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2nd Annual Climate and ESG Asset Owner Summit

Monday, Sept. 23 - Tuesday, Sept. 24

Overview

A Two-Day Asset Owner Series™ Event

  • Climate Week NYC and a Global Goals Week event
  • Tom Brigandi’s 85th Society event, 700th speaker & 15,000th attendee
  • 11 CFA Society Partners; 30 Asset Owner / Industry Association Partners; +130 speakers
  • Representatives from non-bank institutional investors (fiduciary asset owners and institutional asset managers) that collectively have in excess of 45 trillion USD in assets were represented at the Summit
  • Representatives from fiduciary asset owning organizations (SWFs, pension funds, insurance companies, endowments, etc) that collectively have in excess of $10 trillion in fiduciary assets spoke
  • Representatives from investment management organizations that collectively have in excess of $30 trillion in managed assets were represented at the Summit
  • Representatives from fiduciary asset owning organizations that collectively have in excess of $5 trillion in fiduciary assets attended, but did not speak

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 CFA Society New York 2nd Annual Climate and ESG Asset Owner Summit, hosted in partnership with Principles for Responsible Investment (PRI), is scheduled to take place during Climate Week and Global Goals Week in NYC. The Summit will feature two days focused on the rise and status of sustainable investing among asset owners by featuring addresses and panel discussions led and informed by asset owner representatives covering all six populated 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.

As of September 25th, 2019, Asset Owner Series (AOS) will have hosted fiduciary asset owner (sovereign wealth fund, pension fund, insurance company general account, etc) and institutional investment consultant speakers from organizations that cumulatively oversee in excess of $72 trillion of assets under ownership or advisory. There is roughly $90 trillion in total institutionally owned assets and approximately $40 trillion in consultant-advised institutional assets globally. AOS was founded by Tom Brigandi, CFA, at CFA Society New York in 2015. In addition to hosting frequent AOS events at CFANY HQ, there have been nine AOS events hosted outside of New York in partnership with CFA Institute Societies across APAC, EMEA and the Americas.

2018 Conference Agenda

2019 Recap & Content Page

Post-Conference Press Release

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 | KEYNOTE ADDRESS INTRODUCTION

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


8:15 AM |  SUMMIT OPENING KEYNOTE ADDRESS

Ted Roosevelt, Founding Partner, Redwood Grove Capital


8:35 AM | ALTERNATIVE INVESTMENT ESG ASSET OWNER PERSPECTIVE

Introduced by: H.E. Foday Mansaray, High Representative to the UN and African Region, International Human Rights Commission

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


8:55 AM | WELCOME REMARKS

Chris Cutler, CFA, Former Vice Chair, CFA Society New York


9:00 AM | CFA INSTITUTE KEYNOTE ADDRESS

Margaret Franklin, CFA, President & CEO, CFA Institute


9:30 AM | KEYNOTE ADDRESS

Introduced by: Amit Bouri, CEO and co-founder, Global Impact Investing Network (GIIN)

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


10:05 AM | CANADIAN ASSET OWNER PANEL

Introduced by: Matthew Mark, Director, US Asset Owners, World Gold Council

Moderator

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


Panel

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

Lisa Becker, FCA, Chief Operating Officer, Chief Compliance Officer, University of Toronto Asset Management Corporation

Jennifer Coulson, Vice President, ESG, Public Markets, 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

Introduced by: Brian Lauzon, CFA, Board President, CFA Society Philadelphia

Ashok Parameswaran, Founder, Emerging Markets Investors Alliance


11:25 AM | SPECIAL ADDRESS ON ESG RISKS

Introduced by: Richard Ebil Ottoo, PhD, CFA, FRM, Vice President, Global Association of Risk Professionals (GARP)

Jo Paisley, Co-President, GARP Risk Institute


11:35 AM | APAC ASSET OWNER PERSPECTIVES

Introduced by: Grace Reyes, President, Association of Asian American Investment Managers

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 Altshuler, Executive Director, IFM Investors

Federico Rodriguez, CFA, Global Head of Fixed Income, QBE Insurance

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

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


12:50 PM | LUNCHEON KEYNOTE SPEAKER

Introduced by: Henrik Jeppesen, CFA, North America Head of Investor Outreach, Carbon Tracker Initiative

Mark Campanale, Founder & Executive Director, Carbon Tracker Initiative


1:00 PM | LUNCH

Lunch Sponsor


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

Introduced by: Paul Kovarsky, CFA, Director of Institutional Partnerships, CFA Institute

Marc H. Robert, Chief Operating Officer, Water Asset Management, LLC


1:45 PM | AFRICAN ASSET OWNER ESG PERSPECTIVES

Introduced by: Orim Graves, CFA, Executive Director, National Association of Securities Professionals (NASP)

Moderator

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


Panel

Vhahangwele Manavhela, ESG Specialist, Public Investment Corporation (South Africa)

Admassu Tadesse, President & Chief Executive, 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.

