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Thursday, February 25 • 8:30am - 4:30pm
Trustee Master Class LIMITED
Limited Capacity seats available

SHARE’s 2016 Trustee Master Class, to be held on Thursday, February 25, 2016 at the Pinnacle Hotel, brings together an impressive roster of instructors and speakers to examine two timely pension investment issues: Governing Responsible Investment and Impact Investing: Is there a role for Pension Funds? The day-long program is designed for pension plan trustees.

The morning session will focus on Governing Responsible Investment, with leading international pension fund advisor, Rob Lake, and SHARE's Director of Responsible Investment, Shannon Rohan. This session will explore governance strategies and best practices for devising effective responsible investment policies and overseeing their implementation.

The instructors will use case studies and breakout groups to ensure an interactive and participative course environment, providing participants with concrete examples of how other pension funds have approached responsible investment in their investment policies and beliefs and strategies and tips for working effectively with service providers on responsible investment including measuring and monitoring performance

In the afternoon session, trustees will explore the role of pension funds in economically-targeted and impact investing. This session will be led by instructors the Director, Initiative for Responsible Investment at Harvard University, David Wood, and SHARE’s Executive Director, Peter Chapman.

Questions which will be addressed during the session, include: Is there a place for it in your portfolio? What are the opportunities and risks associated? And, Can impact investments bolster public support for occupational pensions?

The class provides:

  • An opportunity to learn about emerging Responsible Investment issues;
  • Reading materials and resources for future reference;
  • Opportunities to network with other trustees and course instructors.

Registration includes morning and afternoon health breaks, as well as a light lunch.

Fees: CAD $180.00 (Standard) / CAD $160.00 (Early Bird ends Saturday, January 31 2016), plus 5% GST. SHARE affiliates receive a discount of 15%. Further discounts are available if you register for the BC Pension Forum on Friday, February 26.

avatar for David Wood

David Wood

Director, Initiative for Responsible Invesment, Hauser Institute for Civil Society, 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... Read More →
avatar for Peter Chapman

Peter Chapman

Executive Director, SHARE
Peter Chapman is the Executive Director of the Shareholder Association for Research and Education. SHARE is a leading provider of proxy voting, shareholder engagement and policy consulting services to Canadian institutional investors and of governance and investment education to pension... Read More →
avatar for Rob Lake

Rob Lake

Independent Responsible Investment Advisor
Rob Lake is an Independent Responsible Investment Advisor focusing in particular on asset owners. His experience at a leading pension fund, an investment management house and a global investor network gives him a unique perspective on the complexity and diversity of responsible investment/ESG... Read More →
avatar for Shannon Rohan

Shannon Rohan

Director of Responsible Investment, SHARE
Shannon Rohan is a responsible investment professional with a focus on helping institutional investors devise and implement responsible investment policies and practices. Her principle area of expertise is devising shareholder engagement approaches for mission-driven investors. She... Read More →

Thursday February 25, 2016 8:30am - 4:30pm PST
Pinnacle Hotel Vancouver Harbourfront 1133 West Hastings St, Vancouver, BC

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