Monday, 18 September 2017
3:00 p.m.–7:15 p.m.
5:00 p.m.–5:15 p.m.
5:15 p.m.–6:15 p.m.
Managing Director and Regional Head of Markets for North America
6:15 p.m.–7:15 p.m.
Tuesday, 19 September 2017
8:15 a.m.–9:45 a.m.
Heather Brilliant, CFA
Brad M. Barber
Associate Dean and Professor of Finance
University of California, Davis
9:45 a.m.–10:00 a.m.
10:00 a.m.–11:00 a.m.
Co-Founder, Plum Alley Investments
Author, Harness the Power of the Purse: Winning Women Investors
11:00 a.m.–11:15 a.m.
11:15 a.m.–12:15 p.m.
Kim Shannon, CFA
Founder, President, and Chief Investment Officer
Sionna Investment Managers
Vice President and Portfolio Manager
1832 Asset Management L.P.
Jennifer Lippin Rexinis
Director, Investment Product Specialist, Global Product Group
MFS Investment Management
Susan J. Schmidt, CFA, Moderator
Senior Vice President, Senior Portfolio Manager and Research Analyst
12:15 p.m.–1:45 p.m.
Allianz Global Investors
1:45 p.m.–2:45 p.m.
Chief Client Officer, Osler, Hoskin & Harcourt LLP
Business Director, The Judy Project
2:45 p.m.–3:00 p.m.
3:00 p.m.–4:00 p.m.
New Frontiers in Security Selection: Incorporating Environmental, Social, and Governance Considerations
Donna F. Anderson, CFA
Vice President and Global Corporate Governance Analyst
T. Rowe Price Associates, Inc.
Vice President and Head, Corporate Governance and Responsible Investment
RBC Global Asset Management
Deborah Ng, CFA
Director, Strategy and Risk and Head of Responsible Investing
Ontario Teachers’ Pension Plan
Roger Urwin, Moderator
Global Head of Investment Content
Willis Towers Watson
4:00 p.m.–4:15 p.m.
4:15 p.m.–5:15 p.m.
Dana M. Emery, CFA
Chief Executive Officer, President, and Director of Fixed Income
Dodge and Cox
Margaret E. Franklin, CFA
BNY Mellon Wealth Management, Canada
Barry S. McInerney, CFA
President and CEO
Michael S. Falk, CFA, Moderator
Focus Consulting Group