Philip has over 30 years of experience in direct investments and private equity fund investments in China and North Asia. He is passionate about leveraging data and new technologies to build sustainable businesses. In addition, he strives to make a positive impact on society. He volunteers for zero carbon and circular economy projects and promotes STEM/STEAM education in his free time.
Certifications in Responsible Investment: Responsible Investment Professional Certification (RIPC)
Jonathan Bolduc
Depuis près de 20 ans, je suis un conseiller en placement au sein du Groupe Ouellet Bolduc, une équipe de Valeurs mobilières Desjardins. Nous sommes fiers de gérer près de 1 milliard d’actifs grâce à une équipe composée d’une quinzaine de personnes réparties dans les différentes régions de la belle province du Québec (Rimouski, Gaspésie, Québec, Montréal). Notre style de gestion valeur mise sur la sélection de titres de grande capitalisation de qualité.
En plus d’accompagner nos clients dans l’atteinte de leurs objectifs financiers, nous prônons l’adoption de saines habitudes de vie par l’intermédiaire d’une implication active dans des activités caritatives comme le défi Pierre Lavoie. En effet, nous cherchons à sensibiliser les gens à l’importance de demeurer actifs pour leur bien-être physique et moral améliorant du coup leur qualité de vie.
C’est pourquoi nous avons décidé de créer un nouveau mandat de gestion ESG qui combine notre expertise financière à notre souci d’avoir un impact sur nos clients et les générations futures. Grâce à la collaboration de notre partenaire Vigeo Eiris, nous offrons une solution qui va contribuer à faire une différence.
Stephen Erlichman
Steve has practised corporate and securities law throughout his career at major law firms in New York and Toronto, took a working sabbatical in 1998 as a principal at private equity firm Royal Bank Equity Partners and since 1999 has been a partner at Fasken, a 900 lawyer international law firm. Steve co-founded Fasken’s ESG & Sustainability group and spends substantial time advising on ESG matters.
Steve also is the Chair, ESG at Middlefield, a Canadian investment manager.
From 2011 to 2018 Steve was the Executive Director of the Canadian Coalition for Good Governance (CCGG), whose members are institutional investors across Canada which collectively manage over $5 trillion of assets. As Executive Director of CCGG, Steve created and debated public policy positions in relation to ESG issues and led over 85 ESG engagement meetings between CCGG and directors of public companies across Canada. The Directors’ E&S Guidebook was the final publication issued by CCGG during Steve’s tenure.
Steve has spoken and written widely and has been interviewed by television, radio and newspaper reporters on numerous ESG topics. The press have called Steve’s writing “insightful” and “prescient” and have referred to Steve as “a leading governance expert”, “a leading practitioner in the Canadian fund industry” and one of “Canada’s top M&A attorneys”. Global Proxy Watch named Steve one of the “10 people around the world who have had the most impact on corporate governance” in 2016.
Steve is a director of the RIA and a director and past President of the Harvard Business School Club of Toronto and was the inaugural Co-Chair of the Global Network of Investor Associations. He also is a member of the Institute of Corporate Directors and the Global Stewardship Committee (and prior thereto the Shareholder Rights Committee) of the International Corporate Governance Network.
Steve is a member of the New York and Ontario bars. He has law degrees from University of Toronto and New York University, an M.B.A. from Harvard University, the Responsible Investment Professional Certification from the RIA and the certificate in Sustainable Capitalism & ESG from UC Berkeley Law.
Marie-Josee Privyk, CFA, RIPC, IFRS FSA Credential
FinComm provides companies with ESG reporting information and advisory services that meet their specific needs and circumstances so that they can take action with clarity and confidence. With FinComm, companies produce comparable and reliable ESG disclosures that meet investors’ and other stakeholders’ information needs. They reduce their risk of greenwashing and improve their reputation by better aligning their words with their actions.
Profile:
I have built a career in capital markets – from sell-side analyst and head of research to director of investor relations and sustainable development for a publicly listed company, to ESG and sustainability reporting consultant and ESG data management practitioner – which uniquely positions me at the nexus of companies and investors.
Catherine Philogène, CIM, RIPC
Catherine has over 20 years of experience in the investment funds industry and as VP, Product Management, ESG Funds at RBC Global Asset Management (RBC GAM), leads the execution of product-related initiatives. She works closely with various teams at RBC GAM to drive the adoption of responsible investment within the Individual Investor business through education and communication.
In 2009, Catherine joined RBC GAM as a Portfolio Specialist and during her nine-year tenure in the Investment Products Advisory Group covered fixed income, quantitative and ESG strategies. Prior to that she spent seven years at Phillips, Hager & North in their direct-to-investor business.
Catherine has a Master of Music from the New England Conservatory of Music and Bachelor of Music from the University of Ottawa. She holds the Canadian Investment Manager (CIM) designation as well as the Responsible Investment Professional Certification (RIPC).
Kim Hallwood
HSBC is one of the world’s largest banking and financial services organisations. We serve more than 38 million customers through four global businesses: Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Global Private Banking. Our network covers 66 countries and territories in Europe, Asia, the Middle East and Africa, North America and Latin America.