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An Agenda for Strategic Direction Setting and Practical Integration Guidance

Day 1

9:20am – 9:30am (ET)

Welcome and Login

Theme One: Financial Materiality and Adoption

Reuters

9:30am – 10:20am (ET)

Panel Discussion: Measuring Progress*

Panel Discussion Hosted by Reuters News

  • In-depth discussion with senior executives examining how they are measuring progress on ESG, including challenges of getting reliable data and navigating different regulatory regimes

*Please note: This interview is conducted by Reuters editorial, which operates independently from the Reuters commercial operations. Reuters journalists have the sole right to determine who they interview and the questions they ask, with no regard to sponsorship and in keeping with the Trust Principles of integrity, independence and freedom from bias.

Chair: Ross Kerber Correspondent Reuters News

Naomi English Executive Director, Head of ESG Solutions MSCI

Audrey Choi Chief Sustainability Officer Morgan Stanley

Leslie Samuelrich President Green Century Funds

Divya Mankikar Investment Manager CalPERS

Dave Burt Founder and CEO DeltaTerra Capital

10:20am – 10:40am (ET)

Driving value through ESG and Purpose

Despite increasing focus on ESG, many investors still miss associated risks and value creation levers.

  • Embed ESG across your entire investment lifecycle, and encourage portfolio companies to identify and tackle material risks and opportunities.
  • Full embedding of ESG into the fund's aspiration and portfolio unlocks Purpose, carrying additional benefits.

Bruce Simpson Senior Partner McKinsey

Sean Kane Partner McKinsey

Reuters

10:40am – 11:00am (GMT)

Reuters News Interview with BlackRock*

Fireside Chat Hosted by Reuters News

  • Delivering insights on the direction of the ESG conversation, the core drivers, challenges and timeline for progress.

*Please note: This interview is conducted by Reuters editorial, which operates independently from the Reuters commercial operations. Reuters journalists have the sole right to determine who they interview and the questions they ask, with no regard to sponsorship and in keeping with the Trust Principles of integrity, independence and freedom from bias.

Sandy Boss Global Head of Investment Stewardship BlackRock

11:00am – 11:50am (ET)

Fiduciary Duty: ESG as the new requirement

Covid-19 has changed shareholder and stakeholder expectations of corporate and investor priorities, duty and reporting transparency  

  • Are Asset Managers evolving fast enough? What may happen to laggards – understand the risk of legal action?

Chair: Will Martindale Director of Policy and Research UN PRI

Wim Van Hyfte Global Head of ESG Investments and Research Candriam

Sarah Bratton Head of Sustainability, North America Schroders

Joseph Lake COO The Climate Service

Reuters

11:50am – 12:10pm (ET)

Reuters News Interview with Candriam & New York Life Investments International *

Fireside Chat Hosted by Reuters News

  • Delivering insights on the direction of the ESG conversation, the core drivers, challenges and timeline for progress.

*Please note: This interview is conducted by Reuters editorial, which operates independently from the Reuters commercial operations. Reuters journalists have the sole right to determine who they interview and the questions they ask, with no regard to sponsorship and in keeping with the Trust Principles of integrity, independence and freedom from bias.

Naïm Abou-Jaoudé CEO Candriam & Chairman New York Life Investments International


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Theme Two: Standards and Regulation

Reuters

12:10pm – 12:30pm (ET)

Reuters News Interview with Jeff Ubben*

Fireside Chat Hosted by Reuters News

  • Delivering insights on the direction of the ESG conversation, the core drivers, challenges and timeline for progress.

*Please note: This interview is conducted by Reuters editorial, which operates independently from the Reuters commercial operations. Reuters journalists have the sole right to determine who they interview and the questions they ask, with no regard to sponsorship and in keeping with the Trust Principles of integrity, independence and freedom from bias.

Jeff Ubben Founder, Managing Partner Inclusive Capital Partners

12:30pm – 1:20pm (ET)

Unlocking a Standardized ESG Framework

Achieve greater transparency and adoption to build corporate and client engagement

  • Facilitate, through clear frameworks for reporting, ESG data accuracy, usability, and comparability.

Chair: Robert G. Eccles Visiting Professor of Management Practice Saïd Business School

Amy O’Brien Global Head of Responsible Investing Nuveen

JJ Wilczewski Head of Client Coverage, Americas DWS

Jeff Cohen Director of Capital Markets Integration, and Head of Private Investments Initiatives SASB

Liam Healy SVP, Entity Management and Managing Director Diligent

1:20pm – 1:40pm (ET)

Uncommon Giving: Creating A Generosity Index

  • An innovative view of the “S” in ESG at a moment when Corporate Social Responsibility is being re-examined; Measuring and making Generosity investible

John Pileggi Chief Investment Officer Uncommon Giving Corporation

Reuters

1:40pm – 2:00pm (ET)

Reuters News Interview with MSCI*

Fireside Chat Hosted by Reuters News and MSCI

  • Delivering insights on the direction of the ESG conversation, the core drivers, challenges and timeline for progress.

*Please note: This interview is conducted by Reuters editorial, which operates independently from the Reuters commercial operations. Reuters journalists have the sole right to determine who they interview and the questions they ask, with no regard to sponsorship and in keeping with the Trust Principles of integrity, independence and freedom from bias.

Henry Fernandez CEO MSCI

Reuters

2:00pm – 2:50pm (ET)

Social Leadership in the Wake of Covid-19 and Protests against Racism*

Panel Discussion Hosted by Reuters News

  • How the pandemic and protests over racism have reshaped America’s views on corporate and investor social responsibility in the communities they serve

*Please note: This interview is conducted by Reuters editorial, which operates independently from the Reuters commercial operations. Reuters journalists have the sole right to determine who they interview and the questions they ask, with no regard to sponsorship and in keeping with the Trust Principles of integrity, independence and freedom from bias.

