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Filling the Global ESG Gap Before It’s Too Late!

September 19, 2023 | 8:30 AM - 4:00 PM

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Overview

The financial services industry has a long way to go to play its part in ESG and DEI change. With time running out, hear from global asset owners, local and federal government officials and other SDG experts about what we can do and how.

Agenda

8:30 AM | REGISTRATION

8:55 AM |OPENING REMARKS

Thomas Brigandi, CFA, Chair, CFA Society New York Board; Founder, CFA Society New York Asset Owner Series

9:00 AM | WHAT DOES BLENDED FINANCE NEED TO FILL THE SUSTAINABLE DEVELOPMENT FUNDING GAP?

Introduced by: Kamil Homsi, CEO, GRC Investment Group

Moderator

Krishnan Sharma, Chief, Strategic Engagement Unit, Financing for Development Office, United Nations

Panelists

Jay Collins, Vice Chairman of Banking, Capital Markets, & Advisory, Citi

Dr. Nnamdi Igbokwe, Director, Thought Leadership, Convergence

Emelly Mutambatsere, Manager, Development Impact Dept.- International Finance Corp., World Bank

Yana Watson Kakar, Managing Director and Head of Americas, CDPQ

10:00 AM | CAN SOVEREIGN BONDS CHANNEL INVESTMENTS TOWARD SUSTAINABLE DEVELOPMENT?

Introduced by: Mike Kroll, Ph.D., ESG Integration & Account Manager, Senior Lead, Responsible Alpha

Moderator

Tom Beloe, Chief of Programme at Sustainable Finance Hub, UNDP

Panelists

Jorge Ordonez, Director, Global ESG Sovereign Solutions, Citi

Maria del Pilar Garrido Gonzalo, Director for Development Cooperation, OECD

Marie Ottosson, Deputy Director-General, Sida

Thomas Tayler, Head of Climate Finance, Aviva Investors

Svetlana Klimenko, Global Lead for Sustainable Finance, World Bank

11:00 AM | PANEL

Introduced by: Katie Kolchin, CFA, Managing Director & Head of Research, SIFMA

Moderator

Dr. Hubert Danso, CEO & Chairman, Africa investor (Ai) Group, Chair, CFA Asset Owners Council

Panelists

Duncan Bonfield, Chief Executive, International Forum of Sovereign Wealth Funds

Jay Collins, Vice Chairman of Banking, Capital Markets, & Advisory, Citi

Erich Cripton, Director, Business Relations, CDPQ Global

Jarred Glansbeek, Executive Director, Chief Investment Officer, RisCura

Pedro Guazo, Chief Executive- Office of Investment Management, UN Joint Staff Pension Fund

Mahesh K. Kotecha, CFA, President, Structured Credit International Corp

Guly Sabahi, Senior Advisor on Climate Finance, NDC Partnership

12:00 PM | LUNCH

1:00 PM | PANEL

Introduced by: Deepika Sharma, CFA, Director, BlackRock

Moderator

Joyce Cacho, CFA, CAMS, CEO & President, Adinura Advisory Services, Inc. 

Panelists

Samantha Hill, Managing Director, Sustainable Investing, CPP Investments

Ariel Nicholas, VP, Climate Sales Specialist, MSCI

Juan Manuel Veron, CFA, CIO, México, Principal Financial Group México

2:00 PM | COFFEE BREAK

2:15 PM | KEYNOTE

Introduced by: Thomas Brigandi, CFA, Chair, CFA Society New York Board; Founder, CFA Society New York Asset Owner Series

Brad Lander, Comptroller, New York City

3:00 PM | CLOSING REMARKS

Antonio Rodriguez, CFA, Director of Investment Strategy, NYC Board of Education Retirement System 

3:05 PM | RECEPTION

Additional Details

Learning Outcomes

  • Asset Allocation
  • Manager Selection
  • Manager Monitoring
  • ESG Integration

Platinum Sponsor

Sponsors

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

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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.

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 seminars@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.