Business Management, Sustainable Investing, Virtual Events & Programming

ESG Creates Value, Not Just Investment Returns

November 16, 2020 | 1:00 PM - 2:30 PM

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Overview

Getting your environmental, social, and governance (ESG) proposition right links to higher value creation.

Join us as our experts discuss how an effective ESG proposition links to higher value creation. ESG is gaining in popularity as an investment strategy, but how does that apply to an entire organization? Our experts will discuss how top line growth, cost reductions, avoiding legal & regulator interventions and productivity uplift all lead to investment and asset optimization. Our experts will discuss how a strong ESG culture, from the top down, helps lead to better business performance, more effective operations, and increased investor confidence. In fact, better performance in ESG also corresponds with a reduction in downside risk, as evidenced by lower loan and credit default swap spreads and higher credit ratings. CFA Society New York members and financial professionals will benefit from hearing a diverse set of views from established market participants as CFA Society New York continues to provide our community with the ability to hear from market experts virtually and, more importantly, provides the opportunity to ask questions during this period of social distancing.

Agenda

1:00 PM | WELCOMING REMARKS

Tim Frazier, SVP, Director of Sales & Marketing, Concertiv

1:05 PM | PANEL DISCUSSION, Q&A

Moderator

Howard, Tang, CFA, CEO, Peritus Capital

Panelists

Kate Ahern, Managing Director, ESG & Sustainability, Cartica Management LLC

Lisa Hayles, Investment Manager, Trillium Asset Management

Aniket Shah, Ph.D, Head of ESG and Sustainability Research, Americas, UBS

Mariela Vargova, Ph.D, Senior ESG Analyst, Invesco Ltd

2:30 PM |  CLOSING REMARKS & ADJOURNMENT

Alton Crooks, CFA, MBA, Managing Principal, Fidelis Capital LLC

Additional Details

Learning Outcomes

  • Exchange of views
  • Contemporaneous with current market data vendor landscape
  • Focus on potential market data industry changes
  • Thought leadership by practitioners

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.

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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.

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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.