The Strategic and Tactical Know-How To Deliver ESG Driven Portfolios




Day 1 — June 15th, 2021

9:25am – 9:30am (EST)

INTRO

Kevin Anderson Head of ESG, Markets Reuters Events

9:30am – 10:00am (EST)

The Future of Asset Management

From the approach to Asset Management in the US & Globally, to where our industry can improve on the transparency of ESG, understand what strategies will be employed to

Yie-Hsin Hung CEO New York Life Investment Management

10:00am – 10:30am (EST)

Networking Break

10:30am – 11:00am (EST)

ESG & It’s Future in America

As the leading ESG think tank in the US, the Center for American Progress will outline how ESG in America can improve, from climate-related capital requirements to less opaque environmental data & reporting

Gregg Gelzinis Associate Director Center for American Progress

11:00am – 11:20am (EST)

Supply chains and the future of ESG

With the supply chain becoming an ever more present element of ESG, understand exactly how to engage portfolio companies and their supply chains to mitigate risk and improve end-to-end transparency.

Moderator: Alex Gershenson CEO SupplyShift

Craig Vachon Founder Chowdahead Growth Fund Senior Partner NextStage Capital

Priya Parrish Managing Partner Impact Engine

Nicolai Lundy Director of Partnerships and Market Outreach SASB

11:20am – 11:30am (EST)

Networking Break

11:30am – 12:15pm (EST)

Financing the 1.5 °C Pathway

Overcome the key challenges and capitalise on new opportunities that arise during the transition to a low carbon economy

Moderator: Mindy Lubber CEO CERES

Hervé Duteil Chief Sustainability Officer BNP Paribas

Kirsty Jenkinson Sustainable Investment and Stewardship Strategies (SISS) Investment Director CALSTRS

Dave Zellner CIO WesPath

Sarah Bernstein Managing Principal Meketa Investments

12:15pm – 12:30pm (EST)

Networking Break

12:30pm – 1:15pm (EST)

Asset Owners Demand ESG

How asset owners must coordinate their values and understanding into a unified message that drives investment philosophy

Moderator: Catherine Howarth CEO ShareAction

Anne Simpson Director, Board Governance & Strategy CalPERS

Wim Van Hyfte Global Head of ESG Candriam

Ariane De Vienne Global Head of Asset Owner Strategy ISS

1:15pm – 1:30pm (EST)

ESG’s Role in a Post Pandemic Recovery

The global pandemic put a spotlight on the value of ESG and corporate governance considerations in capital markets. What will the role of ESG investing be in the crisis recovery?

Saker Nusseibeh, CBE CEO, International Federated Hermes

1:30pm – 1:45pm (EST)

Networking Break

1:45pm – 2:30pm (EST)

Emerging Markets: Issuing Green Bonds and the role of ESG

Thematic issuance from Emerging Markets sovereigns and corporates is gaining momentum on the back of significant demand. Do the existing structures serve investors, issuers and sustainability?

Moderator: Barbara Oldani Director, Public Sector Programs Emerging Markets Investor Alliance

Herman Kamil Head of the Debt Management Office Ministry of Economy and Finance in Uruguay

Isabelle Braly-Cartillier Senior specialist, financial markets division Inter-American Development Bank

Patrick O'Connell Emerging Market Credit Analyst AllianceBernstein

Lamine Bougueroua Senior Portfolio Manager UBP Asset Management

2:30pm – 2:45pm (EST)

Networking Break

2:45pm – 3:30pm (EST)

Transparent ESG Ratings

Understand the methodology that informs ESG ratings to create trust, reliability, and comparability.

