Skip to content

Archives: Resources

Logos and/or resources

David O’Leary

Managing Director, Origin Capital

David leads a team creating high-impact solutions that allow Canadians to invest in the fight against global inequality, particularly for the most vulnerable people in the hardest to reach places. David is also founder of Kind Wealth, a social enterprise providing financial planning to underserved Canadians. He is a frequent speaker at conferences and appears […]

Read More
Sneha Kanneganti

Private Sector Lead, Global Financing Facility, World Bank

As a senior leader at the Global Financing Facility (GFF), Sneha oversees private sector engagement concerning innovative financing and partnerships, as well as technical assistance to country governments employing private sector health systems. Prior to the GFF, Sneha was with the global health investments team at the International Finance Corporation (the private sector arm of […]

Read More
Jed Emerson

Founder, Blended Value Group

Jed Emerson has extensive experience leading, staffing and advising funds, firms, social ventures and foundations pursuing financial performance with social and environmental impact. In addition to his writing, Jed works with families by managing their full net worth for impact. He also advises investment firms on the implications of impact investing for their practice. Jed […]

Read More
Andrew Chisholm

Corporate Director, RBC

Andrew is a senior leader at RBC and member of the federal government’s Expert Panel on Sustainable Finance. He is also chair of the Ivey Business School Advisory Board, is a board member of Evergreen, and sits on the advisory board of ArcTern Ventures. Prior to that, Andrew spent most of his career at Goldman […]

Read More
Liesel Pritzker Simmons

Co-founder & Principal, Blue Haven Initiative

Liesel Pritzker Simmons is co-founder and principal of Blue Haven Initiative, where she oversees, as an investment strategist, a portfolio focused on holdings that generate competitive financial returns and address social and environmental challenges. The portfolio spans asset classes, from traditional equities and direct investments to philanthropic programs. In addition to working closely with entrepreneurs, […]

Read More
Jo-Anne Ryan

Vice President, Philanthropic Advisory Services, TD Wealth

Jo-Anne develops corporate philanthropy strategies that help clients in their overall financial and estate plans. She leads TD’s women and philanthropy research efforts, and is the architect and executive director of the Private Giving Foundation, the first donor advised-fund to be launched by a financial institution in Canada. Among her many professional and charitable roles, […]

Read More
Yung Wu

CEO, MaRS Discovery District

Yung is a pioneering entrepreneur, serial investor and experienced corporate director. He has a proven track record of founding, scaling and backing several breakthrough scale-stage companies spanning digital automation, mobile analytics and big data, media and entertainment, enterprise software, financial services, and pharma. Before joining MaRS, Yung was chair of NFQ Ventures, an early-stage investment […]

Read More
Bruno Bertocci

Managing Director, UBS

As a senior leader at UBS, Bruno heads the Global Sustainable Equities team and is the lead portfolio manager of both the Global Sustainable Equity Portfolio and the Global Sustainable Impact Equity Portfolio. He represents UBS on committees such as the U.S. Social Investment Forum and the Institutional Advisory Group for the Sustainability Accounting Standards […]

Read More
Megan Wallingford

Manager, Advisory Services, Sustainalytics

Megan provides clients with the data, tools and analysis needed to fulfill impact and Sustainable Development Goals strategies. She has supported various clients including corporates, non-profits, and investors on a range of projects related to sustainability benchmarking and best practice analysis, stakeholder engagement, materiality assessment, donor and partnership screenings, sustainability bond second-party opinions, as well […]

Read More