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.

NEW- Featuring Two Keynote Speakers

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

George Serafeim

Charles M. Williams Professor of Business Administration, Harvard Business School

George Serafeim is the Charles M. Williams Professor of Business Administration, the Faculty Co-Chair of the Impact-Weighted Accounts Project, and the Co-Principal Investigator of the Climate and Sustainability Impact AI Lab at Harvard Business School. He is currently teaching the course "Risks, Opportunities and Investments in an Era of Climate Change" that he designed for the elective curriculum of the MBA program and the course "Financial Reporting and Control" in the required MBA curriculum. Previously, he taught, with Professor Rebecca Henderson, the elective course “Reimagining Capitalism: Business and Big Problems”, which received the Ideas Worth Teaching Award from the Aspen Institute and the Grand Page Prize. He has presented his research in over 60 countries around the world and ranks among the top 10 most popular authors out of over 12,000 business authors on the Social Science Research Network. His forthcoming book "Purpose and Profit: How Business Can Lift Up the World" will be available in summer of 2022. of the Investment Association.  He is a writer and broadcaster on investment issues and speaks frequently at industry conferences.

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 Now Open

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

Register Now

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