Sustainable Investing

6th Annual Sustainable Investing Conference ESG & Financial Materiality

November 15, 2019 | 8:30 AM - 4:00 PM

Loading Events
  • This event has passed.

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. 

After Oct. 31

$95for members
  • Nonmember Rate: $195

Agenda

8:30 AM | ATTENDEE REGISTRATION


9:00 AM | OPENING REMARKS

Adam Phillips, Investment Officer, UNJSPF


9:15 AM | KEYNOTE ADDRESS

Dr. Aniket Shah, Senior Fellow, Columbia University and Senior Advisor for Sustainable Finance, UN Sustainable Development Solutions Network


10:05 AM | ACADEMIC PANEL

Moderator

Dr. Jeff Hales, University of Texas – McCombs


Panelists

Dr. Witold Henisz, University of Penn – Wharton

Dr. Tensie Whelan, NYU – Stern

Dr. Aaron Yoon, Northwestern – Kellogg


10:45 AM |  MORNING BREAK


10:50 AM |  RESEARCH PRESENTATION

Gillian Mollod, Senior Associate, ESG Research, MSCI Inc.


11:00 AM | REAL ASSETS MATERIALITY PANEL

Moderator

Sanaz Raczynski, Managing Director and Head of Sustainability, Nuveen


Panelists

John Breckinridge, Senior Managing Director, Capital Dynamics

Anmay Dittman, Director, BlackRock Real Assets

Inna Khideke, CFA, Partner, Bridge Investment Group

Brooks Preston, Managing Director, Macquarie


11:45 AM | PRIVATE EQUITY MATERIALITY PANEL

Moderator

Mina Pacheco Nazemi, Funds & Co-Investments, Barrings LLC


Panelists

Ralitza Germanova, Corporate Governance Officer, International Finance Corporation

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

Adam Heltzer, Head of ESG & Sustainability, Partners Group

Elizabeth Seeger, Director, Sustainable Investing- KKR


12:30 PM | LUNCH

Sponsored By:


1:00 PM | KEYNOTE

Georg Kell, Chairman, Arabesque & Founding Director, United Nations Global Compact


1:45 PM | EQUITIES FINANCIAL MATERIALITY PANEL

Moderator

Kuni Chen, CFA, Former Director of Impact Investing, The Nature Conservancy


Panelists

Lisa Goldberg, PhD, Director of Research, Aperio Group

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

Tanya Levy-Odom, Director, BlackRock

David Silverman, Managing Director, Blue Harbour Group


2:25 PM | DWS PRESENTATION- SYSTEMATIC ACTIVE STRATEGY THROUGH AN ESG LENS

Pankaj Bhatnagar, Ph.D., Managing Director, Systematic Active Equity Strategy , ESG Lens


2:35 PM | FIXED INCOME MATERIALITY PANEL

Moderator

Joshua Linder, CFA, Credit Analyst, APG Asset Management


Panelists

Mahesh Jayakumar, CFA FRM, Research Analyst, Fixed Income ESG, MFS

Tom Socha, Executive Director, JP Morgan Asset Management

Swami Venkataraman, CFA, Senior Vice President – Manager, Moody’s Rating Services


3:05 PM | PRI PRESENTATION

Christine Pishko, US Relationship Manager, Global Signatory Relations and Outreach, PRI


3:25 PM | CONCLUDING REMARKS

Adam Phillips, Investment Officer, UNJSPF


3:35 PM | DRINKS AND 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

Sponsored By