Advisor Workshop: Engaging Clients Around ESG Issues and Responsible Investment
Date and time
Location
Fairmont Hotel Macdonald - Mezzanine Floor, Edmonton Room
10065 100 Street Northwest Edmonton, AB T5J 0N6 CanadaDescription
Join us for afternoon refreshments and insights from responsible investment (RI) experts. A panel of leading RI advisors will explore various approaches to engage clients around responsible investing, including how to start the conversation with clients, customizing the KYC, using ESG data, addressing questions about performance, and more. The event will begin with a presentation on key RI issues and trends from Dustyn Lanz, CEO of the Responsible Investment Association.
Speakers
- Panel Chair: Ian Robertson, Portfolio Manager, Director, and Vice President, Odlum Brown Ltd.
- Alicja Brown, Investment Advisor, Remy Brown Investment Group, CIBC Wood Gundy
- Patti Dolan, Portfolio Manager, Mission Wealth Advisors of Raymond James Ltd.
- Dustyn Lanz, CEO, Responsible Investment Association
Agenda
2:00-2:30pm - Networking and refreshments
2:30-4:00pm - Presentation and panel discussion
Attendance Policy
This event is for RIA Members and other investment professionals only.
Organized by
The Responsible Investment Association (RIA) is Canada’s industry association for responsible investment. RIA Members include asset managers, asset owners, advisors, and service providers who support our mandate of promoting responsible investment in Canada’s retail and institutional markets.
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L’Association pour l’investissement responsable (AIR) est une association représentant l’industrie canadienne de l’investissement responsable. Les membres de l’AIR comprennent des gestionnaires d’actifs, des propriétaires d’actifs, des conseillers et des fournisseurs de services qui appuient notre mandat de promotion de l’investissement responsable sur les marchés de détail et institutionnels du Canada.