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2nd Annual Climate and ESG Asset Owner Summit
Monday, Sept. 23 - Tuesday, Sept. 24
Overview
A Two-Day Asset Owner Series™ Event
- A Climate Week NYC and a Global Goals Week event
- Tom Brigandi’s 85th Society event, 700th speaker & 15,000th attendee
- 11 CFA Society Partners; 30 Asset Owner / Industry Association Partners; +130 speakers
- Representatives from non-bank institutional investors (fiduciary asset owners and institutional asset managers) that collectively have in excess of 45 trillion USD in assets were represented at the Summit
- Representatives from fiduciary asset owning organizations (SWFs, pension funds, insurance companies, endowments, etc) that collectively have in excess of $10 trillion in fiduciary assets spoke
- Representatives from investment management organizations that collectively have in excess of $30 trillion in managed assets were represented at the Summit
- Representatives from fiduciary asset owning organizations that collectively have in excess of $5 trillion in fiduciary assets attended, but did not speak
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 2nd Annual Climate and ESG Asset Owner Summit, hosted in partnership with Principles for Responsible Investment (PRI), is scheduled to take place during Climate Week and Global Goals Week in NYC. The Summit will feature two days focused on the rise and status of sustainable investing among asset owners by featuring addresses and panel discussions led and informed by asset owner representatives covering all six populated continents. These will focus on ESG trends and developments across Australia, North America, Latin America, Europe, Asia, and Africa, and offer regional perspectives, unique challenges and opportunities, and their outlooks.
As of September 25th, 2019, Asset Owner Series (AOS) will have hosted fiduciary asset owner (sovereign wealth fund, pension fund, insurance company general account, etc) and institutional investment consultant speakers from organizations that cumulatively oversee in excess of $72 trillion of assets under ownership or advisory. There is roughly $90 trillion in total institutionally owned assets and approximately $40 trillion in consultant-advised institutional assets globally. AOS was founded by Tom Brigandi, CFA, at CFA Society New York in 2015. In addition to hosting frequent AOS events at CFANY HQ, there have been nine AOS events hosted outside of New York in partnership with CFA Institute Societies across APAC, EMEA and the Americas.
MONDAY
SEPTEMBER 23
7:30 AM | REGISTRATION, CONTINENTAL BREAKFAST & MASTER OF CEREMONY WELCOME
Thomas Brigandi, CFA, Global Asset Owner Series Founder and Lead Organizer, CFANY
8:10 AM | KEYNOTE ADDRESS INTRODUCTION
Daniel Dagen, CFA, Chief Executive Officer, CFA Society New York
8:15 AM | SUMMIT OPENING KEYNOTE ADDRESS
Ted Roosevelt, Founding Partner, Redwood Grove Capital
8:35 AM | ALTERNATIVE INVESTMENT ESG ASSET OWNER PERSPECTIVE
Introduced by: H.E. Foday Mansaray, High Representative to the UN and African Region, International Human Rights Commission
John Bowman, CFA, Senior Managing Director, Chartered Alternative Investment Analyst (CAIA) Association
8:55 AM | WELCOME REMARKS
Chris Cutler, CFA, Former Vice Chair, CFA Society New York
9:00 AM | CFA INSTITUTE KEYNOTE ADDRESS
Margaret Franklin, CFA, President & CEO, CFA Institute
9:30 AM | KEYNOTE ADDRESS
Introduced by: Amit Bouri, CEO and co-founder, Global Impact Investing Network (GIIN)
Linda-Eling Lee, Managing Director and Global Head of ESG Research, MSCI
10:05 AM | CANADIAN ASSET OWNER PANEL
