The 2022 SHARE Investor Summit took place from March 1 to 4, 2022.
Our 2023 Summit will be taking place Feb. 14-16 in Vancouver, B.C. 

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

Welcome & Opening Remarks

9:00 – 9:20 a.m. PT

Speakers:

Sxwpilemaát Siyám / Chief Leanne Joe, Hereditary Chief, Squamish Nation

Sxwpilemaát Siyám/Chief Leanne Joe is one of sixteen Hereditary Chiefs of the Sḵwx̱wú7mesh Úxwumixw (Squamish Nation) and the first female Chief of the Lackett Joe Family. Sxwpilemaát Siyám also serves as a Trustee for the Squamish Nation Trust, representing the benefactors in the management of these community Trust funds.

Emcee:

Katie Wheatley, Manager of Responsible Investment Education & Advisory, SHARE

Katherine Wheatley has been a Program Manager with SHARE since 2019, and currently manages education and advisory services. Prior to joining SHARE, Katie worked in intergovernmental affairs with various First Nations to protect their Aboriginal rights and title and enhance environmental conservation.

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

9:20 – 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.  

Speakers:

Tabatha Bull, CEO, Canadian Council for Aboriginal Business

Tabatha is an Anishnaabe Kwe from Nipissing First Nation. As CCAB’s president and CEO she is committed to help rebuild and strengthen the path toward reconciliation and a prosperous Indigenous economy to benefit all Canadians.

John McKenzie, CEO, TMX Group

John McKenzie is the Chief Executive Officer (CEO) of TMX Group. Mr. McKenzie is a member of the TMX Group Board of Directors and also a member of the Board of Directors of several TMX Group subsidiaries.

Kevin Thomas, CEO, SHARE

Kevin Thomas has been the Chief Executive Officer (CEO) of SHARE since 2018. Kevin was previously the Director of Advocacy for the Maquila Solidarity Network, where he advised companies, governments, and public institutions on the development and implementation of policies and practices to improve respect for workers’ rights in global supply chains.

Colette Murphy, CEO, Atkinson Foundation 

Colette Murphy is the CEO of the Atkinson Foundation. Colette and her team focus on strengthening movements for racial justice, decent work, and a fair economy.

SIMULTANEOUS EDUCATIONAL SESSIONS

10:30 a.m. – 12:00 p.m. PT

SHARE’s educational sessions are designed for individuals who have governing roles on boards of trustees and investment committees as well as relevant institutional staff from foundations, trade unions, universities, religious organizations and Indigenous communities. We kindly ask that service providers NOT participate in these educational sessions.

These events are being offered in addition to the regular summit agenda, and separate registration is required to attend this session. When checking out, you will be given the opportunity to register for just the summit, just an education session, or both.

Pension Trustee Bootcamp:
An Introduction to Pension Investment & Governance

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. Over the course of weekly 90-minute sessions beginning March 1, the Bootcamp will provide an introduction to governance and fiduciary duty, investment 101, pension funding and the role of the actuary, and responsible investment.

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Speakers:

Darlene Himick, Associate Professor, University of Ottawa 

Darlene Himick is Associate Professor at the Telfer School of Management at the University of Ottawa. Darlene teaches topics related to accounting, finance, and the ethics and sustainability issues around both. 

Darlene Himick

Associate Professor, University of Ottawa 

Darlene Himick is Associate Professor at the Telfer School of Management at the University of Ottawa. Darlene teaches topics related to accounting, finance, and the ethics and sustainability issues around both. She also designed, and is the academic expert for, a course on Pension Plan Governance at Athabasca University. Prior to entering her role at the university, Darlene worked for many years at Mercer, as an investment consultant, and as a pension lawyer. Her interest in pension plan governance is reflected in all of her academic research, where she focuses on pension accounting, responsible investing by pension funds, and the role of actuaries in setting standards for accounting and finance regulation.  

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Michael Mazzuca, Managing Partner,Koskie Minsky LLP 

Michael Mazzuca is the managing partner at Koskie Minsky LLP in Toronto and counsel at Koskie Glavin Gordon in Vancouver. He has extensive experience in providing legal advice across Canada to multi-employer pension plans (MEPPs), public sector pension plans and other jointly governed plans, including health and welfare plans and training funds.

Michael Mazzuca

Managing Partner,Koskie Minsky LLP 

Michael Mazzuca is the managing partner at Koskie Minsky LLP in Toronto and counsel at Koskie Glavin Gordon in Vancouver. He has extensive experience in providing legal advice across Canada to multi-employer pension plans (MEPPs), public sector pension plans and other jointly governed plans, including health and welfare plans and training funds.