Chair: Ross Kerber Correspondent Reuters News

Vikram Gandhi Professor Harvard Business School

Martin Whittaker CEO JUST Capital

Lanaya Irvin President Coqual

Brandon Rees Deputy Director, Corporations and Capital Markets AFL CIO

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Day 2

9:20am – 9:30am (ET)

Welcome and Login

Theme Three: Taxonomy and Building ESG Literacy

9:30am – 10:20am (ET)

Communication with Clients and Corporates: Enabling Transparency Through Clear Taxonomy

Clarify what the term ESG means to investors, policymakers, and key stakeholders

  • Is ESG viewed as SI/RI – is this a problem? How does the perception of ESG strength translate through to financial benefit?

Chair: Daniel Hennessy Senior Consultant NEPC

David Czupryna Head of ESG Development Candriam

Sudhir Roc-Sennett Head of Thought Leadership & ESG Vontobel Quality Growth

Andrew Collins Director of ESG and Responsible Investing San Francisco Employee Retirement System (SFERS)

Rebeca Minguela Founder and CEO Clarity AI

10:20am – 10:40am (ET)

Interview with Intel Corporation

Fireside chat hosted by Dave Stangis, 21C IMPACT

  • Analysis of the best practices employed by large issuers to enable strategic engagement with institutional investors

Suzanne Fallender Director, Corporate Responsibility Intel Corporation

Reuters

10:40am – 11:00am (ET)

Reuters News Interview with FTSE Russell*

Fireside Chat Hosted by Reuters News

  • Delivering insights on the direction of the ESG conversation, the core drivers, challenges and timeline for progress.

*Please note: This interview is conducted by Reuters editorial, which operates independently from the Reuters commercial operations. Reuters journalists have the sole right to determine who they interview and the questions they ask, with no regard to sponsorship and in keeping with the Trust Principles of integrity, independence and freedom from bias.

Waqas Samad CEO FTSE Russell

11:00am – 11:50am (ET)

Build a Team to Thrive in the Era of ESG

Expand ESG literacy and integrate core skills across your organisation

  • Remove silos and achieve full integration. Understand and tackle skepticism Can we do more to align individual performance goals with strategic investment policy

Chair: Andrew Siwo Director of Sustainable Investments and Climate Solutions New York State Common Retirement Fund

Rilwan Meeran Portfolio Manager, Head of Impact Investing MassMutual

Adi Divgi Head of Alternative Investments, Director of Portfolio Management Catalina U.S. Insurance Services LLC

Reuters

11:50am – 12:10pm (ET)

US Trends: Insights into the underlying drivers of ESG*

Fireside Chat Hosted by Reuters News

  • Analysis of how changing consumer expectations are influencing institutional client demands

*Please note: This interview is conducted by Reuters editorial, which operates independently from the Reuters commercial operations. Reuters journalists have the sole right to determine who they interview and the questions they ask, with no regard to sponsorship and in keeping with the Trust Principles of integrity, independence and freedom from bias.

Martina Cheung President S&P Global Market Intelligence


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Theme Four: Strategic Risks and Opportunities

Emerging Markets Investors Alliance

12:10pm – 12:30pm (ET)

Emerging Markets Interview with Greylock Capital

Fireside chat hosted by Claire Meier Underhill, Emerging Markets Investors Alliance

  • Analysis of how emerging markets investors can successfully integrate ESG into investment decision-making

Ajata "AJ" Mediratta Managing Partner, President, Portfolio Manager Greylock Capital

12:30pm – 1:20pm (ET)

ESG Investment Strategies and Asset Selection

Is ESG investing different from Impact, Mission, Sustainable, and Responsible Investing, or just a rebranding of a particular strand of investment?

  • How does ESG integration differ from previous or parallel investment strategies seeking to drive positive social, environmental and sustainability outcomes?
  • What product or asset characteristics are needed to drive investment and meet current investor expectations on ESG performance?

Chair: Sean Gilbert Director of Member Engagement The GIIN

Hervé Duteil Chief Sustainability Officer, Americas BNP Paribas Corporate and Institutional Banking

Terry Heymann CFO World Gold Council

Julie Gorte SVP, Sustainable Investing Impax Asset Management

1:20pm – 1:40pm (ET)

Taking ESG ETFs to Scale

Design attractive ETFS that achieve ESG goals

  • How to appeal to a broader investor base, and achieve economies of scale, and stay ahead of evolving demand 

Luke Oliver Head of Index Investing, Americas DWS

Federated Hermes ILA & Partners

1:40pm – 2:00pm (ET)

Interview with Federated Hermes - International

Fireside Chat Hosted by JP Dallmann, CEO, ILA & Partners

  • Delivering insights on the direction of the ESG conversation, the core drivers, challenges and timeline for progress.

Saker Nusseibeh CBE CEO Federated Hermes - International

JP Dallmann CEO ILA & Partners

2:00pm – 2:50pm (ET)

How to incorporate ESG in a multi-asset portfolio

Understand the current integration between Equity and Bond

  • Define the correct way to view currencies and commodities and the minimum requirement to consider a MA strategy ESG?

Chair: Giorgio Carlino CFA

Heather Bergman Ph.D Vice President, Portfolio Manager Allianz Global Investors

Henrike Kulmann ESG Analyst UBS

Shahnawaz Malik Managing Director and Senior Investment Advisor Cornerstone Capital Group

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