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CAIA Canada and PRMIA present Invest with Impact
Date(s):
October 22, 2019
Note: All times listed are in local time
Venue:SFU Segal Building
500 Granville Street
Vancouver, BC V6C 1W6
Fee(s):This event has a fee
Description:
"Invest with Impact"
Presented by CAIA Canada and PRMIA
What is and isn’t impact investing? What are the motivations that drive impact investment? Are there financial benefits? Despite increased demand and interest in impact investing, there is still a persistent confusion in this relatively new space.
Join us for an informative and engaging session with speakers from different segments of the impact investing world:
Jennifer So (BMO Global Asset Management) who co-manages BMO Women in Leadership Fund and leads the Canadian team's ESG initiatives.
Mike Winterfield (Active Impact Investments), a Top 40 under 40 with 20 years of experience in the tech industry. His company invests in small private companies that solve an important social or environmental problem and provides post-investment support.
Margie Parikh (Oikocredit Canada), serves on the boards of various organizations. Oikocredit is a social impact investor and worldwide cooperative, with decades of experience in promoting sustainable development through investments with the goal of improving the quality of life of low-income people.
The session will clarify some of the misconceptions and cover topics such as:
• Impact Investing vs. Responsible Investing
• Common and not-so-common themes
• Approaches: active/passive; public/private; equity/debt
• For-profit impact investments
• Opportunities and Risks
Jennifer and Mike will also go into a further discussion on their approach and process.
Margie will tell us more about their global projects, their partners and how to get involved.
Speakers
Margie Parikh, Principal on Governance & Board Director, Oikocredit Canada
Jennifer So, Associate Portfolio Manager, BMO Global Asset Management
Mike Winterfield, Founder & Managing Director, Active Impact Investments
Agenda
3:30 PM Registration
4:00 PM Presentations
5:30 PM Networking Reception
Time and Date
Tuesday, October 22, 2019
3:30 PM to 6:30 PM
Location
SFU Segal Building
500 Granville St
Vancouver BC V6C 1W6
Fees
CAIA/PRMIA Members: USD 20
Non-Members: USD 35
For sponsorship opportunity, please contact: Vancouver.CAIA@gmail.com Sponsors:
 Event Partner:
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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).
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