SOLD OUT!
November 29, 2022 | 8:00 AM - 6:00 PM  |  Boston Park Plaza Hotel - Boston, MA

Reasons to Attend:
    Top Event Speakers: relevant content from top-tier leaders in the space 
   Actionable ideas: insights and tools to help you understand and integrate sustainable investing practices
     Networking: valuable connections with speakers and attendees
     Member Bonus: Professional Learning Credit Hours!



Our annual Sustainable Investing Conference has become a leading venue for exposure to innovation and best practices in this rapidly growing area of investment management. Designed to help mainstream professionals, this event brings together thought leaders, practitioners, and asset owners to provide practical advice and share experience-based examples and insights. We present pertinent themes and connect those themes to professional practice and selectively include emerging areas of practice. And most importantly, attendees participate in a conversation including both asset owners and expert practitioners. Mainstreaming Sustainable Investing is our goal and mainstream investment professionals are our target audience. Attendees serve a range of clients from high net worth individuals and family offices through large institutional investors. They work for small firms and global asset managers. The organization and structure of the seminar consciously maintains the feel of a smaller forum to encourage conversations between speakers and attendees. At the same time, the diversity of the participants has been frequently cited as providing unique learning and networking opportunities.

AGENDA

07:30 AM - 08:15 AM   Registration Opens
     
07:45 AM - 08:30 AM   Continental Breakfast
     
08:30 AM - 08:45 AM   Welcome and Introductions
    Heather Young, CFA, Vice President and Portfolio Manager, Loomis, Sayles & Company and Chair of the Board, CFA Society of Boston
    Michael Greis, CFA, Principal, Riverbend Advisors and Chair of the Sustainable Investing Task Force
     
08:45 AM - 9:15 AM   Keynote:  
    Rick Lacaille, Executive Vice President, Global Head of ESG, State Street
     
9:15 AM - 10:00 AM   Keynote: Without Climate Stability, There Are No CFAs
    Spencer Glendon, Ph.D., Founder, Probable Futures 
     
10:00 AM - 10:30 AM   Morning Break/ Visit Exhibitors
     
10:30 AM - 11:00 AM   Fireside Chat with Keynotes
    Rick LacailleExecutive Vice President, Global Head of ESG, State Street
    Spencer Glendon, Ph.D., Founder, Probable Futures 
    Michael Greis, CFAPrincipal, Riverbend Advisors and Chair of the Sustainable Investing Task Force
     
11:00 AM - 12:00 PM   ESG Analysis & Integration – A Practitioner’s Perspective
    Moderator:
    Andrew Wetzel, CFA, Managing Director, Sustainable Investing, F.L. Putnam Investment Management Company
    Panelists:
    Michelle Buckley, CFA, CAIA, Portfolio Manager, Director of Multi-Asset Solutions, Boston Common Asset Management
    Kristoff Nelson, CFA, Managing Principal, Director of Credit Research, Income, Research + Management
    Rohit Shrivastava, CQF, Director of Equity Research & Portfolio Management, PanAgora Asset Management
     
12:00 PM - 01:00 PM   Lunch sponsored by Income, Research + Management
     
01:00 PM - 01:35 PM   Regulatory Reporting Implementation Part 1: European Practitioner Stories from the Field
    Moderator:
    Max Messervy, Head of Sustainable Investment, Americas, Mercer
    Panelists:
    Annie Chor Joyce, Managing Director, Head of ESG, Amundi US
    Whitney Sweeney, Investment Director, Sustainability, Schroders 
    Hanna Trueb, Senior Associate, ESG Research, MSCI
     
01:35 PM - 02:15 PM   Regulatory Reporting Implementation Part 2: What Can European Implementation Tell Us About How US Implementation Will Take Shape? 
    Moderator:
    Max Messervy, Head of Sustainable Investment, Americas, Mercer
    Panelists:
    Anthony Eames, Managing Director, Responsible Investment Strategy, Calvert Research and Management
    Sarah Bratton Hughes, Senior Vice President and Head of Sustainable Investing, American Century Investments
    Michael W. McGrath, CFAAsset Management and Investment Funds Partner, K&L Gates
     
