Conference / Seminar, Global Passport, Sustainable Investing, Virtual Events & Programming

Net Zero Business Models & Net Zero Global Economy: Innovation and the Real Transition

March 1, 2023 | 12:30 PM - 7:00 PM

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Overview

Co-Hosted by: Sustainable Investing Group & FutureZero

Hear from asset owners, asset managers and company heads about cutting edge techniques to approach Net Zero implementation. This event will be valuable to professionals in the sustainable roles at financial services firms.

Agenda

12:30 PM | REGISTRATION

1:00 PM | WELCOME & INTRODUCTION – CAPITAL ALLOCATION AS THE ACCELERATOR TO A NET ZERO WORLD

Adam Phillips, Co-Chair, Sustainable Investing Thought Leadership Group

1:10 PM | PANEL: INNOVATION & TRANSFORMATION OF BUSINESS MODELS & INDUSTRY ECOSYSTEMS TO NET ZERO: IDENTIFYING THE WINNERS vs GREENWASHING AND HIDDEN RISKS

Moderator

Matt Orsagh, CFA, CIPM, Director, RISE Sustainability Investment Consulting

Panelists

Chris Librie, Senior Director – ESG, Applied Materials

Nathan Niese, Ph.D., Partner, Boston Consulting Group

Dan Winters, CRE, Senior Director – Strategic Initiatives, GRESB

2:10 PM | PANEL: 100% CARBON FREE ENERGY AS THE FOUNDATION TO NET ZERO BUSINESS MODELS: THE MYTHS, REALITIES (ELECTRIFICATION, DIGITAL) – ACCELERATING THE N.A. DIGITAL POWER GRID TRANSITION

Moderator

Kristin Barbato, Co-Founder & President, Dynamo Energy Hub

Panelists

Aurora Ortega-Geis, PCC, National Strategic Partner and Head Coach, New Apprenticeship

Jeffery Preece, Director, Research & Development, Electric Power Research Institute (EPRI)

Jack Joyce, Regional Executive Director, Americas, Reactive Technologies

3:10 PM | COFFEE BREAK

3:25 PM | PANEL: THE FOUR PATHWAYS TO NET ZERO BUSINESS MODELS: THE BOOK AND BEST PRACTICES RESEARCH INSIGHTS – CREDIBLE NET ZERO TRANSITION PLANS + ESG 2.0 (CORPORATE & INSTITUTIONAL INVESTORS)

Moderator

Adam Phillips, Co-Chair, Sustainable Investing Thought Leadership Group

Panelists

Mark Van Clieaf, Managing Director, FutureZero

Tamara Close, CFA, Founder and Managing Partner, Close Group Consulting

Sara E. Murphy, Chief Strategy Officer, The Shareholder Commons

4:25 PM | PANEL: NET ZERO INVESTMENT PORTFOLIOS AND STRATEGIC/SECTOR ENGAGEMENT FOR THE TRANSITION

Introduction: Henrik Jeppesen, CFA, CIPM, CAIA, Co-Chair, Sustainable Investing Thought Leadership Group

Moderator

Sukyong Yang, CPA, CA, CFA, Adjunct Professor at Concordia University – Montreal and Director, Kenneth Woods Portfolio Management Program (KWPMP)

Panelists

Matt Christ, Portfolio Manager, Ninety One

Anne Simpson, Global Head of Sustainability, Franklin Templeton

Swami Venkataraman, CFA, Associate Managing Director, ESG, Moody’s Investors Service

5:25 PM | PANEL: NET ZERO – STRATEGIC LEADERSHIP GLOBAL RESEARCH STUDY INITIATIVE – ENROLLMENT

Sandy J. Miles, Ph.D., GPHR, SPHR, Strategic Partner, FutureZero

John Swannick, Strategic Partner, FutureZero – UK, EMEA, North America

5:40 PM | WRAP UP AND KEY TAKE AWAYS

5:55 PM |  NETWORKING RECEPTION

Additional Details

Learning Outcomes

Key Corporates, Strategic Advisors, Institutional investors identify the risks and opportunities for the rapidly emerging Net Zero world and its implementation.

including :

  • Identify the scale of risks to investment portfolios due to Net Zero
  • Recognize the core sectors for transformation for Net Zero and why
  • Clarify what is a Bona Fide Net Zero Transition Plan ( NZTP )
  • Identify the 4 Pathways to Net Zero that companies can consider
  • Discern possible Greenwashing at investee companies
  • Recognize misleading electrical power ( scope 2 ) disclosures
  • Discover how to engage strategically with investee companies for Net Zero
  • Recognize misaligned metrics, targets and incentive designs for Named Officers and required alignment to Accelerate  to Net Zero / Sustainable Business and higher returns
  • Risks and opportunities for the rapidly emerging Net Zero world and its implementation identified by:
    Key Corporates
    Strategic Advisors
    Institutional investors

Event Sponsors

Click the logo below  to read about MSCI’s Net Zero initiatives

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:

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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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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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