Vancouver, BC / FEB 19 – FEB 21

Pinnacle Hotel Harbourfront, 1133 West Hastings Street, Vancouver

SUMMIT PROGRAM
Wednesday, February 19th

DAY 1: Educational Sessions

Day 1 of the SHARE Investor Summit provides participants with an opportunity to register for 1 of 3 educational workshops.

As space in these educational workshops is limited, preference will be given to trustees, investment committee members and board members from pension funds, Indigenous trusts, universities and foundations.

Wednesday, February 19

Trustee Bootcamp

An Introduction to Investment, Governance and Capital Stewardship

This Trustee Bootcamp is designed for new and future trustees. The day-long course offers expert-led presentations and interactive discussions on investment and governance basics including the role of investment policies, working effectively with asset managers and responsible investment.

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Wednesday, February 19

Trustee Responsible Investor Master Class

Raising the Bar

The Trustee Responsible Investment Master Class provides a structured forum for experienced trustees to explore the opportunities and challenges associated with embedding responsible investment into fund governance and investment oversight.

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Wednesday, February 19

Foundation Investing 2.0 Master Class

Pursuing Impact Across Portfolios

This workshop is designed to support foundations to advance their impact and responsible investing practices. The workshop will combine story telling, skill development and expert guidance to help participants take their first steps or deepen their practices of aligning portfolios with values and mission.

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Wednesday, February 19th

PUBLIC DIALOGUE: Democratization and Decarbonization

Join Ted Howard, author of “The Making of a Democratic Economy,” and founder of The Democracy Collaborative for a talk on imagining a new kind of economy.

Ted Howard is the Co-founder and President of the Democracy Collaborative and architect of the green jobs and wealth building program in Cleveland, Ohio known as the Evergreen Cooperatives – an effort to create green jobs in low-income neighborhoods using the purchasing power of the City’s anchor institutions. The keynote will be followed by a panel discussion that will look at how the principles of a democratic economy can support efforts in Canada and globally to achieve a just transition to a low carbon economy.

Note that Summit registrants are required to register for this public event separately to reserve your spot.

REGISTER

Thursday, February 20

DAY 2:
Plenary & Breakout
Sessions

The Summit will address today’s most important issues including: the climate crisis, inequality, the future of work and reconciliation in a range of formats including plenary sessions, breakout workshops and extended roundtable discussions.

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Thursday, February 20

DAY 2:
SHARE 20th Anniversary Celebration

2020 marks SHARE’s 20th anniversary and we invite all Summit participants to join us for an evening of celebration.

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Friday, February 21

DAY 3:
Network Gatherings & Thematic Sessions

Friday morning will feature network gatherings, where you will join with peers to talk about ways of deepening collaboration in 2020, and in-depth thematic sessions where you will help design programs of action related to the just transition and reconciliation with Indigenous peoples.

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SPEAKERS

Sharan Burrow

General Secretary of the International Trade Union Confederation

Henrik Jeppesen

Head of Investor Outreach for North America, Carbon Tracker

Mark Sevestre

President and Chair of Reconciliation & Responsible Investment Committee, NATOA

Joy Williams

Senior Advisor, Mantle 314 Consulting

Vonda Brunsting

Program Manager for the Just Transition Project at the Initiative for Responsible Investment at the Center for Public Leadership

Edward Waitzer

Professor and Jarislowsky Dimma Mooney Chair in Corporate Governance at Osgoode Hall Law School and Schulich School of Business

Leslee White-eye

Board of Directors, King’s University College; Board of Directors, SHARE

Mark Solomon

Founding Partner of Robbins Geller Rudman & Dowd LLP

Ted Howard

President and Co-Founder, Democracy Collaborative

Jill Johnson

Investment Officer, Seattle City Employees’ Retirement System (SCERS).

Sussanne Skidmore

Secretary Treasurer, BCFED

Harpinder Sandhu

Union Representative, CUPE

Terry Teegee

Regional Chief, British Columbia Assembly of First Nations

Katherine Wheatley

Project Lead, Reconciliation and Responsible Investment Initiative (RRII), SHARE

Brodie Guy

Executive Director of Coast Funds

Jennifer Coulson

Vice President, ESG, BCI

Jason Campbell

Chief Executive Officer, Sovereign Power

John Pesa

Local 213 Electrical Workers’ Benefits and Pension Plans Administrator

Aaron Brenner

Assistant Director of the Capital Stewardship Program of the United Food and Commercial Workers International Union

Mario Tremblay

Vice-President, Public and Corporate Affairs, Solidarity Fund QFL

Brian Smith

CEO, Rhiza Capital Inc..