02:15 PM - 02:30 PM    Afternoon Break
     
02:30 PM - 03:10 PM   Disclosure Standards for Investment Products – Early Experiences 
    Moderator:
    Deborah Kidd, CFA, Director, Global Industry Standards, CFA Institute
    Panelists:
    Cara Early, CFA, FSA, Senior Portfolio Strategist, Breckinridge Capital Advisors
    Barry Gladstein, CFA, FSA, Managing Director, Head of Sustainable Investing - Public Investments, Macquarie Asset Management
    Allen Xiao, CFA, CPA, FCSI, Deputy Chief Risk Officer, Amundi US
     
03:15 PM - 03:55 PM   Next Gen Data
    Moderator:
    Lawrence Pohlman, Ph.D., Director of Research, Adaptive Investment Solutions
    Panelists:
    Michael Robertson, CFA, Head of Systematic ESG Research, Fidelity Investments 
    Gaurav Trivedi, Executive Directors, ESG Research, MSCI Inc.
     
04:00 - 04:40 PM   Navigating the "S" in ESG
    Speaker: 
    Renee Connolly, Chief Diversity, Equity & Inclusion Officer and Head of Innovation HR Engagement & Inclusion, Merck KGaA, Darmstadt, Germany
     
04:45 PM - 05:45 PM   Networking Reception sponsored by Brown Advisory

ABOUT CONFERENCE SESSIONS


Navigating the "S" in ESG
While the "S" may be harder to measure, we can certainly see the impact it can have on a company and the risks it can present when ignored or mismanaged. We'll hear from a global company and how they are thinking about this from a broader "S" perspective.

Speaker
Renee Connoll, Chief Diversity, Equity & Inclusion Officer and Head of Innovation HR Engagement & Inclusion, Merck KGaA
The Next Generation of ESG Data
As new forms of ESG and climate data emerge, and new techniques leveraging natural language processing, machine learning and visualization make that data accessible, we are on the cusp of a new frontier of innovation.  However, using this data is not without its challenges.  These unique and potentially powerful data sets may be inconsistent, difficult to use in an investment context, or lower quality once you dig below the surface.  Our two experts in ESG data will engage in an in-depth conversation exploring their firms' approach to using alternative data, the most interesting data sets and insights they’ve gleaned so far, a frank discussion of the challenges, and a view to the future of alternative ESG data.

Speaker

Guarav Trivedi, Head of Thematic and Macro ESG models, MSCI


ESG Analysis & Integration – A Practitioner’s Perspective
In 2022 the acronym ESG has been called under scrutiny.  While some concerns related poor marketing practices (greenwashing) are justified, much of the broader blowback can be due to a misunderstanding of what “ESG” actually is and the important role it plays in institutional investment management.  With the state of ESG confusion spiraling into politicization and scapegoating for failed government policies, it’s time to refocus on ESG as a risk management tool within the investment industry.

Our panel of ESG experts will explore the current state of the industry and use CFA Institute’s “Global ESG Disclosure Standards for Investment Products” terminology recommendations to clearly define sustainable investment approaches as a framework for a deep dive into ESG analysis and integration.  We will explore ESG analysis in the research process, portfolio construction considerations, team structure, and other topics. This session will address the criticism that ESG is merely a values-based exclusions strategy and outline how ESG can lead to better business outcomes and improved risk adjusted returns for investment managers.  
 
Moderator
Andrew Wetzel, CFA, Managing Director, Sustainable Investing, F.L. Putnam Investment Management Company
Panelists
Michelle Buckley, CFA, CAIA, Portfolio Manager, Director of Multi-Asset Solutions, Boston Common Asset Management
Kristoff Nelson, CFA, Managing Principal, Director of Credit Research, Income, Research + Management
Rohit Shrivastava, CQF, Director of Equity Research & Portfolio Management, PanAgora Asset Management

Regulatory Reporting Implementation Part 1: European Practitioner Stories from the Field
In this session, we will hear from financial services firms operating in the EU-region who have recently published their first round of compulsory reports under
Sustainable Financial Disclosure Regulation (SFDR) and other European reporting regimes that have come into force this year. Our panelists will discuss their process for interpreting the requirements, standing up their reporting programs, vendor selection and partnerships, data collection, and discuss what went well, what didn't go so well, and what's next. 

Panelists
Annie Chor Joyce, Managing Director, Head of ESG, Amundi US
Max Messervy, Head of Sustainable Investment, Americas, Mercer
Whitney Sweeney, Investment Director, Sustainability, Schroders 


Regulatory Reporting Implementation Part 2: What Can European Implementation Tell Us About How US Implementation Will Take Shape?
Using the discussion from the previous session our panelists will compare and contrast US regulatory reporting regimes, currently in draft form, against the European equivalents and discuss how the European compliance experience can give practitioners insight into how the implementation experience will be in the US. Finally, the panel will discuss what changes we can expect to the final rules and what preparations firms can start making today to accelerate their compliance programs (or position themselves to take advantage of this emergent data set when it comes into force in early 2024).  

