimentary breakfast, all-day refreshments and free Wi-Fi keep you fueled and connected throughout your visit.

Sheraton Centre Toronto Hotel is dedicated to exceeding your expectations, whether you are here for work or for play.

1st Annual

Toronto

About Canadian ESG Conference 2022 - Toronto

Where

When

Event Speakers

Chloe Allan

Marcus Berry

Pat Bolland

Elgin Chau

Adelaide Chiu

Dr. Sean Cleary

Event Schedule

November 25, 2022

Registration / Breakfast

Opening Remarks

Justin Warren, RRC

Tony Mahabir, MBA, CIM, CMC, RWM, RRC, CFP

Moderator's Remarks

Pat Bolland

ESG and the S&P/ NASDAQ

Marcus Berry, CAIA, CFP

Why ESG and Index Investing are a Perfect Match?

Elgin Chau

Sabrina Fanelli

Networking Break

Integrating ESG: Challenges, Opportunities and Best Practices

Michael Greenberg

Research on Sustainable Finance

Dr. Sean Cleary, Professor, CFA, ICD.D

Lunch

Big Concerns with Big Tech: Human Rights in the Digital Age

Michela Gregory

Leadership Roundtable: Leadership for a Sustainable Canada

Moderator: Pat Bolland

Marcus Berry, CAIA, CFP

Adelaide Chiu, CFA, CPA

ESG in Fixed Income

Heather Lang

Networking Break

The Practice of ESG – How Companies Do ESG and Why

Chloe Allan

Alex Kotsopoulos, CFA

Closing Remarks

Pat Bolland

Conference Adjourns

Event Venue

Sheraton Centre Toronto Hotel

Dominion Ballroom on the 2nd Floor

Sponsors

1^st Annual