Mr. Mazzuca also advises trade unions as well as plan member and retiree groups across Canada concerning legal matters related to plan governance, fiduciary duties and plan investments. His experience includes litigating significant pension and benefit cases before administrative tribunals and various levels of court across Canada. Mr. Mazzuca has represented clients on matters relating to statutory and regulatory compliance.

He is a former adjunct professor at the Western University Faculty of Law, former chair of the Legal Advisory Committee of the Ontario Financial Services Tribunal; past chair of the Canadian Bar Association, Pension and Benefits Section; director of the MultiEmployer Benefit Plan Council of Canada; and a regular speaker at conferences on pensions and employee benefits. He received his J.D. degree from the University of Toronto and is licensed in both British Columbia and Ontario. 

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Pension Trustee Master Class: Improving Responsible Investment Governance & Addressing Challenges

The 2022 SHARE Trustee Master Class will focus on the latest developments in responsible investing with a focus on how trustee boards can adapt and improve their governance of ESG risks and opportunities. The session will explore topics related to labour rights, reconciliation, climate change and affordable housing. The session will use expert facilitated breakout groups to allow trustees to talk through issues and challenges and identify relevant solutions together with their peers.

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Speakers:

Vonda Brunsting, Program Manager, Just Transition Project

Vonda is the Program Manager for The Just Transition Project, a partnership between the Grantham Institute and the Initiative for Responsible Investment at the Center for Public Leadership of the Harvard Kennedy School.

Vonda Brunsting

Program Manager, Just Transition Project

Vonda is the Program Manager for The Just Transition Project, a partnership between the Grantham Institute and the Initiative for Responsible Investment at the Center for Public Leadership of the Harvard Kennedy School. Before joining the IRI, she was the Director of the Capital Stewardship Program at the Service Employees International Union (SEIU). Prior to her time with SEIU, Vonda worked as a community organizer in Chicago, New York, and Boston with the Industrial Areas Foundation. In addition, she co-founded the Trustee Leadership Forum for Retirement Security at the IRI.  She currently serves on the SRI and Investment Committee of the Unitarian Universalist Common Endowment Fund.

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Tamara Herman, Program Manager, SHARE and Global Unions Committee on Workers’ Capital 

As the Program Manager of Capital Strategies, Tamara works with the Global Unions Committee on Workers’ Capital (CWC), providing support to trade unions and their pension decision-makers on issues related to worker capital stewardship and responsible investment. She is also a member of SHARE’s Responsible Investment Leadership Team.

Tamara Herman

Program Manager, SHARE and Global Unions Committee on Workers’ Capital 

As the Program Manager of Capital Strategies, Tamara works with the Global Unions Committee on Workers’ Capital (CWC), providing support to trade unions and their pension decision-makers on issues related to worker capital stewardship and responsible investment. She is also a member of SHARE’s Responsible Investment Leadership Team.

Prior to joining the CWC, Tamara worked nationally and internationally on environmental and social issues. Her experience includes working on social policy at the Carnegie Community Action Project and the Vancouver Island Public Interest Research Group, as well as trade and human rights issues at Rights & Democracy.

Tamara holds a Master’s Degree in Studies in Policy and Practice from the University of Victoria, where her research focused on mining, corporate social responsibility and land acquisition in Mexico. Tamara has completed the Canadian Securities Institute/Moody’s Analytics Learning Solutions’ Canadian Securities Course.

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Hugues Létourneau, Associate Director, SHARE and Global Unions Committee on Workers’ Capital 

Hugues has worked with SHARE since 2013, and has been an Associate Director since 2021. In this role, he works with trade unions and trade union-nominated pension board members to drive strong, responsible investment policies that have an impact on the ground.

Hugues Létourneau

Associate Director, SHARE and Global Unions Committee on Workers’ Capital 

As an Associate Director with SHARE, Hugues manages the Global Unions Committee on Workers’ Capital (CWC). In this role, he works with trade unions and trade union-nominated pension board members to drive strong, responsible investment policies that have an impact on the ground. He is also a member of the shareholder engagement team and a lead corporate researcher for international clients.

