Sustainable Investing

ABCs of Sustainable Investing

Thursday, November 14 | 4:00 PM - 7:00 PM

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Overview

Serving as the precursor to the full-day 6th Annual Sustainable Investing Conference, ABCs of Sustainable Investing aims to serve as a sustainable-investing primer for financial analysts, researchers, portfolio managers and more. We will delve into topics such as the current state, the drivers, and the various approaches that this approach encapsulates, as well as how to implement these into portfolio management across varying asset classes.

Agenda

4:00 PM | REGISTRATION & CHECK-IN


4:30 PM | OPENING REMARKS

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


4:35 PM | LECTURE

Matt Orsagh, CFA, CIPM, Senior Director of Capital Markets, CFA Institute


5:50 PM | PANEL DISCUSSION

Moderator

Douglas A. Burtnick, CFA, Equity Portfolio Manager and Analyst


Panelists

Valeria Cisnero, CFA, Senior Corporate Analyst, Macquarie Group

Elizabeth Hiss, Research Analyst, Brown Advisory

Sarah Bratton Hughes, Investment Director – Sustainability, Americas,Schroders

Jessica Zarzycki, CFA, Portfolio Manager, Global Fixed Income, Nuveen


6:50 PM |  Q & A


7:05 PM | NETWORKING & CATERED RECEPTION

Additional Details

Learning Outcomes

  • How such strategies may be implemented
  • How are these applied to equity and fixed income investing
  • The performance debate

Who Should Attend

Portfolio managers, financial analysts, research personnel, compliance, marketing and product development specialists who are relatively new to sustainable investing and/or wish to benefit from a refresher on new trends and developments in the sustainable investing sphere.