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Join us at
2023 Sustainable Finance Summit

September 6th, 2023: The Summit will explore how new technologies, tax incentives, climate risk frameworks and emissions measurement mandates are changing the way banks and non-banks buy, lend, and invest.

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Speakers

  • John Uhren MD, Sustainable Finance
  • Kim Brand VP & Global Head, Sustainability
  • Barbara Zvan CEO & Member of Canada's Expert Panel on Sustainable Finance
  • Sumee Seetharaman AVP, External Ecosystems
  • Gopala Narayanan SVP Enterprise Risk
  • Nancy Goudreau Managing Director, Sustainable Finance
  • Angie Lamarsh Head of Sustainable Finance
  • Malik Yacoubi CEO | Co-founder
  • Jennifer Livingstone VP Enterprise Climate Strategy
  • Katerina Kindyni CLA Board Member | Financial Services Sustainability Lead
  • Aida Shahbazi Head, Environmental & Social Risk Management
  • Mona Kothari-Chitalia Head of Digital Strategy
  • Mario Schlener Lead Risk Consulting
  • Alex Todorovic CEO | Founder
  • Jonathan Fleisher Partner, Financial Service
  • Jane Lin Americas ESG Risk Quantification Lead
  • Sam Mugel Co-Founder | CTO
  • Johanna Bradie Director, Climate Risk Modelling
  • Grant MacFarlane Vice President
  • Chris Brossard CEO
  • Tracy (Malay) Lagasse Digital Transformation Leader | Financial Services
  • Amira Alfa Sustainability Software Leader, Financial Services
  • Sanders Lazier CEO | Founder
  • Genevieve Turcotte VP Integrated Risk
  • Eddy Burello Partner, Tax Leader
  • Sarah Keyes CEO
  • Paul Allard CEO & Co-Founder
  • Gillian Lofts Global Sustainability Leader

Sponsors

Agenda

8:00 - 4:30

8:00 - 8:45

Breakfast Schmooze

  • LinkedIn
    Sponsored by CLA

    Canadian Lenders Association

    #TheFutureofLending

8:45 - 9:00

Welcome

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    Gary Schwartz

    President | CEO

    Canadian Lenders Association

  • LinkedIn
    Linda Williams

    Managing Partner Markets

    EY Canada

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    Katerina Kindyni

    CLA Board Member | Financial Services Sustainability Lead

    EY Canada

9:00 - 9:20

Oh Canada! Our Lackluster Global Scorecard

MINI KEYNOTE: This keynote looks to global success stories and scores Canada’s progress. How Canada can leapfrog by emulating some of these wins?

  • LinkedIn
    Barbara Zvan

    CEO & Member of Canada's Expert Panel on Sustainable Finance

    University Pension Plan Ontario

    Keynote
9:30 - 10:00

Sustainability Semantics 101: Frameworks & Taxonomies

PANEL: This introductory panel sets the stage and allows the attendees to gain a comprehensive understanding of the regulatory landscape and how new mandates will impact the finance sector. Explore the challenges and opportunities that financial institutions face in meeting these requirements.

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    Gillian Lofts

    Global Sustainability Leader

    EY UK

    Moderator
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    Aida Shahbazi

    Head, Environmental & Social Risk Management

    BMO

    Speaker
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    Jennifer Livingstone

    VP Enterprise Climate Strategy

    RBC

    Speaker
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    Genevieve Turcotte

    VP Integrated Risk

    Desjardins

    Speaker
10:00 - 10:30

The End of Proxy Data: Real Analytics

PANEL: How can we understand, develop, and execute on strategies around the Global GHG Accounting and Reporting Standards for the Financial Industry (PCAF)? This panel explores how current qualitative and proxy data can be replaced by quantitative factual data, outlining emission-intensive hotspots in the lending industry. By addressing the existing gaps in data sourcing, measuring, and reporting, we can identify emission-intensive hotspots in the lending industry and work towards effective emission reduction strategies. Join us as we unlock the power of data to foster transparency, accountability, and informed decision-making in sustainable finance.

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    Katerina Kindyni

    CLA Board Member | Financial Services Sustainability Lead

    EY Canada

    Moderator
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    Alex Todorovic

    CEO | Founder

    Arbor

    Moderator
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    Tracy (Malay) Lagasse

    Digital Transformation Leader | Financial Services

    Microsoft

    Speaker
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    Paul Allard

    CEO & Co-Founder

    Impak Analytics

    Speaker
10:30 - 11:00

Tax: Incentivising Good Behaviour

PANEL: The variety of structures that can be utilized in financing green oriented finance projects. These projects will include renewables (solar, wind , hydro and geothermal), nuclear, hydrogen, carbon capture and retrofit. Budget 2023 proposes to provide $500 million over ten years to the Strategic Innovation Fund to support the development and application of clean technologies in Canada. Where do we as funders see the opportunities? 

