$495

ESG-IQ Forum

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151 West 42nd Street

New York, NY 10036

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The ESG-IQ Forum is bringing together 150 leading institutional investors, asset management firms, investment consultants, private banks and family offices.

Our prominent speakers will discuss high-priority sustainable investment themes, manager due diligence, portfolio risk management, increased disclosure and shareholder engagement strategies being driven by the growth of sustainable investing across asset classes.

Registration is limited. Please contact info@cleantechiq.com for more information.



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AGENDA

7:45am Registration & Networking Breakfast


8:30am ESG in Fund Manager Selection, Key Themes & Portfolio Monitoring

Asset owners and fund selectors will discuss important issues impacting fund manager selection, including how they are integrating ESG into new investment mandates and creating standards for fund manager evaluation.

  • Anna Snider, Head of Due Diligence, Global Wealth and Investment Management CIO Office, Merrill Lynch
  • Michael Cappucci, SVP, Compliance & Sustainable Investing, Harvard Management Company
  • Brian Meath, Chief Investment Officer, Multi-Asset Solutions, Russell Investments
  • Sarah Hoyt, Investment Director, Cambridge Associates (moderator)

9:15am Using ESG Data and Improving Corporate Disclosures to Manage Portfolio Risk

Investors and experts will uncover the types of data they are they collecting on ESG-related outcomes, pricing climate risks and analyzing the materiality of ESG.

  • Giulia Christianson, Head of Sustainable Investing, World Resources Institute (WRI)
  • Linda-Eling Lee, Managing Director & Global Head of ESG Research, MSCI
  • David Richardson, Executive Director, Client Service & Business Development, Impax Asset Management (moderator)

10:00am Managing ESG Issues through Shareholder Engagement

A deep dive into what makes for successful shareholder engagement, top corporate governance themes for the 2019 proxy season and disclosure frameworks.

  • Millicent Budhai, Director of Corporate Governance, NYC Comptroller’s Office
  • Maureen O’Brien, Vice President, Director of Corporate Governance, Segal Marco Advisors
  • Casey Clark, Director of Sustainable & Impact Investing, Glenmede Trust
  • Jessica McDougall, Vice President, Investment Stewardship and Corporate Governance, BlackRock
  • Courteney Keatinge, Director, Environmental, Social & Governance Research, Glass Lewis (moderator)

10:45am Coffee Break


11:05am Integrating UN Sustainable Development Goals

This panel will explore opportunities for investors to finance solutions to the world’s most pressing problems through public & private market strategies that can attract investment at scale as well as the latest best practices in SDG reporting.

  • Andrew Lee, MD, Deputy Global Head - CIO UHNW & Alternatives, Chief Investment Office, UBS
  • Tapiwa Sikipa, Senior Portfolio Manager, World Bank Treasury
  • Guillaume Mascotto, V.P., Head of ESG & Investment Stewardship, American Century Investments

12:00pm Keynote Presentation: Social Impact Bond Case Study

  • Hervé Duteil, Managing Director, Chief Sustainability Officer, Americas, BNP Paribas

12:30pm Networking Lunch


1:30pm Investing in Sustainable Food & Agriculture

Big investors are using their clout and their dollars to invest in companies that are taking concrete steps to make food and agriculture more sustainable and manage the long-term risks that face the industry.

  • Ingrid Dyott, Managing Director, Senior Portfolio Manager, Neuberger Berman
  • Aarti Ramachandran, Head of Research & Engagements, FAIRR Initiative
  • Siobhan Collins, Senior Manager, Food and Capital Markets, Ceres (moderator)

2:15pm ESG in Private Markets

Learn how private market investors are evolving the discussion from risk management to value creation, successfully integrating ESG into their investment strategies, and collecting data on outcomes for LPs.

  • AJ Brohinsky, Vice President, Private Equity for the Americas, Caisse de dépôt et placement du Québec (CDPQ)
  • Samar Abbas, Senior Associate, StepStone Group
  • Julia Wittlin, Senior Portfolio Manager, Managing Director, BlackRock Private Equity Partners
  • Meredith Jones, Partner, Global Head of Responsible Investing, Aon Hewitt Investment Consulting (moderator)

3:00pm Coffee Break


3:20pm The Role of Impact Investing for Institutional Investors

  • Guillaume Mascotto, V.P., Head of ESG & Investment Stewardship, American Century Investments

3:45pm ESG Integration in Fixed Income

Fixed income managers will discuss how they are increasingly using ESG to manage credit risk and generate alpha and the role of credit rating agencies.

  • Ann Marie Griffith, Managing Director, Fixed Income, APG Asset Management US Inc.
  • Michael Kashani,Global Head of ESG Portfolio Management - Fixed Income, Goldman Sachs Asset Management
  • Tony Trzcinka, Portfolio Manager, Pax Core Bond Fund, Pax Balanced Fund, Impax Asset Management LLC | PAX World Funds
  • Max Messervy, Senior Investment Consultant, Responsible Investment, Mercer (moderator)

4:30pm Closing Remarks & Networking Reception

5:30pm Event Concludes



CONFIRMED SPEAKERS



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Date and Time

Location

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151 West 42nd Street

New York, NY 10036

View Map

Refund Policy

No Refunds

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