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Cvent Transition Guide

How One Endowment and One Family Office are Implementing ESG Investments

Monday, October 26

Overview

A virtual Asset Owner Series™ event

Michael Barry of Georgetown University Investment Office and Liesel Pritzker Simmons of Blue Haven Initiative have wrestled with ESG data and investments in their long run planning. Hear what has worked for them.

CFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars.

Agenda

12:00 PM | WELCOMING REMARKS

Deepika Sharma, CFA, Director, Manager Research Team in Multi-Asset Strategies & Solutions, BlackRock; Board Member, CFA Society New York


12:05 PM | INTERVIEW, DISCUSSION

Interviewer

Michael Barry, CFA, CIO, Georgetown University Investment Office

Interviewee

Liesel Pritzker Simmons, Principal, Blue Haven Initiative


1:00 PM |  CLOSING REMARKS & ADJOURNMENT

TBA

Additional Details

Areas of Focus

  • Asset Allocation
  • ESG Integration, Due Diligence and Manager Monitoring
  • US Macro View