Conference / Seminar, Sustainable Investing, Virtual Events & Programming

8th Annual Sustainable Investing Conference: Are you ready for Net Zero?

January 24, 2022 | 1:00 PM - 4:45 PM

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Overview

A growing number of governments, global companies, and institutional investors are rapidly committing to reach carbon neutrality or “net zero” by mid-century, demonstrating the need for a proactive strategy in response to the challenges presented by climate change. 

Explore the future from this climate-oriented perspective when you join the Sustainable Investing interest group to take a closer look at what net zero means for the investment industry. This virtual conference will feature panel discussions led by asset owners and investment managers, who will address a range of sustainable finance topics. 

Hear how portfolios are being realigned to reach net zero targets, delve into data and information challenges surrounding carbon emissions estimates, learn how impact investing in vulnerable communities is directly related to climate change, and much more when you kick off your new year at the 8th Annual Sustainable Investing Conference. Register now for this can’t-miss sustainable finance event.

Agenda

MONday, JANUARY 24

1:00 PM | WELCOMING REMARKS

1:05 PM | FIRESIDE CHAT
What are the Implications of Net Zero?

Moderator

Mark Van Clieaf, Managing Director, FutureZero

Panelists

Anne Simpson, Managing Investment Director, Board Governance & Sustainability, CalPERS

1:55 PM | BREAK

2:00 PM | PANEL
Net Zero – What does it mean for investment portfolios & how do we get there?

2:50 PM | BREAK

3:00 PM | PANEL
Climate change & Net Zero, regulatory changes & mandatory reporting

3:50 PM | CLOSING REMARKS

Tuesday, JANUARY 25

1:00 PM | WELCOMING REMARKS

1:05 PM | PANEL
Intersectionality of diversity and climate

1:55 PM | BREAK

2:00 PM | PANEL
Where is the missing ESG/climate data?

2:50 PM | CLOSING REMARKS

1:00 PM | OPENING REMARKS

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

1:05 PM | PANEL

Net Zero – What does it mean for investment portfolios & how do we get there?

Moderator

Tamara Close, CFA, Founder and Managing Partner, Close Group Consulting

Panel

Betty Jiang, CFA, Head of US ESG Research, Credit Suisse

Shanu Mathew, Vice President, Sustainable Investing & Net Zero Research, Lazard Asset Management

Christoph Schumacher, Global Head Real Assets, Manulife Investment Management

1:45 PM | FIRESIDE CHAT

What are the Implications of Net Zero?

Moderated by Mark Van Clieaf, Managing Director, FutureZero

Anne Simpson, Managing Investment Director, Board Governance & Sustainability, CalPERS

2:20 PM | PANEL

Intersectionality of Diversity and Climate

While the impacts of climate change are clear, there is increasing research on how race and gender play a role in how climate change impacts individuals. With a focus on net zero, this panel will focus on how we as investors can work to take these realities into account when making decisions.

Moderator

Sarah Maynard, ASIP, Global Head, External DEI, CFA Institute

Panel

Suzanne Biegel, Co-Founder, GenderSmart

Jade Huang, Director of Applied Responsible Investment Solutions, Calvert Research and Management

3:05 PM | PANEL

How does Net Zero change the rules of the game? – Regulatory changes, mandatory reporting and new policies.

Following the COP26 meeting in Glasgow in November 2021, governments around the world representing about 90% of global GDP have made some level of pledge or commitment to achieve net zero by 2050-2070. With 85% of the global energy system currently running on fossil fuels, meeting these net zero commitments will require a monumental transition to the global energy system that will necessitate substantial global energy policy and regulatory changes.

Panel

Greg Hershman, MBA, Head of US Policy, Principles for Responsible Investment

Samantha Ross, Founder, AssuranceMark, the Investors’ Consortium for Assurance

Mark Van Clieaf, Managing Director, FutureZero

Discussion Points

  • How will net zero change the rules of the game for investors and companies?
  • What are the likely and anticipated regulatory and policy changes that investors need to be aware of?
  • What is the future role for accountants and auditors if/when climate financial disclosures become mandatory.
  • Will climate related financial data and disclosures become mandatory?

4:00 PM | PANEL

Net Zero – What is the missing data?

You can’t manage, what you don’t measure”, but investors will often highlight that there is a lack of good and comprehensive data on climate change and carbon emissions and that companies should improve disclosures. This panel will discuss what data and analytics are needed to integrate and implement net zero investing into investment strategies and portfolios, what is already available and what is missing, how can investors approach net zero using already available tools and frameworks?

Michael Cappucci, Managing Director, Harvard Management Company

Bruce M. Kahn, Ph.D., Climate Solutions Specialist, MSCI

Tanya Khotin, Principal, Khotin Impact Strategies

Discussion Points

  • What data already exists and what is lagging or missing?
  • What should investors ask companies to disclose?
  • Net Zero investing – how can investors approach using already available tools and scenario frameworks?

4:40 PM | CLOSING REMARKS

Emily Thomas, CFA, Lead ESG Analyst,  Morgan Stanley Wealth Management

Additional Details

Learning Outcomes

  • Learn what “net zero” means for the investment industry and hear proposed pathways to reach it 
  • Hear what companies are doing on a global scale to meet COP26 goals 
  • Consider the intersectional impacts of climate change and discuss ways to ensure an equitable transition to a sustainable future 

Sponsorship

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

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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 cfanyevents@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.

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.