Sustainable Investing, Virtual Events & Programming

7th Annual Sustainable Investing Conference – ESG 2.0

November 30, 2020 | 9:30 AM - 4:00 PM

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Overview

On Monday, November 30, CFA Society New York’s Sustainable Investing Group will kick off the Annual Sustainable Finance Week in New York with our 7th Annual Sustainable Investing Conference.

We will focus on new trends of sustainable finance and investing and go beyond the usual discussion about what ESG means and doesn’t mean. The event’s focus will be on how investors have successfully integrated ESG into investments and investment analysis, the trends of using new technologies – from using Artificial intelligence, machine learning, satellite imagery – to expand, support, and identify investment opportunities.

We have moved our annual sustainable investing conference into the virtual world and will have 4 in-depth panel discussions on novel ESG and sustainable investing topics combined with 2 keynote addresses by leading sustainable investing experts on the future of ESG and sustainable investing.

Agenda

9:30 AM | WELCOME ADDRESS

Adam Phillips, Co-Chair of the CFA Society New York Sustainable Investing Thought Leadership Group

9:35 AM | FIRESIDE CHAT ON DIVERSITY, EQUITY, AND INCLUSION

Interviewed by: Carol Jeppesen, CAIA, Head of U.S., Principles for Responsible Investment (PRI)

Interviewee

Angela Miller-May, Chief Investment Officer, Chicago Teachers’ Pension Fund

10:15 AM | BREAK

10:30 AM | RAMIFICATIONS FROM USING AI, MACHINE LEARNING, AND SATELLITE IMAGERY ON THE ESG DATA LANDSCAPE PANEL DISCUSSION

Introduced by: Kuni Chen, CFA, Vice-Chair of the CFA Society New York Sustainable Investing Thought Leadership Group

Moderator

Miquel Noguer Alonso, PhD, Chief Executive Officer, Artificial Intelligence Finance Institute

Panelists

Todd Bridges, Ph. D., Partner, Global Head of Sustainable Investing & ESG Research, Arabesque

Yasin Rosowsky, Ph. D., Co-Chief Executive Officer, Arabesque AI

11:20 AM | BREAK

11:30 AM | THE RISE OF ESG IN FIXED INCOME MARKETS PANEL DISCUSSION

Introduced by: Henrik Jeppesen, CFA, Co-Chair of the CFA Society New York Sustainable Investing Thought Leadership Group

Moderator

Henry Shilling, Director of Research, Sustainable Research and Analysis LLC

Panelists

Carmen Nuzzo, Ph. D., Head of Fixed Income, Principles for Responsible Investment (PRI)

Robert Fernandez, CFA, Vice President, Director of ESG Research, Breckinridge Capital Advisors

Swami Venkataraman, CFA, Senior Vice President, ESG Group, Moody’s Investors Service

12:20 PM | BREAK

12:30 PM | FIRESIDE CHAT ON THE NETZERO PORTFOLIO STRUCTURING FROM AN INVESTMENT MANAGEMENT PERSPECTIVE

Interviewed by: Matt Orsagh, CFA, CIPM, Director of Capital Markets Policy, CFA Institute

Interviewee

Christopher Kaminker, Ph.D., Head of Sustainable Investment, Lombard Odier Investment Managers

1:10 PM | BREAK

1:15 PM | KEYNOTE PRESENTATION ON THE NETZERO PORTFOLIO STRUCTURING FROM AN ASSET OWNER PERSPECTIVE

Introduced by: Adam Phillips, Co-Chair of the CFA Society New York Sustainable Investing Thought Leadership Group

Keynote Speaker

Herman Bril, Director, Office of Investment Management, United Nations Joint Staff Pension Fund

1:55 PM | BREAK

2:00 PM | THE FUTURE OF THE GLOBAL ESG & CLIMATE REGULATORY FRAMEWORK PANEL DISCUSSION

Introduced by: Emily Thomas, Vice-Chair of the CFA Society New York Sustainable Investing Thought Leadership Group

Moderator

Bhakti Mirchandani, Director of Responsible Investing, Trinity Church Wall Street

Panelists

Heather Slavkin Corzo, Head of US Policy, Principles for Responsible Investment (PRI)

Samantha Ross, Founder, AssuranceMark

2:50 PM | BREAK

3:00 PM | CLOSING KEYNOTE PRESENTATION: HOW TO INTEGRATE SUSTAINABILITY & CLIMATE INTO PORTFOLIO MANAGEMENT – WALKING THE TALK

Introduced by: Henrik Jeppesen, CFA, Co-Chair of the CFA Society New York Sustainable Investing Thought Leadership Group

Keynote Speaker

Mary Catherine Lader, Head of Aladdin Sustainability, BlackRock

3:45 PM | CONCLUDING REMARKS

Henrik Jeppesen, CFA, Co-Chair of the CFA Society New York Sustainable Investing Thought Leadership Group

Additional Details

Learning Outcomes

  • Educate participants on ESG investing
  • Educate participants about latest developments and trends in sustainable investing and ESG integration
  • Educate participants on developing sustainable investing investment policy

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.

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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.