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Virtual ESG Asset Owners Summit 2020 — CFA Society Washington, DC

May 5, 2020 - May 21, 2020

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Registration is now closed for the live webcasts.

Recordings will be available after the conclusion of the Summit.

Overview

A virtual Asset Owner Series™ event from CFA Society Washington, DC

You asked, and we listened! CFA Society Washington, DC is proud to announce the *Virtual* ESG Asset Owners Summit 2020. Join us to hear from asset owners, asset managers, thought leaders and researchers across the globe leading the charge on environmental, social and governance (ESG) investing.

You will hear from 20+ speakers on the goals, challenges, and roadblocks impacting ESG. You will gain new perspectives, develop insight into unique challenges that exist in today’s financial markets, and connect with ESG stakeholders around the world, including the UK, France, and Japan.

The Virtual ESG Asset Owners Summit will occur during the month of May and will be composed of five (5) virtual, interactive webcasts. Each webcast will feature one keynote address from a major industry leader, followed by a multi-speaker panel session. Registration includes all five webcasts in the virtual summit. We look forward to “seeing you” at the Virtual ESG Summit!

Note

This is a five-day event. Registration includes all five webinars. The event will span from 11:30 AM – 1:00 PM EST each day.

May 5

11:30 AM | INTRODUCTION

Matthew D. Malone, CFA, CFA Society Washington, DC Board Chairman and Managing Director, Real Estate, FS Investments

11:35 AM | KEYNOTE ADDRESS

Linda-Eling Lee, Global Head of ESG Research, MSCI

Q&A portion will be moderated by Gabriel Thoumi, CFA, FRM, Director of Financial Markets, Planet Tracker

12:00 PM | ESG GLOBAL PERSPECTIVES PANEL

Panelists:

Michelle Edkins, Managing Director, Global Head of Investment Stewardship, BlackRock
Frédéric Samama, Head of Responsible Investment, Amundi Asset Management Paris

Moderator:

Gillian Tett, Chair of the Editorial Board and Editor-at-Large, US, Financial Times

May 7

11:30 AM | INTRODUCTION

11:35 AM | KEYNOTE INTERVIEW

Hiro Mizuno, Former Executive Managing Director and Chief Investment Officer, Government Pension Fund (GPIF)

Interviewed by Gillian Tett, Chair of the Editorial Board and Editor-at-Large, US, Financial Times

12:00 PM | ASSET MANAGERS PANEL

Panelists:

Libby Bernick, Head of Sustainability, Morningstar
Marc Siegel, Partner, Financial Accounting Advisory Services, EY
Nathalie Wallace, Global Head ESG Investment Strategy, State Street Global Advisors
Lisa Woll, Chief Executive Officer, US SIF

Moderator:

Robert L. Greene, President & CEO, National Association of Investment Companies

May 13

11:30 AM | INTRODUCTION

11:35 AM | KEYNOTE ADDRESS

George Serafeim, Charles M. Williams Professor of Business Administration, Harvard Business School

12:00 PM | ASSET OWNERS PANEL

Panelists:

Christopher Ailman, Chief Investment Officer, CalSTRS
Geeta Aiyer, CFA, Founder and President, Boston Common Asset Management
Michael Davis, Head of Defined Contribution Plan Specialists, T. Rowe Price
Andrew C. Palmer, CFA, Chief Investment Officer, State of Maryland Retirement and Pensions System

Moderator:

Hank H. Kim, Esq., Executive Director and Counsel, NCPERS

May 19

11:30 AM | INTRODUCTION

11:35 AM | FIRESIDE CHAT WITH SEC COMMISSIONER HESTER M. PEIRCE

Hester M. Peirce, Commissioner, US Securities and Exchange Commission

Interviewed by Matthew D. Malone, CFA, CFA Society Washington, DC Board Chairman and Managing Director, Real Estate, FS Investments

12:00 PM | MULTILATERAL DEVELOPMENT BANK PANEL

Panellists:

Dia Martin, CFA, Managing Director, Social Enterprise Finance Team, U.S. International Development Finance Corporation (DFC)
Diane Damskey, Head of Secretariat, Impact Principles, International Finance Corporation (IFC)
Fiona Stewart, CFA, Global Lead Insurance and Pensions, The World Bank Group

Moderator:

M. Nicolas J. Firzli, Director-General, World Pensions Council, Advisory Board Member, World Bank Global Infrastructure Facility

May 21

11:30 AM | INTRODUCTION

11:35 AM | CLOSING KEYNOTE

John Streur, President and Chief Executive Officer, Calvert Research and Management

12:00 PM | THE FUTURE OF ESG PANEL

Panelists:

Catherine Banat, Managing Director, US Responsible Investing, RBC GAM-US
Mark Campanale, Founder & Executive Director, Carbon Tracker Initiative
Sonja Gibbs, CFA, Managing Director and Head of Sustainable Finance, Global Policy Initiatives, Institute of International Finance
Thomas Kuh, PhD, Head of Indexes, TruValue Labs

Moderator:

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

1:00 PM | CLOSING REMARKS

Matthew D. Malone, CFA, CFA Society Washington, DC Board Chairman and Managing Director, Real Estate, FS Investments

Additional Details

Who should attend?

  • Asset Owners
  • Asset Managers
  • Financial Advisors
  • Investment Professionals
  • Portfolio Managers
  • Wealth ManagersAnalysts
  • ResearchersMembers of mission-driven organizations
  • Others who share a common interest in sustainable, responsible, and impact investing

Sponsors

  • FactSet
  • Calvert
  • Terra Alpha Investments

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.

Legal Notice and Disclaimer

CFA Society New York (including its employees and agents) assumes no responsibility for presenters or consequences resulting from the use of information or content of such information presented, including (but not limited to) errors or omissions, the accuracy or reasonableness of factual or scientific assumptions, studies or conclusions, the defamatory nature of statements, ownership of copyright or other intellectual property rights, and the violation of property, privacy, or personal rights of others. The CFA Society New York is not responsible for, and expressly disclaims all liability for, damages of any kind arising out of use, reference to, or reliance on such information. No guarantees or warranties, including (but not limited to) any express or implied warranties of merchantability or fitness for a particular use or purpose, are made by CFA Society New York with respect to such information. CFA Society New York does not endorse, approve, or certify such information, nor does it guarantee the accuracy, completeness, efficacy, timeliness, or correct sequencing of such information. All presentations represent the opinions of the presenters and do not represent the position or the opinion of CFA Society New York or its members. Reference by the presenters to any specific commercial product, process or service by trade name, trademark, service mark, manufacturer, and corporation or otherwise does not constitute or imply endorsement, recommendation, or favoring by CFA Society New York.

CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York.

CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

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.

More

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.

None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund.