Tickets now on sale | March 1 to 4, 2022

The virtual SHARE Investor Summit 2022 will bring together investment decision-makers and leaders to shift capital markets towards inclusion, justice, equity, sustainability and resilience.

Join us from March 1 – 4, 2022

Amid the tumultuous storm of a global pandemic, long-standing injustices were laid bare in our workplaces, our communities, and our economies.

While capital markets have shown resilience in this crisis, the same cannot be said for other sectors of the economy and for many around the world. At the same time, as communities experience the first-hand effects of climate change, the window for action to achieve a just and sustainable energy transition is getting narrower.

The SHARE Investor Summit 2022 will support investment decision-makers in addressing these challenges and explore opportunities for coordinated and meaningful investor action. Learn more about opportunities for investors to address key environmental, social and governance issues.

We know that many of you were looking forward to reuniting in person, but our primary priority is to ensure safe working conditions for our employees, as well as safe gathering spaces for our partners, sponsors, clients, and event attendees. With this in mind, we have decided to host this year’s summit as an online, virtual event. Learn more about our shift to virtual.

2022

Building Capacity

PLENARY SESSION

Reconciliation and Corporate Canada: C-Suite Reflections on Rising from Rhetoric to Real Progress 

9:00 – 10:20 a.m. PT

How did your fund spend Canada’s new national day for Truth & Reconciliation last September? At the Toronto Stock Exchange, leadership from the Canadian Council for Aboriginal Business rang the bell to open the TSX, putting Canadian investors and businesses on notice that Indigenous reconciliation is now on the agenda. Creative leadership is bringing together Indigenous organizations, businesses, and governments alongside non-Indigenous business leaders to re-think how we build an economic future together. We’ll bring business leaders together to discuss what’s next and how investors can be part of the solution.  

SIMULTANEOUS EDUCATIONAL SESSIONS

10:30 a.m. – 12:00 p.m. PT

Pension Trustee Boot Camp

Are you a new trustee, investment committee member or union staff with pension responsibilities? Our annual bootcamp is back, providing a thorough introduction to pension investment and governance. The bootcamp is a four-part series, with the first session on governance and fiduciary duty held during the Summit.

Trustee Master Class

For experienced trustees, our Master Class provides tangible suggestions for effectively embedding responsible investment into fund governance and investment oversight, including pointers for working productively with asset managers.

Net Zero for Foundations and Endowments

Designed to support foundations, university endowments and other small-to mid-sized investors who rely on external asset managers, this tailored workshop will help you identify and establish a net zero strategy.

Deep Dives

PLENARY & BREAKOUT SESSIONS

Keynote Address

9:00 – 10:20 a.m. PT

Allison Herren Lee, SEC Commissioner

Commissioner Herren-Lee has been a thoughtful and progressive voice in bringing capital markets regulation to bear in addressing complex, systemic challenges like climate change. Her powerful perspectives on some of our biggest investor challenges have been an inspiration for institutional investors looking for regulatory solutions to some of our most pressing problems. 

Commissioner
Allison Herren Lee

Allison Herren Lee was appointed by President Donald Trump to the U.S. Securities and Exchange Commission, unanimously confirmed by the U.S. Senate, and sworn into office on July 8, 2019.

Commissioner Lee brings to the SEC over two decades of experience as a securities law practitioner. Most recently, she has written, lectured, and taught courses internationally in Spain and Italy on financial regulation and corporate law. Commissioner Lee served for over a decade in various roles at the SEC, including as counsel to Commissioner Kara Stein, and as Senior Counsel in the Division of Enforcement’s Complex Financial Instruments Unit. In addition, she has served as a Special Assistant U.S. Attorney, was a member of the American Bar Association’s former Committee on Public Company Disclosure, and participated on a USAID project in Armenia, assisting in the drafting of periodic reporting and disclosure provisions for a comprehensive law of the Republic of Armenia on Securities Market Regulation.

Prior to government service, Commissioner Lee was a partner at Sherman & Howard LLC, focusing on securities, antitrust, and commercial litigation. A member of the Colorado bar, she holds a bachelor’s degree in Business from the University of Colorado and a JD from the University of Denver Co

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Transforming Supply Chains: Taking it Global 

10:30 a.m. – 10:55 a.m. PT

In 2013, the devastating Rana Plaza garment factory collapse in Dhaka, Bangladesh resulted in the deaths of over 1,100 garment workers and the injuries of another 2,600 workers. Following the disaster, global brands and trade unions signed the Bangladesh Accord, committing to improve health and safety standards in the textile and garment industry. The Accord set a new path for legally-binding agreements to enforce worker rights along global supply chains and, in 2021, it made plans to expand to new countries. Can this successful model be expanded and replicated worldwide, and will it provide investors with reliable assurance that human rights risks are being addressed?  This campaign spotlight will highlight the work of two new initiatives seeking to further transform accountability in global supply chains.  

Combating Systemic Risk (Part 1): There’s No Hedge for This 

12:45 – 2:00 p.m. PT

In 2022, the stark realities of climate change, global public health crises, and racial and income inequality are ever-present. The risks that these complex issues pose to markets are systemic;  we can’t just diversify our way out of them. In a fireside chat with Jon Lukomnik, we’ll unpack the problem of systemic risk for investors, highlighting why mainstream approaches to combat systemic risk are falling short. Our follow-up respondent panel will then explore opportunities for investors to approach today’s systemic risks pragmatically. 

