Program
Click the tabs below to view the draft agenda for each of the conference days. The final agenda will be available for download prior to
the conference.
(updated Sept 29, 2012)

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Time Session Group Presentation Moderator(s) Location
8:30 Registration 519 York Research Tower
9:00 Main Session All Groups Programme Welcome/Keynote Gordon Clark, Oxford University 519 York Research Tower
9:45 Break 519 York Research Tower
10:00 Parallel Sessions Group A: Governance Where is the responsible in RI climate change engagement?
Ben Jacobsen
Jim Hawley and Maria Balatbat
Feedback:
Sarah McGill and Heather Hachigian
280N York Lanes Offices
Group B: Investment Strategies and Performance Responsible Investment in Asia: The Financial Performance of Japanese SRI Funds
Christoph Biehl
Lars Hassel and Bert Scholtens
Feedback:
Damini Gupta
626 York Research Tower
Group C: Reporting Corporate governance disclosure in South Africa: theory versus practice
Nadia Mans-Kemp
David Wood and Jean Philippe Desmartin
Feedback:
Matthew Maguire
519 York Research Tower
11:00 Parallel Sessions Group A: Governance Reframing the Governance Challenge for Sustainable Investing
Sarah McGill and Heather Hachigian
Jim Hawley and Maria Balatbat
Feedback: 
Vanisha Sukdeo
280N York Lanes Offices
Group B: Investment Strategies and Performance Do corporate bond markets value environmental, social or corporate governance events?
Florian Berg
Lars Hassel and Bert Scholtens
Feedback:
Benjamin Tobias Peylo
626 York Research Tower
Group C: Reporting Can the G20 include sustainability reporting in the agenda of all of the world 20 largest economies?
Alexandra Duarte Correia
David Wood and Jean Philippe Desmartin
Feedback:
Agnes Neher
519 York Research Tower
12:00 Lunch Dining Room, Schulich Executive Learning Center
13:30 Parallel Sessions Group A: Governance What is the Benefit of a ‘Benefit Corporation’?:  Examining the advantages and detriment
Vanisha Sukdeo
Jim Hawley and Maria Balatbat
Feedback:
Ben Jacobsen
280N York Lanes Offices
Group B: Investment Strategies and Performance Employing CSR as a modality to promote public policy
Marion Dupire Declerck
Lars Hassel and Bert Scholtens
Feedback:
Christoph Biehl
626 York Research Tower
Group C: Reporting Food Disclosure and Financial Markets: How Food Labelling Could Help Better Protect Retail Investors
Elsa Savourey and Daniel Litwin
David Wood and Tessa Hebb
Feedback:
Alexandra Duarte Correia
519 York Research Tower
14:30 Parallel Sessions Group A: Governance Exploring factors that influence social retail investors decisions: Evidence from Desjardins
Dominique Diouf
Richard Self and Céline Louche
Feedback: Dane Rook
280N York Lanes Offices
Group B: Investment Strategies and Performance Financial implications of Toxic Waste
Damini Gupta
Lars Hassel and Bert Scholtens
Feedback:
Florian Berg
626 York Research Tower
Group C: Reporting The need for a concept for more transparency on the European Social Responsible Investment-market
Agnes Neher
David Wood and Tessa Hebb
Feedback:
Nadia Mans-Kemp
519 York Research Tower
15:30 Parallel Sessions Group A: Governance Structures of understanding in long-term financial markets.
