Seminars

Seminars offer a closer look at the changing regulatory landscape, importance of information security, the role of proxy advisory firms and the evolving needs for corporate reporting.

The Growing Investor Demand for ESG Performance in the Energy Sector

On March 13th, TMX Group will host a panel discussion in partnership with the Responsible Investment Association. This event will bring together institutional investors and energy companies to discuss reporting and issues related to environmental, social, and governance (ESG) factors. Investors will share insights about what ESG information they are seeking and how they're using this information to make investment decisions.

In response, energy companies will share their perspectives on how they are addressing these growing demands for ESG information, including a discussion of what challenges they face and what can be done. Audience members are encouraged to join the dialogue in the interactive Q&A session.

Date: Tuesday, March 13, 2018
Time: 8:30 am - 10:00 am (Registration and light snacks will begin at 8:00 am)
Location: Edmund Taylor Room - Stock Exchange Tower, 300 5 Ave SW, Calgary

Register Here

Speakers:

JARISLOWSKY FRASER: Aaron Bennett, Partner and Senior Research Analyst

Aaron Bennett, CFA, is a Partner and Senior Research Analyst at Jarislowsky Fraser, covering North American equities. He has been at the firm since 2014 and has more than 15 years of investment experience. Aaron is a member of the firm's Sustainable Investment Committee and helps support the coordination of sustainable investing activities and the development of ESG tools across the firm. He is also a member of the Advisory Committee for the PRI-coordinated collaborative global engagement on methane ‎risk. Prior to joining Jarislowsky Fraser, Aaron worked for the Ontario Teachers' Pension Plan in a variety of related roles for the Natural Resources sector.

NEI INVESTMENTS: Jamie Bonham, Manager, Extractives Research & Engagement

Jamie has over ten years of experience in researching and engaging with companies on environmental and social issues in the extractives sector. At NEI he is responsible for managing the extractive industry corporate engagement program and conducting direct, collaborative dialogues aimed at mitigating risks for the companies within the NEI portfolio. Jamie is also responsible for the analysis of company performance and industry trends in ESG issues in order to support NEI's thesis that that companies can mitigate risk and take advantage of emerging business opportunities by integrating best ESG practices into their strategies and operations.

VERMILION ENERGY INC: Anthony Marino, President & CEO

Mr. Marino is President & Chief Executive Officer of Vermilion Energy and accountable for overall leadership, management and capital markets performance. Mr. Marino joined Vermilion in 2012, as Chief Operating Officer and was named President in 2014 and Chief Executive Officer in 2016. Mr. Marino joined Vermilion's Board of Directors in 2016. As an accomplished senior executive with a proven track record of high shareholder returns, Mr. Marino brings a wide range of experience in operations management, business development, and capital markets from his 30 year career in the energy industry. Prior to joining Vermilion, Mr. Marino was President & Chief Executive Officer of Baytex Energy Corp.

SUNCOR ENERGY INC: Kris Frederickson, Manager, Sustainability Disclosure & Stakeholder Engagement

Kris leads a team that stewards Suncor's corporate wide sustainability disclosure and engagement strategy. Key team activities include project leadership of Suncor's Report on Sustainability as well as strategic external engagement and advocacy regarding environmental and social issues. Prior to joining Suncor, Kris held roles with MEG Energy and the Canadian Environmental Assessment Agency. Kris is an experienced volunteer and serves on the Board of Governors for the University of Calgary where he also sits as Chair of the Environment, Health, Safety, and Sustainability committee. He has been awarded an Action Canada Fellowship and a National Aboriginal Achievement Award.

SUNCOR ENERGY INC: David Burdziuk, Manager, Investor Relations 
David Burdziuk was appointed Manager, Investor Relations at Suncor in November 2015. In this role, he leads Suncor's IR team with initiatives ranging from the development of external communications focused on corporate strategy to the development of the technology and ESG investor tours and non-deal roadshows. Prior to assuming this role David served as Manager of MacKay River's reservoir exploitation and development teams, during which time he oversaw significant improvements in efficiency and performance of the asset, as well as oversight of multiple technology developments focused on improving the SAGD process.

MODERATOR: Patti B. Dolan, Portfolio Manager and Chief Ethics Officer, SAGE Investment Advisors

Patti Dolan is portfolio manager and chief ethics officer with SAGE Connected Investing of Raymond James Ltd., based in Calgary. Patti has been in the investment industry for over 30 years and has practiced Responsible Investing since 1995. Patti serves on the national Board of Directors for the Responsible Investment Association as Secretary. She is Vice Chair of Vibrant Communities Calgary, a member of the Women's Executive Network and a proud member REAP Calgary a sustainable business organization. Patti is a leadership faculty member of the Corporate Responsibly and Sustainability Institute, The Conference Board of Canada.

Preparing for the 2018 Proxy Season

Toronto Stock Exchange and CIRI (Canadian Investor Relations Institute) will be co-hosting an event to prepare issuers and their advisors for the 2018 proxy season. During this moderated discussion with proxy advisory firms and institutional investors, we will discuss the top issues for the 2018 proxy season; new ISS and Glass Lewis policies; the growing importance of environmental disclosure; institutional investors' processes for proxy voting and best practices for engaging shareholders.

