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Examining the Value of ESG Information

Event Description

The global sustainable investment market has continued to flourish, rising from $13.3 trillion at the outset of 2012 to $21.4 trillion at the start of 2014. Over this two-year period, Canada was one of the fastest growing regions. Please join Max Zehrt, Director of Institutional Relations at Sustainalytics, for an informative lunch session that looks at responsible investing market trends, the varying definitions of ESG, approaches to ESG investing, and the impact of sustainability ratings for funds.

Speaker:  Vikram Puppala, Associate Director, Carbon Solutions, Indexes, Green & Social Bond


Vikram Puppala manages the Carbon Solutions, Sustainability Bonds and Sustainability Indices offerings at Sustainalytics.  In his role, Vikram is responsible for providing clients with a set of tools and analysis that will help them understand and manage their carbon-related risks.  As the head of the Sustainability Bonds team, Vikram provides second party review and verification on green/sustainability/social bonds and helps issuers bring a credible and robust green bond to the market.  Vikram also manages Sustainalytics' Sustainability Indices offering, where he is responsible for the development and maintenance of ESG and sustainability related indices.  Prior to joining Sustainalytics, he worked at De Lage Landen, Rabobank's leasing division as a clean technology debt finance manager.  He has an MBA from the Schulich School of Business with a specialization in Business and Sustainability and a graduate diploma in Business and Environment.  He is also Project Management Professional certified and holds a master's degree in Industrial Engineering from the University of Florida.

* Please note the Vikram Puppala will be speaking on behalf of his colleague Max Zehrt, Director of Institutional Relations, Canada, who was previously scheduled to present at this event.

Date: March 21, 2017
Place: Rideau Club, 99 Bank Street, 15th floor
Time: 11:45 Registration
           12:00 Lunch starts
            12:15 Presentation

Registration is now closed.

Registration deadline is March 16, 2017.
Dress: Business dress (jacket and tie required).

Roxana Lund
Program Chair, CFA Society Ottawa

Wesley Blight, CFA
CFA President, CFA Society Ottawa


Max Zehrt

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Education Topic


Start Time

3/21/2017 11:45 AM

End Time

3/21/2017 1:30 PM

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Location Info

Rideau Club, 99 Bank Street, 15th floor

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​Registration is now closed.

All Day Event







Content Type: MyCFA Calendar
Created at 1/30/2017 8:31 AM by
Last modified at 3/19/2017 8:30 AM by