Advisory Board

The Advisory Board was created to establish and drive the Institute’s mission and to identify the potential for collaboration with other engaged parties across the country. It includes a mix of practitioners and academics.

Erica Barbosa

Erica Barbosa

Erica Barbosa is the Director of Solutions Finance at The J.W. McConnell Family Foundation, where she leads strategies for financial innovation and for integration of the Foundation's financial assets to support social and economic system's transformation. Her team oversees the management of the impact investing portfolio and ESG integration within the Foundation's larger endowment. She completed her undergraduate studies in behavioral psychology and neuroscience, and holds a MPA in Public and Economic Policy from the London School of Economics and Political Science. She specializes in innovation and systems dynamics for inclusive economic development.

Roger Beauchemin

Roger Beauchemin

Roger is a member of the Young Presidents’ Organization, a Trustee of the Douglas University Institute for Mental Health Foundation and a Director of the Cedars Cancer Foundation. Currently serving as the President and Chief Executive Officer of Addenda Capital, he is responsible for the development and deployment of the company’s business strategy and operations. He joined Addenda Capital as Chief Operating Officer and Chief Financial Officer in 2013, before being appointed President and Chief Operating Officer in 2015. He previously worked at McLean Budden Limited (1999 to 2011), holding several senior management positions before being appointed President in 2006 and Chief Executive Officer in 2008.

Andy Chisholm

Andy Chisholm

Andy is a member of the board of directors of the Royal Bank of Canada. He spent most of his career at Goldman Sachs & Co, in New York. Mr. Chisholm served as head and co-head of the Global Financial Institutions Group, in London and New York, and globally as senior strategy officer of the firm. He also served as co-chair of the Firmwide Commitments Committee, primarily overseeing the firm’s equity underwriting activities. He serves as the chair of the advisory board of the Ivey Business School; a board member of Evergreen Brick Works, in Toronto; and he sits on the advisory board of ArcTern Ventures, an early-stage clean-technology venture-capital firm. Andy was a member of the Canadian Expert Panel on Sustainable Finance.

Alexandra Conliffe

Alexandra Conliffe

Alexandra Conliffe is Director, Grants and Organizational Learning at the McCall MacBain Foundation, and Strategic Lead for the organization’s Environment & Climate Change work, which spans Europe and Canada. She has spent over a decade building and implementing programs and public policy in the non-profit and public sectors, including at the United Nations Climate Change negotiations while working at Agriculture and Agri-Food Canada, as Director of Policy Innovation at the Brookfield Institute for Innovation + Entrepreneurship, and as VP Operations at Engineers Without Borders Canada. Alex holds a PhD in Geography and an MSc in Environmental Change and Management from the University of Oxford, where she studied as a Rhodes Scholar. She obtained a BEng from McGill University, where she studied as a Loran Scholar. She is a member of the McGill Engineering Faculty Advisory Board.

Yrjo Koskinen

Yrjo Koskinen

Yrjo Koskinen is the Associate Dean of Research and Professor of Finance at the Haskayne School of Business, University of Calgary. Previously he has served on the faculties of Stockholm School of Economics, Boston University’s Questrom School of Business, and the Wharton School of the University of Pennsylvania. He holds an MSc degree in Economics from the University of Helsinki, and a PhD in Management (Finance) from INSEAD. Prior to his academic career, Koskinen worked as a financial journalist and as an economist at the Bank of Finland. He currently serves on the board of Northern Finance Association, the academic advisory panel for the Globe and Mail’s Report on Business, and the steering committee for the Canadian Sustainable Finance Network. Koskinen is also a fellow at the Nordic Initiative in Corporate Economics. Koskinen’s main research areas are corporate finance and governance, and sustainable finance. His current research focuses on corporate social responsibility and its relationship to firm risk, and the effects of limited liability on corporations. His research has been published in the leading finance and management journals, such as the Journal of Financial Economics, Review of Financial Studies, Management Science, Journal of Financial and Quantitative Analysis, and Review of Finance. He is the recipient of the Standard Life Investments Finance Prize for his research on corporate social responsibility and firm risk.

