Hosted by CFA Society Victoria, CAIA Vancouver Chapter & AIMA Canada

The Forum features leaders and experts from across the industry to discuss the changing landscape of alternative investments. In exploring trends in investment management, this year we will focus on the ever important ESG considerations and the growing role of artificial intelligence (AI) technology. The surge in sustainable investing has raised a lot of questions on availability, quality and transparency of ESG data. We will take a special look at the intersection between AI and ESG and the role of ESG in traditional and alternative investments.

PROGRAM

ESG in Alternative Investments

• An overview of ESG in Alternatives, current trends and potential challenges and opportunities.

Soojin Kim, AVP of ESG Research, Preqin

Artificial Intelligence (AI) in ESG

• Use of alternative data and AI to benchmark corporate ESG performance in real time.

• Approaches to address shortfalls of traditional ESG data, with case studies of Fortune 500 companies.

• Analytics for investors and potential use in reputation management.

Qayyum Rajan, Global Head of ESG Analytics, The RepTrak Company

Discussion: AI + ESG + Investment Management

• How digital innovation could help managers and investors collect and analyze ESG data efficiently

• How AI-driven research can complement traditional analysis and improve ESG in the investment process

• How AI might help uncover ESG investment opportunities and reduce greenwashing

• How managers can use AI to self-assess their ESG score in relation to institutional expectations

Angelo Calvello, PhD, Co-Founder, Rosetta Analytics Inc.

Lei Wan, CFA, Associate Portfolio Manager, AGF Investment Inc.

Moderated by:

Tamara Close, CFA, Founder and Managing Partner, Close Group Consulting

Speakers:

• Angelo Calvello Ph.D., Co-Founder, Rosetta Analytics Inc
• Qayyum Rajan CFA, Global Head of ESG Analytics, The RepTrak Company
• Tamara Close CFA, Founder and Managing Partner, Close Group Consulting
• Lei Wan, Associate Portfolio Manager, AGF Investments Inc.
• Soojin Kim, AVP of ESG Research, Preqin

Proudly Supported by this event's 

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Gold Sponsors