
Climate and ESG Asset Owner Summit
September 24, 2018
Including the Launch of PRI & CFA Institute’s Report on ESG Integration in the Americas
A Climate Week NYC and a Global Goals Week event | Tom Brigandi’s 70th Society event, 500th speaker & 13,000th attendee
One of the largest one-day gatherings of asset owner speaker representatives, by assets under management, in history:
55 speakers and 260+ industry-leader attendees representing $9.5 trillion, or 12%, of total owned institutional assets globally, and tens of trillions of dollars of institutionally managed assets | 5 CFA Societies speaking
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
Deepika Sharma, CFA, Director, BlackRock
Robert Discolo, CFA, CAIA, Chief Investment Officer, River Partners Family Office
Christopher Cutler, CFA, Vice Chairman, CFA Society New York
7:55 AM | WELCOME ADDRESS
Christopher Cutler, CFA, 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, The Prince’s Accounting for Sustainability Project (A4S)
9:00 AM | AMERICAS NON-US PANEL
Introduced by: Robert Rowan, Director of Asset Owner Series™, CFA Society New York
Moderator
Chris Fowle, Head of Americas, Principles for Responsible Investment
Panel
James Logush, CFA, Managing Director, Canadian Pension Plan Investment Board (CPPIB)
Hilen Gabriela Meirovich, Head of Climate Change, Inter American Development Bank Invest
Alison Schneider, Head of Responsible Investment, Alberta Investment Management Corporation (AIMCo)
Hugh O’Reilly, President and CEO, OPTrust
10:15 AM | BREAK
10:25 AM | SPECIAL ADDRESS
Introduced by: Thomas Brigandi, Global Asset Owner Series Founder and Lead Organizer, CFA Society New York
Sebastian Miralles, CFA, CAIA, Founding Board Member and Current Board Director, CFA Society Mexico
10:30 AM | EUROPEAN ASSET OWNER ESG PERSPECTIVES
Introduced by: Diego Kuschnir, Partner & Portfolio Manager, Tudor, Pickering, Holt & Co. Asset Management
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.
Eila Kreivi, Head of Capital Markets, European Investment Bank (EIB)
Hiroshi Ozeki, Managing Executive Officer, Americas and Europe, Nippon Life Insurance Company
Isabelle Laurent, Deputy Treasurer & Head of Funding, European Bank for Reconstruction and Development (EBRD)
11:40 AM | SPECIAL ADDRESS
Introduced by: Thomas Brigandi, Global Asset Owner Series Founder and Lead Organizer, CFA Society New York
Will Goodhart, Chief Executive Officer, CFA Society United Kingdom
11:50 AM | AFRICAN ASSET OWNER ESG PERSPECTIVES
Introduced by: Daniel Dagen, CFA, Chief Executive Officer, CFA Society New York
Moderator
Hubert Danso, Chief Executive Officer, Africa Investor (Ai) Group & Chairman, CFA Society New York Asset Owner Advisory Board
Panel
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)
Ebenezer Essoka, Senior Advisor, African Development Bank
1:00 PM | LUNCHEON KEYNOTE SPEAKER
Introduced by: Henry Shillling, Chair, Sustainable Investment Thought Leadership Group, CFA Society New York
Fred Krupp, President, Environmental Defense Fund
1:15 PM | LUNCH
1:40 PM | WHY IS CLIMATE CHANGE BAD: DROUGHT AND FLOOD
Introduced by: Robert Rowan, Director of Asset Owner Series™, CFA Society New York
Matthew J. Diserio, President and Co-Founder, Water Asset Management
1:45 PM | G7 INVESTOR GLOBAL INITIATIVES KEYNOTE PANEL
Introduced by: Paul Smith, CFA, Chief Executive Officer, CFA Institute
- Enhancing expertise in infrastructure financing and development in emerging and frontier economies;
- Opening opportunities for women in finance and investment worldwide; and
- 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
Jérôme Lussier, Director, Investment Stewardship, Caisse de dépôt et placement du Québec (CDPQ)
Todd Hedtke, Chief Investment Officer, Allianz Life Insurance Company of North America
Sarah Takaki, Senior Principal, Responsible Investing, Ontario Teachers’ Pension Plan
Maurice Tulloch, Chief Executive Officer, International Insurance, Aviva
Alison Schneider, Head of Responsible Investment, Alberta Investment Management Corporation (AIMCo)
2:30 PM | ESG ASSET OWNER PARTNERSHIP BETWEEN THE FINANCIAL AND POLITICAL CAPITALS OF THE WORLD – CFANY AND CFA WASHINGTON DC
Introduced by: Thomas Brigandi, Global Asset Owner Series Founder and Lead Organizer, CFA Society New York
Bill Scott, CAE, Chief Executive Officer, CFA Society Washington, DC
2:35 PM | ESG ANALYTICS & PRI/CFA INSTITUTE AMERICAS ESG REPORT HIGHLIGHTS
Introduced by: Paul Kovarsky, CFA, Director of Institutional Partnerships, CFA Institute
Moderator
Shaheen Contractor, Environmental, Social and Governance Group, Bloomberg Intelligence
Panel
Justin Sloggett, Head of Public Markets, Principles for Responsible Investment
Matt Orsagh, CFA, CIPM, Director of Capital Markets Policy, CFA Institute
3:00 PM | BREAK
3:15 PM | U.S. ASSET OWNER ESG PERSPECTIVES
