Climate and ESG Asset Owner Summit

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Climate and ESG Asset Owner Summit

September 24, 2018

Including the Launch of PRI & CFA Institute’s Report on ESG Integration in the Americas

A Climate Week NYC and a Global Goals Week event | Tom Brigandi’s 70th Society event, 500th speaker & 13,000th attendee

One of the largest one-day gatherings of asset owner speaker representatives, by assets under management, in history:

55 speakers and 260+ industry-leader attendees representing $9.5 trillion, or 12%, of total owned institutional assets globally, and tens of trillions of dollars of institutionally managed assets | 5 CFA Societies speaking

Monday, September 24 | 7:30am – 7:30pm
Followed by a catered networking reception

Members: $55

Nonmembers: $150

Request Invitation

Asset Owners are eligible for complimentary admission.

Agenda

7:30 AM | REGISTRATION & CONTINENTAL BREAKFAST

7:50 AM | MASTERS OF CEREMONY INTRODUCTION

Thomas Brigandi, Global Asset Owner Series Founder and Lead Organizer, CFA Society New York

Henry Shilling, Chair, Sustainable Investment Thought Leadership Group, CFA Society New York

Daniel Fridson, Family Member, Fridson Family Office

Deepika Sharma, CFA, Director, BlackRock

Robert Discolo, CFA, CAIA, Chief Investment Officer, River Partners Family Office

Christopher Cutler, CFA, Vice Chairman, CFA Society New York

7:55 AM | WELCOME ADDRESS

Christopher Cutler, CFA, Vice Chairman, CFA Society New York

8:00 AM | SPECIAL GUEST KEYNOTE ADDRESS

Paul Smith, CFA, Chief Executive Officer, CFA Institute

8:30 AM | KEYNOTE ADDRESS

Jessica Fries, Executive Chairman, The Prince’s Accounting for Sustainability Project (A4S)

9:00 AM | AMERICAS NON-US PANEL

Introduced by: Robert Rowan, Director of Asset Owner Series™, CFA Society New York

Moderator

Chris Fowle, Head of Americas, Principles for Responsible Investment

Panel

James Logush, CFA, Managing Director, Canadian Pension Plan Investment Board (CPPIB)

Hilen Gabriela Meirovich, Head of Climate Change, Inter American Development Bank Invest

Alison Schneider, Head of Responsible Investment, Alberta Investment Management Corporation (AIMCo)

Hugh O’Reilly, President and CEO, OPTrust

10:15 AM | BREAK

10:25 AM | SPECIAL ADDRESS

Introduced by: Thomas Brigandi, Global Asset Owner Series Founder and Lead Organizer, CFA Society New York

Sebastian Miralles, CFA, CAIA, Founding Board Member and Current Board Director, CFA Society Mexico

10:30 AM | EUROPEAN ASSET OWNER ESG PERSPECTIVES

Introduced by: Diego Kuschnir, Partner & Portfolio Manager, Tudor, Pickering, Holt & Co. Asset Management

Moderator

M. Nicolas J. Firzli, LL.M., Director-General, World Pensions Council (WPC); & Advisory Board Member, World Bank Global Infrastructure Facility (WB GIF)

Panel

Anna Pot, Manager, Responsible Investments, APG Asset Management N.V.

Eila Kreivi, Head of Capital Markets, European Investment Bank (EIB)

Hiroshi Ozeki, Managing Executive Officer, Americas and Europe, Nippon Life Insurance Company

Isabelle Laurent, Deputy Treasurer & Head of Funding, European Bank for Reconstruction and Development (EBRD)

11:40 AM | SPECIAL ADDRESS

Introduced by: Thomas Brigandi, Global Asset Owner Series Founder and Lead Organizer, CFA Society New York

Will Goodhart, Chief Executive Officer, CFA Society United Kingdom

11:50 AM | AFRICAN ASSET OWNER ESG PERSPECTIVES

Introduced by: Daniel Dagen, CFA, Chief Executive Officer, CFA Society New York

Moderator

Hubert Danso, Chief Executive Officer, Africa Investor (Ai) Group & Chairman, CFA Society New York Asset Owner Advisory Board

Panel

Dr. Daniel Matjila, Chief Executive Officer, South Africa Public Investment Corporation (PIC)

Uche Orji, Chief Executive Officer, Nigeria Sovereign Investment Authority (NSIA)

Richard Byargugaba, Chief Executive Officer, National Social Security Fund (NSSF) Uganda

Ibrahima Kane, Chief Executive Officer, Sovereign Fund for Strategic Investments (FONSIS) Senegal

Aldo Tembe, Chief Executive Officer, Mocambique Previdente (Mozambique Provident)

Ebenezer Essoka, Senior Advisor, African Development Bank

1:00 PM | LUNCHEON KEYNOTE SPEAKER

Introduced by: Henry Shillling, Chair, Sustainable Investment Thought Leadership Group, CFA Society New York

Fred Krupp, President, Environmental Defense Fund

1:15 PM | LUNCH

1:40 PM | WHY IS CLIMATE CHANGE BAD: DROUGHT AND FLOOD

Introduced by: Robert Rowan, Director of Asset Owner Series™, CFA Society New York

Matthew J. Diserio, President and Co-Founder, Water Asset Management

1:45 PM | G7 INVESTOR GLOBAL INITIATIVES KEYNOTE PANEL

Introduced by: Paul Smith, CFA, Chief Executive Officer, CFA Institute

  1. Enhancing expertise in infrastructure financing and development in emerging and frontier economies;
  2. Opening opportunities for women in finance and investment worldwide; and
  3. Speeding up the implementation of uniform and comparable climate-related disclosures under the FSB-TCFD framework.

