Event Speakers

CAIA Canada and PRMIA present Invest with Impact

  • Date: October 22, 2019
  • Location: SFU Segal Building

Speakers

Margie Parikh
Organization: Oikocredit Canada


Margie is motivated by Oikocredit’s challenge to invest responsibly for a global, just society where resources are shared sustainably. She also serves on the boards of Camosun College, BC Oil and Gas Commission, and CISV International, and formerly chaired MEC, among other organizations. A Chartered Director, Margie has worked in board governance for 20 years. She is a Regional Ambassador for Women Get On Board, a mentor for G(irls)20 Girls on Boards initiative, and a member of The 30% Club, all of which strive for greater representation of women in governance.


Jennifer So
Organization: BMO Global Asset Management


Jennifer co-manages BMO Women in Leadership Fund and leads the Canadian team's ESG initiatives. She joined BMO Asset Management Inc. in September 2015 as an equity analyst with a focus on ESG, industrials, large cap energy and materials (non-mining). Jennifer spent a decade at a Canadian Bank with experience in Investment Banking, Research and Institutional Sales. In addition she has a further 7 years’ experience as a Chartered Accountant at one of the big four accounting firms and teaching undergraduate finance at a Canadian University. Jennifer has a Bachelor of Commerce from the University of Toronto and is a CFA Charterholder, Chartered Accountant and Chartered Professional Accountant.


Mike Winterfield
Organization: Active Impact Investments


Mike is the founder and Managing Partner of Active Impact Investments, a certified BCorp based in Vancouver, BC that manages a limited partnership fund with $10M in assets under management. They exclusively invest in small private companies that solve an important social or environmental problem and they gladly provide post-investment support. Prior to this, Mike was a Top 40 under 40 with 20 years in the tech industry specializing in services companies and SaaS products. He worked for 14 years in various executive roles for award winning companies, most recently President of Traction Rec and COO at Traction on Demand. Prior to that as President of Randstad Professionals running $300M in revenue. Mike serves on the board of directors at DSRF and is a mentor/EIR at NVBC, Founder Institute and Spring Activator. Mike has a Queen’s BSC, INSEAD exec MBA and got his board training through the Beedie Directors Education Program (DEP).