Third AOS Climate and ESG Asset Owner Summit

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Third AOS Climate and ESG Asset Owner Summit

September 21, 2022

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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

Sponsorship Overview

For over 80 years, CFA Society New York—formerly known as New York Society of Security Analysts (NYSSA)—has been a leading forum for the exchange of information among investment professionals. Our mission is to raise standards of practice in the industry for the ultimate benefit of society. Towards that goal, CFA Society New York content is curated by volunteer practitioner interest groups that strive to shape the future of the industry. A bold line exists between the financial support by organizations to maintain the quality of our programming and the selection of speakers who contribute to dialogue in our community. To that end, a ceaseless commitment to transparency is something we consider foundational to our cause.

Please be advised of the following information related to Society sponsorship and support:

Through financial support and other means of in-kind support, each event sponsor, event partner, event co-host and organizational partner of CFA Society New York plays a valuable role in the furtherance of the range of forward-thinking initiatives that underpin the Society’s values, and toward our mission to deliver Society content and programming of the highest quality and standard.

CFA Society New York thanks all of its sponsors, event-related affiliates and organizational partners for helping us continue to shape the conversation of the investment community.

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Inclement weather

CFANY reserves the right to cancel or reschedule all in-person events within 48 hours when inclement weather has been forecasted and travel is restricted by city officials.  The program may also be produced solely via livestream in such circumstances.  Please note the cancellation policy regarding refunds and substitutions.

Refunds, Cancellations, and Substitutions

  • 72 HOURS ADVANCED NOTICE OR MORE:
    • Full refund issued
  • WITHIN 48 HOURS OR AFTER EVENT HAS STARTED:
    • No refund

All requests for cancellation or refunds must be sent to seminars@cfany.org.

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CFA Society New York, Inc. (“CFA NY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA NY seeks to present accurate and reliable information, CFA Society New York does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFA Society New York has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you.

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