Dane Rook
Richard Self and Céline Louche
Feedback:Dominique Diouf
280N York Lanes Offices
Group B: Investment Strategies and Performance Rational Socially Responsible Investment
Benjamin Tobias Peylo
Lars Hassel and Bert Scholtens
Feedback:
Marion Dupire Declerck
626 York Research Tower
Group C: Reporting From Private Regulation to Public Policy: The Case of Corporate Non-Financial Reporting
Matthew Maguire
David Wood and Tessa Hebb
Feedback:
Elsa Savourey
519 York Research Tower
17:00 Main Session All Groups Close of Symposium 519 York Research Tower
19:00 Celebration Dinner Dining Room, Schulich Executive Learning Center
Time Session Session Description Presenters Moderators/Facilitators Location
8:30 Registration Tribute Communities Recital Hall, Accolade East Bldng
9:00 Main Session Programme Welcome Tessa Hebb, Carleton Centre for Community Innovation (3ci), Carleton University
Rob Lake,
Principles for Responsible Investment (PRI)
Wes Cragg,
Canadian Business Ethics Research Network (CBERN)
Tessa Hebb, Carleton Centre for Community Innovation (3ci), Carleton University Tribute Communities Recital Hall, Accolade East Bldng
9:15 Keynote Address The Value-add of Shareholder Engagement Elroy Dimson, London Business School Tessa Hebb, 3ci, Carleton University Tribute Communities Recital Hall, Accolade East Bldng
10:00 Panel Governing from without and within: What institutions are needed to facilitate sustainable financial markets?
Gordon Clark, Oxford University
Jane Ambachtsheer, Mercer
Roger Urwin, Towers Watson
Charles Sampford, Griffith University
Elroy Dimson, London Business School
Rob Lake, PRI (Moderator)
Tessa Hebb, 3ci, Carleton University (Compere)
Tribute Communities Recital Hall, Accolade East Bldng
10:45 Break CIBC Lobby, Accolade East Bldng
11:00 Parallel Sessions The role of finance in global governance Jane Ambachtsheer, International Codes and Conventions: Are Pension Funds Missing in Action?
Tatiana Rodionova, Fighting Bribery with Gentle Nudging: the Impact of a Responsible Investment Index
Discussant: Bob Walker, NEI Investments
Respondent:
Yolanda Banks, Export Development Canada
Chair:
Wes Cragg, Canadian Business Ethics Research Network (CBERN)
280N York Lanes Offices
Investment Strategies and Performance Gabriel Henry Jacob and Swee Sum Lam, Socially Responsible Investment Styles: Equity Risk, Return and Valuation
Kais Bouslah, Firm Risk and Social Performance
Jenke ter Horst, Stakeholder relations and stock returns: on errors in investors' expectations and learning
Discussant: Ryan Huang,
Healthcare of Ontario Pension Plan (HOOPP)
Respondent:
Bouchra M'Zali, L'Université du Québec à Montréal
Chair:
Andreas Hoepner, University of St Andrews, PRI
305 York Lanes Offices
Investor Responses to Climate Change Ian Bragg, Social Investment Organization (SIO)
Patrick Crawford, Carbon Disclosure Project (CDP)
Chair: Gary Hawton, Ocean Rock Investments at Qtrade Financial Group 626 York Research Tower
Fiduciary Law and Sustainable Finance: Inconsistencies in law and interpretation Jay Youngdahl, Initiative for Responsible Investment (IRI), Harvard University
Ed Waitzer, Osgoode Hall Law School
Benjamin Richardson, University of British Columbia
Discussant: Jim Hawley, Saint Mary's College of California
Chair:
Anna Young, University of Sydney Business School
519 York Research Tower
12:15 Lunch Dining Room, Schulich Executive Learning Centre
13:30 Keynote Address The role of business ethics in finance Ola Mestad, Chair, Norwegian Council on Ethics Tessa Hebb, 3ci, Carleton University
Q&A with
Wes Cragg, Canadian Business Ethics Research Network (CBERN)
Tribute Communities Recital Hall, Accolade East Bldng
14:15 Panel Impact Investing: New opportunities for social impact - is there a market? Giselle Leung, Global Impact Investing Network (GIIN)
Serge LeVert-Chiasson, Sarona Asset Management
David Wood, IRI, Harvard University
Tessa Hebb, 3ci, Carleton University (Moderator) Tribute Communities Recital Hall, Accolade East Bldng
15:15 Break CIBC Lobby, Accolade East Bldng
15:45 Parallel Sessions Regional Perspectives on Responsible Investing Stephanie Giamporcaro, The relevance of SRI in driving integrated ESG strategies in South Africa
Frances Abele and Josh Gladstone: Responsible Investment in the Canadian Territorial North
Christine Chow: Responsible Investment in Hong Kong (paper for comment only)
Discussant: Richard Self, University of Derby
Respondent:
Chris MacDonald, Ryerson University
Chair:
Maria Balatbat, University of New South Wales
280N York Lanes Offices
Policy Innovation and the promotion of sustainable finance Matti Siemiatycki, Public-Private Partnerships and the Union Movement: An Uncomfortable Coexistence?
