Business Management, Sustainable Investing, Virtual Events & Programming

ESG Creates Value, Not Just Investment Returns

November 16, 2020 | 1:00 PM - 2:30 PM

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Cvent Transition Guide

Overview

Getting your environmental, social, and governance (ESG) proposition right links to higher value creation.

Join us as our experts discuss how an effective ESG proposition links to higher value creation. ESG is gaining in popularity as an investment strategy, but how does that apply to an entire organization? Our experts will discuss how top line growth, cost reductions, avoiding legal & regulator interventions and productivity uplift all lead to investment and asset optimization. Our experts will discuss how a strong ESG culture, from the top down, helps lead to better business performance, more effective operations, and increased investor confidence. In fact, better performance in ESG also corresponds with a reduction in downside risk, as evidenced by lower loan and credit default swap spreads and higher credit ratings. CFA Society New York members and financial professionals will benefit from hearing a diverse set of views from established market participants as CFA Society New York continues to provide our community with the ability to hear from market experts virtually and, more importantly, provides the opportunity to ask questions during this period of social distancing.

Agenda

1:00 PM | WELCOMING REMARKS

Tim Frazier, SVP, Director of Sales & Marketing, Concertiv


1:05 PM | PANEL DISCUSSION, Q&A

Moderator

Howard, Tang, CFA, CEO, Peritus Capital

Panelists

Kate Ahern, Managing Director, ESG & Sustainability, Cartica Management LLC

Lisa Hayles, Investment Manager, Trillium Asset Management

Aniket Shah, Ph.D, Head of ESG and Sustainability Research, Americas, UBS

Mariela Vargova, Ph.D, Senior ESG Analyst, Invesco Ltd


2:30 PM |  CLOSING REMARKS & ADJOURNMENT

Alton Crooks, CFA, MBA, Managing Principal, Fidelis Capital LLC

Additional Details

Learning Outcomes

  • Exchange of views
  • Contemporaneous with current market data vendor landscape
  • Focus on potential market data industry changes
  • Thought leadership by practitioners