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Events
Sustainalytics webinar - The Bitter Taste of Cocoa: Supply Chain Risks and Opportunities
July 6, 2010, online event
Sustainalytics website (link to http://www.sustainalytics.com/sustainalytics-analyst-briefing-bitter-taste-cocoa-and-supply-chain-risks-and-opportunities )
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The conference would not have been possible without the support and participation of our sponsors.
A heartfelt thank you!
Thank you also to our trade show participants and to everyone who attended the conference. We hope you will join us again in June 2011 in Victoria, British Columbia.
Please scroll down the page for 2010 conference presentations, articles and other
items of interest.
Full conference program
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Monday, June 14 |

Ilse Treurnicht
CEO, MaRS Discovery District, Toronto
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Opening Keynote: Innovation, investment and the future
The head of one of Canada's leading innovation institutes talked about Canada's economic and social challenges and the future role for SRI and conventional investment.
Moderated by: Doug McGee, Alterna Savings
Ilse Treurnicht presentation slides, Monday, June 14, 2010
Sponsored by

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Nicholas Parker
Executive Chairman, Cleantech Venture Network |
Innovations in Cleantech Investing
One of the global experts on cleantech shared his thoughts on new opportunities in public market investment and venture capital in the cleantech sector.
Nicholas Parker presentation slides, Monday, June 14, 2010
Moderator Martin Grosskopf, Director, Sustainability Research and Portfolio Manager for Acuity, then led a conversation on the topic with Nicholas and the audience.
Read Laura Tozer's conference blog (June 14): Innovations in cleantech investing
Sponsored by

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Todd Hirsch, Senior Economist, ATB Financial, Calgary
Michelle de Cordova, Manager, Sustainability Research, Northwest & Ethical Investments LP, Vancouver
Karina Litvack, Head of Governance & Sustainable Investment Team, F&C Investments, London, England |
Engaging with the Oilsands Sector
A panel of experts talked about the prospects for the Alberta oilsands, and how investors are sharing concerns and raising awareness on one of Canada's most serious environmental problems.
Moderated by: Eugene Ellmen, SIO
Read Michelle de Cordova's pre-conference blog (June 3rd): SRI in the oil sands: a contradiction in terms, or a challenge we can meet?
Read Sucheta Rajagopal's conference blog (June 17): Engaging with the oil sands sector
Sponsored by

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Tuesday, June 15 |

Chris Coulter
Senior Vice President, Strategy and Collaboration, GlobeScan Inc.
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Benjamin Commerie
Lead advisor in marketing research, Specialized Savings Products Division,
Desjardins Group |
The Public and Investor Mind-Set
Chris Coulter, who last presented to the SIO conference in 2005, provided an update on public and investor attitudes on corporate sustainability and responsibility in a time of economic turmoil.
Benjamin Commerie provided the results of new research of Desjardins members on their attitudes toward SRI.
Moderated by: Dermot Foley, Vancity Investments
Chris Coulter presentation slides, Tuesday, June 15, 2010
Benjamin Commerie presentation slides, Tuesday, June 15, 2010
version française
Read Benjamin Commerie's pre-conference blogs (June 11): Les attitudes du public et des investisseurs envers l'investissement socialement responsable / Attitudes towards socially responsible investment
Read Doug Watt's conference blog (June 18): Advisors key to SRI sales strategy
Sponsored by
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Steve Schueth, President and Chief Marketing Officer, First Affirmative Financial, Colorado Springs, Colorado
Cara MacMillan, commentator on SRI and financial advisor, BMO Nesbitt Burns, Ottawa
Beth Jones, long-time SRI investor and Associate Director, Green Communities Canada
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Elements of Success for the SRI Advisor: Tips from the Experts
Moderated by: Don Wilson, Freedom 55 Financial
The panel had a conversation about how advisors should talk to their clients on SRI issues. How to turn an interested prospect into an SRI client. Are clients changing? Are they different now than from the 1990s? And what are the lessons from this?
Read Valentina Bellicova's pre-conference blog (June 11): Elements of success for the SRI advisor
Read Doug Watt's conference blog (June 15): Tips from the experts
Read Doug Watt's article (June 18): SRI Advisors: Be true to yourself
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Janice Gross Stein
Director, Munk Centre for International Studies, University of Toronto
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The G20 and Financial Re-Regulation
Janice Stein presentation slides, Tuesday, June 15, 2010
Janice Stein is a renowned commentator on international affairs. She spoke to the conference on the outlook for the G20 meeting in Toronto in June 2010. |
Kevin Ranney, Global Director, Responsible Investment Services,
Jantzi-Sustainalytics
Paul Hannon, Executive Director, Mines Action Canada |
Responsible Investment and Cluster Munitions
Kevin Ranney and Paul Hannon discussed their responses to cluster munitions.
Moderated by: Eugene Ellmen, SIO
Sponsored by

