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

8:30 AM | REGISTRATION & CONTINENTAL BREAKFAST


8:50 AM | MASTERS OF CEREMONY INTRODUCTION

Thomas Brigandi, Global Asset Owner Series Founder and Lead Organizer, CFANY
Henry Shilling, Chair, Sustainable Investment Thought Leadership Group, CFANY
Daniel Fridson, Family Member, Fridson Family Office
Deepika Sharma, CFA, Director, BlackRock
Robert Discolo, CFA, CAIA, Chief Investment Officer, River Partners Family Office


8:55 AM | WELCOME ADDRESS

Christopher Cutler, CFA, Former Vice Chairman, CFANY


9:00 AM | SPECIAL GUEST KEYNOTE ADDRESS

Paul Smith, CFA, Chief Executive Officer, CFA Institute


9:30 AM | KEYNOTE ADDRESS


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

TBA


11:15 AM | BREAK


11:25 AM | SPECIAL ADDRESS

CFA Society Singapore


11:30 AM | 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

TBA


12:45 PM | LUNCHEON KEYNOTE SPEAKER

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


1:00 PM | LUNCH


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: Daniel Dagen, CFA, Chief Executive Officer, CFANY

Moderator

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


Panel

Vhahangwele Manavhela, ESG Specialist, Pubic Investment Corporation

Admassu Tadesse

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


3:00 PM | G7 INVESTOR GLOBAL INITIATIVES < 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

TBA


4:15 PM | BREAK


4:30 PM | ESG ASSET OWNER PARTNERSHIP BETWEEN CFANY AND TBA

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


4:45 PM | ESG FOCUSED INFRASTRUCTURE ASSET OWNERSHIP PANEL

Introduced by: TBA

Moderator

Hubert Danso, CEO and Vice Chairman, Africa Investor(Ai) Group


Panel

Beth Richtman, Managing Investment Director, Sustainable Investments, CalPERS

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


6:00 PM | ESG DUE DILIGENCE CHALLENGES

Introduced by: TBA

Moderator

TBA


Panel

TBA


7:00 PM | CLOSING REMARKS

Dominick Lucci, Chief Investment Officer, Park Avenue Capital Family Office


 CATERED NETWORKING RECEPTION

TUESDAY

SEPTEMBER 24

7:30 AM | AFRICAN ASSET OWNERS BREAKFAST & REGISTRATION


8:50 AM | MASTERS OF CEREMONY INTRODUCTION

Thomas Brigandi, Global Asset Owner Series Founder and Lead Organizer, CFANY
Henry Shilling, Chair, Sustainable Investment Thought Leadership Group, CFANY
Daniel Fridson, Family Member, Fridson Family Office
Deepika Sharma, CFA, Director, BlackRock
Robert Discolo, CFA, CAIA, Chief Investment Officer, River Partners Family Office


8:55 AM | WELCOME ADDRESS

TBA


9:00 AM | SPECIAL GUEST KEYNOTE ADDRESS

TBA


9:30 AM | KEYNOTE ADDRESS

TBA


10:00 AM | DIVERSITY AND INCLUSION ASSET OWNER PANEL

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

Moderator

TBA


Panel

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


11:15 AM | BREAK


11:30 AM | US ASSET OWNER PERSPECTIVE PANEL

Introduced by: TBA

Moderator

Antonio Rodriguez, New York Association of Public Employee Retirement Systems


Panel

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


12:45 PM | LUNCHEON KEYNOTE SPEAKER

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


1:00 PM | LUNCH


1:45 PM | APAC ASSET OWNER PERSPECTIVES

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

Moderator

TBA


Panel

TBA


3:00 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

TBA


4:15 PM | BREAK


4:30 PM | LATAM ASSET OWNER PERSPECTIVES

Introduced by: TBA

Moderator

Chris Fowle, Head of Americas, Principles for Responsible Investment


Panel

TBA


5:45 PM | ONE PLANET SOVEREIGN WEALTH FUND PANEL

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

Moderator

TBA


Panel

TBA


7:00 PM | ESG FOCUSED SUPRANATIONAL FUND PANEL

Introduced by: TBA

Moderator

TBA


Panel

TBA


7:30 PM | ADJOURNMENT

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


 CATERED NETWORKING RECEPTION

Special Thanks to Our Sponsor