ESG-IQ Forum

ESG-IQ Forum

Date/Time
Date(s) - 28/02/2019
7:30 am - 4:00 pm

Location
Yale Club of New York City

Categories


The increasingly acute recognition among institutional investors that traditional portfolio theory does not capture the systemic risks in investment portfolios, coupled with the desire to understand the overall impact of investments, is driving investors to seek strategies based on ESG factors.

Our ESG-IQ Forum brings together leading institutional asset owners, asset managers, major investment consultants and private wealth gatekeepers. Our prominent speakers will discuss high-priority investment themes, due diligence, risk management, increased disclosure and engagement strategies being driven by the growth of ESG integration across asset classes.


SPONSORS

Sponsors


AGENDA

7:30am           Registration & Breakfast Networking


8:20am          Welcome Remarks


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

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

  • Michael Cappucci, SVP, Compliance & Sustainable Investing, Harvard Management Company
  • Corey Amon, Deputy Director at State of New Jersey, Division of Investment
  • Anna Snider, Head of Due Diligence, Global Wealth and Investment Management CIO Office, Merrill Lynch
  • Cambridge Assocates (moderator)

 


9:15am           The Evolution of ESG Data and Reporting 

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

  • David Richardson, Executive Director, Client Service & Business Development, Impax Asset Management
  • Linda-Eling Lee, Managing Director & Global Head of ESG Research, MSCI


10:05am          Managing ESG Issues Through Shareholder Engagement

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

  • Courteney Keatinge, Director, Environmental, Social & Governance Research, Glass Lewis
  • Maureen O’Brien, Vice President, Director of Corporate Governance, Segal Marco Advisors
  • Millicent Budhai, Director of Corporate Governance, NYC Comptroller’s Office

10:50am         Coffee Networking Break


11:10am       Integrating UN Sustainable Development Goals

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

  • Marie Morice, Sustainable Finance Senior Advisor, UN Global Compact
  • Guillaume Mascotto. V.P., Head of ESG & Investment Stewardship, American Century Investments
  • Tapiwa Sikipa, Senior Portfolio Manager, World Bank Treasury

 


12:00am   Keynote Presentation: Social Impact Bonds

  • Hervé Duteil, Head of Sustainable Finance & CSR, Americas, BNP Paribas

12:30pm   Networking Lunch


1:30pm      Executive Interview w/ Major Public Pension Fund CIO


1:50pm          Breakout Session Tracks

The Role of Impact investing for Institutional Investors

Investing in Sustainable Food & Agriculture 

ESG in Private Markets Investing

  • AJ Brohinsky, Vice President, Private Equity for the Americas, Caisse de dépôt et placement du Québec (CDPQ)

2:45pm  ESG Integration in Fixed Income

Fixed income managers will discuss how they are increasingly using ESG to manage credit risk and generate alpha.

  • Anne Marie Griffith, Managing Director, APG Asset Management
  • Michael Kashani, Global Head of ESG Portfolio Management – Fixed Income, Goldman Sachs Asset Management
  • David Loehwing, US Head of Sustainable Investing, Impax Asset Management LLC | PAX World Funds
  • Max Messervy, Senior Investment Consultant, Responsible Investment, Mercer (moderator)

3:30pm           Closing Remarks & Coffee Networking

4:00pm           Event Concludes


CONFIRMED SPEAKERS

  • Corey Amon

    Corey Amon

    State of New Jersey
    Deputy Director
    Division of Investment
  • Michael Cappucci

    Michael Cappucci

    Harvard Management Company
    SVP, Compliance & Sustainable Investing, Harvard
  • Hervé Duteil

    Hervé Duteil

    BNP Paribas
    Head of Sustainable Finance & CSR, Americas
  • Anne Marie Griffith

    Anne Marie Griffith

    APG Asset Management
    Managing Director
  • Michael Kashani

    Michael Kashani

    Goldman Sachs Asset Management
    Global Head of ESG Portfolio Management – Fixed Income
  • Courteney Keatinge

    Courteney Keatinge

    Glass Lewis
    Director, Environmental, Social & Governance Research
  • Linda-Eling Lee

    Linda-Eling Lee

    MSCI
    Managing Director & Global Head of ESG Research
  • David Loehwing

    David Loehwing

    Impax Asset Management LLC | PAX World Funds
    U.S. Head of Sustainable Investing
  • Guillaume L. Mascotto

    Guillaume Mascotto

    American Century Investments
    V.P., Head of ESG & Investment Stewardship
  • Marie Morice

    Marie Morice

    UN Global Compact
    Sustainable Finance Senior Advisor
  • Maureen O’Brien

    Maureen O’Brien

    Segal Marco Advisors
    Vice President, Director of Corporate Governance
  • David Richardson

    David Richardson

    Impax Asset Management
    Executive Director, Client Service & Business Development
  • Tapiwa Sikipa

    Tapiwa Sikipa

    World Bank Treasury
    Senior Portfolio Manager
  • Anna Snider

    Anna Snider

    Merrill Lynch
    Head of Due Diligence, Global Wealth and Investment Management CIO Office

Please contact info@cleantechiq.com for more information about this event.

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