Jim Leech

Jim Leech

Jim is the Chancellor of Queen’s University, and is a former President and CEO of the Ontario Teachers' Pension Plan, one of the world's largest plans. Previously, Mr. Leech was president and CEO of Unicorp Canada Corporation, one of Canada's first public merchant banks, and Union Energy Inc., then one of North America's largest integrated energy companies. Mr. Leech is a Senior Advisor with McKinsey and Company, chairs the Toronto General and Western Hospital Foundation, is on the board of the MasterCard Foundation, is the Honorary Colonel of 32 Signal Regiment, Canadian Forces, and was a founding director of Right To Play International. Mr. Leech has been a member of Queen's Board of Trustees, University Council, and Chair of Queen's School of Business Advisory Board. In 2013, he co-authored The Third Rail, Confronting our Pension Failures, a best-selling book that received the 2013-2014 National Business Book Award.

Bruce Lourie

Bruce Lourie, PhD

Bruce is one of Canada’s most influential leaders and thinkers in the environment sector. Bruce boasts an expertise on toxic substances, green energy, forest conservation, and environmental philanthropy that is second to none. Lourie is the President of The Ivey Foundation, a private charitable foundation focusing on environmental policy change; a director of the Ontario Power Authority; a director of the Ontario Trillium Foundation; and a Chair of the Board of Environmental Defense Canada. He is also the founder of a number of for-profit and not-for-profit organizations including Summerhill Group, a prominent market transformations consultancy specializing in energy conservation and renewable energy; the Sustainability Network; the Enerquality Corporation; and the Canadian Environmental Grantmakers’ Network. He was also the founding executive director of the Canadian Energy Efficiency Alliance and the founding president of the Clean Air Foundation. Many of the organizations he helped create are now regarded as models in their field.

Lesley Marks

Lesley Marks

As Chief Investment Strategist, Lesley (CFA) is accountable for the oversight of BMO Private Wealth’s investment management platform. This includes setting the strategic and tactical asset allocation for proprietary investment mandates, as well as overseeing investment products available through BMO Private Wealth. Lesley has over 25 years’ experience in the investment industry. Prior to joining BMO Private Wealth, she held senior investment management positions at BMO Global Asset Management Inc. This included Chief Investment Officer of Fundamental Investments and, prior to that, Lead Portfolio Manager of Canadian small-cap equity mandates. Lesley holds a Bachelor of Commerce degree from Queen's University, an MBA from the Richard Ivey School of Business, and is a CFA Charterholder.

Andrea Moffat

Andrea Moffat

Andrea currently serves as the Vice President to The Ivey Foundation. She brings over 20 years of experience managing environment and sustainability issues in the public, private, investment, and non-government sectors in Canada and the U.S. Prior to Ivey, Andrea was the Vice-President of the Corporate Program at Ceres, where she led Ceres’ work with more than 80 companies on sustainability issues such as climate, energy, water, and supply chains. She was the lead author of The 21st Century Corporation: The Ceres Roadmap for Sustainability and corporate benchmarking reports based on this framework. Andrea also serves on the boards of the International Institute of Sustainable Development (IISD) and the Canadian Environmental Grantmakers Network (CEGN), and is a member of the University of Toronto Environmental Finance Advisory Committee.

Jennifer Reynolds

Jennifer Reynolds

Jennifer Reynolds is the President & CEO of Toronto Finance International (TFI), a public-private partnership whose mission is to promote and develop Toronto’s financial services sector, and to establish its prominence as a leading global financial centre. Jennifer’s 20-year career in the financial services industry has included senior roles in investment banking, venture capital, and global risk management. Prior to joining TFI, Jennifer was the President & CEO of Women in Capital Markets (WCM), Canada’s largest industry association and advocacy group for women in the financial sector. Jennifer is a Director on the Board of Citibank Canada, Director on the Board of the Canada Development Investment Corporation ("CDEV"), Director on the Board of Women’s College Hospital Foundation, and Director on the Board of Tourism Toronto. In 2015 and 2017, she was named a Women's Executive Network (WXN) Canada's Most Powerful Women: Top 100 Award Winner. Jennifer is a graduate of the Harvard Business School Women's Leadership program, and she received her MBA from McGill University, as well as a Bachelor of Arts with a double major in Economics and Political Science from McGill University. Jennifer also holds the Institute of Corporate Directors Designation, ICD.D.

