The Impact Seminar Series – Canada is tailored to institutional investors and asset owners based in Canada and the United States. Impact Seminar Series focuses on the opportunities to move beyond ESG to invest with impact while ensuring market-competitive financial returns.
A half-day programme aims to empower investors to move from the theory to the practice of impact investing through in-depth keynote speeches from experienced impact investors and impact practitioners. During the InvestorConnect sessions, investors can explore a select group of impact strategies in public equity, public debt, private equity, private debt and real assets.
Impact Investing Event for Institutional Investors
WHO WILL ATTEND
This event is catered for C-Suite, Board Members, Portfolio Managers and Impact Investing officers of:
● Public and Corporate Pension Funds and their Fiduciary Managers,
● Insurance Companies,
● Sovereign Wealth Funds,
● Family Offices,
● Foundations and Endowments,
● Wealth Managers/Private Banks,
● Development Finance Institutions,
● Faith-based Organisations.
● Public and Corporate Pension Funds and their Fiduciary Managers,
● Insurance Companies,
● Sovereign Wealth Funds,
● Family Offices,
● Foundations and Endowments,
● Wealth Managers/Private Banks,
● Development Finance Institutions,
● Faith-based Organisations.
SPEAKERS 2024
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Alexandra Chamberlin
Investment Manager,McConnell Fondation
Chantal Hermans
COO and Head of Impact Investing Intelligence,Phenix Capital Group
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David Rowlett
Portfolio Manager – U.S. Impact Equity,T. Rowe Price
David Ung
Director, Sustainable Investing, Global Sustainable Investing Team,Manulife Investment Management
Erin Flanagan
Director, Climate Advisory,PSP Investments
Ian Capstick
Chief Impact & Communications Officer,Animikii
Gemma Roex
Impact Measurement and Management Specialist,Phenix Capital Group
Katie Wheatley
Head of Canada,UN Principles for Responsible Investment
Melissa Paris St-Amour
IMM practitioner,Member of CAFIID IMM Community of Practice
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Pauline Barraque-Bigot
Senior Advisor, Partnerships and Strategic Initiatives, Sustainable Finance,Finance Montréal
Philippe Bélanger
Head of Responsible Investment,Régime de rentes du Mouvement Desjardins
Pierre-Laurent Macridis
Senior Associate - Private Investment Research,Rally Assets / Realize Capital Partners
Alexandra Chamberlin
Investment Manager,
McConnell Fondation
Alexandra is Impact Investment Manager at the J.W. McConnell Foundation, a Montreal-based family foundation on a journey to align 100% of its endowment to impact and net zero. Prior to this position, Alex was Investment Manager at the French Caisse des Dépôts, investing minority equity into organizations advancing the food transition and circular economy in France. Alex also worked at CapShift, a US-based impact investment advisor dedicated to foundations and donor-advised funds ; and LITA.co, the leading impact crowd equity platform in Western Europe. She holds a dual degree from HEC Paris Business School and the Fletcher School of Law and Diplomacy at Tufts University.
David Rowlett
Portfolio Manager – U.S. Impact Equity,
T. Rowe Price
David Rowlett is the portfolio manager for the US Impact Equity Strategy in the U.S. Equity Division. He is a vice president and member of the Investment Advisory Committees of the US Large-Cap Growth Equity, US Large-Cap Core Equity, Global Industrials Equity, and Global Impact Equity Strategies and a vice president of the International Funds. David is a vice president of T. Rowe Price Group, IncDavid's investment experience began in 2003, and he has been with T. Rowe Price since 2008, beginning as an investment analyst focusing on aerospace and defense and multi-industrial companies in the U.S. Equity Division. Prior to this, David was employed by Neuberger Berman as an analyst and a portfolio manager. David also was employed by Merrill Lynch as an investment banker within the Financial Institutions Group.David earned a B.B.A., cum laude, with high honors, in finance from the University of Georgia and an M.B.A. from the University of North Carolina, Chapel Hill. He also has earned the Chartered Financial Analyst® designation.
David Ung
Director, Sustainable Investing, Global Sustainable Investing Team,
Manulife Investment Management
Ung is a senior director within Manulife Investment Management's global Sustainable Investment team. He is responsible for ESG integration and stewardship initiatives to support our Canadian portfolio management teams. Prior to joining the company, he worked in the financial services sector for over nine years, with a particular focus on responsible investing for the past seven years as an ESG advisor for Millani, HEC Montreal's pension plan, and Vigeo Eiris. Mr. Ung is the chair of the advisory committee of the Quebec Network of Principles for Responsible Investment (PRI) and has also served as interim chair of the Responsible Investment Club of Quebec in 2020 and 2021.
