How One Endowment and One Family Office are Implementing ESG Investments

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Cvent Transition Guide ⭢

How One Endowment and One Family Office are Implementing ESG Investments

October 26, 2020

Overview

A virtual Asset Owner Series™ event

Michael Barry of Georgetown University Investment Office and Liesel Pritzker Simmons of Blue Haven Initiative have wrestled with ESG data and investments in their long run planning. Hear what has worked for them.

CFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars.

Agenda

12:00 PM | WELCOMING REMARKS

Deepika Sharma, CFA, Director, Manager Research Team in Multi-Asset Strategies & Solutions, BlackRock; Board Member, CFA Society New York

12:05 PM | INTERVIEW, DISCUSSION

Interviewer

Michael Barry, CFA, CIO, Georgetown University Investment Office

Interviewee

Liesel Pritzker Simmons, Principal, Blue Haven Initiative

1:00 PM |  CLOSING REMARKS & ADJOURNMENT

TBA

Additional Details

Areas of Focus

  • Asset Allocation
  • ESG Integration, Due Diligence and Manager Monitoring
  • US Macro View

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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.

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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.

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