25
April

Panel Discussion: ESG – Value-Creation or Value-Salvation?

IFD-FSI Black 750x600Integrating ESG considerations in the investment and risk governance framework.

ESG factors are gaining in importance in today’s financial decisions and have a growing effect on investment performance. Whether through value-creation or value-salvation, ESG investing has emerged as an alpha factor in improving the risk/reward profile of different investments.

Interested in ESG practice? Looking for a deeper perspective from experts in the field? FSI is teaming up with PRMIA Montreal, CFA Montreal, AIMA-CAIA, the UNPRI and Finance Montréal to host a panel discussion with industry experts to define the impacts of ESG factor consideration both from an investment performance perspective as well as a risk and governance point of view.

The panel discussion will take place over lunch at the Omni Hotel in Montreal and will be in English. FSI members can obtain a discount by usine the following promo code: montreal9560.

Meet the panelists :

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[row_column]Milla
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[row_column]Milla Craig

Founder and Principal, Strategic Advisor, Industry Analyst, Workshop Leader and Speaker

Millani Perspectives[/row_column]
[row_column]Milla is a leading expert in the field of sustainability and sustainable investing. After more than 15 years of experience in institutional equity sales with major Canadian financial institutions, Milla held the role as the Leader – Sustainability, at Deloitte, for the Quebec Region.  She is now the Founder and Principal of Millani Perspectives, where she bringing her unique knowledge and practical approaches on Sustainable Investing to many of Canada’s largest asset managers, asset owners and corporations.

Milla is the Co-Founder and an active board member of the Finance and Sustainability Initiative (FSI) and was part of the Sustainability Accounting Standards Board’s (SASB) Financial Sector review, Most recently Milla delivered a TED talk on Responsible Investing at the TEDxMontreal Women, and has been acknowledged for her leadership by being honoured with a 2017 Clean16 & Clean50 Award.

 

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[row_column]Stephanie Lachance[/row_column]
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Stéphanie Lachance

Vice President, Responsible Investment – Office of the CIO

PSP Investments

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[row_column]Stéphanie leads the Responsible Investment team which plays an advisory role to asset classes, ensuring that environmental, social and governance factors are incorporated in the investment decision-making process and are monitored thereafter. The team also oversees proxy voting and engagement activities with public companies in PSP Investments’ portfolios.

Stéphanie holds a Law Degree (LLB) from the Université de Montréal and is a member of the Québec Bar. She is involved with many organizations promoting good governance.

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[row_column]Brad Ursillo[/row_column]
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Brad Ursillo

Executive Director and Analytics Specialist

MSCI

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Bradley Ursillo, CFA, is an Executive Director and Analytics Specialist at MSCI who focuses on helping clients integrate MSCI’s multi-asset class investment decision support and risk management tools into their portfolio construction and risk oversight processes. He joined MSCI in 2013 and covers a client base across eastern Canada, New England and the southeastern US.

Before joining MSCI, Brad was a Portfolio Manager and Quantitative Analyst across various asset management subsidiaries at Wells Fargo, previously Wachovia. Prior to that role, he served as a Risk Analyst supporting various investment business lines at Wachovia. Brad holds an MS in Mathematical Finance from University of North Carolina at Charlotte and a BS in Psychology from Dartmouth College.

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The discussion will be moderated by:

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[row_column]nalini[/row_column]
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Nalini Feuilloley

Senior­ Canada Network Manager

UNPRI

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[row_column]Based in Toronto, Nalini manages signatory relationships across Canada and leads the local strategy. Nalini has over 12 years of experience working with financial institutions across Canada and Europe. Most recently, she was with BlackRock Canada managing institutional relationships with pension funds, endowments and foundations and leading impact investing initiatives locally. Previously, Nalini worked in London with Roubini Global Economics and Gerson Lehrman Group, firms providing alternative investment research to traditional sell-side offerings.[/row_column]
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Organisations teaming up with FSI for this event:

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[row_column]PRMIA_300_logo[/row_column]
[row_column]Professional Risk Manager’s International Association[/row_column]
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[row_column]CFA_Montreal[/row_column]
[row_column]Montreal Association of Chartered Financial Analysts[/row_column]
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[row_column]AIMA Logo2[/row_column]
[row_column]Alternative Investment Management Association[/row_column]
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[row_column]CAIA[/row_column]
[row_column]Chartered Alternation Investment Association[/row_column]
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[table_row][row_column]PRI[/row_column]
[row_column]Canada Network of the United Nation Principles for Responsible Investment[/row_column]
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[row_column]FinanceMontreal[/row_column]
[row_column]Québec’s financial cluster, created by institutions in the financial services industry at the invitation of the Québec Government [/row_column]
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Our thanks to the event sponsors:

PRMIA Joint event Sponsors