FIFTH ANNUAL SUSTAINABLE INVESTING SEMINAR

As companies have become more environmentally and socially focused, sustainable investors are moving away from divestment and towards using ESG data to look for opportunities as well as moving into thematic and impact investing. New platforms continue to be developed to measure sustainability and provide more transparent and reliable data. However, work continues to standardize company reporting and educate both investors and advisors on the best way to use ESG data in constructing investment portfolios.

Join us for our fifth annual Sustainable Investing Seminar on Monday, November 13, 2017 as an impressive array of industry professionals who will present on topics that include engagement, fixed income and performance, and quantitative analysis. An underlying focus on data and its future direction in the industry will be present throughout all the presentations. 

2017 SPEAKERS

 Keynote Speakers
     
KEN HOKUGO    MARK D. WISEMAN 
Director of Hedge Fund Investments
Pension Fund Association of Japan 		   Global Head of Active Equities &
Chairman of BlackRock Alternative Investors 

 

AGENDA

7:30 am    Registration Opens
     
7:45 am    Continental Breakfast
     
8:45 am   Welcome and Introductions
     
9:00 am    Opening Keynote 
    KEN HOKUGO
Director of Hedge Fund Investments, Pension Fund Association of Japan
     
 9:45 am   Green not Greenwashing: Separating Strategy from Story
    JASON JAY, Ph.D. -- Moderator
Senior Lecturer, Sustainability and Director of the Sustainability Initiative, MIT Sloan School 
    DAVID STANGIS
Vice President, Corporate Responsibility, Chief Sustainability Officer, Campbell Soup
    NELSON SWITZER
Vice President and Chief Sustainability Officer for Nestlé Waters North America
    DAVID TULAUSKAS
Sustainability Director, General Motors Company
     
 10:30 am   BREAK
     
 11:00 am   ESG Product Development
    NOEL FRIEDMAN, CFA
Executive Director, Business Manager, ESG Research PRoducts, MSCI, Inc. 
    EDWARD FARRINGTON, AIF
Executive Vice President Natixis Global Asset Management — U.S. Distribution
    JORDAN FARRIS
Vice President, Head of ETF Product Development, TIAA Nuveen
    DAVID KING
Head of ESG, Fidelity Investments
     
 12:00 pm   LUNCH
     
 1:00 pm   Afternoon Keynote
    MARK D. WISEMAN
Global Head of Active Equities & Chairman of BlackRock Alternative Investors
    MICHAEL GREIS, CFA - Discussant 
Principal, Riverbend Advisors
     
 2:00 pm   Innovations in Reporting: Delivering a Better Investment Message
    MATTHEW PATSKY, CFA -- Moderator
CEO & Portfolio Manager, Trillium Asset Management
    ANN CONDON
Director, Resource and Environmental Strategies, General Electric Company
    SOPHIA MENDELSOHN
Head of Sustainability, JetBlue
     
 2:45 pm   BREAK
     
 3:15 pm   Building Personalized Sustainable Investing Portfolios for High Net Worth Clients
    KATY ZHAO
Vice President, Portfolio Manager, Financial Advisor, Morgan Stanley
     
 4:00 pm   Leading Practices in Water Risks Integration in Investment Decision-Making
    MONIKA FREYMAN, CFA -- Moderator
Director, Investor Engagement, Water, Ceres
    CYRUS LOTFIPOUR, CFA
Vice President and Head of North American ESG Analyst Team, MSCI
    DAVID W. RICHARDSON, CFA
Executive Director, Global Head of Marketing and Client Service, Impax Asset Management, LLC
    ANDREW TERAS
Vice President, Senior Analyst, Credit Research, Breckinridge
     
 4:45 pm   The Stages of Integration
    MAHESH JAYAKUMER, CFA, FRM
VP and Senior ESG Investment StratetgiSt, SSgA
    CAROL JEPPESEN, CAIA
Senior US Network Manager, UN Principles for Responsible Investment
     JUSTIN SLOGGETT, CFA
UN Principles for REsponsible Investment
         


See Sustainable Investing Seminar Speaker Page Here.

2017 SPONSORSHIP OPPORTUNITIES

Last year's Sustainable Investing Seminar drew over 140 attendees from firms such as Acadian Asset Management, BNY Mellon, Eaton Vance, Fidelity Investments, John Hancock, Natixis Global Asset Management, Putnam, State Street, Vanguard, and Wellington. 

Learn about Sponsorship Opportunities

PLATINUM SPONSORS

     
     
 
     
   
 
     

HISTORY

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

PAST SPEAKERS

Robert Eccles, PhD
Bob Litterman, PhD
Jean Rogers, PhD PE