Trends in ESG & Responsible Investing: Policies, Practice and Portfolio Management Integration


Responsible Investing and ESG (environmental, social and governance) factors are quickly becoming a new standard for best practice across alternative investments, driven by investors and regulators alike.

Join us for a lively discussion on current trends in responsible investment adoption, best practices for a responsible investing policies and how to best integrate ESG within the portfolio management process with these leading consultants and investment managers. Topics with include:

  • Trends in Responsible Investing and ESG best practices
  • Policy and procedure foundations
  • Climate change risks and considerations
  • ESG & portfolio management integration
  • AIMA’s DDQ for Responsible Investments
  • Investor expectations
  • and more


  • Judy Cotte, CEO, ESG Global Advisors
  • Martin Grosskopf, VP, Portfolio Manager and Director, Sustainable Investing, AGF Investments
  • Jason Landau, Executive Vice-President and Portfolio Manager, Waratah Capital Advisors
  • Francisca Quinn, Founder & Managing Partner, Quinn & Partners
  • Liam O’Sullivan, Principal, Head of Client Portfolio Management, RPIA


  • Graham Jones, Director of Sales, Prime Brokerage, Scotiabank Global Banking and Markets

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