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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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Overview

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

Agenda

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

Chris Fowle, Head of Americas, Principles for Responsible Investment

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

Joseph Kinard, Chair of the Presbyterian Church (USA) Committee on Mission Responsibility Through Investment (MRTI)

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.

CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

CFA Society New York (“CFANY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFANY seeks to present accurate and reliable information, CFANY does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFANY has no duty to update and maintain the information, reports, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates, agents, and licensors will not be liable to you or anyone else for any loss or injury, caused in whole or in part by their negligence of contingencies beyond their control in procuring, compiling, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates, agents, and licensors be liable to you or anyone else for any damages, including but not limited to consequential, special, indirect and incidental damages, even if advised of the possibility of such damages.

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Sponsorship Overview

For over 80 years, CFA Society New York—formerly known as New York Society of Security Analysts (NYSSA)—has been a leading forum for the exchange of information among investment professionals. Our mission is to raise standards of practice in the industry for the ultimate benefit of society. Towards that goal, CFA Society New York content is curated by volunteer practitioner interest groups that strive to shape the future of the industry. A bold line exists between the financial support by organizations to maintain the quality of our programming and the selection of speakers who contribute to dialogue in our community. To that end, a ceaseless commitment to transparency is something we consider foundational to our cause.

Please be advised of the following information related to Society sponsorship and support:

Through financial support and other means of in-kind support, each event sponsor, event partner, event co-host and organizational partner of CFA Society New York plays a valuable role in the furtherance of the range of forward-thinking initiatives that underpin the Society’s values, and toward our mission to deliver Society content and programming of the highest quality and standard.

CFA Society New York thanks all of its sponsors, event-related affiliates and organizational partners for helping us continue to shape the conversation of the investment community.

Legal Notice and Disclaimer

CFA Society New York (including its employees and agents) assumes no responsibility for presenters or consequences resulting from the use of information or content of such information presented, including (but not limited to) errors or omissions, the accuracy or reasonableness of factual or scientific assumptions, studies or conclusions, the defamatory nature of statements, ownership of copyright or other intellectual property rights, and the violation of property, privacy, or personal rights of others. The CFA Society New York is not responsible for, and expressly disclaims all liability for, damages of any kind arising out of use, reference to, or reliance on such information. No guarantees or warranties, including (but not limited to) any express or implied warranties of merchantability or fitness for a particular use or purpose, are made by CFA Society New York with respect to such information. CFA Society New York does not endorse, approve, or certify such information, nor does it guarantee the accuracy, completeness, efficacy, timeliness, or correct sequencing of such information. All presentations represent the opinions of the presenters and do not represent the position or the opinion of CFA Society New York or its members. Reference by the presenters to any specific commercial product, process or service by trade name, trademark, service mark, manufacturer, and corporation or otherwise does not constitute or imply 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.

CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

Inclement weather

CFANY reserves the right to cancel or reschedule all in-person events within 48 hours when inclement weather has been forecasted and travel is restricted by city officials.  The program may also be produced solely via livestream in such circumstances.  Please note the cancellation policy regarding refunds and substitutions.

Refunds, Cancellations, and Substitutions

  • 72 HOURS ADVANCED NOTICE OR MORE:
    • Full refund issued
  • WITHIN 48 HOURS OR AFTER EVENT HAS STARTED:
    • No refund

All requests for cancellation or refunds must be sent to seminars@cfany.org.

More

CFA Society New York, Inc. (“CFA NY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA NY seeks to present accurate and reliable information, CFA Society New York does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFA Society New York has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you.

None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund.