ESG Asset Owners Summit (Washington D.C.): The Rise & Status of Sustainable Investing

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ESG Asset Owners Summit (Washington D.C.): The Rise & Status of Sustainable Investing

April 11, 2019

Overview

CFA Society Washington, DC invites you to join us at this informative and thought-provoking event to hear from top influencers, experienced investors, academics and researchers who are leading the charge on environmental, social and governance (ESG) investing trends. We have dedicated a full day to the rise and status of sustainable investing among asset owners. The agenda includes multiple panel sessions that will be engaging and enlightening with a mix of discussions and Q&A. You’ll hear from asset managers, asset owners, the World Bank Group as well as panels on Global Perspectives on ESG Demand & Implementation, Measuring Sustainability and Big Alpha Data. Over the next four decades, it is estimated that over $41+ trillion will transfer from baby boomers to Millennials. As we move to the next generation of investors, we are going to find companies aligning their beliefs, operation, and communication strategies with that of the Millennials.

The CFA Institute’s 2017 survey of CFA Institute members showed that 73% take ESG into account in their investment analysis and decisions. However, the survey also showed that many investors did not understand just what was meant by ESG integration or ESG investing and were seeking guidance on “how” to best integrate ESG factors in the investment process.

This 1-day summit will answer your questions in this ever-growing area, provide insight and tools to help you integrate sustainable investing practices and provide valuable connections with speakers and attendees.

Featuring

Keynote Speaker

Robert G. Eccles, Visiting Professor of Management Practice, Said Business School, University of Oxford

Matt Alsted, Director, Portfolio Analysis and Communications, Sands Capital Management

David Barrosse, Founder & CEO, Capstone

Kenneth Bertsch, Executive Director, Council of Institutional Investors

Preeti Bhattacharji, Vice President of Integrated Capitals, The Heron Foundation

Atiyah Curmally, FI Global Sector Lead/Principal Environment and Social Specialist, International Finance Corporation (IFC)

Rui de Figueiredo, Co-Head and CIO of the Solutions & Multi-Asset Group, Morgan Stanley Investment Management

Ariane de Vienne, Head of ESG Strategy – Americas, Institutional Shareholder Services (ISS)

Matthew DiGuiseppe, VP and Head of Americas on the Asset Stewardship Team, State Street Global Advisors

Timothy P. Dunn, CFA, CIO, Managing Member and Founder, Terra Alpha Investment, LLC

Nalini Feuilloley, Head of Canada, UN-supported Principles for Responsible Investment (PRI)

Sonja Gibbs, CFA, Managing Director, Global Policy Initiatives, Institute of International Finance (IIF)

Jade Huang, Vice President and ESG Portfolio Manager, Calvert Research and Management

Evan Harvey, Director of Corporate Responsibility, Nasdaq

Dinah A. Koehler, Equity Strategist and Director, UBS Asset Management

Olha Krushelnytska, Green Finance Specialist, World Bank Group/The Global Environment Facility

Carole Laible, Chief Executive Officer, Domini Impact Investments

Stephen Malinak, Chief Data and Analytics Officer, TruValue Labs

Gianna McCarthy, Director of Corporate Governance, New York State Office of the Comptroller

Hiro Mizuno, Executive Managing Director and CIO, Japan’s Government Pension Investment Fund (GPIF)

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

Anna Pot, Manager Responsible Investments, APG Asset Management

Heike Reichelt, Head of Investor Relations & New Product Development, Capital Markets Treasury, World Bank Group

Frederic Samama, Deputy Global Head of Institutional Clients, Amundi Asset Management Paris

Kate Starr, CFA, Chief Investment Officer, Flat World Partners​

Fiona Stewart, Lead Financial Sector Specialist, Finance, Competitiveness & Innovation, World Bank Group

Gillian Tett, US Managing Editor, Financial Times

Gabriel Thoumi, CFA, FRM, Director of Financial Markets, Planet Tracker​

Diederik Timmer, Executive Vice President, Client Relations, Sustainalytics

Tim Youmans, Engagement Director, Hermes EOS

Michael Young, Manager of Education Programs, US SIF

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.