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5th Annual Sustainable Investing Conference

5th Annual Sustainable Investing Conference

Friday, November 30 | 9:00 – 5:00 PM
Followed by a Catered Networking Reception

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REGISTRATION & FEES

Members: $95
Nonmembers: $195

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LIVESTREAM

FREE | Members Only

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This is a full day event that will be structured around 1-2 keynote addresses focusing on the theme set out above and what that might mean for investing and performance, 3-4 panels discussions addressing the theme of long-termism through the prism of the topics listed below currently under consideration and presentation of relevant research papers. Over lunch, which will be served, currently under consideration is an approach wherein a pre-designated topic will the subject of discussion at the table, to be led by a chosen facilitator.


2018 Event Theme:

Long-Termism: Emphasizing practices that encourage long-term thinking and investment to create value, promote economic growth and improve long-term return on investments for savers. According to “Focusing capital on the long term” published in the Harvard Business Review in 2014, moving to this approach and toward a true long-term mind-set as contrasted to one with a short-term focus on “quarterly capitalism” requires that investors adopt a multi-year time horizon for value creation, that they define their risk parameters, including a willingness to accept and tolerate short-term underperformance, portfolio investments should actually be invested in line with long-term objectives and risk tolerance and that investment professionals and their external fund managers be committed to this long-term investment horizon.


Panel Topics:

  1. Corporate Stewardship
  2. ESG Integration
  3. Climate Change and Resilience
  4. Diversity

8:45 AM | REGISTRATION


9:20 AM | WELCOME ADDRESS

Henry Shilling, Director of Research, Sustainable Research and Analysis


9:30 AM | KEYNOTE ADDRESS

Herman Bril, Director of the Office of Investment Management, United Nations Joint Staff Pension Fund


10:30 AM | CORPORATE STEWARDSHIP & GOVERNANCE
Introduce by Agnes Terestchenko, CFA, Head of US Sales, Vigeo Eiris

MODERATOR

John Tobin, Professor of Practice, Cornell SC Johnson School of Business

PANEL

James Hamilton, CFA, Director, Investment Stewardship, BlackRock

Peter Reali, Senior Director, Responsible Investing, Nuveen, A TIAA Company

Jessica Wirth Strine, Senior Manager, Investment Stewardship Team, Vanguard


11:20 AM | MORNING BREAK


11:40 AM | ESG INTEGRATION
Introduced by Joshua Linder, CFA, Credit Analyst, APG Asset Management

MODERATOR

Casey C. Clark, CFA, Director of Sustainable & Impact Investing, Managing Director, Glenmede

PANEL

David Powell, CFA, Portfolio Manager, Brown Advisory

Natalie Trunow, CEO, Millennial Partners

Ann Marie Griffith, Managing Director US Fixed Income, APG Asset Management


12:30 PM | LUNCH


1:00 PM | KEYNOTE ADDRESS
Introduced by Wendy Pan, CFA, Senior Research Analyst, Vice President at the Chief Investment Office, Bank of America Merrill Lynch

Jeremy Grantham, Co-founder, Chief Investment Strategist, GMO


1:30 PM | CLIMATE & RESILIENCE
Introduced by Alan Lehman, CFA, Credit Analyst, Gulf International Bank

MODERATOR:

Aniket Shah, Head of Sustainable Investing, OppenheimerFunds

PANEL:

Peter Fusaro, Founder, Wall Street Green Summit

Thomas Stoner, CEO, Entelligent

Lori Siegel, Senior Modeler, Climate Interactive


2:20 PM | DIVERSITY
Introduced by Kenneth Lassner, CFA, Senior Client Relationship Manager, Aperio Group

MODERATOR

Erika Karp, CEO, Corner Stone Capital

PANEL

Hillary Flynn, ESG Analyst, Wellington

Sophie L’Hélias, President, LeaderXXchange

John Roe, Head of Analytics, ISS


3:20 PM | CONCLUDING REMARKS

Adam Phillips, Senior Associate, Office of Investment Management | Office of the Representative Secretary General, United Nations Joint Staff Pension Fund


3:30 PM | RECEPTION


4:30 PM | ADJOURNMENT

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References herein to any specific sponsor or service do not necessarily constitute or imply the endorsement, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York.

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