Introduced by: Laura Nishikawa, CFA, Executive Director & ESG Research Director, MSCI
Moderator
David E. Ourlicht, Investment Committee Chairman, New York State Insurance Fund (NYSIF)
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)
Andrew Russell, Director of Fixed-Income Investments for the Pension Boards – United Church of Christ (PB-UCC)
Wen-Fu Wu, Head of Asset Allocation, TIAA Insurance General Account
Andrew Collins, Director of ESG Investing, San Francisco Employees’ Retirement System (SFERS)
4:15 PM | SPECIAL KEYNOTE ADDRESS: APAC ASSET OWNER PERSPECTIVES
Introduced by: Thomas Brigandi, Global Asset Owner Series Founder and Lead Organizer, CFA Society New York
Hiro Mizuno, Executive Managing Director & Chief Investment Officer, Japan’s Government Pension Investment Fund (GPIF)
4:45 PM | THINK TANK PERSPECTIVES ON ESG ECONOMIC & REGULATORY POLICIES
Introduced by: Robert Rowan, Director of Asset Owner Series, CFA Society New York
Moderator
Robert Rowan, Director of Asset Owner Series, CFA Society New York
Panel
Sonja Gibbs, Senior Director of Global Capital Markets, Institute of International Finance (IIF)
Scott E. Kalb, Director of the Responsible Asset Allocator Initiative, New America
5:10 PM | SPECIAL PRESENTATION
Jennifer N. Coombs, CRPC®, Associate Professor, College for Financial Planning
5:15 PM | SPECIAL GUEST CLOSING KEYNOTE ADDRESS
Introduced by: Henry Shillling, Chair, Sustainable Investment Thought Leadership Group, CFA Society New York
Fiona Reynolds, Chief Executive Officer, Principles for Responsible Investment
5:30 PM | DAY SESSION CLOSING REMARKS
5:35 PM | RECEPTION
6:25 PM | EVENING SESSION OPENING REMARKS
Introduced by: THOMAS BRIGANDI, Global Asset Owner Series Founder and Lead Organizer, CFA SOCIETY NEW YORK
Flavio Papelbaum, CFA, Board of Directors Secretary, CFA Society Brazil
6:30 PM | EVENING SESSION – JUNTO FOR SUSTAINABLE INVESTING PANEL
Introduced by: James A. Coppola, Director of Institutional Relationships for the Americas, CFA Institute
Moderator
Frank Barbarino, CAIA, Senior Investment Officer, NYC Office of the Comptroller
Panel
Dave Jones, California Insurance Commissioner, California Department of Insurance
Tapiwa Sikipa, Senior Portfolio Manager, World Bank
Adam Phillips, Senior Associate, ESG and Special Projects, United Nations Joint Staff Pension Fund (UNJSPF)
John C. S. Anderson, Head of Corporate Finance, Manulife
7:30 PM | ADJOURNMENT
Robert Discolo, CFA, CAIA, Chief Investment Officer, River Partners Family Office
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.
Asset Owner Organizations Speaking
- Allianz Life Insurance General Account
- Ontario Teachers Pension Plan
- New York City Retirement Systems
- Canadian Pension Plan Investment Board (CPPIB)
- Nippon Life Insurance Company
- APG Asset Management N.V.
- Alberta Investment Management Corporation (AIMCo)
- United Nations Joint Staff Pension Fund (UNJSPF)
- California State Teachers’ Retirement System (CalSTRS)
- California Public Employees’ Retirement System (CalPERS)
- TIAA Insurance General Account
- South Africa Public Investment Corporation (PIC)
- Nigeria Sovereign Investment Authority (NSIA)
- National Social Security Fund (NSSF) Uganda
- Sovereign Fund for Strategic Investments (FONSIS) Senegal
- Mocambique Previdente (Mozambique Provident)
- Japan’s Government Pension Investment Fund (GPIF)
- European Investment Bank (EIB)
- Inter American Development Bank
- World Bank
- Caisse de dépôt et placement du Québec (CDPQ)
- Pension Boards – United Church of Christ (PB-UCC)
- The Prince’s Accounting for Sustainability Project (A4S)
- Aviva Insurance
- European Bank for Reconstruction and Development (EBRD)
- Environmental Defense Fund
- California Insurance Commissioner
- New York State Insurance Fund (NYSIF)
- OPTrust
- Manulife
- San Francisco Employees’ Retirement System (SFERS)
- African Development Bank (AfDB)
Selected Asset Owner Organizations Attending
- New York State Common Retirement Fund
- Korea’s National Pension Service
- France’s Caisse des Dépôts et Consignations
- Chubb / ACE Insurance General Account
- Chicago Teachers’
- Glenmede Trust
- Natal Joint Municipal Pension Fund
- Tiedemann Wealth Management
- Trinity Wall Street
- Prosperity Life Insurance Co.
- Kenya Power Pension Fund
- Metlife
- Botswana Insurance Holdings Limited
- Merck Family Fund
- UC Davis Foundation
- Prudential
- Brazil’s Banco Nacional de Desenvolvimento Econômico e Social (BNDES)
Series Sponsors and Partners
Partners


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
*Includes both Series sponsors and partners, as well as individual-event sponsors and partners.
Event Sponsors and Partners
Partners

![CFA_Brazil_Logo_Horizontal_RGB[4]](https://www.cfany.org/wp-content/uploads/2018/02/CFA_Brazil_Logo_Horizontal_RGB4.jpg)

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.