Asset Owner Series

2nd Annual Climate and ESG Asset Owner Summit

Monday, September 23 - Tuesday, September 24

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Overview

A Two-Day Asset Owner Series™ Event

The systematic integration of environmental, social and governance (ESG) factors into investment strategies, and investment decision making across asset classes, has exploded. Asset owners around the world were early adopters of sustainable investment commitments, taking leadership roles—in their capacity as fiduciaries—to advocate for the achievement of long term, sustainable, risk-adjusted returns, consistent with their fiduciary duty.

The second annual Climate and ESG Asset Owner Summit event, scheduled to take place during Climate Week in NYC, will feature two days aimed to the rise and status of sustainable investing among asset owners by featuring addresses and panel discussions led and informed by asset owner representatives covering six continents. These will focus on ESG trends and developments across Australia, North America, Latin America, Europe, Asia, and Africa, and offer regional perspectives, unique challenges and opportunities, and their outlooks.

See last year’s conference agenda

Asset Owners Attend Free

Complete the Request Invitation form and check the box marked “I believe I am an Asset Owner” to obtain complimentary admission to this Asset Owner Series™ event.

MONDAY

SEPTEMBER 23

7:30 AM | REGISTRATION, CONTINENTAL BREAKFAST & MASTER OF CEREMONY WELCOME

Thomas Brigandi, CFA, Global Asset Owner Series Founder and Lead Organizer, CFANY


8:10 AM | PRESIDENTIAL ADDRESS INTRODUCTION

Daniel Dagen, CFA, Chief Executive Officer, CFA Society New York


8:15 AM | PRESIDENTIAL ADDRESS

TBA


8:55 AM | WELCOME REMARKS

Christopher Cutler, CFA, Former Vice Chairman, CFA Society New York


9:00 AM | SPECIAL GUEST KEYNOTE ADDRESS

Paul Smith, CFA, Chief Executive Officer, CFA Institute


9:15 AM | KEYNOTE ADDRESS

Linda-Eling Lee, Managing Director and Global Head of ESG Research, MSCI


9:45 AM | KEYNOTE ADDRESS

John Bowman, CFA, Senior Managing Director, Chartered Alternative Investment Analyst (CAIA) Association


10:00 AM | CANADIAN ASSET OWNER PANEL

Introduced by: Robert Rowan, Director of Asset Owner Series™, CFANY

Moderator

Nalini Feuilloley, Head of Canada, UN-supported Principles for Responsible Investment (PRI)


Panel

Deborah Ng, Director of Responsible Investment, Ontario Teachers Pension Plan

Lisa Becker, COO, University of Toronto Asset Management Corporation

Jennifer Coulson, Senior Manager, ESG Integration, British Columbia Investment Management Corporation (BCI)


11:10 AM | BREAK


11:20 AM | SPECIAL ADDRESS: LAUNCH OF THE EM INVESTOR ALLIANCE ASSET OWNER ADVISORY BOARD

Ashok Parameswaran, Founder, Emerging Markets Investors Alliance (EMIA)


11:25 AM | SPECIAL ADDRESS

Jo Paisley, Co-President, GARP Risk Institute


11:35 AM | APAC ASSET OWNER PERSPECTIVES

Introduced by: Thomas Brigandi, CFA, Global Asset Owner Series Founder and Lead Organizer, CFANY

Moderator

Lionel C. Johnson, President, Pacific Pension & Investment Institute (PPI)


Panel

Miyuki Zeniya, Head of Sustainable Finance, The Dai-ichi Life Insurance Company, Limited

Sasmit Dwivedi, CFA, Head of ESG and Equity Research, Nippon Life Global

David Aschuler, Executive Director, IFM Investors

Federico Rodriguez, Global Head of Fixed Income, QBE Insurance

Anne-Maree O’Connor, Head of Responsible Investments, NZ Super Fund

Emily Chew, Global Head of ESG Research & Integration, Manulife Investment Management; Former Chair, Asia Investor Group on Climate Change (AIGCC)


12:50 PM | LUNCHEON KEYNOTE SPEAKER

Introduced by: Henry Shillling, Chair, Sustainable Investment Thought Leadership Group, CFANY