Moderator

Ed Hulina, Head, Global Institutional Partnerships, CFA Institute

Panel

Jérôme Lussier, Director, Investment Stewardship, Caisse de dépôt et placement du Québec (CDPQ)

Todd Hedtke, Chief Investment Officer, Allianz Life Insurance Company of North America

Sarah Takaki, Senior Principal, Responsible Investing, Ontario Teachers’ Pension Plan

Maurice Tulloch, Chief Executive Officer, International Insurance, Aviva

Alison Schneider, Head of Responsible Investment, Alberta Investment Management Corporation (AIMCo)

2:30 PM | ESG ASSET OWNER PARTNERSHIP BETWEEN THE FINANCIAL AND POLITICAL CAPITALS OF THE WORLD – CFANY AND CFA WASHINGTON DC

Introduced by: Thomas Brigandi, Global Asset Owner Series Founder and Lead Organizer, CFA Society New York

Bill Scott, CAE, Chief Executive Officer, CFA Society Washington, DC

2:35 PM | ESG ANALYTICS & PRI/CFA INSTITUTE AMERICAS ESG REPORT HIGHLIGHTS

Introduced by: Paul Kovarsky, CFA, Director of Institutional Partnerships, CFA Institute

Moderator

Shaheen Contractor, Environmental, Social and Governance Group, Bloomberg Intelligence

Panel

Justin Sloggett, Head of Public Markets, Principles for Responsible Investment

Matt Orsagh, CFA, CIPM, Director of Capital Markets Policy, CFA Institute

3:00 PM | BREAK

3:15 PM | U.S. ASSET OWNER ESG PERSPECTIVES

Introduced by: Laura Nishikawa, CFA, Executive Director & ESG Research Director, MSCI

Moderator

David E. Ourlicht, Investment Committee Chairman, New York State Insurance Fund (NYSIF)

Panel

Brian Rice, Portfolio Manager, Corporate Governance Department, California State Teachers’ Retirement System (CalSTRS)

Divya Mankikar, Head of ESG Integration, California Public Employees’ Retirement System (CalPERS)

4:15 PM | SPECIAL KEYNOTE ADDRESS: APAC ASSET OWNER PERSPECTIVES

Introduced by: Thomas Brigandi, Global Asset Owner Series Founder and Lead Organizer, CFA Society New York

Hiro Mizuno, Executive Managing Director & Chief Investment Officer, Japan’s Government Pension Investment Fund (GPIF)

4:45 PM | THINK TANK PERSPECTIVES ON ESG ECONOMIC & REGULATORY POLICIES

Introduced by: Robert Rowan, Director of Asset Owner Series, CFA Society New York

Moderator

Robert Rowan, Director of Asset Owner Series, CFA Society New York

Panel

Sonja Gibbs, Senior Director of Global Capital Markets, Institute of International Finance (IIF)

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

5:10 PM | SPECIAL PRESENTATION

Jennifer N. Coombs, CRPC®, Associate Professor, College for Financial Planning

5:15 PM | SPECIAL GUEST CLOSING KEYNOTE ADDRESS

Introduced by: Henry Shillling, Chair, Sustainable Investment Thought Leadership Group, CFA Society New York

Fiona Reynolds, Chief Executive Officer, Principles for Responsible Investment

5:30 PM | DAY SESSION CLOSING REMARKS

Thomas Brigandi, Global Asset Owner Series Founder and Lead Organizer, CFA Society New York

5:35 PM | RECEPTION

6:25 PM | EVENING SESSION OPENING REMARKS

Introduced by: THOMAS BRIGANDI, Global Asset Owner Series Founder and Lead Organizer, CFA SOCIETY NEW YORK

Flavio Papelbaum, CFA, Board of Directors Secretary, CFA Society Brazil

6:30 PM | EVENING SESSION – JUNTO FOR SUSTAINABLE INVESTING PANEL

Introduced by: James A. Coppola, Director of Institutional Relationships for the Americas, CFA Institute

Moderator

Frank Barbarino, CAIA, Senior Investment Officer, NYC Office of the Comptroller

Panel

Dave Jones, California Insurance Commissioner, California Department of Insurance

Tapiwa Sikipa, Senior Portfolio Manager, World Bank

Adam Phillips, Senior Associate, ESG and Special Projects, United Nations Joint Staff Pension Fund (UNJSPF)

John C. S. Anderson, Head of Corporate Finance, Manulife

7:30 PM | ADJOURNMENT

Robert Discolo, CFA, CAIA, Chief Investment Officer, River Partners Family Office

Overview

The systematic integration of environmental, social and governance (ESG) factors into investment strategies, and investment decision making across asset classes, has been gaining traction globally.  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.