Sarah Couturier-Tanoh

Shareholder Engagement and Policy Analyst

Murray Gold

Senior Partner, Koskie Minksy LLP

Laetitia Tankwe

Advisor to the president of the Board of Trustees of Ircantec

Mike Musuraca

Strategic Advisor,ESG & Labor of Blue Wolf Capital Partners LLC

Scott Connolly

ACTU Assistant Secretary

Shannon Rohan

Chief Strategy Officer for SHARE

Andrea Moffat

Vice President, Ivey Foundation

Thomas McKechnie

Union and Environmental Organizer, & Playwright

Loren Rodgers

Executive Director of National Centre for Employee Ownership

Trish Nixon

Director of Capital and Investments, Vancity Community Investment Bank and CEO, CoPower Inc.

Kim Novak

President, UFCW 1518

Emma Pullman

Capital Stewardship Officer, B.C. Government and Service Employees' Union

Tamara Herman

Senior Program Officer, Responsible Investment Leadership, SHARE

Bettina Reinboth

Head of Social Issues, PRI

Christie Stephenson

Executive Director, Peter P. Dhillon Centre for Business Ethics at UBC Sauder School of Business.

Christine Bro

Lead Organizer British Columbia, Service Employees International Union, Local 2

Brian Rice

Portfolio Manager, CalSTRS

Sxwpilemaát Siyám / Chief Leanne Joe

Hereditary Chief, Squamish Nation

Kelly Gauthier

Managing Director, Impact Advisory at Rally Assets

Corey Klemmer

Director of Engagement, Domini

Adam Matthews

Director of Ethics & Engagement, Church of England Pensions Board

Karen Campbell

Lawyer, Ng Ariss Fong

Chris Little

Tides Canada, Director, Finance

Leanne Flett Kruger

Director, Indigenous Services, Institutional Management

Mike Thiessen

Partner & Director of Sustainable Investments, Genus Capital Management

Mark Fattedad

CFA, Director and Portfolio Manager, Institutional Management

Kevin Thomas

Chief Executive Officer, SHARE

Kris Archie

Executive Director, The Circle on Philanthropy and Aboriginal Peoples in Canada

Sara Lyons

Vice President, Community Foundations of Canada

Annette Aquin

Vice-President, Finance & Administration, Hamilton Community Foundation

Darcy Dobell

Director & Chair, Communications Committee, Coast Opportunity Fund

Bill Young

Social Capital Partners , Founder

Stephanie Bertels

Director, Centre for Corporate Governance and Sustainability, SFU's Beedie School of Business

David Wood

Director, Initiative for Responsible Investment, Hauser Institute for Civil Society, Harvard Kennedy School

Candace Fertile

Trustee, College Pension Plan

Paul Lacerte

Managing Partner, Raven Indigenous Capital Partners

Stephen Nairne

Chief Investment Officer, Raven Indigenous Capital Partners

Mike Bonshor

Founder, Ki'mola Indigenous Capital

Shannin Metatawabin

Chief Executive Officer, NACCA

Delilah Rothenberg

Founder & Executive Director, Predistribution Initiative

Monte Tarbox

Executive Director, Investments National Electrical Benefit Fund

COLLABORATING PARTNERS
PRESENTING SPONSORS
LEADING SPONSORS
SUPPORTING SPONSORS
CONTRIBUTING SPONSORS
ACCOMMODATIONS

Special rates for Summit participants are available at:

Pinnacle Hotel Vancouver Harbourfront

1133 West Hastings Street, Vancouver, BC V6E 3T3, CA

Book your own accommodation before January 20, 2020 (Monday) to avail of the group rate. Reservations made after January 20 will be subject to availability.

If you have any questions, please call the toll-free reservation line at: 1.844.337.3118.

BOOK NOW

FLIGHT ARRANGEMENTS

Get up to 10% discount on flights to Vancouver

Air Canada (code JBQ82GE1)
WestJest (code M16BE67)

Discount rates may vary depending on the selected flight fare type. Airline discounts are valid for travel between February 14, 2020 to February 26, 2020.

If you wish to book with a travel agent, please contact

WE Travel
1.800.663.4703.