Pamela Steer

Pamela Steer

Pamela (FCPA, FCA, CFA) is the Chief Financial Officer at Payments Canada. As a member of the executive management team, Pamela has overall responsibility for overseeing the financial and corporate planning functions of the organization. Pamela joined Payments Canada from the Workplace Safety and Insurance Board (WSIB), one of the largest insurance organizations in North America, where she was the CFO and Head of Finance and Employer Services. Pamela is also past chair of the CFA Society Toronto, a member of the City of Toronto’s Investment Board and sits on the Advisory Board of the University of Waterloo’s School of Accounting and Finance. In addition, she was appointed to the global advisory council for the Accounting for Sustainability Project (A4S) under The Prince of Wales’s Charitable Foundation, and is a founding member of the Canadian chapter of the A4S CFO Leadership Network. Pamela holds a Master of Accounting degree from the University of Waterloo, is a CPA Fellow, is accredited as a Chartered Accountant and holds the Chartered Financial Analyst and Chartered Business Valuator designations. In 2019, Pamela was awarded Canada’s CFO of the Year.

Craig Stewart

Craig Stewart

Craig Stewart leads national work on disaster resilience and climate change at the Insurance Bureau of Canada (IBC) - the industry association representing the property and casualty insurance industry in Canada. IBC’s members employ over 122,000 Canadians and paid out $9.8 billion in property claims in 2016, primarily due to severe weather and wildfire. Previous to his work with IBC, Craig directed the Ottawa Bureau and Arctic program for WWF Canada, handled pandemic liaison, trade liaison and humanitarian donations for GlaxoSmithKline (Canada) Ltd., directed a $60 million federal/provincial/territorial program at Natural Resources Canada to elevate the Canadian geospatial industry and founded the Miistakis Institute at the University of Calgary. Craig holds a Master of Science from the University of Calgary, and a Bachelor of Arts in political science from the University of Toronto. He is the author of two atlases on the Rocky Mountains of Alberta, British Columbia and Montana.

Thomas Walker

Thomas Walker, PhD

Dr. Walker is Professor of Finance and Co-Director, David O’Brien Centre for Sustainable Enterprise, Concordia University. He is the co-editor of two forthcoming books on sustainable financial systems and sustainable real estate. Dr. Walker was awarded an Outstanding Teaching Award from Washington State University and a Fellowship for Experienced Researchers from the Alexander von Humboldt Foundation, Germany. Dr. Walker has served as Laurentian Bank Professor in Integrated Risk Management (2010-2015), Chair of the Finance Department (2011-2014), Director/Co-director of the David O’Brien Centre for Sustainable Enterprise (2015-2017), and as Associate Dean, Research and Research Programs (2016-2017). In addition, he has been an active member of Finance Montréal, the steering committee of the Montreal chapter of the Professional Risk Managers’ International Association (PRMIA), the academic advisory board of the MMI/Morningstar Sustainable Investing Initiative, the advisory board for Palgrave Macmillan’s Future Earth book series on sustainability, the advisory board of Concordia’s Institute of Aerospace Design & Innovation (CIADI), and the advisory board of Concordia’s Institute for Water, Energy and Sustainable Systems.

Barbara Zvan

Barbara Zvan

Barbara Zvan is the Chief Risk & Strategy Officer for the Ontario Teachers' Pension Plan. She leads the Strategy & Risk team in supporting the Plan Sponsors in plan design decisions; the Board in determining the appropriate benchmarks and risk appetite; and the Investment division in designing a long-horizon total fund strategy. She drives the fund’s responsible investing and climate change risk management strategy and directs the organization’s enterprise and operational risk management approach. Ms. Zvan is a fellow of the Society of Actuaries and the Canadian Institute of Actuaries, and holds an Institute of Corporate Directors designation and a Master of Mathematics degree from the University of Waterloo. She serves as the chair of the International Centre of Pension Management and the Sustainability Accounting Standards Board’s Investor Advisory Group, and on the boards of the Global Risk Institute, the Canadian Coalition for Good Governance and the Chilean water utilities Esval (Essbio) S.A. She was one of four members of the Government of Canada’s Expert Panel on Sustainable Finance, which delivered its final recommendations in June 2019, and is an honouree of Canada’s 2020 Clean50.