Mark Campanale, Founder & Executive Director, Carbon Tracker Initiative


1:00 PM | LUNCH & PRESIDENTIAL ADDRESS

TBA


1:40 PM | WHY IS CLIMATE CHANGE BAD: DROUGHT AND FLOOD

Introduced by: Robert Rowan, Director of Asset Owner Series™, CFANY

Matthew J. Diserio, President and Co-Founder, Water Asset Management


1:45 PM | AFRICAN ASSET OWNER ESG PERSPECTIVES

Introduced by: MSCI

Moderator

Hubert Danso, Chief Executive Officer, Africa Investor (Ai) Group & Chairman, CFANY Asset Owner Advisory Board Council


Panel

Henry Kyanda, CEO, Kenya Power Pension Fund, Kenya

Vhahangwele Manavhela, ESG Specialist, Pubic Investment Corporation

Admassu Tadesse, President, Trade Development Bank

Stella Ojekwe-Onyejeli, Executive Director & Chief Operating Officer, Nigerian Sovereign Investment Authority (NSIA)

Aldo Tembe, CEO, Moçambique Previdente, Sociedade Gestora de Fundos de Pensões – SGFP, S.A.


3:00 PM | G7 INVESTOR LEADERSHIP NETWORK < INFO > KEYNOTE PANEL

Introduced by: Paul Smith, CFA, Chief Executive Officer, CFA Institute

  1. Enhancing expertise in infrastructure financing and development in emerging and frontier economies;
  2. Opening opportunities for women in finance and investment worldwide; and
  3. Speeding up the implementation of uniform and comparable climate-related disclosures under the FSB-TCFD framework.

Moderator

Thomas Collimore, CFA, Head, Institutional Relationships, CFA Institute


Panel

Oona Stock, M.Sc, CAS, C.Dir., Executive Vice President & Chief Human Resources Officer, Caisse de depot et Placement du Quebec (CDPQ) (TBC)

Kim Thomassin, Executive Vice President, Legal Affairs and Secretariat, Caisse de depot et Placement du Quebec (CDPQ) (TBC)

Jason Chang, CFA, ICD.D, Managing Director – Fixed Income, Currencies & Commodities (FICC), Ontario Teachers’​ Pension Plan (OTPP) (TBC)

Alison Schneider, MBA, ICD.D, Director Responsible Investment, Alberta Investment Management Corp. (AIMC) (TBC)


4:15 PM | BREAK


4:30 PM | SPECIAL ADDRESS

Introduced by: Thomas Brigandi, CFA, Global Asset Owner Series Founder and Lead Organizer, CFANY

TBA


4:45 PM | ESG FOCUSED INFRASTRUCTURE ASSET OWNERSHIP PANEL

Introduced by: TBA

Moderator

Hubert Danso, Chief Executive Officer, Africa Investor (Ai) Group & Chairman, CFANY Asset Owner Advisory Council


Panel

Dan Winters, CRE, Head of America’s, GRESB BV

Herman Bril, Director of Investments, UNJSPF


6:00 PM | MIDDLE EAST ASSET OWNER ESG PERSPECTIVE KEYNOTE ADDRESS

TBA


6:30 PM | ESG DUE DILIGENCE CHALLENGES

Introduced by: TBA

Moderator

Henry Shilling, Chair, Sustainable Investment Thought Leadership Group, CFANY


Panel

Jodi Gunzberg, CFA, Chief Investment Strategist, Greystone Consulting

John Goldstein, Co-Founder, Imprint Capital (acquired by Goldman Sachs)

Sanford Rich, Executive Director, NYC Board of Education Retirement System (BERS)

Jeroen Bos, CFA, Head of Specialized Equity and Responsible Investing at NN Investment Partners (NN Group’s Asset Management Arm)


7:30 PM | CLOSING REMARKS

Dominick Lucci, Chief Investment Officer, Park Avenue Capital Management ($1.4billion single family office)


 CATERED NETWORKING RECEPTION

TUESDAY

SEPTEMBER 24

7:25 AM | REGISTRATION & MASTER OF CEREMONY WELCOME

Thomas Brigandi, CFA, Global Asset Owner Series Founder and Lead Organizer, CFANY


7:30 AM | AFRICAN ASSET OWNERS BREAKFAST

FEATURING:

