Ever wondered how values-based investing really works? Join our very own Sue-May Talbot and Mike Thiessen as they explore values-based investing in 2022. In this webinar, you will learn:
- Definitions of key terminology, like ESG, Sustainable and Impact Investing
- How we decide which stocks to include (and exclude) from our sustainable and impact funds
- Examples of values-aligned investments, and the impact they have in the real world
Speakers
Sue-May Talbot – Portfolio Manager, Partner
Genus Capital Management
As a portfolio manager, I work with individuals and families to help create impactful portfolios that align with their values while serving their goals, such as saving for the future or making the most out of retirement. My collaborative and solutions-driven approach has helped me to create strong client partnerships.
As Genus’ first hire in 1989, I have extensive experience and knowledge to meet my clients’ needs. I am proud to contribute to an organization that continues to innovate and has become a leader in sustainable investments. My own personal values include honesty, integrity and inclusion.
I am a total gym rat. I believe that exercise is so important for mental and physical health. I look forward every year to our family vacations with my husband and two boys.
Mike Thiessen – Chief Sustainability Officer, Co-Chief Investment Officer, Partner
Genus Capital Management
Mike provides leadership for all sustainable disciplines, including research and portfolio construction. Prior to joining Genus, he worked at a strategic consultancy firm, a quantitative hedge fund and an equity research firm. Mike holds an MBA from the University of Cambridge concentrating in Social Innovation and is a CFA Charterholder.
As Chief Sustainability Officer, Mike oversees allocation of our sustainable initiatives, including the research and portfolio construction that goes into this.
Mike is passionate about environmental and social issues, I need to make an impact with my career.