Moderator: Daniel Botterill CEO Rio ESG

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

Amanda Rebello Head of Passive Sales, US Onshore DWS

Alexandra Mihailescu Cichon Executive Vice President, Sales & Marketing RepRisk

Neil Bradford Group Head of Procurement and Environment JD Sports Fashion plc





Day 2 — June 16th, 2021

9:00am – 9:45am (EST)

Asset Managers Supporting Transition

Bridge the ‘ESG-investment gap’ between corporate boards and investors through recognising resources, knowledge, strategic plans, and practical priorities

Jose Minaya CEO Nuveen

Peggy Foran Chief Governance Officer Prudential Financial

Emily Kreps Global Director, Capital Markets CDP

9:45am – 10:15am (EST)

Networking Break

10:15am – 11:00am (EST)

Social Factor Materiality is Unwavering

Define metrics for social factors to enable accurate reporting, target setting and industry benchmarking.

Moderator: Martin Whittaker CEO JustCapital

Celia Ouellette CEO Responsible Business Initiative for Justice

David Levine Co-founder and President American Sustainable Business Council

Lanaya Irvin CEO Coqual

11:00am – 11:15am (EST)

Networking Break

11:15am – 12:00pm (EST)

The Value of Making a Public Commitment

Net-zero carbon pledges have become standard practice for investors and corporates, but do they deliver real value to either the planet or the shareholder?

Dr. Bronwyn King CEO Tobacco Free Portfolios

Denis Duverne Chairman of the Board AXA

12:00pm – 12:15pm (EST)

Networking Break

12:15pm – 1:00pm (EST)

Impact as an Investment Philosophy

Defining impact intent as a distinct strategy from ESG integration, emphasising intent within investment philosophy as the distinguishing factor

Moderator: Erika Karp Chief Impact Officer Pathstone

Jenn Kenning CEO Align Impact

Jolyne Caruso-FitzGerald Vice Chairman UBS Global Wealth Management

Sarah Bratton-Hughes Head of Sustainability, North America Schroders

1:00pm – 1:15pm (EST)

Networking Break

1:15pm – 2:00pm (EST)

Authentic ESG Fund Selection

Understand how new funds can demonstrate true, full ESG integration due to no encumberment of legacy positions

Dr. Patrick Welton CIO Welton Investment Partners

Anthony Minopoli President & CIO Knights of Columbus

9:25am – 9:30am (EST)

INTRO

Kevin Anderson Head of ESG, Markets Reuters Events

9:30am – 10:00am (EST)

The Future of Asset Management

From the approach to Asset Management in the US & Globally, to where our industry can improve on the transparency of ESG, understand what strategies will be employed to

Yie-Hsin Hung CEO New York Life Investment Management

10:00am – 10:30am (EST)

Networking Break

10:30am – 11:00am (EST)

ESG & It’s Future in America

As the leading ESG think tank in the US, the Center for American Progress will outline how ESG in America can improve, from climate-related capital requirements to less opaque environmental data & reporting

Gregg Gelzinis Associate Director Center for American Progress

11:00am – 11:20am (EST)

Supply chains and the future of ESG

With the supply chain becoming an ever more present element of ESG, understand exactly how to engage portfolio companies and their supply chains to mitigate risk and improve end-to-end transparency.

Moderator: Alex Gershenson CEO SupplyShift

Craig Vachon Founder Chowdahead Growth Fund Senior Partner NextStage Capital

Priya Parrish Managing Partner Impact Engine

Nicolai Lundy Director of Partnerships and Market Outreach SASB

11:20am – 11:30am (EST)

Networking Break

11:30am – 12:15pm (EST)

Financing the 1.5 °C Pathway

Overcome the key challenges and capitalise on new opportunities that arise during the transition to a low carbon economy

Moderator: Mindy Lubber CEO CERES

Hervé Duteil Chief Sustainability Officer BNP Paribas

Kirsty Jenkinson Sustainable Investment and Stewardship Strategies (SISS) Investment Director CALSTRS

Dave Zellner CIO WesPath

Sarah Bernstein Managing Principal Meketa Investments

12:15pm – 12:30pm (EST)

Networking Break

12:30pm – 1:15pm (EST)

Asset Owners Demand ESG

How asset owners must coordinate their values and understanding into a unified message that drives investment philosophy

Moderator: Catherine Howarth CEO ShareAction

Anne Simpson Director, Board Governance & Strategy CalPERS

Wim Van Hyfte Global Head of ESG Candriam

Ariane De Vienne Global Head of Asset Owner Strategy ISS

1:15pm – 1:30pm (EST)

ESG’s Role in a Post Pandemic Recovery

The global pandemic put a spotlight on the value of ESG and corporate governance considerations in capital markets. What will the role of ESG investing be in the crisis recovery?