Introduced by: Matthew Mark, Director, US Asset Owners, World Gold Council
Moderator
Nalini Feuilloley, Head of Canada, UN-supported Principles for Responsible Investment (PRI)
Panel
Deborah Ng, CFA, Director of Responsible Investment, Ontario Teachers Pension Plan
Lisa Becker, FCA, Chief Operating Officer, Chief Compliance Officer, University of Toronto Asset Management Corporation
Jennifer Coulson, Vice President, ESG, Public Markets, British Columbia Investment Management Corporation (BCI)
11:10 AM | BREAK
11:20 AM | SPECIAL ADDRESS: LAUNCH OF THE EM INVESTOR ALLIANCE ASSET OWNER ADVISORY BOARD
Introduced by: Brian Lauzon, CFA, Board President, CFA Society Philadelphia
Ashok Parameswaran, Founder, Emerging Markets Investors Alliance
11:25 AM | SPECIAL ADDRESS ON ESG RISKS
Introduced by: Richard Ebil Ottoo, PhD, CFA, FRM, Vice President, Global Association of Risk Professionals (GARP)
Jo Paisley, Co-President, GARP Risk Institute
11:35 AM | APAC ASSET OWNER PERSPECTIVES
Introduced by: Grace Reyes, President, Association of Asian American Investment Managers
Moderator
Lionel C. Johnson, President, Pacific Pension & Investment Institute (PPI)
Panel
Miyuki Zeniya, Head of Sustainable Finance, The Dai-ichi Life Insurance Company, Limited
Sasmit Dwivedi, CFA, Head of ESG and Equity Research, Nippon Life Global
David Altshuler, Executive Director, IFM Investors
Federico Rodriguez, CFA, Global Head of Fixed Income, QBE Insurance
Emily Chew, Global Head of ESG Research & Integration, Manulife Investment Management; Former Chair, Asia Investor Group on Climate Change (AIGCC)
Anne-Maree O’Connor, Head of Responsible Investments, NZ Super Fund
12:50 PM | LUNCHEON KEYNOTE SPEAKER
Introduced by: Henrik Jeppesen, CFA, North America Head of Investor Outreach, Carbon Tracker Initiative
Mark Campanale, Founder & Executive Director, Carbon Tracker Initiative
1:00 PM | LUNCH
Lunch Sponsor
1:40 PM | WHY IS CLIMATE CHANGE BAD: DROUGHT AND FLOOD
Introduced by: Paul Kovarsky, CFA, Director of Institutional Partnerships, CFA Institute
Marc H. Robert, Chief Operating Officer, Water Asset Management, LLC
1:45 PM | AFRICAN ASSET OWNER ESG PERSPECTIVES
Introduced by: Orim Graves, CFA, Executive Director, National Association of Securities Professionals (NASP)
Moderator
Hubert Danso, Chief Executive Officer, Africa Investor (Ai) Group & Chairman, CFANY Asset Owner Advisory Board Council
Panel
Vhahangwele Manavhela, ESG Specialist, Public Investment Corporation (South Africa)
Admassu Tadesse, President & Chief Executive, Trade & Development Bank
Stella Ojekwe-Onyejeli, Executive Director & Chief Operating Officer, Nigerian Sovereign Investment Authority (NSIA)
Aldo Tembe, CEO, Moçambique Previdente, Sociedade Gestora de Fundos de Pensões – SGFP, S.A.
Lekha Nair, CEO, Seychelles Pension Fund
Mustapha Bakkoury, CEO, Moroccan Agency for Sustainable Energy (Masen); Former CEO, Caisse de dépot et de gestion (CDG)
3:00 PM | ESG PARTNERSHIP BETWEEN CFANY AND CFA SOCIETY BOSTON
Introduced by: Olha Krushelnytska, CFA, Green Finance Specialist, World Bank Group
Michael Greis, CFA, Chair of the Sustainable Investing Seminar Committee, CFA Society Boston
3:05 PM | G7 INVESTOR LEADERSHIP NETWORK < INFO > KEYNOTE PANEL
Introduced by: Paul Smith, CFA, Fmr. Chief Executive Officer, CFA Institute
- Enhancing expertise in infrastructure financing and development in emerging and frontier economies;
- Opening opportunities for women in finance and investment worldwide; and
- Speeding up the implementation of uniform and comparable climate-related disclosures under the FSB-TCFD framework.