Hugues has successfully completed the level II exam of the CFA Program. He holds a Master of Arts degree in International Affairs from the Norman Paterson School of International Affairs and a Bachelor of Arts degree from the University of Toronto. He is a contributing author to the Routledge Handbook on Responsible Investment (2015) with research focusing on responsible investing at the world’s largest government-sponsored investment funds. Prior to joining SHARE, Hugues worked at the Library of Parliament and the Mission of Canada to the European Union. He was also a research assistant at the North South Institute and the Carleton Centre for Community Innovation.

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David Wood, Director, Initiative for Responsible Investment, Harvard Kennedy School

David Wood directs the IRI’s research and field-building work on responsible investment across asset classes, and currently manages projects on RI strategy with pension fund trustees, mission investing by foundations, the changing landscape of community investing in the US, and impact investing and public policy.

David Wood

Director, Initiative for Responsible Investment, Harvard Kennedy School

David Wood directs the IRI’s research and field-building work on responsible investment across asset classes, and currently manages projects on RI strategy with pension fund trustees, mission investing by foundations, the changing landscape of community investing in the US, and impact investing and public policy. He holds a Ph.D. in History from The Johns Hopkins University.

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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.

Speakers:

Colin Baines, Investment Engagement Manager, Friends Provident Foundation

Colin is the Investment Engagement Manager for Friends Provident Foundation, responsible for utilising its endowment for its charitable objectives, including via asset manager engagement, direct shareholder engagement, and impact investing.

Colin Baines

Investment Engagement Manager, Friends Provident Foundation

Colin is the Investment Engagement Manager for Friends Provident Foundation, responsible for utilising its endowment for its charitable objectives, including via asset manager engagement, direct shareholder engagement, and impact investing. Colin recently organised the ‘COP26 declaration of asset owner climate expectations’, ran the ‘ESG investing olympics’, and led successful shareholder engagement with energy utilities to adopt just transition strategies.

Previously, Colin worked for the UK’s Co-operative Bank and Group for 20 years, during which time he was responsible for the Co-op Bank Ethical Policy and Co-op Asset Management Ethical Engagement Policy. He is a director of the of multi-asset impact fund Snowball, is on advisory committees to the LSE Grantham Institute and University of Manchester Tyndall Centre, and is vice-chair of the climate charity Possible.

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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

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 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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Jennifer Story, Associate Director (Climate Advocacy), SHARE

Working as part of SHARE’s active ownership team, Jennifer leads climate-focused corporate engagement initiatives on behalf SHARE’s networks of investors. Since 2014, Jennifer has also served as an elected Trustee at the Toronto District School Board.

Jennifer Story

Associate Director (Climate Advocacy), SHARE

Working as part of SHARE’s active ownership team, Jennifer leads climate-focused corporate engagement initiatives on behalf SHARE’s networks of investors.

Jennifer has devoted her career to helping progressive organizations develop and execute effective and strategic campaigns. She has worked in staff roles for NGOs including Greenpeace and the Greenbelt Foundation, and as a consultant for organizations including the Canadian Centre for Policy Alternatives and UNICEF Canada.

Alongside her consulting work, since 2014, Jennifer has served as an elected Trustee at the Toronto District School Board. She is respected at the board as a leader in guiding the organization through a challenging period of renewal. The 22 person board has oversight of a $3.4 billion annual budget, operational policies and strategic plans for an organization with 40,000 employees, 250,000 students and 584 schools. As part of that role, Jennifer has served the Board’s Audit Committee, Urban Indigenous Advisory Committee, and the Toronto Lands Corporation.

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Deep Dives

PLENARY SESSIONS

Keynote Address: Allison Herren Lee

9:00 – 10:05 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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CAMPAIGN SPOTLIGHT | 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.  

Speakers:

Sarah Couturier-Tanoh, Manager (Corporate Engagement & Advocacy), SHARE

Sarah provides analysis and engages on issues such as decent work, human rights, corporate lobbying and supply chain due diligence. With a background in non-financial auditing, she also publishes issue briefs on current shareholder and policy topics.

Sarah Couturier-Tanoh

Manager (Corporate Engagement & Advocacy), SHARE

Sarah provides analysis and engages on issues such as decent work, human rights, corporate lobbying and supply chain due diligence. With a background in non-financial auditing, she also publishes issue briefs on current shareholder and policy topics.

Before joining SHARE in 2019, Sarah researched transparency in the extractive industry and climate change-related disclosure at Université Laval.

Sarah holds a master’s degree in environmental law from Université Laval, a master’s degree in sustainable development and corporate social responsibility from Université Paris-Dauphine, France, and a master’s degree in comparative public law from Université Pantheon-Assas, France.

