Loading Events
This event has passed.

ESG Asset Owners Summit (Washington D.C.): The Rise & Status of Sustainable Investing

April 11, 2019


CFA Society Washington, DC invites you to join us at this informative and thought-provoking event to hear from top influencers, experienced investors, academics and researchers who are leading the charge on environmental, social and governance (ESG) investing trends. We have dedicated a full day to the rise and status of sustainable investing among asset owners. The agenda includes multiple panel sessions that will be engaging and enlightening with a mix of discussions and Q&A. You’ll hear from asset managers, asset owners, the World Bank Group as well as panels on Global Perspectives on ESG Demand & Implementation, Measuring Sustainability and Big Alpha Data. Over the next four decades, it is estimated that over $41+ trillion will transfer from baby boomers to Millennials. As we move to the next generation of investors, we are going to find companies aligning their beliefs, operation, and communication strategies with that of the Millennials.

The CFA Institute’s 2017 survey of CFA Institute members showed that 73% take ESG into account in their investment analysis and decisions. However, the survey also showed that many investors did not understand just what was meant by ESG integration or ESG investing and were seeking guidance on “how” to best integrate ESG factors in the investment process.

This 1-day summit will answer your questions in this ever-growing area, provide insight and tools to help you integrate sustainable investing practices and provide valuable connections with speakers and attendees.


Keynote Speaker

Robert G. Eccles, Visiting Professor of Management Practice, Said Business School, University of Oxford

Matt Alsted, Director, Portfolio Analysis and Communications, Sands Capital Management

David Barrosse, Founder & CEO, Capstone

Kenneth Bertsch, Executive Director, Council of Institutional Investors

Preeti Bhattacharji, Vice President of Integrated Capitals, The Heron Foundation

Atiyah Curmally, FI Global Sector Lead/Principal Environment and Social Specialist, International Finance Corporation (IFC)

Rui de Figueiredo, Co-Head and CIO of the Solutions & Multi-Asset Group, Morgan Stanley Investment Management

Ariane de Vienne, Head of ESG Strategy – Americas, Institutional Shareholder Services (ISS)

Matthew DiGuiseppe, VP and Head of Americas on the Asset Stewardship Team, State Street Global Advisors

Timothy P. Dunn, CFA, CIO, Managing Member and Founder, Terra Alpha Investment, LLC

Nalini Feuilloley, Head of Canada, UN-supported Principles for Responsible Investment (PRI)

Sonja Gibbs, CFA, Managing Director, Global Policy Initiatives, Institute of International Finance (IIF)

Jade Huang, Vice President and ESG Portfolio Manager, Calvert Research and Management

Evan Harvey, Director of Corporate Responsibility, Nasdaq

Dinah A. Koehler, Equity Strategist and Director, UBS Asset Management

Olha Krushelnytska, Green Finance Specialist, World Bank Group/The Global Environment Facility

Carole Laible, Chief Executive Officer, Domini Impact Investments

Stephen Malinak, Chief Data and Analytics Officer, TruValue Labs

Gianna McCarthy, Director of Corporate Governance, New York State Office of the Comptroller

Hiro Mizuno, Executive Managing Director and CIO, Japan’s Government Pension Investment Fund (GPIF)

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

Anna Pot, Manager Responsible Investments, APG Asset Management

Heike Reichelt, Head of Investor Relations & New Product Development, Capital Markets Treasury, World Bank Group

Frederic Samama, Deputy Global Head of Institutional Clients, Amundi Asset Management Paris

Kate Starr, CFA, Chief Investment Officer, Flat World Partners​

Fiona Stewart, Lead Financial Sector Specialist, Finance, Competitiveness & Innovation, World Bank Group

Gillian Tett, US Managing Editor, Financial Times

Gabriel Thoumi, CFA, FRM, Director of Financial Markets, Planet Tracker​

Diederik Timmer, Executive Vice President, Client Relations, Sustainalytics

Tim Youmans, Engagement Director, Hermes EOS

Michael Young, Manager of Education Programs, US SIF