Climate and ESG Asset Owner Summit
Asset Owner Series
Climate and ESG Asset Owner Summit
Including the Launch of PRI & CFA Institute’s Report on ESG Integration in the Americas
A 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
Asset Owners are eligible for complimentary admission.
7:30 AM | REGISTRATION & CONTINENTAL BREAKFAST
7:50 AM | MASTERS OF CEREMONY INTRODUCTION
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
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
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
- 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
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
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
- Canadian Pension Plan Investment Board (CPPIB)
- Nippon Life Insurance Company
- APG Asset Management N.V.
- PGGM
- United Nations Joint Staff Pension Fund (UNJSPF)
- Mercer Investments
- California State Teachers’ Retirement System (CalSTRS)
- California Public Employees’ Retirement System (CalPERS)
- TIAA
- 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 Invest
- World Bank Global Infrastructure Facility
- CDPQ
- CFA Society New York
- CFA Society United Kingdom
- CFA Society Washington DC
- Pension Boards – United Church of Christ (PB-UCC
- Principles for Responsible Investment
- CFA Institute
- Accounting for Sustainability (A4S)
- 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.
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