Vhahangwele Manavhela, ESG Specialist, Pubic Investment Corporation
Aldo Tembe, CEO, Moçambique Previdente, Sociedade Gestora de Fundos de Pensões – SGFP, S.A.
Henry Kyanda, CEO, Kenya Power Pension Fund, Kenya
Stella Ojekwe-Onyejeli, Executive Director & Chief Operating Officer, Nigerian Sovereign Investment Authority (NSIA)
Mohammed Omran, Executive Chairman, The Financial Regulatory Authority (FRA)


8:55 AM | WELCOMING REMARKS

Chris Fowle, Head of Americas, Principles for Responsible Investment (PRI)


9:00 AM | SPECIAL GUEST KEYNOTE ADDRESS

TBA


9:15 AM | KEYNOTE ADDRESS

Andrew Shapiro, Founder, Broadscale Group; Advisory Board Member, Climate Group (Climate Week Founder) Clean Revolution Initiative


9:30 AM | SPECIAL GUEST KEYNOTE ADDRESS

TBA


10:00 AM | DIVERSITY AND INCLUSION ASSET OWNER PANEL

Introduced by: Robert Rowan, Director of Asset Owner Series™, CFANY

Moderator

Robert L. Greene, President & CEO, National Association of Investment Companies, former Chairman of the Board of Trustees for the Virginia Retirement System


Panel

Neeti Bhalla Johnson, President & Chief Investment Officer, Liberty Mutual Investments

Angela Miller-May, Chief Investment Officer, Chicago Teachers’ Pension Fund


11:15 AM | BREAK


11:30 AM | US ASSET OWNER PERSPECTIVE PANEL

Introduced by: Kaplan, Inc.

Moderator

Antonio Rodriguez, Director of Investment Strategy, NYC Board of Education Retirement System


Panel

Tara Stacy, Director of Investment Stewardship, Colorado Public Employees’ Retirement Association

Chris Phillips, Director of Institutional Relations & Public Affairs, Washington State Investment Board (WSIB)

Angela Miller-May, Chief Investment Officer, Chicago Teachers’ Pension Fund

Kei Yamamoto, Senior Director – Investment, Casey Family Programs


12:40 PM | SPECIAL ADDRESS & LUNCHEON KEYNOTE SPEAKER INTRODUCTION

Jim Hempstead, Managing Director, Moody’s Investors Service


12:45 PM | LUNCHEON KEYNOTE SPEAKER

Hiro Mizuno, CIO, Government Pension Investment Fund


1:15 PM | LUNCH

Hosted by: Jim Hempstead, Managing Director, Moody’s Investors Service


1:45 PM | CORPORATE GOVERNANCE PANEL

Introduced by: Robert Rowan, Director of Asset Owner Series™, CFANY

Moderator

Ken Bertsch, JD, Executive Director, Council of Institutional Investors


Panel

Jeffrey Warshauer, CFA, Corporate Governance Officer at New Jersey Division of Investment


3:00 PM | EUROPEAN ASSET OWNER ESG PERSPECTIVES

Introduced by: TBA

Moderator

M. Nicolas J. Firzli, LL.M., Director-General, World Pensions Council (WPC); Advisory Board Member, World Bank Global Infrastructure Facility (WB GIF)


Panel

Jeff Houston, Head of Pensions, Local Government Association, Secretary to the Board, Local Government Pension Scheme Advisory Board (UK)

Valentijin van Nieuwenhuijzen, CIO, NN investment Partners

Peter Damgaard Jensen, CEO, PKA


4:15 PM | ONE PLANET SOVEREIGN WEALTH FUND PANEL

Introduced by: Henry Shillling, Chair, Sustainable Investment Thought Leadership Group, CFANY

Moderator

Duncan Bonfield, Secretariat, International Forum of Sovereign Wealth Funds


Panel

TBA


5: 15 PM | BREAK


5:30 PM | LATAM ASSET OWNER PERSPECTIVES

Introduced by: TBA

Moderator

Hilen Gabriela Meirovich, Head of Climate Change, Inter-American Development Bank


Panel

Leon de Paul, Chief Risk Officer, Afore Citibanamex


6:30 PM | ESG FOCUSED SUPRANATIONAL FUND PANEL

Introduced by: TBA

Moderator

Søren Elbech, Managing Director of Supranational Institutions, J.P. Morgan


Panel

TBA


7:30 PM | ADJOURNMENT

Robert Discolo, CFA, CAIA, Chief Investment Officer, River Partners Family Office


 CATERED NETWORKING RECEPTION

Special Thanks to Our Sponsors

Additional Thanks to Our Partners