Saker Nusseibeh, CBE CEO, International Federated Hermes

1:30pm – 1:45pm (EST)

Networking Break

1:45pm – 2:30pm (EST)

Emerging Markets: Issuing Green Bonds and the role of ESG

Thematic issuance from Emerging Markets sovereigns and corporates is gaining momentum on the back of significant demand. Do the existing structures serve investors, issuers and sustainability?

Moderator: Barbara Oldani Director, Public Sector Programs Emerging Markets Investor Alliance

Herman Kamil Head of the Debt Management Office Ministry of Economy and Finance in Uruguay

Isabelle Braly-Cartillier Senior specialist, financial markets division Inter-American Development Bank

Patrick O'Connell Emerging Market Credit Analyst AllianceBernstein

Lamine Bougueroua Senior Portfolio Manager UBP Asset Management

2:30pm – 2:45pm (EST)

Networking Break

2:45pm – 3:30pm (EST)

Transparent ESG Ratings

Understand the methodology that informs ESG ratings to create trust, reliability, and comparability.

Moderator: Daniel Botterill CEO Rio ESG

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

Amanda Rebello Head of Passive Sales, US Onshore DWS

Alexandra Mihailescu Cichon Executive Vice President, Sales & Marketing RepRisk

Neil Bradford Group Head of Procurement and Environment JD Sports Fashion plc

9:00am – 9:45am (EST)

Asset Managers Supporting Transition

Bridge the ‘ESG-investment gap’ between corporate boards and investors through recognising resources, knowledge, strategic plans, and practical priorities

Jose Minaya CEO Nuveen

Peggy Foran Chief Governance Officer Prudential Financial

Emily Kreps Global Director, Capital Markets CDP

9:45am – 10:15am (EST)

Networking Break

10:15am – 11:00am (EST)

Social Factor Materiality is Unwavering

Define metrics for social factors to enable accurate reporting, target setting and industry benchmarking.

Moderator: Martin Whittaker CEO JustCapital

Celia Ouellette CEO Responsible Business Initiative for Justice

David Levine Co-founder and President American Sustainable Business Council

Lanaya Irvin CEO Coqual

11:00am – 11:15am (EST)

Networking Break

11:15am – 12:00pm (EST)

The Value of Making a Public Commitment

Net-zero carbon pledges have become standard practice for investors and corporates, but do they deliver real value to either the planet or the shareholder?

Dr. Bronwyn King CEO Tobacco Free Portfolios

Denis Duverne Chairman of the Board AXA

12:00pm – 12:15pm (EST)

Networking Break

12:15pm – 1:00pm (EST)

Impact as an Investment Philosophy

Defining impact intent as a distinct strategy from ESG integration, emphasising intent within investment philosophy as the distinguishing factor

Moderator: Erika Karp Chief Impact Officer Pathstone

Jenn Kenning CEO Align Impact

Jolyne Caruso-FitzGerald Vice Chairman UBS Global Wealth Management

Sarah Bratton-Hughes Head of Sustainability, North America Schroders

1:00pm – 1:15pm (EST)

Networking Break

1:15pm – 2:00pm (EST)

Authentic ESG Fund Selection

Understand how new funds can demonstrate true, full ESG integration due to no encumberment of legacy positions

Dr. Patrick Welton CIO Welton Investment Partners

Anthony Minopoli President & CIO Knights of Columbus