|
|
The 4th Annual Victoria Alternative Investment Outlook Forum
Date(s):
April 6, 2022
Note: All times listed are in local time
Venue:Webinar
Fee(s):Free Event
Description: *************** REGISTER HERE ***************
The 4th Annual Victoria Alternative Investment Outlook Forum
hosted by CAIA Vancouver, CFA Society Victoria and 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, CFA, 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
Note: Recording will not be available for distribution after the event.
Fee: Complimentary
Platinum Sponsor:
|
|
|
|
|
|
Angelo Calvello
Organization: Rosetta Analytics Inc.
Angelo has spent the past several years with Co-Founder Julia Bonafede and the Rosetta Science Team developing and deploying Rosetta Analytics’ advanced AI investment platform.
Prior to Rosetta, Angelo co-founded Blue Diamond Asset Management AG, a hedge fund that trades equity volatility. He has held senior positions at Man Investments Inc., State Street Global Advisors, and the CME Group. He also served as CIO of a family office in the Chicago area. Angelo started his investment career as an independent floor trader at the Chicago Board of Trade and the Chicago Board Options Exchange.
Angelo is the “Dissident” columnist for Institutional Investor and former columnist for CIO Magazine. His column, “The Doctor Is In,” won the American Business Media’s 2016 Jesse H. Neal Award for best commentary.
Angelo earned a PhD in Contemporary European Philosophy from DePaul University. He is the author of Environmental Alpha: Institutional Investors and Climate Change (Wiley 2009) and founder of the Journal of Environmental Investing (www.thejei.com). Angelo is a trustee and vice-chairman of a Chicago-area police pension board, Chairman of Outreach with Lacrosse and Schools, and a member of the Chicago Quantitative Alliance.
Tamara Close
Job Title: Managing Director
Organization: Close Group Consulting
Tamara is the Founder of Close Group Consulting, which is a boutique ESG strategy advisory firm that uses in-depth capital markets and ESG expertise to assess, design and implement tailored end-to-end ESG integration practices across asset classes for asset managers, asset owners and corporates. She was previously the Head of ESG Integration for KKS Advisors, a global ESG Advisory firm and has over 20 years of combined experience in capital markets and ESG strategy. Tamara has held various investment management positions for the Bank of Montreal and Credit Lyonnais in the global derivatives and foreign exchange markets and was previously the head of research and risk for a start-up fixed income asset management firm in Montreal. Before founding Close Group Consulting, she spent 10 years in senior management roles within the risk and public markets investment groups of PSP Investments. She is also the founder and creator of the Sustainable Risk Assessment Framework.
Tamara holds the Chartered Financial Analyst (CFA) certification and is a council member of the Canadian Advocacy Council for CFA Societies Canada. She is also a Board director for CFA Montreal and Chair of the ESG Committee as well as a member of the Investment Committee for the JGH Foundation. Tamara is an Advisor to the Veristell Institute, a globally focused think-tank on ESG and Corporate Purpose, as well as PracticalESG, a source for ESG thought leadership. She earned a Bachelor in Economics from McGill University and a Master of Science degree in Finance from the John Molson School of Business. She is fluent in French and English.
Soojin Kim
Organization: Preqin
Soojin currently heads the global ESG research collection efforts at Preqin, the leading data provider for all Alternatives Data, providing insight and analysis on firms across every asset class for fundraising, performance, and deal information. At Preqin, Soojin also participates on the Corporate Responsibility (CR) team as well as the Inclusion, Diversity, Equity, and Awareness (IDEA) Committee, where she promotes conversation around mental health, diversity, carbon reduction, and internal governance initiatives.
Qayyum Rajan
Organization: The RepTrak Company
Qayyum Rajan, CFA ('Q') sits at the intersection of finance and technology, as an avid economist, data scientist and technology executive.
Q began his career in banking, portfolio management and investment funds before entering the programming and data science world. He was then bitten by the entrepreneurship bug and went on to co-found a global fintech company which focused on automating securities issuance using blockchain technology.
Subsequently, he joined the digital and emerging technologies consulting division at one of the big 4, before becoming the founder and CEO of ESG Analytics, a startup that focuses on applying AI to the environmental, social and governance industry. ESG Analytics was recently acquired by The RepTrak company where Qayyum is now the Global Head of ESG Analytics.
Qayyum is a CFA charterholder and was a recent recipient of the Top 30 Under 30 award in British Columbia. He also sits on the Fintech advisory committee for the BC Securities Commission (BCSC).
Q has a natural curiosity for the world around us and for applying technology to create efficiencies and new opportunities.
Lei Wan
Organization: AGF Investments Inc.
Lei Wan is an Associate Portfolio Manager and is responsible for contributing to the development and enhancement of the team’s quantitative investment strategies, with a focus on AGFiQ’s factor-based ESG capabilities.
Prior to taking on this role Lei was a Senior Analyst, Research. He previously worked for a leading international provider of factor indices and multifactor risk models based in Toronto.
Lei earned a Bachelor of Mathematics and Finance in 2010 from the University of Alberta, a Master of Quantitative Finance in 2012 from the University of Waterloo. He has over nine years of quantitative investment experience.
|
|
|
|
|
|