Highlights:
Paul MacDonald & Mike Dragosits from Harvest Portfolios sit down with ESG thought leader Ian Tam from Morningstar to discuss different lenses and applications being used in industry for ESG, SRI and Clean Energy.
Guest Speaker:
Ian Tam, CFA
Director of Investment Research
Mornigstar Canada
Ian Tam, CFA is Director of Investment Research for Morningstar Canada, a wholly owned subsidiary of Morningstar, Inc. Prior to his current role, Tam was a Sales Director for CPMS™, Morningstar’s quantitative screening and back testing platform for equities. Before joining Morningstar in 2014, Tam worked for Thomson Reuters’ Financial and Risk Division where he helped retain and grow business with buy side clients and sell side equity research firms. Tam holds a Bachelor of Applied Science in Mechanical Engineering from the University of Waterloo and holds the Chartered Financial Analyst® designation. In his spare time Tam is an avid yogi, and raising a rambunctious new puppy.
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