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Climate and ESG Asset Owner Summit

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Asset Owner Series

Climate and ESG Asset Owner Summit

Including the Launch of PRI & CFA Institute’s Report on ESG Integration in the Americas

Climate Week NYC event | Tom Brigandi’s 70th Society Event & 13,000th Attendee

Monday, September 24 | 7:30am – 5:30pm
Followed by a catered networking reception

Members: $55

Nonmembers: $150

Request Invitation

Asset Owners are eligible for complimentary admission.

7:30 AM | REGISTRATION & CONTINENTAL BREAKFAST


7:50 AM | MASTERS OF CEREMONY INTRODUCTION

Thomas Brigandi, Global Asset Owner Series Founder and Lead Organizer, CFA Society New York
 
Henry Shilling, Chair, Sustainable Investment Thought Leadership Group, CFA Society New York
 
Daniel Fridson, Family Member, Fridson Family Office

7:55 AM | WELCOME ADDRESS

Christopher Cutler, Vice Chairman, CFA Society New York


8:00 AM | SPECIAL GUEST KEYNOTE ADDRESS

Paul Smith, CFA, Chief Executive Officer, CFA Institute


8:30 AM | KEYNOTE ADDRESS

Jessica Fries, Executive Chairman, Accounting for Sustainability (A4S)


9:00 AM | APAC & AMERICAS NON-US PANEL

Introduced by: TBD

Moderator

Chris Fowle, Head of Americas, Principles for Responsible Investment

Panel

James Logush, CFA, Managing Director, Canadian Pension Plan Investment Board (CPPIB)

Hiroshi Ozeki, Managing Executive Officer, Americas and Europe, Nippon Life Insurance Company

Hilen Gabriela Meirovich, Head of Climate Change, Inter American Development Bank Invest


10:15 AM | BREAK


10:30 AM | EUROPEAN ASSET OWNER ESG PERSPECTIVES

Introduced by: TBD

Moderator

M. Nicolas J. Firzli, LL.M., Director-General, World Pensions Council (WPC); & Advisory Board Member, World Bank Global Infrastructure Facility (WB GIF)

Panel

Anna Pot, Manager, Responsible Investments, APG Asset Management N.V.

Chris Limbach, Managing Director, PGGM

(tentative) Eila Kreivi, Head of Capital Markets, European Investment Bank (EIB)

Adam Phillips, United Nations Joint Staff Pension Fund (UNJSPF)


11:40 AM | SPECIAL ADDRESS

Will Goodhart, Chief Executive Officer, CFA Society United Kingdom


11:50 AM | U.S. ASSET OWNER ESG PERSPECTIVES

Introduced by: TBD

Moderator

Mercer Investments

Panel

Brian Rice, Portfolio Manager, Corporate Governance Department, California State Teachers’ Retirement System (CalSTRS)

Divya Mankikar, Head of ESG Integration, California Public Employees’ Retirement System (CalPERS)

Amy O’Brien, Head of Responsible Investment, TIAA

Andrew Russell, Director of Fixed-Income Investments for the Pension Boards – United Church of Christ (PB-UCC)

1:00 PM | LUNCH


1:40 PM | WHY IS CLIMATE CHANGE BAD: DROUGHT AND FLOOD

Matthew J. Diserio, President and Co-Founder, Water Asset Management


1:45 PM | G7 INVESTOR GLOBAL INITIATIVES PANEL

Introduced by: TBD

  1. Enhancing expertise in infrastructure financing and development in emerging and frontier economies;
  2. Opening opportunities for women in finance and investment worldwide; and
  3. Speeding up the implementation of uniform and comparable climate-related disclosures under the FSB-TCFD framework.

Moderator

Ed Hulina, Head, Global Institutional Partnerships, CFA Institute

Panel

Chris Limbach, Managing Director, PGGM

Jérôme Lussier, Director, Investment Stewardship, Caisse de dépôt et placement du Québec (CDPQ)


2:30 PM | ESG ASSET OWNER PARTNERSHIP BETWEEN THE FINANCIAL AND POLITICAL CAPITALS OF THE WORLD – CFANY AND CFA WASHINGTON DC

Bill Scott, CAE, Chief Executive Officer, CFA Society Washington, DC


2:35 PM | ESG ANALYTICS & PRI/ESG AMERICAS REPORT HIGHLIGHTS

Introduced by: TBD

Moderator

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

Panelists

Justin Sloggett, Head of Public Markets, ‎ Principles for Responsible Investment


3:00 PM | BREAK


3:15 PM | SPECIAL ADDRESS

TBD


3:25 PM | AFRICAN ASSET OWNER ESG PERSPECTIVES

Introduced by: TBD

Moderator

Hubert Danso, Chief Executive Officer, Africa Investor (Ai) Group & Chairman, CFA Society New York Asset Owner Advisory Board

Panelists

Dr. Daniel Matjila, Chief Executive Officer, South Africa Public Investment Corporation (PIC)

Uche Orji, Chief Executive Officer, Nigeria Sovereign Investment Authority (NSIA)

Richard Byargugaba, Chief Executive Officer, National Social Security Fund (NSSF) Uganda

Ibrahima Kane, Chief Executive Officer, Sovereign Fund for Strategic Investments (FONSIS) Senegal

Aldo Tembe, Chief Executive Officer, Mocambique Previdente (Mozambique Provident)


4:25 PM | CLOSING KEYNOTE ADDRESS

Hiro Mizuno, Executive Managing Director & Chief Investment Officer, Japan’s Government Pension Investment Fund (GPIF)


5:00 PM | SPECIAL GUEST CLOSING KEYNOTE ADDRESS

Fiona Reynolds, Chief Executive Officer, Principles for Responsible Investment


5:30 PM | CLOSING REMARKS & ADJOURNMENT

Thomas Brigandi, Global Asset Owner Series Founder and Lead Organizer, CFA Society New York

Additional Details TBA

Overview

The systematic integration of environmental, social and governance (ESG) factors into investment strategies, and investment decision making across asset classes, has been gaining traction globally.  Asset owners around the world were early adopters of sustainable investment commitments, taking leadership roles—in their capacity as fiduciaries—to advocate for the achievement of long term, sustainable, risk-adjusted returns, consistent with their fiduciary duty.

