Sustainable Investing, Virtual Events & Programming

7th Annual Sustainable Investing Conference – ESG 2.0

November 30, 2020 | 9:30 AM - 4:00 PM

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Overview

On Monday, November 30, CFA Society New York’s Sustainable Investing Group will kick off the Annual Sustainable Finance Week in New York with our 7th Annual Sustainable Investing Conference.

We will focus on new trends of sustainable finance and investing and go beyond the usual discussion about what ESG means and doesn’t mean. The event’s focus will be on how investors have successfully integrated ESG into investments and investment analysis, the trends of using new technologies – from using Artificial intelligence, machine learning, satellite imagery – to expand, support, and identify investment opportunities.

We have moved our annual sustainable investing conference into the virtual world and will have 4 in-depth panel discussions on novel ESG and sustainable investing topics combined with 2 keynote addresses by leading sustainable investing experts on the future of ESG and sustainable investing.

Agenda

9:30 AM | WELCOME ADDRESS

Adam Phillips, Co-Chair of the CFA Society New York Sustainable Investing Thought Leadership Group


9:35 AM | FIRESIDE CHAT ON DIVERSITY, EQUITY, AND INCLUSION

Interviewed by: Carol Jeppesen, CAIA, Head of U.S., Principles for Responsible Investment (PRI)

Interviewee

Angela Miller-May, Chief Investment Officer, Chicago Teachers’ Pension Fund


10:15 AM | BREAK


10:30 AM | RAMIFICATIONS FROM USING AI, MACHINE LEARNING, AND SATELLITE IMAGERY ON THE ESG DATA LANDSCAPE PANEL DISCUSSION

Introduced by: Kuni Chen, CFA, Vice-Chair of the CFA Society New York Sustainable Investing Thought Leadership Group

Moderator

Miquel Noguer Alonso, PhD, Chief Executive Officer, Artificial Intelligence Finance Institute

Panelists

Todd Bridges, Ph. D., Partner, Global Head of Sustainable Investing & ESG Research, Arabesque

Yasin Rosowsky, Ph. D., Co-Chief Executive Officer, Arabesque AI


11:20 AM | BREAK


11:30 AM | THE RISE OF ESG IN FIXED INCOME MARKETS PANEL DISCUSSION

Introduced by: Henrik Jeppesen, CFA, Co-Chair of the CFA Society New York Sustainable Investing Thought Leadership Group

Moderator

Henry Shilling, Director of Research, Sustainable Research and Analysis LLC

Panelists

Carmen Nuzzo, Ph. D., Head of Fixed Income, Principles for Responsible Investment (PRI)

Robert Fernandez, CFA, Vice President, Director of ESG Research, Breckinridge Capital Advisors

Swami Venkataraman, CFA, Senior Vice President, ESG Group, Moody’s Investors Service


12:20 PM | BREAK


12:30 PM | FIRESIDE CHAT ON THE NETZERO PORTFOLIO STRUCTURING FROM AN INVESTMENT MANAGEMENT PERSPECTIVE

Interviewed by: Matt Orsagh, CFA, CIPM, Director of Capital Markets Policy, CFA Institute

Interviewee

Christopher Kaminker, Ph.D., Head of Sustainable Investment, Lombard Odier Investment Managers


1:10 PM | BREAK


1:15 PM | KEYNOTE PRESENTATION ON THE NETZERO PORTFOLIO STRUCTURING FROM AN ASSET OWNER PERSPECTIVE

Introduced by: Adam Phillips, Co-Chair of the CFA Society New York Sustainable Investing Thought Leadership Group

Keynote Speaker

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


1:55 PM | BREAK


2:00 PM | THE FUTURE OF THE GLOBAL ESG & CLIMATE REGULATORY FRAMEWORK PANEL DISCUSSION

Introduced by: Emily Thomas, Vice-Chair of the CFA Society New York Sustainable Investing Thought Leadership Group

Moderator

Bhakti Mirchandani, Director of Responsible Investing, Trinity Church Wall Street

Panelists

Heather Slavkin Corzo, Head of US Policy, Principles for Responsible Investment (PRI)

Samantha Ross, Founder, AssuranceMark


2:50 PM | BREAK


3:00 PM | CLOSING KEYNOTE PRESENTATION: HOW TO INTEGRATE SUSTAINABILITY & CLIMATE INTO PORTFOLIO MANAGEMENT – WALKING THE TALK

Introduced by: Henrik Jeppesen, CFA, Co-Chair of the CFA Society New York Sustainable Investing Thought Leadership Group

Keynote Speaker

Mary Catherine Lader, Head of Aladdin Sustainability, BlackRock


3:45 PM | CONCLUDING REMARKS

Henrik Jeppesen, CFA, Co-Chair of the CFA Society New York Sustainable Investing Thought Leadership Group

Additional Details

Learning Outcomes

  • Educate participants on ESG investing
  • Educate participants about latest developments and trends in sustainable investing and ESG integration
  • Educate participants on developing sustainable investing investment policy