Sustainable Investing

6th Annual Sustainable Investing Conference ESG & Financial Materiality

November 15, 2019 | 8:30 AM - 4:00 PM

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Overview

Through this full-day conference, speakers and attendees will explore the methods, processes and nuances of integrating Environmental, Social and Governance (ESG) factors when analyzing investment opportunities, with a focus on financial materiality. The day will be sub-divided into difference panels focusing on four major asset classes – equities, fixed income, private equity and real assets. There will also be a keynote speech as well as an academic panel to demystify the links between ESG factors and financial return. 

After Oct. 31

$95for members
  • Nonmember Rate: $195

Agenda

8:30 AM | ATTENDEE REGISTRATION

9:00 AM | OPENING REMARKS

Adam Phillips, Investment Officer, UNJSPF

9:15 AM | KEYNOTE ADDRESS

Dr. Aniket Shah, Senior Fellow, Columbia University and Senior Advisor for Sustainable Finance, UN Sustainable Development Solutions Network

10:05 AM | ACADEMIC PANEL

Moderator

Dr. Jeff Hales, University of Texas – McCombs

Panelists

Dr. Witold Henisz, University of Penn – Wharton

Dr. Tensie Whelan, NYU – Stern

Dr. Aaron Yoon, Northwestern – Kellogg

10:45 AM |  MORNING BREAK

10:50 AM |  RESEARCH PRESENTATION

Gillian Mollod, Senior Associate, ESG Research, MSCI Inc.

11:00 AM | REAL ASSETS MATERIALITY PANEL

Moderator

Sanaz Raczynski, Managing Director and Head of Sustainability, Nuveen

Panelists

John Breckinridge, Senior Managing Director, Capital Dynamics

Anmay Dittman, Director, BlackRock Real Assets

Inna Khideke, CFA, Partner, Bridge Investment Group

Brooks Preston, Managing Director, Macquarie

11:45 AM | PRIVATE EQUITY MATERIALITY PANEL

Moderator

Mina Pacheco Nazemi, Funds & Co-Investments, Barrings LLC

Panelists

Ralitza Germanova, Corporate Governance Officer, International Finance Corporation

Bryn Gostin, Head of Product Development & Strategy, Capital Dynamics

Adam Heltzer, Head of ESG & Sustainability, Partners Group

Elizabeth Seeger, Director, Sustainable Investing- KKR

12:30 PM | LUNCH

Sponsored By:

1:00 PM | KEYNOTE

Georg Kell, Chairman, Arabesque & Founding Director, United Nations Global Compact

1:45 PM | EQUITIES FINANCIAL MATERIALITY PANEL

Moderator

Kuni Chen, CFA, Former Director of Impact Investing, The Nature Conservancy

Panelists

Lisa Goldberg, PhD, Director of Research, Aperio Group

Valerie Grant, CFA, SVP, Senior Portfolio Manager – Responsible Investing, Alliance Bernstein

Tanya Levy-Odom, Director, BlackRock

David Silverman, Managing Director, Blue Harbour Group

2:25 PM | DWS PRESENTATION- SYSTEMATIC ACTIVE STRATEGY THROUGH AN ESG LENS

Pankaj Bhatnagar, Ph.D., Managing Director, Systematic Active Equity Strategy , ESG Lens

2:35 PM | FIXED INCOME MATERIALITY PANEL

Moderator

Joshua Linder, CFA, Credit Analyst, APG Asset Management

Panelists

Mahesh Jayakumar, CFA FRM, Research Analyst, Fixed Income ESG, MFS

Tom Socha, Executive Director, JP Morgan Asset Management

Swami Venkataraman, CFA, Senior Vice President – Manager, Moody’s Rating Services

3:05 PM | PRI PRESENTATION

Christine Pishko, US Relationship Manager, Global Signatory Relations and Outreach, PRI

3:25 PM | CONCLUDING REMARKS

Adam Phillips, Investment Officer, UNJSPF

3:35 PM | DRINKS AND RECEPTION

Additional Details

Learning Outcomes

Attendees will learn about the financial materiality of ESG factors from industry veterans and practitioners in this space, including:

  • Academic researchers
  • Public Equity investors
  • Public Fixed Income investors
  • Private Equity investors
  • Real estate and infrastructure investors

Sponsored By

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 cfanyevents@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.