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    Jonathan Fleisher

    Partner, Financial Service

    Cassels

    Moderator
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    Grant MacFarlane

    Vice President

    First Financial

    Speaker
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    Martin McLaughlin

    Tax Incentives

    EY Canada

    Moderator
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    Eddy Burello

    Partner, Tax Leader

    MNP

    Speaker
11:00 - 12:00 Concurrent

Morning Networking Hour

NETWORK MEETINGS: Use the Sustainable Finance Summit App to setup multiple one-on-one sessions in the networking hall. Scheduled meetings correspond to table numbers. Establish the partnerships that will advance your business in 2024.

11:00 - 12:00 Concurrent

Accelerating Data Analysis Across Sectors

WORKSHOP: Gain invaluable insights into how data analysis is shaping sustainable finance strategies, aiding investors, financial institutions, and businesses in aligning their initiatives with ESG goals and principles. Explore the evolving landscape of ESG data availability, quality, and integration into investment decision-making processes. Understand the challenges and opportunities in harmonizing ESG metrics across sectors. Walk through case studies leveraging artificial intelligence, machine learning, and big data analytics and explore how data analysis is enhancing risk assessment and resilience within sustainable finance practices, safeguarding portfolios against emerging ESG-related risks.

Use the Sustainable Finance Summit App to sign up for the interactive workshops as space will be limited.
  • LinkedIn
    Biren Agnihotri

    Data & Analytics Practices Leader

    EY Canada

    Moderator
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    Tarun Mehta

    Data, Analytics & AI

    EY Canada

    Moderator
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    Abdullah Choudhry

    Founder

    Arbor

    Speaker
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    Anima Osei

    Sustainability Alliances Leader at EY

    EY Canada

    Moderator
11:00 - 12:00 Concurrent

Sustainable Investing: The Quant Quandary

WORKSHOP: A deep dive into sustainable investment. Not for the faint hearted investor? That is changing. How can predictive software help corporations reduce the waste they produce from manufacturing, forecast the energy they produce from sustainable sources, and enable greener finance for the socially responsible trader? How do you navigate risk and incorporate stress testing into your investment methodology? Leading quants and risk consultants walk you through solutions that will change your investment strategy.

Use the Sustainable Finance Summit App to sign up for the interactive workshops as space will be limited.
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    Sam Mugel

    Co-Founder | CTO

    Multiverse Computing

    Moderator
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    Sarah Keyes

    CEO

    ESSG Global Advisors

    Moderator
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    Mario Schlener

    Lead Risk Consulting

    EY Canada

    Moderator
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    Alik Sokolov

    CEO | Founder

    Responsibli

    Moderator
11:00 - 12:00 Concurrent

Climate Stress Testing

WORKSHOP: This workshop explores risk assessment and data analysis: Participants work together to create plausible and relevant climate change scenarios, taking into account factors such as temperature rise, sea-level rise, extreme weather events, and other relevant variables. The identified scenarios are used to assess potential risks, vulnerabilities, and potential impacts on various aspects, such as infrastructure, supply chains, finances, and environmental resources. Workshop participants analyze available data, models, and projections to quantify the potential consequences of each scenario on the organization or system under review.

Use the Sustainable Finance Summit App to sign up for the interactive workshops as space will be limited.

  • LinkedIn
    Katerina Kindyni

    CLA Board Member | Financial Services Sustainability Lead

    EY Canada

    Moderator
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    Jane Lin

    Americas ESG Risk Quantification Lead

    EY US

    Moderator
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    Aly Raeia

    ESG Risk

    EY Canada

    Moderator
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    Yara Mohajerani

    ESG Risk

    EY Canada

    Moderator
12:00 - 1:00

Networking Lunch

  • LinkedIn
    Sponsored by Ernst & Young

1:00 - 1:30

Green(ing) Mortgages

PANEL: Join us for an engaging panel discussion on the evolving landscape of green mortgages and their role in promoting energy efficiency and sustainability in both residential and commercial sectors. Discover the initiatives, programs, OPTA intelligence and financial incentives available to individuals and businesses who opt for green mortgages, and how these financing options contribute to a more sustainable future. Gain insights into the strategies and best practices for integrating sustainability criteria into mortgage decisions, ultimately driving positive change in the real estate industry.

