John Bai, CFA

Vice President, Chief Investment Officer

John joined NEI in May of 2019 and is responsible for the firm’s asset allocation and investment strategy, sub-advisor research and due diligence, and is a key partner in building strong relationships with our advisor community in both the Credit Union and Intermediary channels

John brings more than 25 years of investment industry experience, having worked for some of Canada’s top financial institutions. Prior to joining NEI, John led product and investment teams at Merrill Lynch Canada, TD, Dynamic Mutual Funds and HollisWealth. There he founded and chaired asset allocation and investment portfolio committees, led manager oversight activities and was responsible for research teams that covered equities, fixed income, mutual funds, ETFs and alternative products.
John holds a Bachelor of Commerce degree in Finance and Economics from the University of Toronto and is a CFA Charterholder.

All Sessions by John Bai, CFA

Printer Friendly See Full Agenda

Day 1: Sep 15, 2020

1:00 pm

1:00 pm


Best Practices in ESG Manager Selection

As ESG investing grows in popularity, it is increasingly important to understand how different investment managers integrate ESG into their process. Selecting managers with experience and commitment to the space is essential to building portfolios that truly meet your ESG goals. In this session you will learn:
  • What questions to ask to understand the manager’s commitment to ESG
  • How to put different metrics in perspective to asses manager’s capabilities
  • How to asset specific funds that might incorporate some or all parts of manager’s ESG program
Build ESG portfolios with purpose by conducting a careful investment manager and fund due diligence.

Day 2: Sep 16, 2020