Speakers:

Jon Lukomnik, Managing Partner, Sinclair Capital LLC

Forbes calls long-time institutional investor Jon Lukomnik one of the pioneers of modern corporate governance. The managing partner of Sinclair Capital LLC, a strategic consultancy to institutional investors, Jon has been the investment advisor or a trustee for more than $100 billion (including New York City’s pension funds) and has consulted to institutional investors with aggregate assets of $1 trillion dollars.

Jon Lukomnik

Forbes calls long-time institutional investor Jon Lukomnik one of the pioneers of modern corporate governance.

The managing partner of Sinclair Capital LLC, a strategic consultancy to institutional investors, Jon has been the investment advisor or a trustee for more than $100 billion (including New York City’s pension funds) and has consulted to institutional investors with aggregate assets of $1 trillion dollars. He served for more than a decade as the executive director of the IRRC Institute and is a former Pembroke Visiting Professor at the Judge Business School at Cambridge. Jon is a member of the Deloitte Audit Quality Advisory Committee and a trustee on the Van Eck mutual funds, insurance trusts and UCITs. He is a Senior Fellow for the High Meadows Institute and previously was a member of the Standing Advisory Group of the Public Company Accounting Oversight Board. He co-founded the International Corporate Governance Network (ICGN) and GovernanceMetrics International (now part of MSCI).

Jon hosts Spark Network’s popular podcast, “Outside In with Jon Lukomnik”, which takes an interdisciplinary approach to what the financial community can learn from non-traditional sources (and from traditional sources thinking in non-traditional ways) in a deliberate attempt to break down the silos with which the financial community sometimes surrounds itself.

Jon’s most recent book, “Moving Beyond Modern Portfolio Theory: Investing That Matters” is co-authored with Professor Jim Hawley. Their work focuses on MPT’s inability to deal with systematic risk, and how investors can and do mitigate risks such as climate change, income inequality, lack of diversity, and anti-microbial resistance. It has been featured by the CFA Institute, Forbes, Capital Monitor, Barrons and more than 30 others, and was part of the summer reading list for both Allianz Global and BNP Paribas.

Jon is also the co-author of two previous books, What They Do With Your Money and “The New Capitalists (Financial Times pick of the year). He has been honored by the ICGN, Council of Institutional Investors, Ethisphere, the National Association of Corporate Directors, Transparency Task Force, and Global Proxy Watch, among others.

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Shannon Rohan, Chief Strategy Officer, SHARE

Shannon has over 20 years of experience in responsible investment, cooperative development and sustainability with experience working in Canada, South Africa and Latin America. Shannon has helped build SHARE’s investor network to include foundations, Indigenous trusts, universities, pension funds and faith-based investors with over $90 billion in assets under management.

Shannon Rohan

Shannon has over 20 years of experience in responsible investment, cooperative development and sustainability with experience working in Canada, South Africa and Latin America.

Shannon has helped build SHARE’s investor network to include foundations, Indigenous trusts, universities, pension funds and faith-based investors with over $90 billion in assets under management. Shannon advises asset owner boards in their implementation of responsible investment policies and practices and oversees strategic projects for SHARE.

She is on the board of the First Peoples’ Cultural Foundation and the proxy voting service provider GIR. She has a Master of Arts degree in International Affairs from the Norman Paterson School of International Affairs and a Bachelor of Arts degree from Simon Fraser University.

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Mobilizing Action

PLENARY SESSIONS & NETWORK GATHERINGS

Shareholder Engagement on Climate Change: Is it really the path to decarbonization? 

9:00 – 10:20 a.m. PT

In recent years, we have witnessed an outpouring of new investor-led commitments and coalitions aiming to combat the climate crisis. In this context, we ask: What tangible progress has shareholder engagement on climate achieved to date? How do we know that we are making a difference? And how do we further escalate meaningful engagement to target all climate-critical sectors and decarbonize the economy? 

Racial Equity Audits 

10:30 – 10:55 a.m. PT

In Canada and the U.S., companies have made pledges to address historic racial inequities, including at least USD $50 billion in US corporate commitments to addressing racial inequality. But are these companies walking the talk?Last year, shareholders launched successful proposals to find out, asking companies to conduct racial equity audits to analyze whether or not those broad statements are translating into results in their business operations. As we head into another proxy season, we’ll see what’s next in combatting systemic racism.  

Combating Systemic Risk (Part 2): Strategies for Tackling Inequality 

12:45 – 2:00 p.m. PT 

Wealth and income inequality have grown across all major economies in recent decades, and the COVID-19 pandemic has only worsened disparities. The systemic risk that inequality represents may have dramatic implications for economic performance and broad societal outcomes alike. But what can investors do? Join pragmatists with hands-on expertise as they pitch the utmost important strategy that investors can employ to address inequality as a systemic risk.  

Collaboration

NETWORK CAUCUSES

9:00 – 10:20 a.m. PT

A special feature of SHARE’s Summit is the opportunity for particular types of institutions to meet individually and consider the implications, actions and collaborations that are unique to their worlds. Our leading investor caucuses – universities, foundations & family offices, pension funds, religious investors, and Indigenous trusts will discuss the central ideas, calls to action, and commitments that surfaced across the three days of the Summit – and share their results back with the rest of the Summit to find common threads and opportunities for action 

This is where investor leaders launch the next wave of practical action for a sustainable, inclusive and productive economy. 

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