Panelists
Anthony Eames, Managing Director, Responsible Investment Strategy, Calvert Research and Management
Sarah Bratton Hughes, Senior Vice President and Head of Sustainable Investing, American Century Investments
Michael W. McGrath, CFA, Asset Management and Investment Funds Partner, K&L Gates
Max Messervy, Head of Sustainable Investment, Americas, Mercer 

Disclosure Standards for Investment Products – Early Experiences
Global ESG Disclosure Standards for Investment Products were issued in November 2021.  They serve as ethical standards for the fair representation and full disclosure of an investment product’s ESG approaches.  One year on, our panel, representing a range of institutions, will share early experiences  with the Standards - the experiential what, why and how from early adopters.  We will also take a look at what’s ahead for the Standards. 

Speakers
Allen Xiao, CFA, CPA, FCSI, Deputy Chief Risk Officer, Amundi US
Deborah Kidd, CFA, Director, Global Industry Standards, CFA Institute

New Keynote Speaker Added

Spencer Glendon, Ph. D.

Founder, Probable Futures

Without Climate Stability, There Are No CFAs
For 12,000 years, Earth's climate was stable. So stable that people gradually stopped noticing it as they built ever more complex societies, filled with specialists (including Financial Analysts) who assumed it was unimportant. Now that the climate is no longer stable, we need to develop awareness, frameworks, and practices to understand it, incorporate it, and manage it. The more wisely and swiftly we act, the better.

Dr. Spencer Glendon is a generalist with formal degrees in Industrial Engineering and Economics, and extensive training and experience in finance, history, and languages. He has lived and worked in Michigan, Chicago, Germany, Russia, China, and Boston. His work is inspired by the wealth of empirical data behind climate science, and its potential application for informing decisions.

For 18 years, Dr. Glendon was a Macroanalyst, Partner, and Director of Investment Research at Wellington Management, an investment management firm with more than $1 trillion in client assets. In that role, he spent several years focusing on models in climate science and finance, and understanding the gaps between the two disciplines and their practitioners.

Beginning in 2017, Spencer devoted himself exclusively to collaborating with Woodwell Climate and others to research the effects of climate change on civilization and share those findings publicly. In 2020, he founded Probable Futures – which aims to change how we think about, talk about, and plan for the future of our society and our planet. Probable Futures, in partnership with Woodwell Climate, is building better frameworks, tools, and storytelling to help people prepare for—and choose between—the futures that the climate offers us.
 

Rick Lacaille

Executive Vice President, Global Head of ESG, State Street

Rick Lacaille is executive vice president and global head of environmental, social and governance (ESG) initiatives at State Street. In his current role, he provides enterprise leadership for our ESG program to ensure a well-coordinated and optimized approach to our ESG policies, products, initiatives and thought leadership. Prior to his current role, Rick was the global chief investment officer (CIO) at State Street Global Advisors from 2008 to April 2021. He was also the global head of Quantitative Active Equities and European CIO.  Before joining State Street Global Advisors in 2000, he held various roles in Quantitative Fund Management and Research at Gartmore Investment Management, including the head of Quantitative Research and Structured Equities.

Rick has a Bachelor of Science (Honors) degree in operational research from Lancaster University and Master of Science degree in econometrics from London Guildhall University. Rick is a member of the MSCI Advisory Council, the FTSE Russell ESG Advisory and Sustainable Investment Committee and is Chair of the Asset Management Committee

Sponsorship Opportunities

Our last year Sustainable Investing Conference drew over 200 attendees from firms such as MSCI, Oppenheimer Funds, Pax Works Management LLC, Trillium Asset Management,
and T. Rowe Price. 

Interested in Sponsoring the
2022 Sustainable Investing Conference? Click Here


Registration SOLD OUT

Member Registration
Early Bird until September 16 | $250
Regular Registration Sept 17 - Nov 18 | $300
Late Registration after Nov 18th | $325

Non-Member Registration
Early Bird until September 16 | $350
Regular Registration Sept 17 - Nov 18 | $400
Late Registration after Nov 18th | $425

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