Lekha Nair, CEO, Seychelles Pension Fund

Mustapha Bakkoury, CEO, Moroccan Agency for Sustainable Energy (Masen); Former CEO, Caisse de dépot et de gestion (CDG)


3:00 PM | ESG PARTNERSHIP BETWEEN CFANY AND CFA SOCIETY BOSTON

Introduced by: Olha Krushelnytska, CFA, Green Finance Specialist, World Bank Group

Michael Greis, CFA, Chair of the Sustainable Investing Seminar Committee, CFA Society Boston


3:05 PM | G7 INVESTOR LEADERSHIP NETWORK < INFO > KEYNOTE PANEL

Introduced by: Paul Smith, CFA, Fmr. 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

Urs Bitterling, Head of Corporate Responsibility, Allianz

Bertrand Millot, Head of Stewardship Investing, Caisse de dépôt et placement du Québec (CDPQ)

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


4:05 PM | PIONEER SPECIAL ADDRESS

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

Bertrand Piccard, Co-Pilot, 2016 Solar Impulse 2 (first solar-powered aircraft global circumnavigation); Son of Jacques Piccard, 1960 Challenger Deep Mission Co-Pilot


4:15 PM | BREAK


4:30 PM | PRI SPECIAL ADDRESS

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

Fiona Reynolds, CEO, Principles for Responsible Investment (PRI)


4:45 PM | ESG FOCUSED INFRASTRUCTURE ASSET OWNERSHIP PANEL

Introduced by: Edward Allen, CAIA, Managing Director, MSCI

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

J. Michael McCarthy, CFA, Senior Portfolio Manager, APG Asset Management

Amanda Wallace, Managing Director Infrastructure Investments Group, J.P. Morgan Asset Management

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


5:55 PM | ASSET OWNER PARTNERSHIP BETWEEN CFANY AND CFA SOCIETY PERU

Introduced by: Gabriel Thoumi, CFA, FRM, Director, Planet Tracker

Melvin Escudero, CFA, President, CFA Society Perú


6:00 PM | THINK TANK PANEL

Introduced by: Winston Ma, CFA, Esq., High-tech Investor; Book Author; Adjunct Professor; fmr Managing Director, China Investment Corporation (CIC)

Moderator

Robert Rowan, Director, Asset Owner Series, CFA Society New York


Panel

Sonja Gibbs, CFA, Senior Director of Global Capital Markets, Institute of International Finance

Hon. Joshua Gotbaum, Guest Scholar of Economic Studies, Brookings Institution


6:20 | SPECIAL PRESENTATION: CERES INVESTOR NETWORK

Introduced by: William “Billy” Gridley, CFA, Director, Investor Network, Ceres, Inc.

Rev. Kirsten Snow Spalding, Senior Department Director, Investor Network, Ceres, Inc.


6:30 PM | ESG DUE DILIGENCE CHALLENGES

Introduced by: Sofiane Belmiloud, CFA, Investor Outreach Manager, FAIRR Initiative

Moderator

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


Panel

Jodie Gunzberg, CFA, Managing Director, Chief Investment Strategist, Graystone Consulting, Morgan Stanley

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

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

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


 CATERED NETWORKING RECEPTION

Reception Sponsor

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 | AFRICA INVESTOR (AI) INSTITUTIONAL INVESTOR SUMMIT — WORKING BREAKFAST

Introduced by: Amy Myers Jaffe, David M. Rubenstein senior fellow for energy and the environmentan Founcil on Foreign Relations

CHAIR:

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


FEATURING:

Vhahangwele Manavhela, ESG Specialist, Pubic Investment Corporation

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

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

Mohammed Omran, Executive Chairman, The Financial Regulatory Authority (FRA)

Admassu TadessePresident & Chief Executive, Trade & Development Bank

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

Lauren Burnhill, Board Member, World Pension Council


8:45 AM | WELCOMING REMARKS

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


8:50 AM | KEYNOTE ADDRESS: SUSTAINABILITY AND TECHNOLOGY

Introduced by: Ivelina Stefanova, Climate Finance Fellow, UNEP Finance Initiative

Andrew Shapiro, Founder & Partner, Broadscale Group; Advisor, The Climate Group


9:15 AM | “S” IN ESG KEYNOTE ADDRESS

Introduced by: Stephanie Potter, Senior Director of Sustainability and Circular Economy Program, U.S. Chamber of Commerce Foundation

Kerry Kennedy, President, Robert F. Kennedy Human Rights


9:35 AM | UN NET-ZERO ASSET OWNER ALLIANCE KEYNOTE ADDRESS

Introduced by: Bill Scott, CAE, President & CEO, CFA Society Washington, DC

Torben Möger Pedersen, CEO, PensionDanmark


9:50 AM | DIVERSITY AND INCLUSION ASSET OWNER PANEL

Introduced by: Rosie von Lila, Interim-Chief Executive Officer, New America Alliance

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

Sheryl Mejía, CFA, CPA CA, Director, Emerging Managers, NY State Common Retirement Fund, Office of the State Comptroller

Kirk Sims, CFA, Senior Investment Manager – Head of Emerging Manager Program at Teachers Retirement System of Texas

Marianne Dwight, Of Counsel, Michael Best; Former Investment Committee Member, Texas Treasury Safekeeping Trust Company


10:55 AM | KEYNOTE ADDRESS: HOW CAN WE FINANCE SUSTAINABLE GROWTH?

