$129

Diversity & Inclusion Investment Action Forum

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$129

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Incorporating D&I into institutional investment strategies across asset classes.

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		Diversity & Inclusion Investment Action Forum image

Please join CleanTechIQ, alongside Impax Asset Management, MSCI & Veris Wealth Partners, at the 3rd annual Diversity & Inclusion Investment Action Forum.

In a series of concise virtual discussions, this forum will provide insight into how forward-thinking institutional investors are incorporating diversity & inclusion (D&I) themes into their investment and shareholder engagement strategies.

Complimentary admission is offered to asset owners (pensions, foundations, endowments, SWFs, family offices) and investment consultants . Please email info@cleantechiq.com for more information about complimentary registration.

Agenda: Day 1- August 11th, 2021(all times are Eastern Time)

11:00am Incorporating diversity & inclusion into investment strategy

  • Aubre Clemens, Executive Director, Sustainable Investing Due Diligence, J.P. Morgan Private Bank
  • Christine Cappabianca, VP & Portfolio Manager, Impax Asset Management
  • Jimmy Yan, Special Counsel to Chief Investment Officer & Deputy Comptroller for Asset Management, Office of the New York City Comptroller
  • Mika Malone, Managing Principal, Consultant, Meketa Investment Group (moderator)

11:45am Top strategies for building successful emerging manager programs

  • Chavon Sutton, Senior Investment Director, Sustainable & Impact Investing Research, Cambridge Associates
  • Kirk Sims, CFA, Director - Head of Emerging Manager Program, Teacher Retirement System of Texas
  • Catherine Chen, CIMA, AWM, Managing Director and Financial Advisor, SRI Wealth Management Group, RBC Wealth Management (moderator)

12:15pm Fireside Chat with Sally Bridgeland, Chair, Impax Asset Management & Non Executive Director: Royal London, Local Pension Partnership, Pension Insurance Corporation, and RSA.

12:45pm Defining the benefits of diversity in investment portfolios with new tools and metrics

  • Sarah Maynard, Global Head, External Inclusion & Diversity Strategies and Programs, CFA Institute
  • Nelle Coady, Executive Director, ESG Client Coverage; Head of ESG Consultants Americas, at MSCI

Day 2 - August 12th, 2021

11:00am How shareholder engagement on D&I Issues is driving change

  • Heather Smith, Lead Sustainability Research Analyst, Impax Asset Management
  • Lydia Kuykendal, Director of Shareholder Advocacy, Mercy Investment Services, Inc.
  • Maureen O’Brien, Vice President, Corporate Governance, Segal Marco Advisors

11:50am Fireside Chat with Danielle Deane-Ryan, Head of Climate Funders Justice Pledge, Senior Advisor, The Libra Foundation, Social Mission Board Member, Seventh Generation

  • In conversation with Stephanie Cohn Rupp, CEO & Partner, Veris Wealth Partners

12:15pm Presentation: driving diversity & inclusion in private markets

  • Raelan Lambert, Global Alternatives Leader, Mercer

All forum sessions will be recorded and available for future viewing online by all registrants.

Complimentary admission is offered to asset owners (pensions, foundations, endowments, SWFs, family offices) and investment consultants . Please email info@cleantechiq.com for more information about complimentary registration.

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Organizer CleanTechIQ

Organizer of Diversity & Inclusion Investment Action Forum

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