Heather Hachigian, Managing Ambiguity: Governance for Responsible Investing
Karin Buhmann, The Danish CSR reporting requirement as reflexive law: Employing CSR as a modality to promote public policy
Discussant: Tom Croft, Heartland Network
Respondent:
Lars Hassel, Sustainable Investment Research Platform
Chair:
JP Desmartin, Oddo Securities
519 York Research Tower
Advancing the Social Pillar in “ESG” – Research Needs and Resources for Canadian PRI Signatories Priya Bala Miller, Shareholder Association for Research and Education (SHARE) Chair: Daniel Simard, Bâtirente
Discussants:
Rob Lake, PRI, Jay Youngdahl, IRI, Harvard, Tessa Hebb (3ci)
626 York Research Tower
Who advances RI goals and how? Anna Young, Materiality for whom: responsible investment and the societal function of listed equities
Christel Dumas, Bringing responsible investment into the mainstream
Céline Louche, Unpacking the notion of 'success' in Social Shareholder Engagement: The Perspective of Religious Organizations
Discussant: Peter Chapman, Shareholder Association for Research and Education (SHARE)
Respondent:
Amr Addas, Concordia University
Chair:
Jane Ambachtsheer, Mercer
305 York Lanes
17:00 Parallel Sessions Developing and promoting capacity to research and teach RI topics  in universities Cary Krosinsky, Trucost
Amr Addas
, John Molson School of Business (JMSB)
Chair: Cary Krosinsky, Trucost
Facilitators:
Amr Addas, JMSB, Christoph Biehl, University of St Andrews, Lars Hassel, Umeå School of Business and Economics
280N York Lanes Offices
Is there a bridge between research and practice? Keith Johnson, Network for Sustainable Financial Markets (NSFM) Chair: Keith Johnson, NSFM
Facilitators: Ed Waitzer, Osgoode Hall Law School,
David Wood, IRI and Jay Youngdahl, IRI
626 York Research Tower
Mobilizing students to support endowment reforms: The CURI Initiative Heather Hachigian, Coalition of Universities for Responsible Investing (CURI) Chair: Andreas Hoepner, University of St Andrews 305 York Lanes Offices
Finding better ways to engage the investment community through research:  A workshop on research snapshots Hilary Martin, Canadian Business Ethics Research Network (CBERN) Chair: Robert Harding, PRI 519 York Research Tower
18:15 Close of Day One
19:00 Dinner and Prizes Reception 7:00 pm (cash bar)
Dinner 7:30 pm
The Sustainalytics Prize for Best Responsible Investing Research
(Academic and Student) to be awarded
Tessa Hebb, 3ci and Carleton University
Rob Lake, PRI
Dining Room, Schulich Executive Learning Centre
Time Session Session Description Presenters Moderators/Facilitators Location
8:00 Registration Robert R. McEwen Auditorium
8:30 Keynote Address Creating incentives that work in the long-term: aligning the interests of asset owners and asset managers Sébastien Pouget, Toulouse School of Economics Rob Lake, Principles for Responsible Investment (PRI) (Moderator)
Tessa Hebb, Carleton Centre for Community Innovation (3ci), Carleton University (Compere)
Robert R. McEwen Auditorium, Schulich School of Business
9:15 Panel Is the problem the principal or the agent? Dysfunctional relationships in the investment chain and pathways for research to 'treat' them Daniel Simard, Bâtirente
Brigid Barnett, CPP Investment Board
Sébastien Pouget, Toulouse School of Economics
Alison Schneider, Alberta Investment Management Corp.