Introduced by: Johanna Lasker, Head of Central Banks & Official Institutions, BNP Paribas Asset Management

Kerstin Jorna, Deputy DG of Economic and Financial Affairs, European Commission; Board Director, European Investment Bank (EIB)


11:05 AM | WORLD BANK GROUP SPECIAL PRESENTATION

Introduced by: Dr. Patricia Laverley, Deputy Minister of Finance, Republic of Sierra Leone

Speaker

Ekaterina (Katya) Gratcheva, Lead Financial Officer, Finance, Competitiveness and Innovation (FCI) Global Practice, World Bank Group

Interviewed by:
Frédéric Samama, Head of Responsible Investment, Amundi; 2019 Real World Impact Award Winner, PRI


11:15 AM | BREAK


11:30 AM | US ASSET OWNER PERSPECTIVE PANEL

Introduced by: Emily Kreps, Global Director, Investor Initiatives, CDP

Moderator

Hank Kim, Esq., Executive Director and Counsel, National Conference on Public Employee Retirement Systems


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)

Kei Yamamoto, CFA, Senior Director – Investment, Casey Family Programs

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

Lorenzo Bernasconi, PhD, Managing Director, Innovative Finance, Rockefeller Foundation


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

Jim Hempstead, Managing Director, Moody’s Investors Service


12:45 PM | LUNCHEON KEYNOTE FIRESIDE CHAT

Speaker

Hiro Mizuno, CIO, Japan’s Government Pension Investment Fund

Interviewed by:
Lynn Forester de Rothschild, Chief Executive Officer, E.L. Rothschild and Founder, Coalition for Inclusive Capitalism


1:15 PM | LUNCH

Lunch Host


1:45 PM | CORPORATE GOVERNANCE ASSET OWNER PANEL

Introduced by: Mary Jane McQuillen, Managing Director, ClearBridge Investments

Moderator

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


Panel

Jeffrey Warshauer, CFACorporate Governance Officer at New Jersey Division of Investment

Lynn Forester de Rothschild, Chief Executive Officer, E.L. Rothschild and Founder, Coalition for Inclusive Capitalism

Dieter Waizenegger, Executive Director, CtW Investment Group

Michael Garland, Assistant Comptroller for Corporate Governance and Responsible Investment, New York City Office of the Comptroller

Avantika Saisekar, Director, Sustainable Investment Group, Wafra (beneficially owned by the Public Institution for Social Security of Kuwait (PIFSS)


3:00 PM | EUROPEAN ASSET OWNER ESG PERSPECTIVES

Introduced by: David Allen, CFA, Institutional Director, Schroders

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 JensenChair, IIGCC, Chief Executive Officer, PKA

Sylvain Vanston, Group Head of Corporate Responsibility, AXA

Helen Wildsmith, Head of Ethical and Responsible Investment, CCLA Investment Management Limited (manager of The CBF Church of England Funds)

Nathalie Lhayani, Head of Sustainability, Group Caisse des Dépôts (France)


4:15 PM | ONE PLANET SOVEREIGN WEALTH FUND PANEL

Introduced by: Patricia Haas Cleveland, President, US Operations, Official Monetary and Financial Institutions Forum (OMFIF)

Moderator

Duncan Bonfield, Secretariat, International Forum of Sovereign Wealth Funds


Panel

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

Richard Collins, Saudi Arabia’s Public Investment Fund


5:00 PM | BREAK


5:15 PM | LATAM ASSET OWNER PERSPECTIVES

Introduced by: Ashley Cooke, Head of Institutional ESG & Passive Solutions, Americas, DWS Investments

Moderator

Ariel Fromer Babcock, CFA, Managing Director, FCLTGlobal


Panel

Leon de PaulChief Risk Officer, Afore Citibanamex

Rafael Castro, Compliance and Internal Control Executive Manager, Previ (Brazil)

Julia Fontes, Treasury Officer, Brazil Specialist, New Development Bank

Juan Luis Surgeon, CFA, Chief Investment Officer, MMG Bank

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


6:30 PM | ESG-FOCUSED MULTILATERAL DEVELOPMENT BANK (MDB) PANEL

Introduced by: Michael Rowan, CFA, Managing Director, Global Public, Project and Infrastructure Finance Group, Moody’s Investors Service

Moderator

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


Panel

Tapiwa Sikipa, Senior Portfolio Manager, World Bank Treasury

Carlos Franco, Head of Investments, Inter-American Development Bank

Courtney Lowrance, Principal Environment Specialist, Asian Infrastructure Investment Bank


7:30 PM | SUMMIT CLOSING KEYNOTE ADDRESS

Introduced by: Deepika Sharma, CFA, Director, BlackRock

Dan Carol, Director, Milken Institute Center for Financial Markets


7:45 PM | ADJOURNMENT

Introduced by: Daniel Fridson, Managing Director, Arrivato

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


 CATERED NETWORKING RECEPTION

Special Thanks to Our Sponsors

Additional Thanks to Our Partners

Society Partners

Supporting Institutions