CPBI Pacific Breakfast Session & Annual Meeting | Global Sustainable Investing "Adding value(s) to investing"

CPBI Pacific Breakfast Session & Annual Meeting | Global Sustainable Investing "Adding value(s) to investing"

June 8, 2017 7:30 AM to 9:00 AMTerminal City Club, Vancouver, British Columbia
Area of Interest: Investments, Networking Format: In Person

CPBI Pacific Breakfast Session
Global Sustainable Investing
"Adding value(s) to investing"

*Registration deadline: June 6th, 2017 - 12PM PST. Online registration will close on this date.

Join us for our breakfast session on Thursday June 8th, 2017 at the Terminal City Club, 837 West Hastings Street, Vancouver, BC on Insights for Global Sustainable Investing "Adding value(s) to investing".


Date: Thursday, June 8, 2017   
Time: 7:30AM to 9AM 
Location: Terminal City Club 837 W Hastings St

Session description 

Sustainable investing is evolving from an investment approach heavily reliant on exclusionary screens, toward identifying outperforming companies through the use of an extended mosaic of nonfinancial data.

As interest in sustainable investing continues to grow, so does the need for accurate and insightful sustainability data, fully embedded in the investment process, to best capture risk and opportunities. We believe that a well-researched and well-constructed sustainability portfolio can compete head on with conventional portfolios against a conventional benchmark.

Please join us for this session for insights from the world of sustainable investing. 


Bruno Bertocci, MBA
Managing Director,
Senior Portfolio Manager & Team Head, UBS Sustainable Equity 

Mr. Bruno Bertocci has 35 years of investment industry experience and holds an MBA from Harvard Business School.

Based in Chicago, Bruno is the leader of the Sustainable Investors team and the lead portfolio manager of the top-performing Global Sustainable Equity strategy, an all-cap positive screening global equity portfolio.

Bruno represents UBS on the Investment Advisory Group of the Sustainability Accounting Standards Board and the FSB Task Force on Climate-related Financial Disclosures. He is an author and contributor to investment research on the field of sustainability and a frequent keynote speaker on sustainable investment.



DateThursday, June 8, 2017   
Breakfast & Registration7:30 am 
Annual Meeting7:45 AM
Session8AM to 9AM

Terminal City Club 837 W Hastings St, Vancouver, BC V6C 1B6

*** Become a CPBI member and save on your registration! ***

The Annual Meeting for the Pacific Region of the CPBI will be held prior to this session.
Fees and Registration
Membership TypesRegular Price
Regular membership$50.00 CDN
Plan Sponsor Individual Membership$50.00 CDN
Associate$50.00 CDN
Student$50.00 CDN
Non Member$75.00 CDN
Member PriceNon Member Price
Table of 6$240.00 CDN$240.00 CDN
Table of 8$320.00 CDN$320.00 CDN
Cancellation Policy
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