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Lisa Hayles, Senior Client Relationship Manager, EIRIS, London, England
Cindy Rose, Head of SRI Research, Aberdeen Asset Managment Inc., Edinburgh, Scotland
Kees Gootjes, Project Manager Responsible Investments, VBDO (Culemborg, Netherlands), association member of the European Sustainable Investment Forum (Eurosif) |
SRI: The View from Europe
Europe is often hailed as a model for ESG research and asset management. Is the reputation warranted? A research provider, asset manager and asset owner presented their perspectives.
Moderated by: Eugene Ellmen, SIO
Read Lisa Hayles' pre-conference blog (June 10): The view from Europe
Sponsored by
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The Award provides us with an opportunity to recognize and celebrate the leading lights in the Canadian SRI industry. As well, we will build a narrative of the growth of socially responsible investing in Canada around the accomplishments and contributions of our Award finalists and recipients.
Eugene Ellmen, SIO Executive Director
The SIO thanks the SRI Award Committee:
Don Wilson, Chair
Gary Hawton
Doug McGee
Sarah Smith
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Dinner & Canadian SRI Lifetime Achievement Award
On June 15, 2010, the conference featured the presentation of the inaugural Canadian SRI Lifetime Achievement Award in recognition of an outstanding contribution to the Canadian socially responsible investment industry.
Congratulations to Michael Jantzi, CEO, Sustainalytics, voted by professional peers as recipient of the 2010 Canadian SRI Lifetime Achievement Award!
Read Doug Watt's conference blog (June 15): Michael Jantzi wins lifetime achievement award
Michael (right) shares this photo with nominee finalists Bill Davis (left) and Moira Hutchinson (centre). Peter Chapman, also an Award nominee finalist, is not shown in the photo.

Photo courtesy of Jantzi-Sustainalytics
Read about our four nominee finalists here. |
Wednesday, June 16 |
David Berge, Senior Vice-President, Social Finance, Vancity
Alex Kjorven, Development Manager, Access Community Capital Fund
Betsy Martin, Senior Advisor, Community Foundations of Canada
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Impact Investing: Innovations for Social Finance in Canada
Moderated by: Tom Haubenreisser, Sarona Asset Management
Experts discussed innovations and collaboration on investment in community economic development and social enterprise.
Read Alex's Kjorven's pre-conference blog (June 7): Impact Investing: Problem solving while profit seeking
Read Karim Harji's conference blog (June 17): Impact Investing: Innovations for social finance in Canada
Sponsored by:

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Gerhard Pries, President, Sarona Asset Management, Waterloo, Ontario
Mamdouh Foad, Executive Director, Egyptian Association for Community Initiatives and Development (EACID), Aswan, Egypt
Joan Trant, Executive Director, International Association of Microfinance Investors, New York City, USA
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Charles Black, Chair, Pension Board, United Church of Canada
Stephen Brown, Director of Corporate Governance and Associate General Counsel, TIAA-CREF, New York City, USA
Frank Coleman, Executive Vice President, Christian Brothers Investment Services, New York
Michael Jantzi, CEO, Sustainalytics
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Luncheon: Divestment and Engagement: Are there limits to corporate engagement?
Moderated by: Gary Hawton, Meritas Mutual Funds
The closing luncheon featured a conversation on the long-standing debate in the SRI industry on the merits of divestment vs. engagement.
Read Farnam Bidgoli's conference blog (June 18): Divestment and engagement
Sponsored by:

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Past Conferences
Canadian Responsible Investment Conference, Winnipeg, June 2009 presentations are available here.
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