Free

Advisor Workshop: Engaging Clients Around ESG Issues and Responsible Invest...

Event Information

Share this event

Date and Time

Location

Location

Fairmont Hotel Macdonald - Mezzanine Floor, Edmonton Room

10065 100 Street Northwest

Edmonton, AB T5J 0N6

Canada

View Map

Event description

Description

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.

Date and Time

Location

Fairmont Hotel Macdonald - Mezzanine Floor, Edmonton Room

10065 100 Street Northwest

Edmonton, AB T5J 0N6

Canada

View Map

Save This Event

Event Saved