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Christina Hajagos-Clausen, Textile and Garment Industry Director, IndustriALL

Christina Hajagos-Clausen is IndustriALL Global Union’s director for the Textile, Garment, Shoe and Leather Sector. IndustriALL Global Union represents 50 million workers in 140 countries in the mining, energy, and manufacturing sectors, including the garment & textile, leather and shoe sectors.

Christina Hajagos-Clausen

Textile and Garment Industry Director, IndustriALL

Christina Hajagos-Clausen is IndustriALL Global Union’s director for the Textile, Garment, Shoe and Leather Sector.  IndustriALL Global Union represents 50 million workers in 140 countries in the mining, energy, and manufacturing sectors, including the garment & textile, leather and shoe sectors.  IndustriALL Global Union is a force in global solidarity taking up the fight for better working conditions and trade union rights around the world. 

She is a board member of ACT (Action, Collaboration and Transformation), a member of the Global Steering Committee for the International ACCORD for Health and Safety in the Textile and Garment Industries, and also a Board Member of the Bangladesh RMG Sustainability Council. She represents IndustriALL Global Union on the Better Work Advisory committee and at the OECD Garment and Footwear Advisory Group. 

Christina holds a B.A. in Language and Literature from Bard College, an M.A. in Women Studies from the New School for Social Research and a M.S. in Union Leadership and Administration from the University of Massachusetts.  She is also a graduate of the Harvard Trade Union Program. 

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Ineke Zeldenrust, International Coordinator, Clean Clothes Campaign

Ineke is presently acting as Coordinator of the International Office of the CCC in Amsterdam, where she leads lobby and advocacy work, focusing on corporate accountability, safety and living wages. Under her leadership, the CCC has grown into an expert non-hierarchical network of 237 trade unions, civil society, feminist and activist organizations in 44 countries.

Ineke Zeldenrust

International Coordinator, Clean Clothes Campaign

Ineke started her activist life in the 1980’s, combining studying for a M.A in Human Geography and Women’s Studies with economic and gender justice activism on both the local and international level. In 1989, together with a group of determined women (and some men), she started to knit what became the global CCC network. Through contacts with workers rights activists in Asia, Europe and Africa the CCC was born out of a desire to bring the demands of garment workers direct to the door of CEOs, consumers and policy makers.

Under her leadership, over the past 30 years, the CCC has constantly refined its working methods and has grown into an expert non-hierarchical network of 237 trade unions, civil society, feminist and activist organizations in 44 countries.

Ineke is presently acting as Coordinator of the International Office of the CCC in Amsterdam, where she leads lobby and advocacy work, focusing on corporate accountability, safety and living wages. She was one of the key architects of the Bangladesh Accord, on whose board she serves as witness signatory, and worked intensively on the campaigns for the victims of the Rana Plaza Building collapse, the Tazreen and the Baldia fire, and negotiated agreements that collectively delivered over30 million dollar to the victims. She is board member of the Fair, Green and Global Alliance.

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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. 

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

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? 

Speakers:

Beata Bienkowska, Deputy Research Lead & Project Coordinator, Transition Pathway Initiative

Beata is the deputy research lead and project lead for TPI. Beata has over 12 years’ experience working across the public sector on national level and EU institutions, and academia. Most recently, she served as a Programme Manager at the University of Cambridge Institute for Sustainability Leadership Accelerator leading the Innovators for Change Acceleration Programme.

Jennifer Coulson, Senior Managing Director (ESG), British Columbia Investment Management Corporation (BCI) 

Jennifer Coulson has worked in the financial services industry for over 19 years. As a senior member of the Public Markets Department at BCI she now oversees Environmental, Social and Governance (ESG) risk analysis. Jennifer was recently recognized as one of B.C’s Most Influential Women in Finance by BC Business Magazine.

Éric St-Pierre, Executive Director, Trottier Foundation

Eric St-Pierre is Executive Director of the Trottier Family Foundation, one of the largest private philanthropic foundations in Canada. Much of Eric’s work is focused on strategic philanthropy and creating opportunities for innovation and collaboration that advance Canada towards Net Zero.

Jerome Tagger, CEO, Preventable Surprises

Jérôme explores the intersection of financial markets and society. He joined Preventable Surprises as CEO in 2020 after 15 years of field building in responsible finance. He most recently advised UNEP FI’s Positive Impact Initiative and the World Benchmarking Alliance.