In this first annual Climate and ESG Asset Owner Summit event, scheduled to take place during Climate Week in NYC, CFA Society New York (CFANY) is dedicating a full day to the rise and status of sustainable investing among asset owners, by featuring addresses and panel discussions led and informed by asset owner representatives covering five continents. These will focus on ESG trends and developments across North America, Latin America, Europe, Asia, and Africa, and offer regional perspectives, unique challenges and opportunities, and their outlooks.

Ahead of this event, CFANY, CFA Institute and 23 other CFA societies across the world have teamed up with Principles for Responsible Investment (PRI) to conduct a comprehensive 2017 global ESG integration study covering equities, bonds and sovereign debt.  The study results are expected to be published in the form of four separate reports, each covering ESG trends in the Americas, Europe and APAC, supplemented by a fourth report consisting of case studies.  Based on an initial analysis of the results, the report covering the Americas supports previous CFA Institute survey findings, showing that risk analysis and client demand are the main reasons for taking ESG integration into consideration in the investment process.  The report’s findings for the Americas will be published in advance of the ESG Asset Owner Summit, and its conclusions will be introduced and discussed at that time.

Organizations Represented

  1. Canadian Pension Plan Investment Board (CPPIB)
  2. Nippon Life Insurance Company
  3. APG Asset Management N.V.
  4. PGGM
  5. United Nations Joint Staff Pension Fund (UNJSPF)
  6. Mercer Investments 
  7. California State Teachers’ Retirement System (CalSTRS)
  8. California Public Employees’ Retirement System (CalPERS)
  9. TIAA
  10. South Africa Public Investment Corporation (PIC)
  11. Nigeria Sovereign Investment Authority (NSIA)
  12. National Social Security Fund (NSSF) Uganda
  13. Sovereign Fund for Strategic Investments (FONSIS) Senegal
  14. Mocambique Previdente (Mozambique Provident)
  15. Japan’s Government Pension Investment Fund (GPIF)
  16. European Investment Bank (EIB)
  17. Inter American Development Bank Invest
  18. World Bank Global Infrastructure Facility
  19. CDPQ
  20. CFA Society New York
  21. CFA Society United Kingdom
  22. CFA Society Washington DC
  23. Pension Boards – United Church of Christ (PB-UCC
  24. Principles for Responsible Investment
  25. CFA Institute
  26. Accounting for Sustainability (A4S)
  27. AfricaInvestor

Series Founding Sponsor

Silver Sponsor

Series Partners

Event Partner

Note

Moderators and panelists are always genuine asset owners or investment consultants. Sponsors may provide either:

  • Relevant high-level thought leading opening or closing keynote addresses
  • Brief opening or closing remarks
Who Should Attend

Asset owners, portfolio managers and research analysts employed at asset management firms, investment banks, hedge funds, mutual funds, and insurance companies, as well as pension plan sponsors; professionals working at potential participants on the issuance side, including corporations and private equity firms; and service providers such as attorneys, consultants, and rating agency personnel. Asset owners receive complimentary registration*

*In general, asset owners must be employed by a sovereign wealth fund, corporate pension fund, endowment, public employee pension fund, foundation, single family office with +$1 billion AUM, governmental treasury, insurance company investing division, state investment corporation, m‎ultilateral development bank‎ or other governmental fund. CFA Society New York has full discretion on who qualifies as an asset owner attendee.‎


Note

CFA Society New York reserves right to decline admission / refund registration costs. No walk-ins or press permitted.

Dress Code: No jeans allowed; business attire recommended. This event is in-house and is not being broadcasted‎ nor recorded. No media will be present and speaker or attendee attribution, in any form, is a violation of CFA Society New York’s code of conduct. Seats are limited to investment professionals only, so if you would like to attend, please request an invitation. When requesting an invitation, you will be prompted to provide your name, title, company and email address.

DISCLAIMER OF ENDORSEMENT References herein to any specific sponsor or service do not necessarily constitute or imply the endorsement, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

CFA Society New York (“CFANY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFANY seeks to present accurate and reliable information, CFANY does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFANY has no duty to update and maintain the information, reports, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates, agents, and licensors will not be liable to you or anyone else for any loss or injury, caused in whole or in part by their negligence of contingencies beyond their control in procuring, compiling, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates, agents, and licensors be liable to you or anyone else for any damages, including but not limited to consequential, special, indirect and incidental damages, even if advised of the possibility of such damages. The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund. CFANY is not responsible for any investment decision made by you. You should not make any financial, investment, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. There is a substantial amount of risk in trading securities, and the possibility exists that you can lose all, most or a portion of your capital. CFANY does not, cannot, and will not assess or guarantee the suitability or profitability of any particular investment, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.

All requests for Withdrawals must be submitted in writing and dated. The date of the request will be the date it is received by CFANY. Requests may be faxed to (212) 541-4677, or emailed to seminars@cfany.org.

Withdrawals from events, live or streaming, are subject to the following policy:

  • 24 HOURS ADVANCED NOTICE OR MORE: Credit to be issued (to be used within 6 months)
  • LESS THAN 24 HOURS OR AFTER EVENT HAS STARTED: No refund

For more information: Policies and Procedures