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 |
|
|
|
|
|