Jennifer Story, Associate Director (Climate Advocacy), SHARE

Working as part of SHARE’s active ownership team, Jennifer leads climate-focused corporate engagement initiatives on behalf SHARE’s networks of investors. Since 2014, Jennifer has also served as an elected Trustee at the Toronto District School Board.

Jennifer Story

Associate Director (Climate Advocacy), SHARE

Working as part of SHARE’s active ownership team, Jennifer leads climate-focused corporate engagement initiatives on behalf SHARE’s networks of investors.

Jennifer has devoted her career to helping progressive organizations develop and execute effective and strategic campaigns. She has worked in staff roles for NGOs including Greenpeace and the Greenbelt Foundation, and as a consultant for organizations including the Canadian Centre for Policy Alternatives and UNICEF Canada.

Alongside her consulting work, since 2014, Jennifer has served as an elected Trustee at the Toronto District School Board. She is respected at the board as a leader in guiding the organization through a challenging period of renewal. The 22 person board has oversight of a $3.4 billion annual budget, operational policies and strategic plans for an organization with 40,000 employees, 250,000 students and 584 schools. As part of that role, Jennifer has served the Board’s Audit Committee, Urban Indigenous Advisory Committee, and the Toronto Lands Corporation.

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CAMPAIGN SPOTLIGHT | 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.  

Speakers:

Wendy Cooper, Co-CEO (Integrated Capital), Dragonfly Ventures

Wendy Cooper serves as the Co-CEO of Dragonfly Ventures working in partnership with the founder and the rest of the team to advance solutions for a clean, healthy planet and equitable society by creatively using a suite of financial tools grounded in relationship.

Wendy Cooper

Co-CEO (Integrated Capital), Dragonfly Ventures

Wendy Cooper serves as the Co-CEO of Dragonfly Ventures working in partnership with the founder and the rest of the team to advance solutions for a clean, healthy planet and equitable society by creatively using a suite of financial tools grounded in relationship. Prior to joining Dragonfly Ventures, Wendy worked in the charitable and philanthropic sector for nearly two decades at a community, regional, and national level supporting a range of areas including land conservation, Indigenous youth leadership, freshwater health, and toxic elimination.

In 2018, Wendy began exploring an expanded set of financial and organizing tools to address inequities and the health of people and planet, which led to her joining Dragonfly Ventures. In this role she provides operational leadership including managing financial commitments across the spectrum of grants to investments, learning from community, building reciprocal relationships, and co-managing the team.

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Juana Lee, Shareholder Engagement and Policy Analyst, SHARE

As a Shareholder Engagement and Policy Analyst, Juana provides research and analysis on environmental, social, and governance (ESG) issues with a focus on human rights and decent work.

Juana Lee

Shareholder Engagement and Policy Analyst, SHARE

As a Shareholder Engagement and Policy Analyst, Juana provides research and analysis on environmental, social, and governance (ESG) issues with a focus on human rights and decent work.

Before joining SHARE in 2021, Juana held positions at various human rights organizations. Most recently, she was a Researcher at Corporate Accountability, where she researched political interference and industry lobbying issues related to big food and beverage corporations.

Juana holds a Master of Arts in Human Rights Studies from Columbia University. At Columbia, she conducted field research on the post-World War II forced labour redress movement in Asia, illuminating the urgent need for corporate accountability and historical justice.

She also holds a Bachelor of Arts (Hons.) degree, with a major in Political Science and a minor in Transitional Justice and Post-Conflict Reconstruction from Western University.

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Renaye Manley, Deputy Director (Strategic Initiatives), Service Employees International Union 

Renaye Manley currently serves as Deputy Director of the Service Employees International Strategic Initiatives department. In this position, she works with pension trustees, investment professionals and union leaders around the engagement of multi-billion-dollar union and public pensions funds, including corporate governance and shareholder work.

Renaye Manley

Deputy Director (Strategic Initiatives), Service Employees International Union 

Renaye Manley brings strategy, innovation and advocacy to the world of finance and pension funds infusing a lens of racial and gender equity.  She currently serves as Deputy Director of the Service Employees International Strategic Initiatives department. In this position, she works with pension trustees, investment professionals and union leaders around the engagement of multi-billion-dollar union and public pensions funds, including corporate governance and shareholder work.

She leads SEIU’s “Diversity & Dollars” work, which has led to the adoption of the “Rooney Rule” at seventeen companies, including Facebook and Amazon.  She previously served on the Federal Reserve Bank of Chicago’s advisory board on Small Business, Agriculture and Labor.  She serves as the advocacy committee co -chair of the Council of Institutional Investors which convenes the largest groups of investors and asset owners in the United States and also serves on the board of the 30% Coalition, an investor coalition dedicated to gender and racial equity on corporate boards. Prior to her job at SEIU, Renaye worked for Interfaith Worker Justice, a community /labor collaboration, coordinating work with national unions and denominations on issues of workplace justice.

