Asset Manager Series, Conference / Seminar, Virtual Events & Programming

Asset Manager Series: A View from the Top ESG Asset Managers

Monday, May 9 | 5:00 PM - 6:30 PM

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Overview

A virtual Asset Manager Series event

How are ESG market leaders preparing their teams and investments for challenges and opportunities in the years ahead? Join our next virtual Asset Manager Series event to hear directly from sector heads about how they are planning strategically in the face of due diligence challenges and higher valuations.

In addition to discussing how they plan to position their investment portfolios, our speakers will talk about making key decisions to better prepare their teams for the next phase of client needs. Gain understanding of asset managers’ big-picture considerations as well as a snapshot of their immediate macroeconomic outlook when you participate in this discussion.

Agenda

5:00 PM | OPENING REMARKS

Antonio Rodriguez, CFA, Director of Investment Strategy, NYC Board of Education Retirement System


5:05 PM | PANEL

Moderator

Swami Venkataraman, CFA, Associate Managing Director, Moody’s Investors Service


Panelists

Annika Lombardi, Managing Director, Lord Abbett

Anne Simpson, Global Head of Sustainability, Franklin Templeton

Michelle Dunstan, Chief Responsibility Officer, AllianceBernstein

Bruce M. Kahn, Ph.D., Climate Solutions Specialist, MSCI


6:15 PM | Q&A


6:30 PM | CLOSING REMARKS & ADJOURNMENT

Thomas Brigandi, CFA, Chair – Board of Directors, CFA Society New York; Founder, Asset Owner Series

Additional Details

Areas of Focus

  • Due Diligence
  • Asset Selection
  • Research

Sponsorship

Key AllianceGold Partner

Key AllianceSilver Partner

What is the Key Alliance Program?