Speakers:

  • Judy Cotte - Vice President & Head, Corporate Governance & Responsible Investment, RBC Global Asset Management
  • Julian Hamud - Director of Executive Compensation Research, Glass Lewis
  • John Vizikas - Senior Associate, Research Canada, Institutional Shareholder Services, ISS

Date: Thursday, November 30th, 2017

Time: 11:30pm - 1:00pm EST

Locations: Toronto, Montreal, Calgary, Vancouver, webcast

Event will be held live in Toronto, conducted in English and broadcast via video conference into TMX Group's Montreal, Calgary and Vancouver offices. Food will be provided at each location. For those unable to come in-person, please register as a webcast attendee to receive the url the day before the event. Click the link below to register for each location.

Register here for each location.

Issuer Seminar: Don't get lost in translation

Importance of professional translation while doing business globally

TMX Group hosted a short seminar presented by Alexa Translations on managing your company's translation needs in a global marketplace.

As the global footprint increases for many public companies, so does the need to have a one-stop solution for translating legal, business and marketing materials, and tailoring them to the target locale's language and cultural needs.

The seminar addresses the following topics:

  1. How to deal with Securities filing requirements with various government/regulatory bodies
  2. What are some of the most common challenges in working with documents from, or to be used in foreign jurisdictions
  3. Do-s and don't-s in dealing with translations
  4. Best practices in choosing qualified professionals to handle your translation and interpretation needs

Presenter
Gary Kalaci, CEO, Alexa Translations

The Growing Investor Demand for ESG Information

Please join TMX Group, in partnership with the Responsible Investment Association for a breakfast seminar that will bring together institutional investors and corporate issuers to discuss reporting related to environmental, social, and governance (ESG) issues.

This event will feature a panel discussion and interactive Q&A with investors and our subject matter experts who will share their perspectives on how they are addressing the increased demand from investors for ESG information to aid them in their investment decisions. They will highlight the challenges they are facing and what can be done.

Moderator
Susan McGeachie, Market Leader, Climate Change and Sustainability Services,
Ernst & Young

Panelists
Robyn Collver, Senior Vice President, Risk and Regulatory Affairs,
Canadian Tire Corporation

Judy Cotte, VP & Head, Corporate Governance & Responsible Investment,
RBC Global Asset Management

Caroline Rossignol, Director, Sustainability and Social Performance,
Lundin Mining

Paul Schneider, Head of Corporate Governance,
Ontario Teachers' Pension Plan
 

July 6, 2017Thursday, July 6, 2017
TMX Gallery
130 King Street West
Toronto, ON M5X 1J2

Registration: 8:30 a.m.
Panel Discussion | Interactive Q&A: 9:00 a.m. - 10:00 a.m.

If you have any questions contact:
learning@tmx.com

At-The-Market Distributions

Learn about at-the-market distributions (“ATMs”) in a brief information session designed for listed issuers. TSX staff along with legal and investment banking experts provide an overview and discuss ATMs as an alternative finance option.

Panelists:

  • Ron Sedran, Canaccord Genuity
  • Simon Romano, Stikeman Elliott LLP
  • Julie Shin, Toronto Stock Exchange

Short Selling Seminar for Issuers

Learn about short selling in a brief information session designed for listed issuers. TSX equity trading staff along with buy-side and sell-side market participants will provide an overview of short selling, the rules governing short selling and a discussion on short selling strategies.

Panelists:

  • Peter Haynes, Managing Director, Index Products, TD Securities Inc.
  • Rizwan Awan, Managing Director, BMO Capital Markets
  • Kevin Keagan, VP Head of Equity Trading, Mackenzie Investments

A Conversation with Proxy Advisory Firms

Proxy advisory firms play an important role in the equity markets. Their analysis of voting materials and voting recommendations help inform institutional investors' voting decisions. Each year, they update their proxy voting guidelines to reflect new developments. As you prepare for the upcoming proxy season, please join us for this interactive session that is co-presented by Toronto Stock Exchange and the Canadian Investor Relations Institute.

Areas of discussion:

  • Updates to proxy voting guidelines
  • Hot topics for the upcoming proxy season
  • As an issuer, how to engage with proxy advisory firms

Speakers:

  • Debra Sisti, Executive Director, Head of Canadian Research, Institutional Shareholder Services
  • Zally Ahmadi, Manager, North America Proxy Research, Glass Lewis & Co.

Cyber-security Seminar

In our information-based economy, companies house significant amounts of confidential and sensitive business, customer and stakeholder information, and proprietary organizational data. Companies are interconnected by technology systems and a potential breach may impact not just the victim organization, but its partners, clients and suppliers. TMX has very high standards and strict security policies in place for protecting systems and data against cyber-attacks and data breaches.

In order to help our clients learn more about protecting personal and business information, avoiding costly incidents, and complying with Information Security regulatory requirements, we are hosting a complimentary seminar lead by an industry expert, Rafael Etges, a senior security consultant. This seminar is geared towards companies that have informal/early stage cyber-security management programs. It will also benefit individuals seeking additional information on cyber-security threats and mitigation strategies.

Speaker profile

Rafael Etges is a risk management and data security advisor with over 20 years of experience in Latin and North America, including 7 years directing the national security practice at TELUS Communications and 2 years leading the Toronto-based cybersecurity practice at Ernst & Young LLP. He is also a doctoral researcher focused on governance, risk and security management, as well as regulatory compliance. He has assisted numerous clients with cybersecurity governance and strategic direction, implementation of risk and security controls and benchmarking against industry standards.

Integrated Reporting Luncheon

A variety of stakeholders are pressing public companies for increased disclosure and transparency about their efforts around sustainability. This push for expanded disclosure is aligned with the movement towards Integrated Reporting, an evolving form of corporate reporting that brings together financial and non-financial reporting and allows an issuer to explain how its strategy, governance, performance and prospects lead to value creation.

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