Sustainable Investing

6th Annual Sustainable Investing Conference ESG & Financial Materiality

Friday, November 15 | 8:30 AM - 4:00 PM

Loading Events

Early Bird

$65for members
  • Nonmember Rate: $125

Regular Rate

$85for members
  • Nonmember Rate: $165

Full Rate

$95for members
  • Nonmember Rate: $195
Register Now

Overview

Through this full-day conference, speakers and attendees will explore the methods, processes and nuances of integrating Environmental, Social and Governance (ESG) factors when analyzing investment opportunities, with a focus on financial materiality. The day will be sub-divided into difference panels focusing on four major asset classes – equities, fixed income, private equity and real assets. There will also be a keynote speech as well as an academic panel to demystify the links between ESG factors and financial return. 

Agenda

8:45 AM | ATTENDEE REGISTRATION


9:15 AM | KEYNOTE ADDRESS


10:05 AM | ACADEMIC PANEL

Dr. Jeff Hales, University of Texas – McCombs

Dr. Witold Henisz, University of Penn- Wharton

Dr. Tensie Whelan, NYU-Stern

Dr. Aaron Yoon, Northwestern-Kellogg


10:45 AM |  MORNING BREAK


11:00 AM | REAL ASSETS MATERIALITY PANEL

John Breckinridge, Senior Managing Director, Capital Dynamics

Inna Khideke, CFA, Partner, Bridge Investment Group

Brooks Preston, Managing Director, Macquarie

Sanaz Raczynski, Managing director and head of sustainability, Nuveen


11:45 AM | PRIVATE EQUITY MATERIALITY PANEL

Moderator

TBA

Panelists

Bryn Gostin, Head of Product Development & Strategy, Capital Dynamics

Valerie Grant, CFA, SVP, Senior Portfolio Manager – Responsible Investing, Alliance Bernstein

Adam Heltzer, Head of ESG & Sustainability, Partners Group


12:30 PM | LUNCH


1:35 PM | EQUITIES FINANCIAL MATERIALITY PANEL


2:20 PM | FIXED INCOME PANEL


3:00 PM | CLOSING REMARK


3:15 PM | CATERING NETWORK RECEPTION

Additional Details

Learning Outcomes

Attendees will learn about the financial materiality of ESG factors from industry veterans and practitioners in this space, including:

  • Academic researchers
  • Public Equity investors
  • Public Fixed Income investors
  • Private Equity investors
  • Real estate and infrastructure investors