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Cvent Transition Guide

Third AOS Climate and ESG Asset Owner Summit

Wednesday, September 21

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Overview

An Asset Owner Series™ Event

The systematic integration of environmental, social and governance (ESG) factors into investment strategies, and investment decision making across asset classes, has exploded. 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. The CFA Society New York 3rd Climate and ESG Asset Owner Summit is scheduled to take place during Climate Week and Global Goals Week in NYC. The event will focus on the status of sustainable investing among asset owners by featuring addresses and panel discussions led and informed by asset owner representatives from around the world. 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.

Agenda

8:55 AM | INTRODUCTION

Thomas Brigandi, CFA, Chair, CFA Society New York Board of Directors; Founder, CFA Society New York Asset Owner Series


9:00 AM | OPENING KEYNOTE FIRESIDE CHAT

Introduced by Michael Clyne, Executive Director, Coalition for Inclusive Capitalism

Hiro Mizuno, Special Envoy on Innovative Finance and Sustainable Investments, United Nations

Lynn Forester de Rothschild, Founding and Managing Partner, inclusive Capital Partners


9:45 AM |  NET ZERO-HOW ARE ASSET OWNERS RESPONDING?

Introduced by Amy Hepburn, CEO, Investor Leadership Network

Moderator:

Hubert Danso, Chief Executive Officer and Chairman, Africa investor (Ai) Group, Chair, CFA Society New York Asset Owners Council

Panelists

Sofia Bartholdy, Net Zero Lead, Church Commissioners for England

Jake Barnett, Director, Sustainable Investment Stewardship, Wespath

Sophia Cheng, Chief Investment Officer, Cathay Financial Holdings

Pedro Guazo, CEO, United Nations Joint Staff Pension Fund

Frédéric Samama, Managing Director – Head of Strategic Development, S & P Global


11:00 AM | Break


11:15 AM | GLOBAL INVESTORS FOR SUSTAINABLE DEVELOPMENT (GISD) ALLIANCE

Introduced by Scott E. Kalb, Director of the Responsible Asset Allocator Initiative, New America

Moderator

Karin Svensson, Senior advisor, Sida’s project lead of Global Investors for Sustainable Development, GISD

Panelists

Carin Jämtin, Director General, SIDA

Krishnan Sharma, Chief of Strategic Engagement Unit, Financing for Sustainable Development Office-United Nations

Gavin Power, EVP, Chief, Sustainable Development and International Affairs, PIMCO

Richard Gröttheim, CEO, AP7

Marc-André Blanchard, EVP, Global Head of Sustainability, CDPQ

Terhi Halme, Manager, Responsible Investment & Governance, APG


12:30 PM | LUNCH


1:15 PM | LUNCHEON KEYNOTE FIRESIDE CHAT ADDRESS

ESG perspectives from the largest Emerging & Frontier Market-dedicated Investment Consultancy by assets under advisement (AUA) 

Introduced by Brian DeLucia, Managing Partner, Arrivato LLC

Malcolm Fair, CEO, RisCura


1:45 PM | MULTILATERAL DEVELOPMENT BANK CFA PERSPECTIVE

Introduced by: Daniel Fridson, Senior Advisor, McCarvill Capital Partners

Moderator

Søren Elbech, Head of Supranationals coverage globally, J.P. Morgan

Panelists

Gustavo de Rosa, VP & CFO, Inter-American Development Bank (IDB)

Soha El-Turky, VP, COO, European Bank for Reconstruction and Development

Leslie Maasdorp, CFO & VP, New Development Bank


3:00 PM | BREAK


3:15 PM | WHAT ARE THE BEST LONG TERM ENERGY TRANSITION SOLUTIONS AND INVESTMENTS?

Introduced by: Melvin Escudero, CFA, Founder and CEO, El Dorado Asset Management and El Dorado Investments

Moderator

Paul Moody, Managing Director, CFA Institute

Panelists

Herman Bril, Managing Director & Head of Responsible Investment, PSP Investments

Lesley Bearman Lahm, Representative, North American Representative Office, Asian Development Bank

Fernando Manrique, CFA, CAIA, Deputy CIO – Head Bottom Up Strategy, AFP Integra

Max Messervy, Head of Sustainable Investment, Mercer

Tapiwa Sikipa, Lead, Strategy & Sustainability, World Bank


4:30 PM | CLOSING KEYNOTE

Introduced by: Henrik Jeppesen, CFA, Co-Chair, Sustainable Investment Thought Leadership Group, Head of Investor Outreach, North America, Carbon Tracker 

Antonio Rodriguez, CFA, CIPM, Director of Investment Strategy, NYC Board of Education Retirement System


5:00 PM | CLOSING REMARKS

Deepika Sharma, CFA, Director – Manager Research Team in Multi-Asset Strategies & Solutions, BlackRock, Vice Chair – Board of Directors, CFA Society New York


5:00 PM | COCKTAIL RECEPTION

Additional Details

Learning Outcomes

  • ESG Due Diligence
  • Global ESG Integration

Special Thanks to Our Sponsors