She has a background as field organizer, working for years at the AFL-CIO where she focused on field campaigns on political and worker organizing. She is a graduate of Indiana University and has a MBA from Western Governors University.

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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.  

Speakers:

Cambria Allen-Ratzlaff, Corporate Governance Director, UAW Retiree Medical Benefits Trust

Cambria Allen-Ratzlaff helms the corporate governance program at the $61 billion UAW Retiree Medical Benefits Trust, the largest non-governmental purchaser of retiree health care benefits in the United States. She oversees the Trust’s global proxy voting and engagement programs on behalf of over 500,000 UAW retirees and their families. 

Cambria Allen-Ratzlaff

Corporate Governance Director, UAW Retiree Medical Benefits Trust

Cambria Allen-Ratzlaff helms the corporate governance program at the $61 billion UAW Retiree Medical Benefits Trust, the largest non-governmental purchaser of retiree health care benefits in the United States. She oversees the Trust’s global proxy voting and engagement programs on behalf of over 500,000 UAW retirees and their families. 

Cambria’s expertise spans a wide range of corporate governance and sustainable investment topics, including board structure and accountability, executive compensation incentives and alignment, governance risk management and mitigation, shareholder rights, the role of transparency and accountability in ensuring efficacy and efficiency in the capital markets, and the relationship between public policy and value creation. Since 2013, Cambria has led the Human Capital Management Coalition, a cooperative effort among a group of 35 institutional investors representing over $6.6 trillion in assets to elevate effective human capital management as a critical driver of long-term shareholder value. 

Cambria is a member of the U.S. Securities and Exchange Commission Investor Advisory Committee, where she chairs the Investor as Owner Subcommittee. She is also a member of the National Association of Corporate Directors and the Detroit Chapter of the Society for Corporate Governance. In 2016, Cambria was named a Rising Star of Corporate Governance by the Millstein Center for Global Markets and Corporate Ownership at Columbia Law School. Cambria previously served as an Officer on the Council of Institutional Investors board of directors. 

Cambria joined the Trust in 2011 after serving as Senior Corporate Governance Analyst for the Office of Connecticut State Treasurer Denise L. Nappier and an Analyst for the Council of Institutional Investors. She received her B.A. in Political Science from Bryn Mawr College in Bryn Mawr, Pennsylvania and her M.A. in Public Policy from Trinity College in Hartford, Connecticut. 

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Bea Bruske, President, Canadian Labour Congress (CLC) 

Bea Bruske was elected President of the Canadian Labour Congress at the 29th Constitutional Convention in 2021. For more than three decades, Bea has served workers and their families as an activist, workers’ advocate, negotiator, community organizer and labour leader.

Bea Bruske

President, Canadian Labour Congress (CLC) 

Bea Bruske was elected President of the Canadian Labour Congress at the 29th Constitutional Convention in 2021. She is only the second woman to hold the position.

For more than three decades, Bea has served workers and their families as an activist, workers’ advocate, negotiator, community organizer and labour leader. Her experience has served her well as President of CLC in the midst of the COVID-19 pandemic.

Before her election as President, Bea served as Vice-President of the UFCW Canada National Council, which sets the strategic direction for the national union and its more than 250,000 members across the country. She had previously served as Secretary-Treasurer for UFCW Local 832, where she was responsible for the largest private-sector union local in Manitoba.

Bea’s passion for the rights of working people was ignited in 1987 when she and her UFCW Local 832 co-workers held the line for 125 days to achieve a fair contract at the Westfair grocery chain in Manitoba. Over the next seven years, Bea took on roles as a shop steward, health and safety committee member, and was elected by her fellow members as a vice-president of the Local’s executive board. She is a graduate of the University of Manitoba’s Labour Studies program.

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Anthony Schein, Director of Shareholder Advocacy, SHARE

Anthony Schein’s career has been dedicated to social and political change through civic engagement, community development and trade unionism. Prior to joining SHARE, Anthony spent almost a decade in senior roles at an Ontario public sector trade union.

Anthony Schein

Director of Shareholder Advocacy, SHARE

Anthony Schein’s career has been dedicated to social and political change through civic engagement, community development and trade unionism. 