In this first annual Climate and ESG Asset Owner Summit event, scheduled to take place during Climate Week in NYC, CFA Society New York (CFANY) is dedicating a full day to the rise and status of sustainable investing among asset owners, by featuring addresses and panel discussions led and informed by asset owner representatives covering five continents. 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.

Ahead of this event, CFANY, CFA Institute and 23 other CFA societies across the world have teamed up with Principles for Responsible Investment (PRI) to conduct a comprehensive 2017 global ESG integration study covering equities, bonds and sovereign debt.  The study results are expected to be published in the form of four separate reports, each covering ESG trends in the Americas, Europe and APAC, supplemented by a fourth report consisting of case studies.  Based on an initial analysis of the results, the report covering the Americas supports previous CFA Institute survey findings, showing that risk analysis and client demand are the main reasons for taking ESG integration into consideration in the investment process.  The report’s findings for the Americas will be published in advance of the ESG Asset Owner Summit, and its conclusions will be introduced and discussed at that time.

Asset Owner Organizations Speaking

  1. Allianz Life Insurance General Account
  2. Ontario Teachers Pension Plan
  3. New York City Retirement Systems
  4. Canadian Pension Plan Investment Board (CPPIB)
  5. Nippon Life Insurance Company
  6. APG Asset Management N.V.
  7. Alberta Investment Management Corporation (AIMCo)
  8. United Nations Joint Staff Pension Fund (UNJSPF)
  9. California State Teachers’ Retirement System (CalSTRS)
  10. California Public Employees’ Retirement System (CalPERS)
  11. TIAA Insurance General Account
  12. South Africa Public Investment Corporation (PIC)
  13. Nigeria Sovereign Investment Authority (NSIA)
  14. National Social Security Fund (NSSF) Uganda
  15. Sovereign Fund for Strategic Investments (FONSIS) Senegal
  16. Mocambique Previdente (Mozambique Provident)
  17. Japan’s Government Pension Investment Fund (GPIF)
  18. European Investment Bank (EIB)
  19. Inter American Development Bank
  20. World Bank
  21. Caisse de dépôt et placement du Québec (CDPQ)
  22. Pension Boards – United Church of Christ (PB-UCC)
  23. The Prince’s Accounting for Sustainability Project (A4S)
  24. Aviva Insurance
  25. European Bank for Reconstruction and Development (EBRD)
  26. Environmental Defense Fund
  27. California Insurance Commissioner
  28. New York State Insurance Fund (NYSIF)
  29. OPTrust
  30. Manulife
  31. San Francisco Employees’ Retirement System (SFERS)
  32. African Development Bank (AfDB)

Selected Asset Owner Organizations Attending

  1. New York State Common Retirement Fund
  2. Korea’s National Pension Service
  3. France’s Caisse des Dépôts et Consignations
  4. Chubb / ACE Insurance General Account
  5. Chicago Teachers’
  6. Glenmede Trust
  7. Natal Joint Municipal Pension Fund
  8. Tiedemann Wealth Management
  9. Trinity Wall Street
  10. Prosperity Life Insurance Co.
  11. Kenya Power Pension Fund
  12. Metlife
  13. Botswana Insurance Holdings Limited
  14. Merck Family Fund
  15. UC Davis Foundation
  16. Prudential
  17. Brazil’s Banco Nacional de Desenvolvimento Econômico e Social (BNDES)
Among many others…

Series Sponsors and Partners

Founding Sponsor

Gold Sponsor

Silver Sponsor

Partners

NOTE

Moderators and panelists are always genuine asset owners or investment consultants. Sponsors* may provide either:

  • Relevant high-level thought leading opening or closing keynote addresses
  • Brief opening or closing remarks

*Includes both Series sponsors and partners, as well as individual-event sponsors and partners.

Event Sponsors and Partners

Partners

Lunch Sponsor

Who Should Attend

Asset owners, portfolio managers and research analysts employed at asset management firms, investment banks, hedge funds, mutual funds, and insurance companies, as well as pension plan sponsors; professionals working at potential participants on the issuance side, including corporations and private equity firms; and service providers such as attorneys, consultants, and rating agency personnel. Asset owners receive complimentary registration*

*In general, asset owners must be employed by a sovereign wealth fund, corporate pension fund, endowment, public employee pension fund, foundation, single family office with +$1 billion AUM, governmental treasury, insurance company investing division, state investment corporation, m‎ultilateral development bank‎ or other governmental fund. CFA Society New York has full discretion on who qualifies as an asset owner attendee.‎

Note

CFA Society New York reserves right to decline admission / refund registration costs. No walk-ins or press permitted.

Dress Code: No jeans allowed; business attire recommended. This event is in-house and is not being broadcasted‎ nor recorded. No media will be present and speaker or attendee attribution, in any form, is a violation of CFA Society New York’s code of conduct. Seats are limited to investment professionals only, so if you would like to attend, please request an invitation. When requesting an invitation, you will be prompted to provide your name, title, company and email address.

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.