Sustainable Investing was accelerating at a pace few would have anticipated when this seminar made its debut in 2013. The language, tools, and practices of sustainable investing are increasingly being applied in traditional investment environments. At the same time, a large and increasing variety of sustainable investment-focused offerings and products have become available to investors. Designed to help mainstream professionals navigate the explosion of approaches and increased client demand, this yearly event brings together thought leaders, practitioners, and asset owners to provide practical advice and share experience-based examples and insights.

Thursday, November 17, 2016
7:30 a.m. - 7:00 p.m.

Sequence of sessions is subject to change.

7:30    Registration Opens

7:45  Continental Breakfast

8:45  Welcome and Introduction
  Michael Greis, CFA, Principal, Riverbend Advisors and Chair of the Seminar Committee 
9:00  Keynote Address

John Streur, President & CEO, Calvert Investments

9:45 Products and Platforms
  - Anna Snider, CAIA®, Head of Due Diligence, CIO Office, Merrill Lynch

10:30 BREAK

11:00 The Promise and Peril of Fund Ratings
  Anna Snider, CAIA®, Head of Due Diligence, CIO Office, Merrill Lynch - Moderator
  Noel Friedman, CFA, Business Manager, ESG Research Products, MSCI 
  - Jon Hale, PhD, CFA, Head of Sustainability Research, Morningstar, Inc.
  Sarah Smith, Director of Institutional Relations, Sustainalytics 

11:45  A Fresh Perspective on Engagement
  - Cheryl Smith, CFA, Managing Partner, Trillium Asset Management - Moderator 
  - George Serafeim, Jakurski Family Associate Professor, Harvard Business School 
  Pat Zerega, Senior Director Shareholder Advocacy Executive, Mercy Investment Services

1:15 LUNCH

2:00 The Quants are Coming  ... The Quants are Here
  - Gareth Davies, Head of Responsible Investment, Columbia Threadneedle - Moderator
  Laurent De Greef, Senior Vice President, Director, Global Consultant Relations, Acadian Asset Management 
  Andreas Feiner, Founding Partner and Head of ESG Research & Advisory, Arabesque Asset Management
  Quyen Tran, Equity Portfolio Specialist, Wellington Management

3:00 Performance - Fixed Income Topics
  - Andreas G. F. Hoepner, PhD, Senior Academic Fellow, PRI and Associate Professor of Finance, ICMA Centre, Henley Business School
  - Pernille Jessen, Head of Credit, Unipension Denmark

3:45 BREAK

4:15 Long Term Investing and Systemic Impacts - the Investor and Corporate Perspectives
  Steve Lydenberg, CFA, Partner, Strategic Vision, Domini Social Investments; Founder & CEO, The Investment Integration Project
  Tim YoumansResearch Director, CECP's Strategic Investor Initiative (SII)

5:00 Focusing Capital on the Long Term
  Sarah Williamson, CFA, CEO, Focusing Capital on the Long Term

5:45 - 

Save $10 when you register for the Sustainable Investing Seminar AND the previous day's SASB Standards Workshop -- both at Sheraton Boston Hotel.
To receive discount, add both events to your shopping cart.



If your firm is interested in sponsoring this event, contact Stephanie Field



Great Lead-In to this Sustainable Investing Seminar

Using SASB Standards in Valuation:
A Hands-On Workshop

Wednesday, November 16, 2016 from 4:00 - 6:00 p.m.

Also at Sheraton Boston Hotel

Information and Registration


See past conferences' topics, speakers, agendas, sponsors, and content samples.


Robert Eccles, PhD

Bob Litterman, PhD

Jean Rogers, PhD PE