Prior to joining SHARE, Anthony spent almost a decade in senior roles at an Ontario public sector trade union, where he worked with senior leadership on advocacy, governance, campaigns and negotiations. Anthony has also worked extensively in municipal, provincial and federal politics, both in government and on election campaigns. 

Anthony is committed to fairness and inclusion, and building a democratic economy that works for everyone. His years working in politics and in the labour movement have taught Anthony that building alliances and the ability to find common ground and compromise are essential, but  that principles matter. 

Anthony earned an honours BA in political theory and cultural studies from Marlboro College, a small, rural college that is self-governed by students, faculty and staff, using a traditional New England-style town meeting. He has also pursued graduate studies in communication and cultural studies at York and Ryerson Universities. 

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Matthew Stark Blumin, Deputy General Counsel, Coalition of Immokalee Workers

Matthew Stark Blumin is General Counsel for the Coalition of Immokalee Workers. Matt Blumin has over a decade of experience as an attorney advocating for the rights of working people to achieve dignity, respect, and just compensation.  

Matthew Stark Blumin

Deputy General Counsel, Coalition of Immokalee Workers

Matthew Stark Blumin is General Counsel for the Coalition of Immokalee Workers. 

Matt Blumin has over a decade of experience as an attorney advocating for the rights of working people to achieve dignity, respect, and just compensation.  As General Counsel of the Coalition of Immokalee Workers (CIW), Matt advises CIW in all legal matters, including its award-winning Fair Food Program, which protects farmworkers’ human rights through legally-binding Fair Food Agreements with major food retailers such as McDonald’s and Wal-Mart. Previously, Matt was Associate General Counsel of the American Federation of State, County & Municipal Employees (AFSCME), where his work focused on defending union members’ rights in constitutional litigation and government financial restructurings (including the Commonwealth of Puerto Rico and City of Detroit), as well as supporting new organizing initiatives.  

Matt began his practice of law as a legal services lawyer representing Pennsylvania farmworkers and food processing workers, with an emphasis on representing survivors of workplace sexual harassment and assault.  He received his law degree from Stanford Law School, and is fluent in Spanish. 

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Jason Ward, Founder & Principal Analyst, Centre for International Corporate Tax Accountability and Research 

Jason Ward has been a frequent commentator on corporate tax issues as an analyst and spokesperson for the Tax Justice Network – Australia. He is currently a Visiting Fellow at the Faculty of Business at the University of Greenwich, United Kingdom. He has lived in Africa, Asia, the Middle East, the US and UK, campaigned to reform the World Bank and IMF, and has been conducting research and campaigns in or with the global labour movement for 24 years.

Jason Ward

Founder & Principal Analyst, Centre for International Corporate Tax Accountability and Research 

CICTAR was created nearly 4 years ago as a collective resource for the global union movement to help expose concrete examples of corporate tax avoidance to advance the interests of workers and give impetus for national and global tax reforms. Prior to CICTAR, Jason led efforts to expose tax dodging by US oil giants Chevron and Exxon which led to favourable union settlements, substantial tax reforms in Australia and an increase in government revenues of at least AUD$16 billion over a decade. In recent years, CICTAR has worked and continues to work with unions in several countries on holding major long term care operators accountable and pushing for reforms to ensure staffing and quality care. CICTAR helped mobilise over US$10 trillion of investor capital to support the Global Reporting Initiative’s (GRI) proposed tax transparency reporting standards and helped mobilise investors to support country by country reporting by multinationals in the European Union. CICTAR has recently started a partnership with PIRC, a UK investment advisor, to engage with multinationals and global investors to increase tax transparency. The first resolution to require implementation of the GRI Tax Standard has now been filed at Amazon.
Jason Ward has been a frequent commentator on corporate tax issues as an analyst and spokesperson for the Tax Justice Network – Australia. He is currently a Visiting Fellow at the Faculty of Business at the University of Greenwich, United Kingdom. He has lived in Africa, Asia, the Middle East, the US and UK, campaigned to reform the World Bank and IMF, and has been conducting research and campaigns in or with the global labour movement for 24 years.

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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 together 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 build further momentum together.

This is where investor leaders launch the next wave of practical action for a sustainable, inclusive and productive economy. We kindly ask that service providers NOT participate in caucuses 1 through 4; caucus 5 is open to service providers, students, and other Summit attendees.

Caucus 1 | Religious Investors and the Just Transition: Do we need to choose between climate action and human rights?

