Christy Decosimo, CFA

Senior Wealth Consultant, Portfolio Manager

Christy DeCosimo is an integral member of Cidel Asset Management’s client relationship team. Before joining the firm in 2011, she gained broad investment industry experience at a large Canadian bank both in the capital markets and private client service divisions.  In addition to designing and delivering customized discretionary investment management solutions for charities, private clients, corporations, and trusts, Christy leads the firm’s Not-For-Profit initiatives.
She holds the Chartered Financial Analyst designation and earned an HBA from the Richard Ivey School of Business at Western University. She is a graduate of the Governance Essentials for Directors of Not-For-Profit Organizations Program.
Christy is a member of the CFA Institute and the Toronto CFA Society.  She was a member of the Board of Directors of the latter; chairing the Audit Committee in the final year of her term.  At present, she is the Chair of the BBA Professional Advisory Council of the Pilon School of Business at Sheridan.

All Sessions by Christy Decosimo, CFA

See Full Agenda

Day 1: Dec 2, 2020

Day 2: Dec 3, 2020

1:15 pm

1:15 pm

Shareholder and Stakeholder Theory

Understanding the Evolving Role of Corporate Values and Impact on Returns

Shareholder theory has evolved over the past 50 + years. During the Post WWII years, workers and companies shared prosperity. That changed through the 1970s and beyond with declining union power, higher inequality and a widening gap between CEOs and workers.  With recent upheavals and extreme catalysts for change, corporate mission statements are being assessed with more scrutiny. Gain insights into:
·       How this awareness is changing investor behavior
·       Examples of recent corporate actions that demonstrate a broader view to ‘stakeholders’
·       How sustainability, employee and executive pay influences long-term profitability and returns
·       What happens next: from Governments, Companies, and Investors