| 08:30 - 09:00 |
Delegate registration & Breakfast |
| 09:00 - 09:10 |
Opening Prayer
- Larry Frost, Ojibway Leader, Ontario, Canada
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| 09:10 - 09:15 |
Land Acknowledgement & Welcome Back
- Jen Sisson, CEO, ICGN, UK
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| 09:15 - 10:00 |
Morning Keynote Address
- Demetrios (Jim) Logothetis, Chairman, PCAOB, USA
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| 10:00 - 10:45 |
Plenary 5: Governance for Growth: A Strategic Value Driver Across Public and Private Markets
Institutional investors increasingly allocate capital across both public and private markets, bringing a consistent, long-term perspective on value creation wherever companies sit on the capital lifecycle. This session will explore how governance should function as a strategic enabler of growth and resilience across public and private companies, supporting better decision-making, capital allocation and accountability - rather than being viewed as a compliance burden or a disincentive to listing. The discussion will focus on how strong, proportionate governance can help companies scale, attract long-term capital and deliver sustainable value in both market contexts.
- Jennifer Coulson, Senior Managing Director & Global Head of ESG, British Columbia Investment Management Corporation (BCI), Canada
- David Herbinet, Member of the Group Executive Committee, Audit & Assurance Leader, Forvis Mazars, UK
- Colin Lynch, Managing Director, Head of Private Markets, TD Asset Management Inc, Canada
Moderator: Caroline Escott, Head of Investment Stewardship, Co-Head of Sustainable Ownership, Railpen, UK |
| 10:45 - 11:15 |
Networking Refreshments |
| 11:15 - 12:00 |
Fireside Chat: Governance, Stewardship, and the Changing Investment Technology Landscape
Jen Sisson and Glass Lewis CEO, Bob Mann, will explore the broader forces influencing today’s global stewardship landscape. The conversation will look at how and why stewardship practices are diverging across markets, how AI and shifting market dynamics are modernizing proxy voting, and how investment and stewardship professionals are leveraging trusted investor-grade data to improve governance within portfolio companies. |
| 12:15 - 13:00 |
Breakout Sessions
C: Expert briefing: What Should the Role of Indexes be in Modern Corporate Governance? Hosted by Morningstar
This year’s mega IPOs have thrust a spotlight on the role of index methodology in determining whether institutional investors end up with unwanted exposure to companies with unconventional corporate governance. This discussion will explore the important nuances of index methodology, investors’ views on the effects of index inclusion, and the solutions available to those wishing to include governance and sustainability criteria in their index-based strategies.
- Mike McCauley, Managing Director, Investment Programs & Governance, State Board of Administration Florida, USA
- Anastasia Rotheroe, Principal Investment Officer-Public Equities, Director-Corporate Governance, Office of the State Treasurer Connecticut, USA
Moderator: Lindsey Stewart, Director of Institutional Insights, Morningstar Europe, UK
D: Expert Briefing: Oversight and Opportunity: Governing AI for Sustainable Value, hosted by KPMG
Artificial intelligence is rapidly becoming a core driver of competitiveness, efficiency and innovation, but it also introduces new risks around accountability, data integrity, bias, resilience and trust. This session will explore how boards and investors can govern AI effectively to balance risk oversight with strategic opportunity. The discussion will focus on how effective AI governance supports resilience, trust and sustainable value creation, and how investor stewardship approaches can encourage responsible adoption and accountability.
- Kevin Kolliniatis, Chief Technology Officer, KPMG, Canada
- Ryan McManus, President, NACD-NY, USA
Moderator: Christopher Jenkins, Senior Proxy Voting & Stewardship Specialist, Sands Capital, USA |
| 13:00 - 14:00 |
Networking Lunch |
| 14:00 - 14:20 |
Afternoon Keynote Address
- Carol Hansell, Founder and Senior Partner, Hansell LLP, Hansell McLaughlin Advisory, Canada
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| 14:20 - 15:05 |
Plenary 6: AI and the Future of Investor Voting: Evolution or Disruption?
Artificial intelligence is beginning to reshape how investors analyse resolutions, apply voting policies and execute stewardship at scale. While AI-enabled tools promise efficiency, consistency and broader coverage, they also raise fundamental questions about judgement, accountability and fiduciary duty. This session will examine how investors can harness technology while ensuring voting remains an informed exercise of ownership rights that supports long-term value creation.
- Pete Dervan, Senior Director, Manulife Investment Management, USA
- Delaney Greig, Senior Director, Stewardship and Government Relations, University Pension Plan, Canada
- Lucas Swertloff, Global Head of Custom Policy, Broadridge, USA
Moderator: Michael Herskovich, Global Head of Stewardship, BNP Paribas Asset Management & ICGN Chair, France |
| 15:05 - 15:50 |
Plenary 7: Deep Dive: Evolving Stewardship Data, Reporting and Impact
As stewardship expectations increase, investors are under growing pressure to demonstrate not only activity but effectiveness. This session will explore how stewardship data and reporting are evolving, including new metrics, data sources and analytical tools that aim to better capture outcomes and real-world impact. The discussion will focus on how investors can move from compliance-driven disclosure to decision-useful reporting that supports accountability, learning and long-term value creation.
- Rachit Gupta, Head of Global Research, Diligent Market Intelligence Research, UK
- Jane Ambachtsheer, Chief Sustainability Officer, BNP Paribas Asset Management, Canada
- Andy Howard, Global Head of Sustainable Investment, Schroder Investment Management Limited, UK
Moderator: Dan Konigsburg, Independent Governance Consultant, USA |
| 15:50 - 16:00 |
Closing Remarks & Close of Conference
Michael Herskovich, Global Head of Stewardship, BNP Paribas Asset Management & ICGN Chair, France |