Moderator
Thomas Collimore, CFA, Head, Institutional Relationships, CFA Institute
Panel
Urs Bitterling, Head of Corporate Responsibility, Allianz
Bertrand Millot, Head of Stewardship Investing, Caisse de dépôt et placement du Québec (CDPQ)
Deborah Ng, CFA, Director of Responsible Investment, Ontario Teachers Pension Plan
4:05 PM | PIONEER SPECIAL ADDRESS
Introduced by: Paul Smith, CFA, Fmr. Chief Executive Officer, CFA Institute
Bertrand Piccard, Co-Pilot, 2016 Solar Impulse 2 (first solar-powered aircraft global circumnavigation); Son of Jacques Piccard, 1960 Challenger Deep Mission Co-Pilot
4:30 PM | PRI SPECIAL ADDRESS
Introduced by: Chris Fowle, Head of Americas, Principles for Responsible Investment (PRI)
Fiona Reynolds, CEO, Principles for Responsible Investment (PRI)
4:45 PM | ESG FOCUSED INFRASTRUCTURE ASSET OWNERSHIP PANEL
Introduced by: Edward Allen, CAIA, Managing Director, MSCI
Moderator
Hubert Danso, Chief Executive Officer, Africa Investor (Ai) Group & Chairman, CFANY Asset Owner Advisory Council
Panel
Dan Winters, CRE, Head of America’s, GRESB BV
Herman Bril, Director of Investments, UNJSPF
J. Michael McCarthy, CFA, Senior Portfolio Manager, APG Asset Management
Amanda Wallace, Managing Director Infrastructure Investments Group, J.P. Morgan Asset Management
M. Nicolas J. Firzli, LL.M., Director-General, World Pensions Council (WPC); Advisory Board Member, World Bank Global Infrastructure Facility (WB GIF)
5:55 PM | ASSET OWNER PARTNERSHIP BETWEEN CFANY AND CFA SOCIETY PERU
Introduced by: Gabriel Thoumi, CFA, FRM, Director, Planet Tracker
Melvin Escudero, CFA, President, CFA Society Perú
6:00 PM | THINK TANK PANEL
Introduced by: Winston Ma, CFA, Esq., High-tech Investor; Book Author; Adjunct Professor; fmr Managing Director, China Investment Corporation (CIC)
Moderator
Robert Rowan, Director, Asset Owner Series, CFA Society New York
Panel
Sonja Gibbs, CFA, Senior Director of Global Capital Markets, Institute of International Finance
Hon. Joshua Gotbaum, Guest Scholar of Economic Studies, Brookings Institution
6:20 | SPECIAL PRESENTATION: CERES INVESTOR NETWORK
Introduced by: William “Billy” Gridley, CFA, Director, Investor Network, Ceres, Inc.
Rev. Kirsten Snow Spalding, Senior Department Director, Investor Network, Ceres, Inc.
6:30 PM | ESG DUE DILIGENCE CHALLENGES
Introduced by: Sofiane Belmiloud, Investor Outreach Manager, FAIRR Initiative
Moderator
Henry Shilling, Chair, Sustainable Investment Thought Leadership Group, CFANY
Panel
Jodie Gunzberg, CFA, Managing Director, Chief Investment Strategist, Graystone Consulting, Morgan Stanley
John Goldstein, Co-Founder, Imprint Capital (acquired by Goldman Sachs)
Sanford Rich, Executive Director, NYC Board of Education Retirement System (BERS)
Jeroen Bos, CFA, Head of Specialized Equity and Responsible Investing at NN Investment Partners (NN Group’s Asset Management Arm)
7:30 PM | CLOSING REMARKS
Introduced by: Thomas Brigandi, CFA, Global Asset Owner Series Founder and Lead Organizer, CFANY
Dominick Lucci, Chief Investment Officer, Park Avenue Capital Management ($1.4 billion single family office)
CATERED NETWORKING RECEPTION
Reception Sponsor
TUESDAY
SEPTEMBER 24
7:25 AM | REGISTRATION & MASTER OF CEREMONY WELCOME
Thomas Brigandi, CFA, Global Asset Owner Series Founder and Lead Organizer, CFANY
7:30 AM | AFRICA INVESTOR (AI) INSTITUTIONAL INVESTOR SUMMIT — WORKING BREAKFAST
Introduced by: Amy Myers Jaffe; David M. Rubenstein, Sr. Fellow for Energy and the Environmental Council on Foreign Relations
CHAIR:
Hubert Danso, Chief Executive Officer, Africa Investor (Ai) Group & Chairman, CFANY Asset Owner Advisory Board Council
FEATURING:
Vhahangwele Manavhela, ESG Specialist, Pubic Investment Corporation
Aldo Tembe, CEO, Moçambique Previdente, Sociedade Gestora de Fundos de Pensões – SGFP, S.A.