  • LinkedIn
    Malik Yacoubi

    CEO | Co-founder

    Nesto

    Moderator
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    Chris Brossard

    CEO

    CMLS Financial

    Speaker
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    John Uhren

    MD, Sustainable Finance

    BMO

    Speaker
1:30 - 2:00

New-Age Checkout: Supporting SMB & Consumer Decisioning

PANEL: Discover how financial institutions can play a pivotal role in supporting SMBs and consumers in adopting and incentivizing sustainable business practices and financing options at point-of-decision. Explore the challenges and opportunities faced by consumers when it comes to making sustainable purchasing decisions and how financial institutions can provide guidance and incentives.

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    Brandon Sutcliffe

    Americas Sustainable Finance Lead

    EY US

    Moderator
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    Mona Kothari-Chitalia

    Head of Digital Strategy

    Microsoft

    Speaker
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    Stephen Uwazota

    Sustainable Finance

    Scotiabank

    Speaker
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    Amira Alfa

    Sustainability Software Leader, Financial Services

    IBM

    Speaker
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    Nancy Goudreau

    Managing Director, Sustainable Finance

    Desjardins

    Speaker
2:00 - 2:30

Beyond Treehugging: Bottom-up Climate Risk Stress Tests

PANEL: This concluding panel looks to the near future. Central banks and financial regulators now widely acknowledge that climate change is a source of financial stability risk, via physical and transition risk. Discover how financial institutions are leveraging risk quantification techniques to understand the current vulnerabilities to climate-related risks, examine how firms expect to adjust their business models, and the collective impact of these responses on the broader economy.

  • LinkedIn
    Jane Lin

    Americas ESG Risk Quantification Lead

    EY US

    Moderator
  • LinkedIn
    Aida Shahbazi

    Head, Environmental & Social Risk Management

    BMO

    Speaker
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    Johanna Bradie

    Director, Climate Risk Modelling

    Scotiabank

    Speaker
  • LinkedIn
    Gopala Narayanan

    SVP Enterprise Risk

    RBC

    Speaker
2:30 - 3:30 Concurrent

Afternoon Networking Hour

NETWORK MEETINGS: Use the Sustainable Finance Summit App to setup multiple one-on-one sessions in the networking hall. Scheduled meetings correspond to table numbers. Establish the partnerships that will advance your business in 2024.

2:30 - 3:30 Concurrent

Technology Solution Deep Dive

WORKSHOP: In this dynamic and engaging session, we will present cutting-edge solutions designed to empower banks and fintechs to swiftly and effectively tackle sustainability challenges. Our workshop is focused on real-world case studies and outcome-driven learning, ensuring you gain practical knowledge with a clear focus on ROI.

Use the Sustainable Finance Summit App to sign up for the interactive workshops as space will be limited.

  • LinkedIn
    Sanders Lazier

    CEO | Founder

    Carbon Hound

    Speaker
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    Sumee Seetharaman

    AVP, External Ecosystems

    TD Bank

    Moderator
  • LinkedIn
    Manasvini Vaidyula

    Climate Solutions Lead

    Manifest Climate

    Moderator
  • LinkedIn
    Ben Grande

    CTO

    Arbor

    Moderator
2:30 - 3:30 Concurrent

Regulatory Brief & Discussion

WORKSHOP: Gain insights into the existing sustainable finance regulations in Canada, including policies aimed at promoting ESG. Examine the trajectory of sustainable finance regulation in Canada and its alignment with international agreements and goals. Understand the tangible effects of sustainable finance regulations on financial markets, asset management, and institutional investors, and explore potential avenues for fostering growth and innovation. Discuss collaborative efforts between government bodies, financial institutions, businesses, and civil society in shaping and implementing sustainable finance regulations. Discuss challenges faced by market participants in adhering to these regulations, while also uncovering the emerging opportunities for businesses to drive positive environmental and social outcomes.

Use the Sustainable Finance Summit App to sign up for the interactive workshops as space will be limited.
  • LinkedIn
    Clara Shin

    Sustainability Reporting and Strategy Leader

    EY Canada

    Speaker
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    Brandon Sutcliffe

    Americas Sustainable Finance Lead

    EY US

    Moderator
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    Katerina Kindyni

    CLA Board Member | Financial Services Sustainability Lead

    EY Canada

    Moderator
3:30 - 4:30

Can I Buy You a Drink?

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    Sponsored by Ernst & Young

Details

Date

September 6th, 2023

Time

8:00 AM - 6:00 PM

Venue

EY Tower, 40th Floor, 100 Adelaide St W, Toronto, Ontario