ESG Investing  

June 9th, 2021  I  1:00 PM - 2:00 PM CST

ESG investing will reach $1 trillion by 2030.* What is ESG investing? How does ESG fit in an oil and gas town? How do you invest in ESG?



Jeff Chan

Director, ESG

CI Global Asset Management


Jeff Chan joined CI Global Asset Management (CIGAM) in May 2017 and leads the development and implementation of responsible investing. He works with CIGAM’s in-house portfolio managers in integrating ESG factors across portfolios and leads the firm-wide advancement of responsible investing. Immediately prior to joining CIGAM, Jeff held a position at Sustainalytics on their Advisory Services and Sustainability Intelligence Team, where he leveraged ESG research to deliver custom projects for both investor and corporate clients. Prior to this, he held a position on the Corporate Sustainability Team at the Royal Bank of Canada.

Mr. Chan holds an MSc in Sustainability Management from the University of Toronto, a BSc in Life Sciences from McMaster University, the Fundamentals of Sustainability Accounting credential from the Sustainability Accounting Standards Board (SASB), and was one of the first global to achieve the GARP Sustainability and Climate Risk (SCR) Certificate.



Jun Gu, CFA

Portfolio Manager

Stavis & Cohen Financial


With more than ten years of investment experience, Jun conducts manager due diligence and leads research initiatives and portfolio construction and is a key member of the investment committee. Mrs. Gu is President of CFA Houston Society.

Stavis & Cohen Financial is a Houston-based, private wealth management firm with the experience and culture to deliver a powerful combination of high-tech and high-touch planning to help multi-generational families manage the complexities of their wealth. 



*According to CNBC May 9th, 2021.