What can investors do when fighting climate change and social justice collide? During the religious investor caucus, we will hear about recent research linking the solar sector supply to systemic forced labour risks, explore the implications for religious investors, and discuss meaningful investor actions to support a just transition. Participants will also reflect on broader responsible investment priorities for the coming year.

Caucus 2 | Labour Caucus: Joining the global movement for the responsible investment of workers’ capital 

The Canadian Capital Stewardship Network had a busy year in 2021! Our network of trustees and trade union representatives worked on labour rights campaigns in Canada and internationally, delivering positive outcomes for workers from commercial cleaners to warehouse workers. Join our caucus session to learn about the CCSN’s work, reflect on takeaways and action items from the Summit, and strategize for the year ahead. 

Caucus 3 | Universities Voting for Climate: Enhancing responsible investment through our proxy power 

Universities are significant cultural and economic institutions. Through the University Network for Investor Engagement (UNIE), Canadian universities are also leveraging their power as investors. But how do we take that to the next level? In the runup to proxy season, we’ll explore recent research on proxy voting and climate engagement, hear from others who are putting their proxy power to work, and discuss the implications for university investors. Join us as we also consider new possibilities for collaboration. 

Please note, the University Caucus is a closed conversation for university staff involved in investment and engagement decisions. University students attending the Summit are encouraged to attend the other events on this day, but will not be able to attend the Caucus.

Caucus 4 | Foundations & Family Offices: Innovations in mission-aligned investing 

More and more foundations and family offices are pursuing strategies to steward financial capital in intentional and effective ways. Connect with others that are approaching the stewardship of philanthropic capital through strategies that look beyond returns alone to ensure its effective deployment through investment processes and policies that mirror organizations’ missions, fostering environmental sustainability and inclusiveness. 

Caucus 5 | Reconciliation Action Plans 101: Roadmaps to economic reconciliation 

In response to the Truth & Reconciliation Commission’s Call to Action #92, stakeholder interest, and industry trends, a growing movement of Canadian businesses and organizations are announcing Reconciliation Action Plans (RAP). What is a RAP, and why do they matter to institutional investors? In this interarctive session, we will hear from experts and peers on the steps they are taking to move from talk to action in advancing reconciliation.  

PLENARY

Accounts from our Network Rapporteurs & Closing

10:30 – 11:30 a.m. PT

At the Summit’s outset, rapporteurs from each of our leading investor networks – universities, foundations, pension funds, religious investors, and Indigenous trusts – were named. In the final hour of the Summit, we turn to our network rapporteurs to shed light on the central commitments and calls to action that surfaced across the four days of the Summit from their respective investor networks. This all-important session lays the groundwork for the next year of investor action and innovation.

Speakers:

Elizabeth Duff, Chief Financial Officer, Sisters of Mercy of Newfoundland

Elizabeth has held the position of Senior Financial Officer with The Congregation of the Sisters of Mercy of Newfoundland since June of 2017. In her role with the Congregation, Elizabeth has been involved in ensuring that the Congregation is able to carry out its ministry through responsible investing strategies.

Brian Minns, Managing Director of Responsible Investment, University Pension Plan

Brian Minns is the Managing Director of Responsible Investing at University Pension Plan (UPP). He is responsible for integrating responsible investing (RI) into UPP’s total portfolio approach.

Doug Olthuis, Department Leader of Global Affair and Workplace Issues, Canadian National Office of the United Steelworkers

Doug is Department Leader, Global Affair and Workplace Issues at the Canadian National Office of the United Steelworkers, representing workers across the country employed in diverse sectors of the economy. Doug has also been chair of the board of trustees for the multi-employer Steelworkers Pension Plan for over 20 years; a member of the Steering Committee of the Canadian Network on Corporate Accountability (CNCA); and a member of the SHARE Board of Directors.

Mark Sevestre, General Manager, Mississaugas of the Credit First Nation & National Aboriginal Trust Officers Association (NATOA) 

In 2006, Mark became one of three founding members of the National Aboriginal Trust Officers Association. Mark is leading the Reconciliation and Responsible Investment Initiative (RRII) in partnership with SHARE, and is also an Advisory Board Member of First Peoples Worldwide at the University of Colorado at Boulder.

Yulena Wan, Director of Finance & Operations, Hamilton Community Foundation 

Yulena Wan was born, raised, and continues to live in Hamilton, Ontario. She is a Chartered Professional Accountant and works as Director of Finance and Operations at the Hamilton Community Foundation (HFC), a leader in philanthropy working to create a vibrant and inclusive city.

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