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See pictures from
last year's seminar.

Robert G. Eccles, PhD
Professor Harvard Business School, Board of Directors, SASB

Bob Eccles will wrap up the Sustainable Investing Seminar with a recap of the day's insights, tools & takeaways.



1.    
The theme of this year's seminar is Moving into the Mainstream. What does that mean to you?
2.    
Why is it important for financial professionals to increase their knowledge about Sustainable Investing?
3.    
Why are clients increasingly interested in sustainable investing products?
4.    
What "tools of the profession" might seminar participants walk away with?
5.    

Where do you see ESG and sustainable investing going over the next five years?

JOIN US
Thursday, November 19, 2015 
 Don't miss the 2015 Sustainable Investing Seminar.
Last year's attendance increased by 64% from the previous year.
REGISTER 
$250 members   |   $350 non-members 

OVERVIEW

Our 3rd annual SI Seminar is designed to:

• Help mainstream investment professionals navigate SI challenges
• Demonstrate how to successfully respond using the tools of our profession
• Bring together thought leaders, practitioners and asset owners 
• Educate through practical, experience-based examples you can use in your professional practice

Why you need to attend: 

• More clients are discussing sustainable investing products 
• Savvy investment managers apply sustainable investing principles and practices 
• Sensational headlines heighten awareness of huge sources of financial risk for long-term investors
(environmental, social and governance issues)
• Forward-thinking investors fear that the long-term may be here sooner than expected

Climate change • Social unrest • Income inequality • Financial system stability • Resource scarcity

AGENDA
Thursday, November 19, 2015
7:30 a.m. - 6:00 p.m.

Sequence of sessions is subject to change.

7:30    Registration Opens
 
7:45  Continental Breakfast
 
8:45  Welcome and Introductions
 
9:00  Risk of Climate Change
  - Robert Litterman, PhD, Risk Committee Chairman, Kepos Capital LP
 
9:45 Implementation of Sustainability Accounting Standards
  - Jean Rogers, PhD PE, CEO, Sustainability Accounting Standards Board (SASB)
 
10:30 BREAK
 
11:00 Incorporating Climate Change into Portfolio Management & Construction
  -  Cheryl Smith, PhD, CFA, Managing Partner, Trillium Asset Management - Moderator
  - Heidi H. Vanni, CFA, Portfolio Manager, Boston Trust & Investment Management Company 
 
11:45  Asset Owner Conversation: Manager Selection and Communication
  - Daniel Ingram, Head of Responsible Investment, BT Pension Scheme Management 
  -  Timothy J. McCarthy, CFA, Director of Investor Counterparty Services, Wellington Management Company
 
12:30 LUNCH
 
1:30  Governance
  - Ric Marshall, Executive Director, MSCI® ESG Research, Moderator 
  -  Robert M. Wilson, Jr., Investment Officer and Research Analyst, MFS Investment Management®
  -  Malcolm (Mac) Ryerse, Columbia Threadneedle Investments 
 
2:15 Performance
  - Andreas G. F. Hoepner, PhD, Senior Academic Fellow, PRI and Associate Professor of Finance, ICMA Centre, Henley Business School - Moderator
  - Stephen R. Freedman, PhD, CFA, Head of US Thematic and Sustainable Investing Strategy, UBS
 
3:00 BREAK
 
3:30 Fiduciary Duty and ERISA
  -  Sonal Mahida, Senior Consultant, U.S. Strategic Projects, PRI - Moderator
  -  Vonda Brunsting, Director of the Capital Stewardship Program, Service Employees International Union (SEIU)
  - Lindsay B. Jackson, Associate, Morgan, Lewis & Bockius LLP 
  - David H. Webber, Associate Professor of Law, Boston University School of Law
 
4:15 Tools & Takeaways: A recap of today's insights.
  -  Robert G. Eccles, PhD, Professor, Harvard Business School, Board of Directors, Sustainability Accounting Standards Board (SASB) 
 
5:00 - 6:00 NETWORKING RECEPTION
REGISTER 
$250 members   |   $350 non-members