Ian Capstick is a social entrepreneur, political strategist and storyteller. His early career in politics allowed him to travel the country extensively, learning to listen to folks and work step by step to solve problems. After founding his first company, he spent eight seasons as a contributor to CBC’s flagship political program Power & Politics. Outside of politics, he has managed communications for top Canadian corporations, major unions and well known Canadians and media-figures. After graduating from the University of Pennsylvania’s Centre for Social Impact Strategy (2017), Ian returned to the program as a Teaching Fellow (2018-2020). He is the Chief Impact and Communications Officer at Animikii, an Indigenous Technology company.
Gemma Roex
Impact Measurement and Management Specialist,
Phenix Capital Group
Gemma Roex is Impact Measurement and Management Specialist (IMM) at Phenix Capital Group. She focusses on helping both LPs and GPs to set-up robust impact practices to get the most out of their intended impact goals and strategies. Previously Gemma worked in strategy and leadership consulting. She holds a BA in History from Oxford University and an MSc in Global Energy and Climate Policy from SOAS.
Katie Wheatley
Head of Canada,
UN Principles for Responsible Investment
Katie Wheatley serves as Head of Canada for the UN-supported Principles for Responsible Investment (PRI), and is based in Montreal, Quebec. The PRI brings responsible investors together to work towards sustainable markets that contribute to a more prosperous world for all. Before joining the PRI, Katie supported asset owners in developing and furthering their approach to ESG risks and opportunities through responsible investment governance at SHARE. Prior, she led the award-winning Reconciliation and Responsible Investment Initiative, which collaborates with Indigenous and non-Indigenous investors to build capital markets that advance respect for Indigenous rights. Katie has also worked in Indigenous rights, community development, and environmental sustainability across Canada. She has published peer-reviewed research on Indigenous rights recognition, oil sands governance, and human-nature interactions. Since 2023, Katie has served on the Board of Directors of the Definity Insurance Foundation.
Pauline Barraque-Bigot
Senior Advisor, Partnerships and Strategic Initiatives, Sustainable Finance,
Finance Montréal
Pauline Barraque-Bigot is Senior Advisor, Partnerships and Strategic Initiatives, Sustainable Finance. She actively participates in the creation of Finance Montreal's sustainable finance strategy and supports the vice-president in the launch of new strategic initiatives to position Québec's financial center as a hub of excellence and innovation in sustainable finance in North America. As the lead for the international promotion of Québec’s sustainable finance sector, Pauline manages the strategic alliances with other financial centers and networks, organizes missions abroad and major events and supports the mobilization of the organization's members and partners to highlight local projects and develop the recognition of Quebec’s sustainable finance industry.
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“The best impact conference I have had the opportunity to attend, the small size of the conference allows for deep engaging conversations and promote strong network connections.”
TD Bank group
“Eduard from PSP was incredibly helpful in offering a perspective from inside the heart of a pension fund. This was beautifully blended with a number of impact-first approaches.”
Trinity Centres Foundation
“What a lovely event ! Very interesting!”
Caisse de dépôt et placement du Québec
“Phenix Capital curates amazing content to bring together aligned and dedicated Impact investing global partners.
High value, as the dynamic Phenix team with Sophie Robe, actively support alliances, connections and builds ongoing vital expansion opportunities for global Impact networks.”
High value, as the dynamic Phenix team with Sophie Robe, actively support alliances, connections and builds ongoing vital expansion opportunities for global Impact networks.”
Decarbonized.org
“A great event to check in with the key players when it comes to Impact Investing and institutional players.”
Toniic
“It is a very useful format for meeting managers.”
Managing Director, Family Office, United States
“Terrific job organizing the meetings, we will follow up with the fund manager we met.”
Vice President, Investment Consultant, United States
“Great event to meet the Institutional impact investing community”
The GIIN
"Great venue, great network, great content. The event is not too large and the experience of the attendees is quite high. Plenty of time to network as well.”
Wespath Investment Management
“Great event for networking with impact investors representing broad range of organizations, many of whom are leading the field.”
Wellington Management
“A curated convening that distills and propels the rapidly evolving marketplace. Impact thinking is now influencing main stream investors and large capital markets in ways not imaginable even one year ago.”
Prudential
"Phenix is able to pull in high level professionals focused on the impact market and have panel topics that help move the conversation forward rather than 'advertise' for the attendees."
IFC/Operating Principles for Impact Management
TESTIMONIALS ABOUT OUR EVENTS
WHAT OUR ATTENDEES SAY
