BESPOKE TRAINING

Host a private session for your teams

Masterclass is hosted upon request for groups of 10 learners and more. Engage your teams in conversation and activate collaboration on some of the most material sustainability topics within your organization. Contact us to learn more

About the course

This course aims to introduce students to the evolving role of an investment portfolio manager, including the importance of integrating financial, social, and environmental values to achieve long-term value creation. The course will cover topics such as the flow of funds and stakeholder influence, impact investing, green taxonomy, and sustainability investment products. Students will learn how to assess both quantitative and qualitative data to make informed investment decisions that align with sustainability principles and contribute to long-term value creation.

Learning Outcomes

After completing this course learners will be able to :

  • Understand the evolving role of an investment portfolio manager in achieving long-term value creation

  • Analyze the flow of funds and stakeholder influence in the investment decision-making process

  • Evaluate the principles and practices of impact investing

  • Evaluate the role of green taxonomy in sustainable finance

  • Identify and analyze sustainability investment products

  • Develop and present investment proposals that align with sustainability principles and contribute to long-term value creation

Course Scope

Key topics that will be covered during the training

  • Introduction to Long-Term Value Creation

  • The Role of Flow of Funds and Stakeholder Influence

  • Impact Investing

  • Green Taxonomy

  • Sustainability Investment Products

Instructor

Sustainable Finance Expert Stephen Kibsey

Stephen is an investment professional with over thirty years of experience in various roles such as analyst, portfolio manager, and risk manager at different organizations including one of Canada's largest investment institutions, CDPQ, and one of Canada's largest corporate pension funds, BIMCOR. He has been actively involved in responsible investment and played a key role in the creation of the Sustainable Investment Professional Certificate and the Sustainability Ecosystem at Concordia University. He has also lectured on risk management in investment portfolio construction and sustainability finance and accounting at McGill University and Queen's University. Stephen has been a member of various panels and initiatives such as the Mining Association of Canada-Community of Interest Panel and the Finance and Sustainability Initiative in Montreal. He holds multiple degrees including a Bachelor of Science in Physiology, a Bachelor of Engineering in Mining, an MBA, and a SIPC. Stephen was also a CFA from 1991 to 2019 and has been recognized as a Brendan-Wood Top Gun portfolio manager from 2008-2010. He currently provides ESG coaching and mentoring services to various organizations after retiring from his career in investment management.

Our approach

  • Delivered by industry experts

    Our masterclasses are delivered by industry and subject matter experts with years of experience and exceptional training skills.

  • Laser-focused content

    Our emersion-style training material is condensed to provide you the complete overview of the subject, key resources and useful tools.

  • Interactive learning

    Our masterclass sessions are limited to 25 participants; this enables each learner to get involved through discussions, activities, and Q&A.

Masterclass format

  • 90 MINUTES

  • LIVE SESSION | ZOOM

  • INTRODUCTORY LEVEL

  • CERTIFICATE OF PARTICIPATION

  • GROUP PRICING UPON REQUEST

Have questions about this session?

Please reach out to us today!