Archives: Company Profiles

Holds company profiles and specific data

Sandy Rose, CFA

ABOUT ME
My singular focus is to connect investor expectations and corporate practices to create aligned capital flows for the
long-term. My lens is sustainability and reputational risk. Your strategy is my bright line.

I believe in the power of capital markets to change things when they set their intentions and have the tools to do it.
I provide tools to activate those intentions.

With a background in investments, sustainability, and real estate, I’m uniquely positioned to understand the impact that
capital markets can have and the delicate balance of pushing forward within the prevailing context of short-termism.

WHY PARTNER WITH ME?
• For me, it’s personal: I carefully design each mandate to capture your needs and ambitions. I am your dedicated partner from start to finish.
• Grow your competence: My analytical approach means no black boxes. My goal is for you to internalize this work and stand tall on your own.
• No fluff: I provide deliverables that are actionable and reflect your context. I won’t spend your budget on ‘nice-to-haves’ (unless you want them!).

Tapestry Community Capital

Tapestry Community Capital is on a mission to make investing directly in your community the norm. For over a decade, they have been instrumental in assisting social purpose organizations in Canada in raising funds through the use of community bonds, an innovative social finance tool. To date, their efforts have resulted in over $100 million being raised in community bonds, with the support of more than 4,000 community investors. These funds have been instrumental in driving forward 61 impactful projects across sectors such as affordable housing and sustainable energy.

Community bonds not only provide a means to unlock capital for projects with a positive impact but also offer investors a tangible opportunity to drive change while earning a fair return. Tapestry actively collaborates with organizations throughout the entire process, guiding them in planning, raising, and managing community bonds. Their commitment to providing an exceptional experience ensures that investors are fully supported and engaged every step of the way.

Christie Stephenson

Christie Stephenson is the Executive Director of the Peter P. Dhillon Centre for Business Ethics at UBC Sauder School of Business and a national expert on social and environmental investment and governance.

Before joining UBC Sauder in 2016, Christie spent more than 15 years at socially responsible and impact investing firms Sustainalytics (then Jantzi Research Associates), NEI Investments (Ethical Funds) and Rally Assets (previously Purpose Capital).

Christie also has more than two decades of diverse director experience, serving on the boards of organizations addressing a variety of social and environmental issues, as well as values-driven companies in a range of industries, across the spectrum from start-ups to large mature entities and with both business-to-consumer and business-to-business operating models. This has ranged from the boards of non-profit organizations, university bodies, cooperatives, a multi-employer pension plan, private companies, and reporting issuers, including Vancity, Central 1 and the Cooperators.

She is a member of the Climate Governance Experts Network of the Canadian Climate Law Initiative, the Metro Vancouver Zero Emissions Innovation Centre’s investment committee, the British Columbia Securities Commission Corporate Finance Stakeholder Forum, and the International Impact and Sustainable Finance Faculty Consortium.

She has served as a judge for Governance Professionals of Canada’s Excellence in Governance Awards, the Chartered Professional Accountants of Canada’s Corporate Reporting Awards and the Canadian Investment Review’s Pension Leadership Awards.

She has delivered board governance training through UBC Sauder Executive Education, Directors College, and the Governance Professionals of Canada; taught environmental, social and governance (ESG) investing to undergraduate and MBA students; and delivered training for a variety of professionals including accountants on non-financial disclosure through the Chartered Professional Accountants of Canada.

Christie is a regular media commentator on business ethics and ESG issues, whose views are covered by TV, print and radio media.