In a world where people are becoming more aware of the impact their actions have and where extra-financial factors are increasingly posing material risks to investors, investment methods are rapidly changing. Environmental, Social, and Governance (ESG) criteria are the factors used by investors who are pursuing a sustainable investment strategy. As investors shift their focus towards investments that minimize ESG risks and/or maximize ESG opportunities, it has become increasingly important to stay up to date on these criteria as they change and evolve over time.
Advanced ESG Investing is a two-and-a-half-day program, which focuses on the best practices and latest developments in sustainable investing. The program offers an in-depth analysis of ESG investing and addresses topics such as cybersecurity, fiduciary duty and risk management. Through case studies, participants will develop their creative problem solving skills. Participants are also welcomed to share any challenges that they are facing in their workplace, and will be given the opportunity to advance on any personal project.
Who Should Attend?
Advanced ESG Investing is designed for those actively working in finance or investing, or who have previously completed the Sustainable Investment Professional Certification (SIPC).
Length: Two and a half days
Structure: Classroom sessions
Day 1 (full day)
The Anatomy of ESG
ESG Strategies and Roles
Cybersecurity, Corporate Governance and Risk Management
Compare & Contrast: The tale of two fund managers
Day 2 (full day)
Why Concordia became the first Canadian university to issue a sustainable bond
Sustainable Investing Challenge
Case Study: Specific case study discussion – Generation Investment Management
Experienced, passionate, innovative. The ESG Series faculty member are leaders in the field.
Amr Addasis an Adjunct Professor at the John Molson School of Business, Concordia University, and a member of the Faculty for the Sustainable Investment Professional Certificate (SIPC) program. Amr has taught at McGill University and Sherbrooke University. In his capacity as a financial consultant, Amr works with financial advisors and portfolio managers, offering portfolio construction services and newsletters. He recently co-founded the Sustainable & Impact Finance Institute offering corporate training on ESG investment integration. Amr is also involved in a number of volunteer sustainable investing activities, including serving as a member of Finance Montréal’s Working Group and Steering Committee on Sustainable Investing. Amr obtained his MBA from the University of Michigan at Ann Arbor in 1995 and his B.Sc. in Mechanical Engineering from the American University in Cairo in 1991. Amr is an active member of the CFA Institute.
Stephen Kibsey is an investment stewardship professional who worked over 30 years in the investment industry at one of the largest institutional asset managers in the world and at one of Canada’s largest corporate pension funds. Stephen has worked in different capacities including analyst, senior portfolio manager, business unit risk manager for equities, developer of emerging risk tools and as vice-president in an investment stewardship team.
He earned a Bachelor of Science degree in Physiology followed by a Bachelor of Engineering in Mining at McGill University and obtained his MBA at Concordia University. Stephen holds a CFA designation, SIPC Certification and was voted Top Gun Portfolio Manager in Brendan Wood surveys in 2008–2009 and 2010.
Stephen also serves as a member of the McConnell Family Foundation’s Investment Committee and is an adjunct professor in Concordia’s executive education programs on risk management (MBA), an SIPC instructor, and will teach sustainability at McGill University in the fall of 2019.
Cary Krosinsky is a widely respected educator, author and senior advisor on sustainable finance.
He co-hosted a symposium at Peking University HSBC Business School in Shenzhen on January 8–9, 2019 and contributes regularly to China’s recent opening up to all things ESG. His five books, for example, include the recent Sustainable Investing: Revolutions in Theory and Practice, chosen by the People’s Bank of China for translation and inclusion in the government’s official Green Finance Series in 2018 as the only foreign contribution.
His ongoing teaching includes popular classes on sustainable investing at Brown, at the Yale School of Management, at NYU and he is a Faculty Advisory Committee member on Energy Studies at Yale College teaching an exit seminar on the subject.
He is also Co-Founder and Director of the Carbon Tracker Initiative and Real Impact Tracker, member of the NY State Common Decarbonization Advisory Panel appointed by Governor Cuomo and Comptroller DiNapoli in 2018, and a contributor to the recent China-UK Green Finance Taskforce report titled Delivering a Greener Tomorrow. Among recent papers published include those for the PRI in 2015 including a Framework for Asset Owner Strategy on Climate Change.