Conference / Seminar, Private Wealth Management, Sustainable Investing, Virtual Events & Programming

21st Century Investing: Foundations of Systems-Level Investing

October 5, 2021 | 12:00 PM - 1:30 PM

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Overview

 CFA Society New York invites you to the first event in a four-part series on 21st Century investing for sustainable and systems-level investing, hosted in collaboration with CFA Societies in the Northeast corridor and with help from CFA Institute and  The Investment Integration Project  (TIIP). Subsequent events in this series will be hosted by CFA Societies in Boston and Philadelphia; all events will be open for all members of all CFA societies.  

Learn how institutional investors and financial wealth advisors can go beyond conventional and sustainable investing to address complex problems such as income inequality and climate change on a deep, systemic level. Steven Lydenberg, TIIP founder and Bill Burkart, TIIP President, who co-authored  21st  Century Investing – Redirecting Financial Strategies to Drive Systems Change  earlier this year, will be joining us to present throughout this series, which will also feature investment practitioners discussing system-level thinking in practice.  

This event will center the recognition that investments have evolved past a basic, conventional approach to embrace larger goals, such as intentionally achieving social or environmental benefits along with financial returns, and explore the opportunities and challenges present when building an investment strategy that integrates these sustainability factors. 


Series overview and schedule: 

    • Part 1: 21st Century Investing: Foundations of Systems-Level Investing (CFA NY – 10/5) 
    • Part 2: Integrating System-level Investing into Practice Management (CFA Boston – 10/20) 
    • Part 3: Meeting Client Demand for Addressing the Systemic Risks of Climate Change and Income Inequality (CFA Philadelphia – 10/27)
    • Part 4: The Future of Sustainable Investing is Systems Thinking  (CFA Boston – mid-Nov)

Agenda

12:00 PM | WELCOMING REMARKS

Henrik Jeppesen, CFA, Co-Chair – Sustainable Investing Group, CFA Society New York


12:05 PM | FUTURE OF SUSTAINABILITY IN INVESTMENT MANAGEMENT FROM CFAI

Matt Orsagh, CFA, CIPM, Director, Capital Markets Policy, CFA Institute


12:15 PM | THE WHAT, WHY & HOW OF SYSTEM-LEVEL INVESTING BY THE AUTHORS OF THE 21ST CENTURY INVESTING

William Burckart, President, Chief Operating Officer, The Investment Integration Project


12:25 | BREAK


12:30 PM |  FIRESIDE CHAT

Moderated by Kelly Major Green, CIMA, Financial Advisor, Institutional Consultant, Graystone Consulting

William Burckart, President, Chief Operating Officer, The Investment Integration Project


1:00 PM | Q&A


1:25 PM | CLOSING REMARKS

Michael Reuben, CFA, CAIA, CFP, Chair – Private Wealth Management Group, CFA Society New York

Additional Details

Learning Outcomes

  • Identify the importance of systems-level thinking for investment professionals 
  • Discuss how systems-level investing and the integration of ESG factors can improve investment analysis and risk assessment