Rob Lake, PRI (Moderator)
Tessa Hebb, 3ci, Carleton University (Compere)
Robert R. McEwen Auditorium, Schulich School of Business
10:15 Break CIBC Marketplace Lobby, Schulich School of Business
10:45 Parallel Sessions Evolution of RI: Historical Perspectives Christel Dumas, From occupy Wall Street to mainstream: A question of beliefs and coordination
Afshin Mehrpouya, From God to Markets: An analysis of boundary actors' meaning work during 'mainstreaming' of SRI
Discussant: Dirk Matten, Schulich School of Business
Chair:
Priya Bala Miller, Shareholder Association for Research and Education (SHARE) 
626 York Research Tower
RI in alternative asset classes: The case of Private Equity Vanina Forget, Think Global, Invest Responsible: Why the Private Equity Industry Goes Green
Silva Dezelan, ESG Engagement with Private Equity Funds: Lessons Learned
Sabrina Teyssier, The Price of Unsustainability: An Experiment with Professional Private Equity Investors (Presented by Vanina Forget)
Discussant: Jean-Philippe Desmartin, Oddo Securities
Chair:
Ben Richardson, University of British Columbia
S125 Schulich School of Business
Collaboration between indigenous communities and responsible investors: risks and opportunities Irene Sosa, Sustainalytics Discussants: Ben Bradshaw, University of Guelph, Larson Bill, Te-Moak Tribe of Western Shoshone, Nevada
Chair:
Irene Sosa, Sustainalytics
280N York Lanes Offices
Defining and Measuring RI Performance: Advancements in Research Richard Self, A Consideration of the Next Generation of PRI and ESG Measures and Indices for the Sustainable Corporation derived from the Optimisation of Shared Stakeholder Value
Bert Scholtens, Towards a Theory of Responsible Investment
Abdelmajid Hmaittane, Lawrence Kryzanowski, and Bouchra M'zali, Firm Value, Corporate Social Actions and Financing Constraints
Discussant: Doug Morrow, Corporate Knights
Respondent:
Andreas Hoepner, University of St Andrews, PRI
Chair:
Céline Louche, Vlerick Business School
519 York Research Tower
12:30 Lunch                                   Meeting of the Responsible Investing Initiative CURA  Dining Room, Schulich Executive Learning Centre
13:30 Parallel Sessions Developing the market for Impact Investing Margie Mendell and Erica Barbosa-Vargas, Impact Investing: exchange platforms and early developments of secondary markets
Michael Swack, An Analysis of Community Development Financial Institutions in the United States
Ben Bradshaw, Can the SRI community make better use of Impact and Benefit Agreements as signifiers of progressive Aboriginal community relations in the mining sector?                                                                                                       
Discussant: Adam Jagelewski, MaRS
Respondent:
David Wood, IRI, Harvard University
Chair:
Nancy Neamtan, Chantier de l'economie sociale
280N York Lanes Offices
RI in new geographies: The case of China Olaf Weber, ESG Reporting of Chinese Companies and Responsible Investment
Andreas Hoepner, Responsible Investment and the Chinese Stock Market
Respondent: Maria Balatbat, University of New South Wales
Chair:
Robert Harding, Principles for Responsible Investment (PRI) Academic Network
S125 Schulich School of Business
Socially Responsible Investment in the 21st Century: Does it Make a Difference for Society? Céline Louche, Vlerick Business School Chairs: Céline Louche, Vlerick Business School and Tessa Hebb, 3ci, Carleton University 626 York Research Tower
Performance of RI in alternative asset classes Natalia Semenova and Pontus Cerin, Energy Performance and Housing Prices
Nicholas Koch, Is a carbon beta born? Valuing fuel mix strategies of European utilities
Discussant: Jean-Philippe Desmartin, Oddo Securities
Chair:
Richard Self, University of Derby
519 York Research Tower
14:45 Final Plenary Session Wrap Up Rob Lake, PRI
Tessa Hebb
, 3ci
Wes Cragg
, CBERN
  Robert R. McEwen Auditorium, Schulich School of Business
15:30 Conference Close

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