Stella Ojekwe-Onyejeli, Executive Director & Chief Operating Officer, Nigerian Sovereign Investment Authority (NSIA)
Mohammed Omran, Executive Chairman, The Financial Regulatory Authority (FRA)
Admassu Tadesse, President & Chief Executive, Trade & Development Bank
Angela Miller-May, Chief Investment Officer, Chicago Teachers’ Pension Fund
Lauren Burnhill, Board Member, World Pension Council
8:45 AM | WELCOMING REMARKS
Chris Fowle, Head of Americas, Principles for Responsible Investment (PRI)
8:50 AM | KEYNOTE ADDRESS: SUSTAINABILITY AND TECHNOLOGY
Introduced by: Ivelina Stefanova, Climate Finance Fellow, UNEP Finance Initiative
Andrew Shapiro, Founder & Partner, Broadscale Group; Advisor, The Climate Group
9:15 AM | “S” IN ESG KEYNOTE ADDRESS
Introduced by: Stephanie Potter, Senior Director of Sustainability and Circular Economy Program, U.S. Chamber of Commerce Foundation
Kerry Kennedy, President, Robert F. Kennedy Human Rights
9:35 AM | UN NET-ZERO ASSET OWNER ALLIANCE KEYNOTE ADDRESS
Introduced by: Bill Scott, CAE, President & CEO, CFA Society Washington, DC
Torben Möger Pedersen, CEO, PensionDanmark
9:50 AM | DIVERSITY AND INCLUSION ASSET OWNER PANEL
Introduced by: Rosie von Lila, Interim-Chief Executive Officer, New America Alliance
Moderator
Robert L. Greene, President & CEO, National Association of Investment Companies, former Chairman of the Board of Trustees for the Virginia Retirement System
Panel
Neeti Bhalla Johnson, President & Chief Investment Officer, Liberty Mutual Investments
Angela Miller-May, Chief Investment Officer, Chicago Teachers’ Pension Fund
Sheryl Mejía, CFA, CPA CA, Director, Emerging Managers, NY State Common Retirement Fund, Office of the State Comptroller
Kirk Sims, CFA, Senior Investment Manager – Head of Emerging Manager Program at Teachers Retirement System of Texas
Marianne Dwight, Of Counsel, Michael Best; Former Investment Committee Member, Texas Treasury Safekeeping Trust Company
10:55 AM | KEYNOTE ADDRESS: HOW CAN WE FINANCE SUSTAINABLE GROWTH?
Introduced by: Johanna Lasker, Head of Central Banks & Official Institutions, BNP Paribas Asset Management
Kerstin Jorna, Deputy DG of Economic and Financial Affairs, European Commission; Board Director, European Investment Bank (EIB)
11:05 AM | WORLD BANK GROUP SPECIAL PRESENTATION
Introduced by: Dr. Patricia Laverley, Deputy Minister of Finance, Republic of Sierra Leone
Speaker
Ekaterina (Katya) Gratcheva, Lead Financial Officer, Finance, Competitiveness and Innovation (FCI) Global Practice, World Bank Group
Interviewed by:
Frédéric Samama, Head of Responsible Investment, Amundi; 2019 Real World Impact Award Winner, PRI
11:15 AM | BREAK
11:30 AM | US ASSET OWNER PERSPECTIVE PANEL
Introduced by: Emily Kreps, Global Director, Investor Initiatives, CDP
Moderator
Hank Kim, Esq., Executive Director and Counsel, National Conference on Public Employee Retirement Systems
Panel
Tara Stacy, Director of Investment Stewardship, Colorado Public Employees’ Retirement Association
Chris Phillips, Director of Institutional Relations & Public Affairs, Washington State Investment Board (WSIB)
Kei Yamamoto, CFA, Senior Director – Investment, Casey Family Programs
Antonio Rodriguez, Director of Investment Strategy, NYC Board of Education Retirement System
Lorenzo Bernasconi, PhD, Managing Director, Innovative Finance, Rockefeller Foundation
12:40 PM | SPECIAL ADDRESS & LUNCHEON KEYNOTE SPEAKER INTRODUCTION
Jim Hempstead, Managing Director, Moody’s Investors Service
12:45 PM | LUNCHEON KEYNOTE FIRESIDE CHAT
Speaker
Hiro Mizuno, CIO, Japan’s Government Pension Investment Fund
Interviewed by:
Lynn Forester de Rothschild, Chief Executive Officer, E.L. Rothschild and Founder, Coalition for Inclusive Capitalism
1:15 PM | LUNCH
Lunch Host
1:45 PM | CORPORATE GOVERNANCE ASSET OWNER PANEL
Introduced by: Mary Jane McQuillen, Managing Director, ClearBridge Investments
Moderator
Ken Bertsch, JD, Executive Director, Council of Institutional Investors
Panel
Jeffrey Warshauer, CFA, Corporate Governance Officer at New Jersey Division of Investment
Lynn Forester de Rothschild, Chief Executive Officer, E.L. Rothschild and Founder, Coalition for Inclusive Capitalism
Dieter Waizenegger, Executive Director, CtW Investment Group
Michael Garland, Assistant Comptroller for Corporate Governance and Responsible Investment, New York City Office of the Comptroller
Avantika Saisekar, Director, Sustainable Investment Group, Wafra (beneficially owned by the Public Institution for Social Security of Kuwait (PIFSS)
3:00 PM | EUROPEAN ASSET OWNER ESG PERSPECTIVES
Introduced by: David Allen, CFA, Institutional Director, Schroders
Moderator
M. Nicolas J. Firzli, LL.M., Director-General, World Pensions Council (WPC); Advisory Board Member, World Bank Global Infrastructure Facility (WB GIF)
Panel
Jeff Houston, Head of Pensions, Local Government Association, Secretary to the Board, Local Government Pension Scheme Advisory Board (UK)
Valentijin van Nieuwenhuijzen, CIO, NN investment Partners
Peter Damgaard Jensen, Chair, IIGCC, Chief Executive Officer, PKA
Sylvain Vanston, Group Head of Corporate Responsibility, AXA
Helen Wildsmith, Head of Ethical and Responsible Investment, CCLA Investment Management Limited (manager of The CBF Church of England Funds)
Nathalie Lhayani, Head of Sustainability, Group Caisse des Dépôts (France)
4:15 PM | ONE PLANET SOVEREIGN WEALTH FUND PANEL
Introduced by: Patricia Haas Cleveland, President, US Operations, Official Monetary and Financial Institutions Forum (OMFIF)
Moderator
Duncan Bonfield, Secretariat, International Forum of Sovereign Wealth Funds
Panel
Anne-Maree O’Connor, Head of Responsible Investments, NZ Super Fund
Richard Collins, Saudi Arabia’s Public Investment Fund
5:00 PM | BREAK
5:15 PM | LATAM ASSET OWNER PERSPECTIVES
Introduced by: Ashley Cooke, Head of Institutional ESG & Passive Solutions, Americas, DWS Investments
Moderator
Ariel Fromer Babcock, CFA, Managing Director, FCLTGlobal
Panel
Leon de Paul, Chief Risk Officer, Afore Citibanamex
Rafael Castro, Compliance and Internal Control Executive Manager, Previ (Brazil)
Julia Fontes, Treasury Officer, Brazil Specialist, New Development Bank
Juan Luis Surgeon, CFA, Chief Investment Officer, MMG Bank
Hilen Gabriela Meirovich, Head of Climate Change, Inter-American Development Bank
6:30 PM | ESG-FOCUSED MULTILATERAL DEVELOPMENT BANK (MDB) PANEL
Introduced by: Michael Rowan, CFA, Managing Director, Global Public, Project and Infrastructure Finance Group, Moody’s Investors Service
Moderator
Søren Elbech, Managing Director, Global Head of Supranational Institutions, J.P. Morgan
Panel
Tapiwa Sikipa, Senior Portfolio Manager, World Bank Treasury
Carlos Franco, Head of Investments, Inter-American Development Bank
Courtney Lowrance, Principal Environment Specialist, Asian Infrastructure Investment Bank
7:30 PM | SUMMIT CLOSING KEYNOTE ADDRESS
Introduced by: Deepika Sharma, CFA, Director, BlackRock
Dan Carol, Director, Milken Institute Center for Financial Markets
7:45 PM | ADJOURNMENT
Introduced by: Daniel Fridson, Managing Director, Arrivato
Robert Discolo, CFA, CAIA, Chief Investment Officer, River Partners Family Office
CATERED NETWORKING RECEPTION
Special Thanks to Our Sponsors
Additional Thanks to Our Partners
Society Partners
Supporting Institutions
